Sales invoice Format Customize Case Study - 001

Created by Cheng Kah Poh, Modified on Tue, 21 Apr at 10:50 AM by NUR AZREEN

Requirement

  1. Remove Header

  2. Show Net Before Tax in details and Change Column Header no color

  3. Add line at Details

  4. Footer Tax column require to add 6%, and Change Total Amount Column no color

  5. Add Bank Account Details

User can refer some similar guidance from KB:

How to Access Report Designer:
https://support.qne.com.my/a/solutions/articles/81000413423
Amend Company Header for Report Format
https://support.qne.com.my/a/solutions/articles/81000413082

QNE Cloud Accounting How to amend Term and Conditions in Transactions Format
https://support.qne.com.my/a/solutions/articles/81000413042


Step 1 - Please use this Guidance to learn How to access report Designer.

Step 2 - Now we are inside Report Designer.

1st Requirement Remove Header - https://support.qne.com.my/a/solutions/articles/81000413082 

User can Press the xrSubreport1 > then Press 'Delete'

Step 3 - Press Field > look for SalesInvoiceVoucher1, Expand it > Expand Details > Drag the TaxExclusiveAmount field into Column below Amount

2nd Requirement - Show Net Before Tax in details and Change Column Header no color 

Before

After

Then highlight all the Column, then Press Setting, Change the Background Color to white 


can Paste this code to Background Color : rgba(8, 45, 109, 0)

Remember to change the Font Color also to Black


can Paste this code to Background Color : rgba(10, 9, 9, 1)

Step 4 - 

3rd Requirement - Add line at Details


Press Page Header Expand the Page Header

Press the Yellow line above the Column Header, then Press CTRL + C to copy the line.

Then Press CTRL + V, to paste at empty space, then may Drag the line below Column Header


Before

after

Step 5 - Press Tax Column > and Press Expression Button (the 'f' sign Button)


4th Requirement - Footer Tax column require to add 6%, and Change Total Amount Column no color

this screen will prompt out


Before

After


Add 6% behind the Tax Value

Iif([CurrentCompany.Country]='PH', 'VAT', 'TAX 6%')


or


with Dash also can

Iif([CurrentCompany.Country]='PH', 'VAT', 'TAX - 6%')


Then Press Apply, and OK

Then Press the Total Amount Column

Change Background Color to White with this code : rgba(8, 45, 109, 0)

Change Font Color to White with this code : rgba(10, 9, 9, 1)

Step 6 - 

Last Requirement - Add Bank Account Details 

1st Delete the highlighted Column 1st

2nd - Add a label, User can drag this blank column move it closer to Company name

Before

After


Then Double Left Click the Column

Fill in the Value that you want

Then Save the Report.

Result :

Requirement

  1. Remove Header

  2. Show Net Before Tax in details and Change Column Header no color

  3. Add line at Details

  4. Footer Tax column require to add 6%, and Change Total Amount Column no color

  5. Add Bank Account Details



** Learn more about Azure Cloud

** Learn more about QNE Hybrid Cloud Software

System Scope: QNE AI Cloud Accounting / N3 AI Accounting


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