Formatting

In the Formatting tab, you can activate system parameters. To find additional information about a parameter, click on the parameter name and the description will display at the bottom left of the screen.

Note: Both the header and footer can have up to 65 characters.

The following parameters and descriptions include:

Add Report Header

Text entered (up to 200 characters) will display as a Header on all reports when they are printed.

Add Report Footer

Text entered (up to 200 characters) will display as a Footer on all reports when they are printed.

Set Print Pages Wide

Enter the number of pages wide that reports should print to. If no amount is entered the reports will shrink to fit into one page.

Client Name in Reports

Allows the text entered (up to 200 characters) will display in the header of reports and will replace the name from the license file.

Reporting Currency for Name in Report Headers (up to 65 characters)

When viewing in reporting currency, this parameter allows the text entered to appear in the header of the reports in parentheses after the report name.

Treat Codes as Text in Excel

Select Yes, to convert any user defined codes that have numbers into text when they are exported to Excel. This preserves leading zeros or where a code resembles a scientific notation instead of converting them where the leading zero is dropped (e.g. 005335A to 55335A) or the formula is converted (e.g. 77E.00001 to 7.7).

Extension of Client Name in Reports

The text entered will be displayed as an extension of the 'Client Name in Reports' parameter value and will be displayed in the header of reports. Enter the Client Name that you want to appear on the reports.

Number of Decimal Places for Rates

Select the number of decimal places to be displayed for rates as they are displayed on reports.

Number of Decimal Places for FX Rates

Select the number of decimal places to be displayed for FX rates as they are displayed on reports.

Use Parenthesis for Negative Numbers

Select Yes, to display negative numbers using parenthesis (e.g. -1000 to (1,000)).  This parameter allows the balances in the application to appear with parenthesis rather than negative numbers to better support the accounting format.