Abiword Invoice Template
Kirby Apodaca
The app will then record various information, capture random screenshots (an option that can be customized or turned off), track activity (based on keyboard and mouse usage) along with applications used and URLs visited.
You can see which projects are taking too much time or over budget. Screenshots can also be used to ensure a remote worker is truly working on the right project, or they can be used to prove to a client that the work that was billed for is valid.
It helps if the app lets you import databases from Windows or use a universal file format, such as CSV. This is where Kexi comes in. This is a must-have app for anyone in data and database management.
Kexi is an all-in-one application for creating databases, forms for data entry, and entering data and running reports. It will work with SQLite for locally hosted databases, or you can use Kexi in conjunction with MySQL and PostgreSQL databases remotely.
It can also import MS Access databases in the .mdb/.mde formats. If needed, you can import Comma Separated Value (CSV) data with Kexi (if you have a data export from one of the many programs that will produce CSV).
PDFs can be opened from any device and OS, which makes them a great way to share presentations, send invoices, proposals or any other day-to-day documents. However, editing them can be a hassle, so a good PDF editing software for Linux will almost certainly come in handy.
Right now PDF Mod is not in the official package repositories for most distros, but you should be able to find packages pretty easily. The PDF Mod page links to packages for openSUSE, Ubuntu, Fedora, and SUSE Linux Enterprise Desktop.
In addition to allowing you to view the files, Okular will also allow you to annotate your documents and share reviews with other Okular users. For example, if you have a PDF you need to mark up before something goes to print, Okular allows you to make annotations right on the PDF file instead of having to print it out, add your edits, then scan and send back.
Kontact is a suite of all of those tools, designed to increase productivity and add enormous value to the users by bringing everything together. This includes KMail, KAddressBook, the KJots notetaker, Akregator feed reader, KOrganizer calendaring app, journal application, and more.
gLabels may not support every type of label and business card sheet you want, but it is quite comprehensive. It supports a wide range of brands, from Avery to Zweckform, and has a number of templates.
It takes all the hassle out of trying to replicate a label template in a drawing program, and only requires that you measure the template you want for the size of the labels and the margins on the sheet, and then enter them in the Template Designer dialog.
AutoKey is designed to manage collections of scripts or phrases. The program lets users insert any pre-set phrases or text with a hotkey. You can also set this program up to run any scripts or open programs with a few clicks.
In AIM, documents are templates from which real world correspondence such as memos, quotes, binders, faxes, declaration pages, etc. are created. A template has data fields within it that can be used to populate the document with data from the submission or record with which you are working.
When we discuss designing a template, we are referring to designing the form mentioned in item 1 above. When we discuss editing a template, we are referring to editing the underlying detail for that document mentioned above in item 2.
In the Search pane you can search for a specific document by either Description or DocumentID. Click ,and then select your preference. Enter the description or ID in the search field. The closest match is highlighted in the grid as you type. The grid displays the following information about templates and sections defined by your agency:
Before the actual design of the template can be created, it is necessary to create the detail, that is, the shell of the template. In the steps that follow, we show you how to create the template details.
If the template is to be presented to the user when following a workflow such as a quote or binder, be sure to select the category of System. Doing so prevents the template from being available in the memo tool of AIM, so that it cannot be issued without following the correct workflow.
Designing the document template is the final step of the document design process. In the steps the follow, we show you the template creation process. You can modify our steps to design your own templates.
The first two options, located on the File menu, are Insert Graphic Placeholder and Insert Embedded Graphic. Please note the graphic must be stored as a .wmf or .bmp image in the size in which it will be transmitted, and should be stored in the Images folder of the AIM directory.
When a graphic placeholder is inserted, there is a danger in that if the graphic file is moved to a new location on your network, it will no longer display because the link has been broken. Each template must be manually updated to insert the new placeholder.
When designing a template, you have the ability to insert data fields from various tables in the database into the form. These data fields are populated with data from the submission with which the user is working when the template is processed in AIM. Alternatively, you can opt to insert a section template into your template. Sections are discussed at length later in this document.
