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 or 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).
  • Lists such as Transaction ListsItemsCustomers or Suppliers can also be exported from the Output button.

Permission must first be granted to a user to export data. This permission is granted from User Settings.

Output Button Example with no Templates

Output Save Options

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

Output Button Example with Added Templates

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.
ExportMostly applicable to List Views.
Opens the file browser and allows users to select one of these options:
– Excel file (.xlsx)
– HTML file (.htm)
– Comma Separated Values file (.csv)

Learn More

  1. BOS Document Designer Interface: Explains the interface from which custom documents (e.g. quotations and invoices) can be designed.
  2. BOS Document Designer Tutorials: Tutorials explaining how to create an output document (e.g. quotations and invoices).
  3. Email Edit View: Explains the interface from which emails can be created.
  4. Email List View: Explains the interface that lists all the emails that have been created.
  5. Email Templates: Explains the interface from which email templates can be created. Lists all the available data fields.
  6. Form Designer – Reportbuilder Tutorials: These tutorials explain how to create or edit a template (form).
  7. Form Designer Interface: Explains the commonly used features for the Form Designer.
  8. Output Template Tutorials: These tutorials explain how to add templates to transaction types and other modules.
  9. Output Templates Module: Explains the Output Templates interface.

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