Difference between revisions of "ProDon:General Configuration of the Receipt"
| Line 25: | Line 25: | ||
=== Organization Management<br> === | === Organization Management<br> === | ||
| − | Before performing the configuration of the receipt, you have to correctly configure the organization. | + | Before performing the configuration of the receipt, you have to correctly configure the organization.<br> |
| − | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 410px; height: 249px;" class="wikitable" | |
| − | |||
| − | {| cellspacing="1" cellpadding="1" border="1 | ||
|- | |- | ||
| | | | ||
| − | To do so, from the software home page, click on the "Configuration" menu, then select "Organizations". | + | To do so, from the software home page, click on the "Configuration" menu, then select "Organizations". |
|- | |- | ||
| − | | style="text-align: center;" | [[Image: | + | | style="text-align: center;" | [[Image:General Configuration of the Receipt 001.png]]<br> |
|} | |} | ||
| Line 43: | Line 41: | ||
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
| − | After clicking on "Organizations", the Organization management" window opens. | + | After clicking on "Organizations", the Organization management" window opens. |
|- | |- | ||
| − | | | + | | style="text-align: center;" colspan="2" | [[Image:General Configuration of the Receipt 002.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
| − | '''<span style="color: rgb(255, 0, 0);">A: </span>'''If there are more than one organization, select the one for which the receipt must be configured. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''If there are more than one organization, select the one for which the receipt must be configured. |
| width="50%" | | | width="50%" | | ||
| − | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the [[Image: | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the [[Image:Button Edit.png]] button. |
|} | |} | ||
| Line 61: | Line 59: | ||
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
| − | After clicking on the [[Image: | + | After clicking on the [[Image:Button Edit.png]] button, the "Edit/View organization settings" window opens. |
|- | |- | ||
| − | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:General Configuration of the Receipt 003.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
| − | '''<span style="color: rgb(255, 0, 0);">C: </span>'''If not already done so, it is possible to enter here the information related to the foundation. Some of the information will appear on the receipt. | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''If not already done so, it is possible to enter here the information related to the foundation. Some of the information will appear on the receipt. |
| width="50%" | | | width="50%" | | ||
| − | '''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image: | + | '''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button translate.png]] button, which is at the end of the line of the "Address" field allows you to translate the address main line for all the active languages in '''''ProDon'''''. |
|} | |} | ||
| Line 76: | Line 74: | ||
<br> | <br> | ||
| − | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 510px; height: 227px;" class="wikitable" |
|- | |- | ||
| | | | ||
| − | After clicking on the [[Image: | + | After clicking on the [[Image:Button translate.png]] button, the "Translation of a value" window opens. |
|- | |- | ||
| − | | style="text-align: center;" | [[Image: | + | | style="text-align: center;" | [[Image:General Configuration of the Receipt 004.png]] |
|- | |- | ||
| | | | ||
| − | Enter the right address in the corresponding languages. | + | Enter the right address in the corresponding languages. |
|} | |} | ||
| Line 91: | Line 89: | ||
<br> | <br> | ||
| − | <br> | + | <br> |
=== Configuration of the Receipt === | === Configuration of the Receipt === | ||
Revision as of 11:06, 20 September 2011
Contents
Introduction
There are two types of receipts in ProDon, the standard receipts and the Word receipts.
The standard receipt is available in many formats, but its customizability is limited. This receipt is constantly being updated by Logilys and it is complying with the CRA (Canada Revenue Agency) and with the Canadian standards. Therefore, if the software version is updated regularly, the receipt is updated as well.
The Word receipt is complying with the Canadian standards at the time of the delivery of the software. This receipt is a Word document customized with the trainer in accordance with the requests. Since it is a Word document, the customizability options are infinite. On the other hand, this type of receipt is not updated by Logilys, so it is important to update it in accordance with the Canadian standards. You also have to take into consideration that this type of document is generally more complex than a standard Word document and that you need to have a certain mastery of Word to update it. Finally, since this receipt uses Word, it is slower to produce than the standard receipt.
General Configuration of the Receipt
Usually, only the user "Supervisor" has access to the "System preferences", the other users have a read-only access to them. So, to be able to make the following modifications, enter ProDon with the user name "Supervisor".
Organization Management
Before performing the configuration of the receipt, you have to correctly configure the organization.
|
To do so, from the software home page, click on the "Configuration" menu, then select "Organizations". |
 |
|
After clicking on "Organizations", the Organization management" window opens. | |
| |
|
A: If there are more than one organization, select the one for which the receipt must be configured. |
B: Click on the |
|
After clicking on the | |
| |
|
C: If not already done so, it is possible to enter here the information related to the foundation. Some of the information will appear on the receipt. |
D: The |
|
After clicking on the |
|
|
Enter the right address in the corresponding languages. |
Configuration of the Receipt
In the "Edit/View organization settings" window, the tabs "Receipt", "Receipt (opt.)" and "Receipt" (pos.)" are available to configure the receipt. The first tab allows you to perform the general configuration of the receipt and the two other ones allow you to configure the standard type receipt.
"Receipt" Tab
The "Receipt" tab allows you to perform the general configuration of the receipt.
For the configuration of the standard receipt, click here.
For the configuration of the Word receipt, click here.
Document name: ProDon:General Configuration of the Receipt
