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TFS User Guide - Table of Contents

Documentation Disclaimer

The Application (Batch) Reports allow users to print multiple reports that are relevant to the same application at once. Examples of batch reporting include Application for Finance, Commitment Schedules, Amortisation Schedules, Asset & Liability Statements, and Invoices.

Batched reports cannot be previewed, only printed. Thus, the Preview button performs the same task as the Print button.

There are two ways to view the Application (Batch) Reports.

Opening the Application (Batch) Reports (Reports Screen) - Click here to expand...

From the File menu, select Reports or click on the Reports icon ()
Select Current Application from the Select Report Category drop-down list.
Select the required report.
Press the Preview or Print button to preview or print the Application (Batch) Reports. The Application (Batch) dialog will be displayed.
Select the required reports by placing a tick next to those you wish print.

1. The report style can also be selected using the drop-down menus.
2. For Asset & Liability Statements, individual contacts can also be selected.
3. For Invoices, individual invoices can also be selected.
Click the Print button.

Opening the Application (Batch) Reports (Applications Screen) - Click here to expand...

From the Client menu, select Applications.
Press the Print Preview icon ().
Select the required report.
Press the Preview or Print button to preview or print the Application (Batch) Reports. The Application (Batch) dialog will be displayed.
Select the required reports by placing a tick next to those you wish print.

1. The report style can also be selected using the drop-down menus.
2. For Asset & Liability Statements, individual contacts can also be selected.
3. For Invoices, individual invoices can also be selected.
Click the Print button.

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