Output Button

  • Output refers to the output of data (reports and templates) from QuickEasy BOS. 
  • Forms are created and saved as templates, which are then linked to each transaction (e.g. Customer Invoices) or module (e.g. Customer Age Analysis).
  • Forms are generated when Output (button) is clicked and an output option is selected.
  • Forms / Templates can be customised.
  • Every time a template is selected from Output, the latest data is fetched and recalculated which may cause a slight delay. It could also result in the Output not matching what is on your screen (e.g. if someone else changed the transaction directly after you did).
  • Lists such as Transaction ListsItemsCustomers or Suppliers can also be exported in Excel format from Output (button).

When there are multiple Output options (e.g. reports), they appear as a submenu next to each of the applicable buttons.

ButtonDescription
Output > PrintOpens the default printer and prints the selected Output.
Output > PreviewDisplays the selected Output.

Once displayed, additional options are available including:
Print: Users can choose a printer, including a .pdf printer.
Export to File (save): Users can choose a save location for the report in .pdf format.
Output > EmailThe email interface is opened with the selected Output attached in .pdf format.
Export (.xlsx)Exports the display in excel format. Mostly applicable to List Views.

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