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UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: geefree on January 18, 2009, 09:35:28 pm

Title: GEORGE QUESTION... finance reports
Post by: geefree on January 18, 2009, 09:35:28 pm
Hi,

i have a two part question, if anyone can help please

For the accountant, what do i go into to print in detail the tax report, i think its in finance report... but as this is the first year im using the George programme for this, i thought i would ask.... as it gives details for a finance report... but i have to type a date ending in.... so i think im on the wrong part


And my other question is.. how do i use george to send out an outstanding bill to someone...as all i can find is a invoice area... but it only prints their details.... and not my business name and address.

Thanks for any help here ;)
Title: Re: GEORGE QUESTION... finance reports
Post by: Moderator David@stives on January 19, 2009, 10:12:24 am
part 1 correct you have to put in your tax year end date regardless.

2 , go in system, settings, printing and make sure you havent inadvertanly ticked a box
Title: Re: GEORGE QUESTION... finance reports
Post by: geefree on January 19, 2009, 12:31:05 pm
Thanks for that,

all the boxes are ticked correctly, yet still no heading or nor my own details... just a bill. with customer details.

cheers.
Title: Re: GEORGE QUESTION... finance reports
Post by: chris@c.m.s on January 19, 2009, 01:04:30 pm
Are you using a demo? I'm not sure you get the heading with a demo version.
Title: Re: GEORGE QUESTION... finance reports
Post by: Moderator David@stives on January 19, 2009, 01:14:46 pm
Did you enter your details in user
Title: Re: GEORGE QUESTION... finance reports
Post by: Ian Rochester on January 19, 2009, 02:01:42 pm
Sounds like you are using a demo version, it's only when you buy the proper package that it shows up who it's registered to.

If you can click into USER you should be able to put in Address details etc, then if you click on PRINTING you can put in any footer details
Title: Re: GEORGE QUESTION... finance reports
Post by: geefree on January 19, 2009, 04:40:20 pm
Hi,

Had it for 2 years, all my personal details filled in ,yet nothing on the header...  this is the first time i am using it soley for the tax, and the first time i have had to, or wanted to send out an invoice.

cheers
Title: Re: GEORGE QUESTION... finance reports
Post by: geefree on January 19, 2009, 04:50:50 pm
wonder if the reason has anything to do with the fact i have transferred it to my laptop... which is vista?