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user_guide:vouchers [2016/05/27 23:34] – [Changing a Voucher Password] admin | user_guide:vouchers [2016/05/28 00:26] (current) – [Exporting a CSV list of Vouchers] admin | ||
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- | ===== Changing | + | ===== Change |
- | To change the password of a Voucher: | + | The password of a Single field type Voucher cannot be changed. |
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* Click on the **Password** icon on the **Extra Actions** Toolbar. A panel appears. | * Click on the **Password** icon on the **Extra Actions** Toolbar. A panel appears. | ||
- | * Type in the new | + | |
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+ | * Type in the **new password** in the given field. | ||
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+ | * Click **OK** to finish. | ||
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+ | ===== Print a PDF of Vouchers ===== | ||
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+ | To print all or some of your existing Vouchers, you can generate a** printable .pdf file**. Follow these steps: | ||
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+ | * Click the **Vouchers icon** on the home page. The Voucher Window opens. | ||
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+ | * ** Select** the Vouchers you want to print. (If you want to print all the Vouchers you don't have to select anything). | ||
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+ | * Click on the **PDF icon** on the Documents toolbar in the Vouchers Window. A Generate PDF Panel opens, | ||
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+ | * Select the format from the** Output Format** drop-down list. | ||
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+ | * Tick off **Only Selected** if you don't want to print all the Vouchers but just those you selected two steps up. | ||
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+ | * Click on the **Advanced tab** in the Generate PDF Panel. | ||
+ | * **SCROLL DOWN** in the panelto browse through items you can add to or omit from the PDF | ||
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- | * To change the password of a voucher; simply select the voucher from the grid and click on the **Change password** button. | + | * Click **OK** to view the PDF. |
- | * A dialog box will pop-up requesting the new password. | + | |
- | * Specify the new password and click **OK** to commit | + | |
- | ===== Printing a Pdf of Vouchers ===== | + | If your browser does not support |
- | The Vouchers applet allows you to export the data in the following formats: | + | |
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- | - CSV | + | |
- | ==== Export | + | ===== Export |
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- | * Simply click on the **Export to PDF** button to bring up a dialog box that will offer you some choices. | + | |
- | * **Output format** Select the format of the PDF. RADIUSdesk supports various Avery label formats and also standard A4. | + | |
- | * **Language** Select the language of the PDF document. | + | |
- | * **Only Selected** Optional to export only the selected items. If you have not selected any items; all those items listed will be exported and this option will not be available. | + | |
- | * When you click **OK** another window will open containing the PDF. If your browser does not support showing a PDF file in the window; it will be downloaded. | + | |
- | ===== Exporting a CSV list of Vouchers | ||
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* Simply click on the **Export to CSV** button to bring up a dialog box that will offer you a choice of columns to include. | * Simply click on the **Export to CSV** button to bring up a dialog box that will offer you a choice of columns to include. | ||
* When you click **OK** your browser will download the CSV file and may offer you the option to open it with a specified program. | * When you click **OK** your browser will download the CSV file and may offer you the option to open it with a specified program. |