Standard and customized reporting

[Sandra]

Hi,

I was wondering if someone could answer some questions for me (I called Everest support, no one's gotten back to me yet).

I'm interested in knowing whether I can produce a daily or weekly report showing any invoices that have been entered that don't match their purchase orders/receipts, and/or what, if any, modifications that have been made to make the amounts agree.
Specifically, I'm looking to see if a purchase order has been entered, then invoice is received and it doesn't match, so the purchase order is changed to make it equal to the invoice. I'm also interested in seeing this on the A/R side as well, like if a sales quote is entered, customer invoice is issued, and the payment comes in and there are modifications made at any point along the way.

As for customization, would anyone have an idea of how difficult/time consuming it would be to create a Crystal Report showing, say, Cheque date, Cheque #, Vendor, and Amount Paid? I'm looking at creating fairly simple reports that can be exported to Excel (if need be).

Thanks in advance!!

Sandra

[Raj]

Hi Sandra,

Making Crystal Report and integrating it with Everest is fairly simple. I have done many custom reports in Everest using crystal report tool. If you are familiar with Crystal Report and have any question on how to use it than email me at

rajan13@gmail.com

If you don't want to do it yourself and have someone else to make the report for you than also email me I can do this report in few hours.

Thanks

RS

Hi,

I was wondering if someone could answer some questions for me (I called Everest support, no one's gotten back to me yet).

I'm interested in knowing whether I can produce a daily or weekly report showing any invoices that have been entered that don't match their purchase orders/receipts, and/or what, if any, modifications that have been made to make the amounts agree.
Specifically, I'm looking to see if a purchase order has been entered, then invoice is received and it doesn't match, so the purchase order is changed to make it equal to the invoice. I'm also interested in seeing this on the A/R side as well, like if a sales quote is entered, customer invoice is issued, and the payment comes in and there are modifications made at any point along the way.

As for customization, would anyone have an idea of how difficult/time consuming it would be to create a Crystal Report showing, say, Cheque date, Cheque #, Vendor, and Amount Paid? I'm looking at creating fairly simple reports that can be exported to Excel (if need be).

Thanks in advance!!

Sandra