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  1. cowvet

    Importing trial balances

    Importing/exporting is supported by PT, but there is a lot to keep track of to do it right and not screw something up. You can start with the help in PT for import/export. There are several pages explaining it. There is an order which things must be done in. I wonder too if you might want to...
  2. cowvet

    Date field on invoices

    HI again, We are similar, and I looked for this for a long time. We ended up using the purchase order field for the work date. Shows up on our crystal reports that we give people, but not sure how sortable it is (haven't played with that at all). Some people end up with non-date info in this...
  3. cowvet

    Alignment of fields in forms

    To change these, you need to go to design in the invoice. To get there, make sure you know which invoice you are working on (there are several choices as you will see, and you can make cutomized ones). Go to Reports>>Accounts Receivables>>Invoices/PackingSlips. This last one is a folder...

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