DV1026 - Customizing the Invoice report

The information in this article applies to:

• DOVICO Timesheet version 8.0 and 8.1

See KBase article DV1114 for instructions when using DOVICO Timesheet version 9

Introduction

A new reporting architecture was implemented in Track-IT Suite 2003 (version 9.x), which stores the report files directly in the database. To update the invoice report with a customized invoice report, The Import/Export System Invoice tool must be used to Import and/or Export the report file.

The Import/Export System Invoice tool can be downloaded from http://www.dovicofiles.com/ImpExpInvoice.exe

To export the Track-IT Suite system invoice as a Version 9 Crystal Report:

1. Run the ImpExpInvoice.exe file (the tool will be displayed as shown above).
2. Enter the SQL Server Name.
3. Enter the Database Name.
4. Enter the User ID and Password used to connect to MSDE/SQL Server. (by default the User ID = sa and the Password = dovico)
5. Select Export Invoice as V9 Crystal Report.
6. Browse to the location where you would like to crystal report to be saved.
7. Enter a filename (i.e. Invoice.rpt).
8. Click Save.
9. Click OK.

To Import a customized Invoice report:

1. Run the ImpExpInvoice.exe file (the tool will be displayed as shown above).
2. Enter the SQL Server Name.
3. Enter the Database Name.
4. Enter the User ID and Password used to connect to MSDE/SQL Server. (by default the User ID = sa and the Password = dovico)
5. Select Import Crystal Report Invoice.
6. Browse to the location where the crystal report invoice is located and open it.
7. Click OK.