Create New Layout

Access this form using Reports>Forms Designer.

Use this form to select the Layout Type, Printer Type, and Template. An existing layout can also be opened with this form. Click to display the Forms Designer, allowing you to design or change the layout. The Forms Designer helps in customizing your own layout to print checks, vouchers, invoices, customer statements, cash receipts, purchase orders, receipts, receipt adjustments, cancellations, vendor returns, sales orders, picking tickets, packing slips, customer return tickets, requisitions, and payroll checks and vouchers.

The only types that are listed in the Layout Type box, are those associated with the modules installed. For example, if the Accounts Payable module is not installed, "A/P Checks" does not appear in the Layout Type drop-down list. Each Layout Type has a template associated with it. The system only allows a template to be selected that is related to the Layout Type chosen.

Layout Type: Select a layout type from the drop-down list. The layout type, such as Write Checks, is used to filter the templates available for Write Checks.

Printer Type Laser, Continuous: Select a printer type of either Laser or Continuous. Keep in mind that the type of printer selected determines the size of the form. For example, for Continuous, the checks only have one stub (stub>check). For Laser, the checks have two stubs (stub>check>stub).

Choose Template Pre-printed Stock: To print a form on pre-printed stock, make sure this check box is selected, and then select a template for the chosen Layout Type using the drop-down list. Each Layout Type has a template associated with it. Select "None" to create a custom layout from scratch. Note that when the Pre-Printed Stock check box is selected and a new form is created and saved, any data that does not fit on the first page prints on the next page; the system auto-increments to match the pre-printed numbers. However, if the Pre-Printed Stock check box is not selected and a new form is created and saved; the same number is printed on all additional pages, associated with the document.

Open Layout Open Existing: Select this check box to open an existing layout. The drop-down list displays a list of available layouts that have been created.