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 […]

Export department list into Excel

Customers, Knowledge Base, Process, Reference, Reports, Setup

You can export a list of department information into an Excel spreadsheet with the following columns: Department name Store # Store Dept Non-Taxable State Non-Taxable County Non-Taxable City Non-Taxable PO System Number-of-Days % Suggested Min Factor % Minimum Margin % To export the department list into an Excel file: In Paladin, from the main menu, […]

Export employee list into Excel

Knowledge Base, Process, Reports, Setup

You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status To export the employee list into an Excel file, follow these steps: In Paladin, form the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click Export. An […]

How to create reports with the Microsoft Access Templates

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. In Paladin, from the main menu, select Reports > MS Access Templates. On the MainPage tab of the Access Report window, click Reports. On the ReportsPage tab, click […]