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  • Importing customer / loan returns template

    Hi, I have a need to import customer returns into X3 ( both normal and loan returns). How is this done as the template I built only imports the header record and not the edtail record, despite detail records info being specified during the import (…

  • Does anyone have a template for role options that we can use in a new implementation?

    We have a new client who would like to have a "checklist" to use to create new roles. Does anyone have one? Ideally it would be in excel or word and have all tasks, security events, and module options listed (along with a brief explanation of what the…

  • .sfm file format

    Does anyone know the file format for Simply's .sfm template files? I need to load it in my solution to make a PDF of an invoice.

  • Import Invoices, with a field set to create recurring invoices

    Hello! I'm trying to get our invoicing more streamlined, and I need to bulk import invoices, with them set to recur annually. Is that possible? I noticed in the import template there is references to "recur Number" and "recur frequency" fields, which…

  • Need a report for sales for prior month or two

    I'm trying to create a custom report that lists ID, product name, prior months sales, YTD sales, on hand, on order and lead time. The only item I can't figure out is "prior months sales" How can I get this? I would also like to be able to put in a date…

  • RE: Sole Proprietor Template – Missing

    Hello Keith The Sole Proprietor, Generic Template, is the exact one I am reffering to. As I look at all the Accounts under Owners Equity they all state the same Gifi Number of 3620 that according to CRA Gifi Guide is "Total Shareholder Equity". …

  • Invoice printing problem

    Bonjour! Having a problem with a ''new'' customer and printing from our personalized template. For some reason all other customers are printing for default printing settings on our personalized template. But this new customer (today) for some reason is…

  • Template Account Description

    Hello I haven't had to set up a new account for some time and recently did so, this time however using a template. The process was simple but after reviewing some accounts I was left a bit confused. For Example : There are two accounts listing Computer…

  • Delete Standard Check Template

    We modified our check template, naming it Form code A. I now would like to delete the Standard form code, but Standard still appears as an option when selecting the template, even though I deleted the corresponding directory. If selected, it simply creates…

  • Importing Bill Layout Issues/TS 2010

    Need to copy a bill layout from one database to another. Have no problem exporting. Problem is importing. When I go to import the layout from the other database into this new database TS tells me I can't import because the layout is not the same as…

  • Exporting Invoice Template

    We're using Timeslips 10 at the office. How do you copy the invoice template to load onto a new database??

  • Budget Template

    Does anyone have a budget template setup in Excel that can be saved as a csv that can then be imported into BW 2012?

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