Repeating sections allow you to manage multiple rows of data, such as units at risk or additional interest schedules. Inserting the merge fields from a table such as commercial units at risk means that the section will repeat in the document template as many times as there are rows of data in the table.
As with a document template, the details of the section must be created first. In the steps that follow, we will show you how to add a section template. You can modify our steps to create and modify your own templates.
Designing a section template is no different than designing a document template. All features that we showed you for designing a document template apply here, with one important difference; you cannot insert a section into a repeatable section or into another section. Sections are intended to be inserted into document templates only.
The following pages contain the field definitions for the core tables of Document Designer. For information regarding the extended tables (Unit at Risk Tables), please refer to the AIM Database Dictionary posted to the My Vertafore website.
Claim Detail tab: Claim# field. Each claim entered under a submission is assigned a number. The first claim entered will contain a value of 1 prefixed by zeroes; the second claim will contain a value of 2 prefixed by zeroes, and so forth. The counter starts at 1 for each submission.
Reflects the first line in the 'Cancellation w/reason' text box through which a user may enter the reason for the policy cancellation. Refer to the Notice of Cancellation tab of the Policy Cancellation screen
Reflects the second line in the 'Cancellation w/reason' text box through which a user may enter the reason for the policy cancellation. Refer to the Notice of Cancellation tab of the Policy Cancellation screen
Reflects the data displayed in the Cancellation Worksheet of a Policy Cancellation endorsement. It contains the description, the term premium, the rate (return factor), and the return premium, respectively.
The business data the field represents varies:
For MvrReports and LossPayee entries, the column holds the lookup code id associated with the type or category of selected record. In the lkpCodes table, the typeid field holds either 'TBL' or the lookup code id of a lookup code table.
In the Document table, Typeid holds a two to three letter code representing the category to which the document should be associated with.
The taaNameMaster, Suspense, InvoiceTypeCode, and Activity tables each store a letter in the typeid field. The meaning of the letter in each of these tables differ however. TaaNameMaster--letter ('A', or 'C') indicates whether contact is associated with an agent or company. Suspense -- letter ('F', 'V')indicates the type of suspense, such as a Followup, Memo, Visit, etc. InvoiceTypeCode -- letter ('P', 'F', 'T') indicates whether code is associated with Premium, Fee, or Tax. Activity -- letter ('M', 'I', 'E', 'S', 'N') indicates whether image is associated with a note, e-mail, invoice, suspense, memo, etc.
The default sender of the document can be set on the Detail tab of the template, or through the Template menu when in design mode. The sender may be the Account Exec, Marketing Rep or TA/CSR assigned to this submission, or the current user.
If a policy has been issued using's FormMaker export functionality, this field will contain data displaying how you have chosen for the insured name and address information to flow into the FormMaker forms
For MvrReports and LossPayee entries, the column holds the lookup code id associated with the type or category of selected record. In the lkpCodes table, the typeid field holds either 'TBL' or the lookup code id of a lookup code table.
In the Document table, Typeid holds a two to three letter code representing the category to which the document should be associated with. The taaNameMaster, Suspense, InvoiceTypeCode, and Activity tables each store a letter in the typeid field. The meaning of the letter in each of these tables, differ however. TaaNameMaster--letter ('A', or 'C') indicates whether contact is associated with an agent or company. Suspense -- letter ('F', 'V')indicates the type of suspense, such as a Followup, Memo, Visit, etc. InvoiceTypeCode -- letter ('P', 'F', 'T') indicates whether code is associated with Premium, Fee, or Tax. Activity -- letter ('M', 'I', 'E', 'S', 'N') indicates whether image is associated with a note, e-mail, invoice, suspense, memo, etc.
Indicates which items from the underwriting checklist have been completed. The value stored is either a NULL value or a three letter combination of Y and N, where 'Y' indicates that the related check list has been completed.
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