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  • #36245

    stevema
    Participant

    I am finding that the associate fees module doesn’t do what I want it to. I wonder if there is a way round this.

    Firstly, when I run a calculation it comes up with a breakdown including transaction details. But when I come to print out the transaction details are missing.

    Secondly I need to be able to download the report (including transaction details) as an excel spreadsheet so that I can move the data around and present it.

    I need to be able to show my associate exactly what they are being paid for and the module does not give me this facility.

    Hope you can help me.

    Steve

     

    #36246

    William
    Keymaster

    Hi Steve

    Thanks for the post. With regards to your first point, the good news is that this can be done. You can print out the transaction details by clicking on the Print button within the Associate Fees Calculator, click the Options button and tick the option Preview. After clicking OK the additional information will now appear.

    With regards to the second point, you can export the printout as a PDF, XLS or XLSX format (the latter two are Excel formats).  When in the print preview, click on the lower half of the Export To… button and select the format you wish to save the document to.

    Please let us know if you need anything clarifying from above.

    #36247

    stevema
    Participant

    Hi William,

    That is great. Just what I wanted. 🙄

    Steve

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