STEP #3: Verify/Edit Data
Click on the Verify/Edit Data tab.
Check the list of Contracts to Report. Remove any names that you do not wish to report by selecting it and clicking the Delete Contractor button.
You can easily report contractors not included in your QB data. Just click the Add Contractor button and enter a name for the contractor in the dialog box.
Starting at the top of the list, select each contractor and make any necessary changes to the information displayed.
Session files store data for the Contractors to Report list, and can be saved and loaded as needed.
This Plugin automatically saves two (2) files for you in the Plugins subdirectory of Qxtender:
One file, named CAEDDDE542-CurrentSession.qses saves the data for the Contractors to Report as you add, delete and edit contractors. This allows you to pick up where you left off if you are interrupted before completing your report. It can be reloaded by choosing the Load most recent incomplete session option on the Load a session file... dialog. NOTE: This file is overwritten as soon as contractors are added to the list, so be sure to load it first if you are picking up on an existing session.
A second file, named CAEDDDE542-LastCompleteSession.qses is created each time you print a report. It can be reloaded in order to make changes, or reprint the report, etc., by choosing the option to Load last complete session.
You can also Save and Load session files to/from other directories. This is useful if you are handling reports for more than one company.