How to view a customer’s emails in Excel

Customers, Knowledge Base

The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which eliminates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs.  The Excel view is editable, so you can edit the data before you print, share, […]

How to view a customer’s projects in Excel

Customers, Knowledge Base

The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs.  The Excel view is editable, so you can edit the data before you print, share, […]

How to view a customer’s authorized signers in Excel

Customers, Knowledge Base

The View in Excel feature automatically creates an Excel view of frequently-requested customer data, which elimnates the need to transcribe the information manually. From Excel, you can easily print, email, and share this information with the customer or other software programs.  The Excel view is editable, so you can edit the data before you print, share, […]

How to create a Sales Tax Details report

Knowledge Base, Reports

The Sales Tax Details report provides state, county and city tax details by invoice line item and includes a tax summary with taxable and non-taxable sales totals. The report opens as an Excel worksheet and can be created for a period of up to 31 days. On the top ribbon, click the Reports module. In the […]

How to create reports with the Microsoft Access Template

Knowledge Base, Reports

You can create single store reports and multi-store reports with the Microsoft Access Template.  All of the following reports are for a time frame that you specify. Open Paladin POS. On the File menu, click Reports, and then click MS Access Templates. On the Main Page tab, click Reports. On the Reports Page tab, click […]