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Remittances

Posted: 30 Jan 2018, 13:21
by LondonGIrl
Hi

First time poster here as I normally do ok with report designer.

Never used remittances in sage before but I need to start and I'm having some trouble.

Not everything showing on the report in designer mode is printing e.g. the words DATE, CHEQUE, REMITTANCE ADVICE and all the column headings in the table.

I can't edit or delete these fields either.

Can anyone help ?

THanks

Re: Remittances

Posted: 30 Jan 2018, 16:32
by brucedenney
I thin that you are looking at a report that has a template associated with it.

The template is providing all the text/background etc for the layout.

By default, I expect the remittance template is not printed when you print to a printer but is when you print to email or pdf.

The standard template has a grey background which is a waste of printer ink/toner and pretty ugly if you ask me.
You could tell the report to print the template when printing to the printer, if you don't mid the look of it.
You could remove the template and add text boxes to provide the headings, logos and so forth and make it look pretty.
You could make a new template of your own, that reflects your own style and apply it to lots of documents in Sage, think of it as a preprinted generic letterhead with a grid and boxes on it.

The options get more and more difficult, but they produce better and better results.

What would you like to do.

Re: Remittances

Posted: 31 Jan 2018, 11:36
by LondonGIrl
Thanks Bruce, it totally hadn't occurred to me that I was dealing with a template rather than report. I've printed it to PDF and the areas that should just show text (i.e. not coming from a data field) are still not showing and I can't select them to delete and replace with text boxes. Am hoping my attachments work

Re: Remittances

Posted: 31 Jan 2018, 20:20
by brucedenney
The template can be removed from the report.

Select the root of the report and view it's properties, the property called template will contain the path to the template,delete the path from the property and it will be gone.

Re:Printing invoice remotely

Posted: 21 Apr 2018, 13:33
by capitalsouvenirs
Hi
we are having the same problem when printing invoices remotely - so much grey background - is there any way to get rid of this?

Re: Remittances

Posted: 21 Apr 2018, 15:37
by brucedenney
Edit the layout and remove the template for the background or use the option to not print backgrounds and to only use them for PDF and email.

Re: Remittances

Posted: 23 Apr 2018, 08:26
by capitalsouvenirs
Thank you very much for this.

Re: Remittances

Posted: 23 Apr 2018, 10:58
by brucedenney
Here are the things you need to do on a picture

You need to select the root of the report in the report explorer (Red ring at top)

and in properties you can either

Delete the template (Red ring at bottom)
or
Change the Print Setting for the template to False (Green ring)
Untitled.png
Hope this helps