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Report paths – store into folders by:

This functionality allows sorting details into separate folders for each Client.

Say your generic path is C:\BTMsoft

For instance, Individual non-business payment summary for a Client/Employer named BTMsoft Pty Ltd with reference BTMS would save a 2017 into:

  • Customer name, year and report:

C:\BTMsoft\BTMsoft Pty Ltd\2017\Payment Summaries\x.pdf

  • Customer reference, year and report:

C:\BTMsoft\BTMS\2017\Payment Summaries\x.pdf

  • Keep all in one folder: C:\BTMsoft\x.pdf