Reports can be added, deleted or reordered within your set of complete reports for a specific entity.
Copying a HandiSoft Master set of reports to the selected entity
Log in to HandiLedger and select your entity.
Go to the Reports menu, then click Preferred Reports.
In the Master preferred reports window, select the HandiSoft master reports setup that you wish to use for this entity.
Click Copy and then OK to confirm the master report setup being copied to the selected entity tab.
Click the Selected Entity tab.
Add or delete reports from your selected entities' report setup
Click New to add a new report.
In the Preferred report add/edit window, give your report a name.
Click Select report to choose the report.
Click Select format, to choose the report format, once complete, click Ok.
To delete a report, highlight the report and click Delete, and then click OK to confirm the deletion.
Change the report's order
Log in to HandiLedger, then select your entity,
From the Reports menu, click Preferred Reports.
In the Master Preferred Reports window, click the HandiSoft Masters tab and highlight the HandiSoft Master set of reports you want to use for this entity.
Click Copy and then click OK. The HandiSoft Master has now been copied to the selected entity tab.
Click the Selected entity tab.
Click Order.
The reports can then be re-ordered by highlighting the report, then using the arrow buttons to reposition.
Once all in place, click Ok.
Note: Available Reports do not appear in the complete report.
Create a Custom Master Report Setup
You can create a custom report setup for each entity type that can be attached to other entities of the same type.
Log in to HandiLedger, then select your entity,
From the Reports menu, click Preferred Reports.
In the Master Preferred Reports window, on the Selected Entity tab, make the relevant changes to the report setup.
This report setup can be used as a master to attach to other entities by clicking Master.
Name the setup and then click Ok.
This report setup will now sit in the User Masters tab.
To use this report setup for another entity, Select the entity, then go to Reports, Preferred Reports, User Masters tab.
Highlight the setup and click Copy, then click OK.