This section displays the Books In records associated with a particular client.
You can access Books in the navigation toolbar by selecting Drive Desktop > Books In.
In the relevant section, select the icon along the top (you can also right-click and click 'New', or select File > New). The Books In window will be displayed.
Fill in the details for Job Type, Date entered, Client, Document Received by, and any other extra information in the Comments section. The progress can be entered and updated using the ‘Status Tab’.
Books In Reports
There is a report available for Books In in the Reports section on Drive. To access this, got to Drive Desktop > Reports > Client Reports > Books In Report.
To update the look of the Books In report, right-click on the report name and select 'Open'. The Report Setup window will open; you can use this to update different settings and columns shown in the generated report. To change these, select Column Selection. You will then see the list of available columns that can be selected to appear on the report, including columns like Address, City, County, PostCode, and Country. Tick to select and click 'OK' to save these changes.
Double-click on the Books In Report to open and make your selections. Click when ready to view.
The report will open as below. You can scroll through and save, export to Excel, or email to the client from here.