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Creation of new invoice with Report Designer

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Cricket_8119
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Joined: 07 Oct 2011, 16:22
Sage Version: v2011 17 UK/Europe/Africa

Creation of new invoice with Report Designer

Post by Cricket_8119 » 07 Oct 2011, 16:34

Hi there, I have only just started using Sage and getting a bit frustrated with the report designer. I have Sage Instant Accounts 2011 v17 and run on Windows Vista.

I created a product invoice in the report designer as I needed something a bit more personalised with logo... and saved as .layout in company data (.000). I can access it, edit it, modify it... whenever in the report designer, however I cannot seem to be able to access it from Sage itself.

When trying to print a customer invoice, there are only a few invoices available in the report browser but not the one I created!

I've obviously gone wrong somewhere but after hours of fiddling about, I've decided to give up and ask for some help.

If anyone knows what I should try or do, please please let me know!

Thank you!!!!

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brucedenney
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Re: Creation of new invoice with Report Designer

Post by brucedenney » 11 Oct 2011, 13:18

Your invoice layout should be saves in the layouts directory above the accdata directory

First open the Data directory by going to Help>About>System information>Directories>Data Directories and right clicking and choosing the option open folder.

Go up one level and there you should find a directory called layouts. Save your invoice layout in that directory and it should appear in Sage 50
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

Cricket_8119
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Joined: 07 Oct 2011, 16:22
Sage Version: v2011 17 UK/Europe/Africa

Re: Creation of new invoice with Report Designer

Post by Cricket_8119 » 11 Oct 2011, 13:23

Thanks for your help. Will try that now.

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