Reset an Excel report to default values

Got an Excel report in Qbil-Trade that no longer does what you want? No longer loads the data adequately or simply gives you an error upon opening the report? There is a simple way to reset the report back to its original default state!

Before clicking the report in the Qbil-Trade Excel reporting screen press and hold either SHIFT or the CTRL button on your keyboard. While still holding the SHIFT or CTRL button click the report you would like to reset to its original state. Once the Qbil-Trade Report assistant opens you can release the button.

Press any report with shift or ctrl button pressed

If all went well, the report has now reset to its original values.

Please remember that when working with Excel reports you can hide and move columns around but you cannot delete a column. This will corrupt the Excel report structure and Qbil-Trade will no longer be able to generate the report properly.

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Updated on September 19, 2024

FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.