Set up categories - report layouts

IT Manager Practice Admin

These setting assign fee layouts to Organizations, allowing different formats to be used for different Organizations.

1. Select Admin > Categories from the menu.

2. Select Main Categories from the list, then select Report Layouts.

3. Click Add (or View/Edit to edit an existing category).

   

4. Make any changes, then click Save. See the following table for more detail.

FIELD	DESCRIPTION
Layout Type	Indicates to the system whether the layout is to be available for fees, RFP’s, Credit Notes, RFP Credit Notes or Unlinked Credits.
Layout Name	Enter the name for the layout. This is displayed in the client billing details and also within the fee wizard.
Layout File	Enter the file name for the layout, for example, Rpt_Fee_Inv
Layout Email File	Enter the name for the corresponding email layout to be used.
Matching credit memo	Select a credit memo layout to be used when crediting a fee that uses the layout.
Organizations	Select the Organizations that the layout will be available for.