data:importing spreadsheet data from the Index tab of the CBS Help
Topics dialog.
Client Setup in CBS
Accountant’s Assistant Handbook
123
Glossary items
Choose
Setup / Glossary Items.
Use the Glossary Items window as a tool to create a collection of preset
and preformatted user-defined text and/or format entries. You can use
these items to provide descriptive information about invoices and invoice
items on printed invoice and statement forms.
Client Setup in CBS
124
Accountant’s Assistant Handbook
Invoice and statement layouts
Choose
File / Print Forms or click the Forms
icon on the
Receivables shortcut bar.
Use the Print Forms dialog to select the invoices and statements to print.
You can specify activity to include, invoice date and number, which
forms to use when printing the selected invoices and statements, and the
number of each form to print.
Client Setup in CBS
Accountant’s Assistant Handbook
125
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