<< Settings: Error Prevention | Settings: Bank/Rules >>
| Export Reports To CSV | Adds the option to export a report as a CSV that mimics what is visible in QBO – leaving out hidden fields. Also includes a ‘Copy To Clipboard’ button. |
| Hide Sub-Rows Button | Adds a link labeled as “^^ Rows” that collapses and expands any data in the rows that has parent/sub relationships like Accounts. Also works with expanding/collapsing report groups in the Custom Reports Screen |
| Hide Sub-Columns Button | Adds a link labeled as “>< Columns” that collapses and expands any Classes, Locations, Customers:Projects, and Products/Services that have sub-categories under it, also makes those headers RED so you know they were collapsed |
| Default Print Reports In Landscape | When you click on the printer icon on a report – RightTool will automatically switch the print to landscape mode. |
| Audit Log Transaction Date Filter | Allows you to filter your current page of the audit log for Transactions within certain dates. |
| Inventory Quantity Adjustment Enhancements | Creates a button inside of the ‘Inventory Adjustments’ screen to quickly add all products & a button to zero out the new qty for each of them. |
| Auto Switch to Classic View | Automatically switches reports from the ‘Modern View’. |
| Enable Right-click on Classic Reports | Right clicking on any amount inside a report will show the option to open in new tab, new window, incognito window, etc… Without RightTool this is not possible in reports |
| Totals in Sales Tax Liability Report | Creates a button that calculates the totals in the ‘Sales Tax Liability Report’ then appends the totals to the notes of the report. |
| Customer P&L Link | Creates a link in the Customer Detail Page that takes you to a profit and loss filtered to that customer. |
| Report Preset Button | Adds a button to run a group of preset settings without manually clicking all the settings. You can edit these in the area below. |
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