Introducing the Forms Designer Module

The Forms Designer module is an easy-to-use, flexible tool that gives you greater control over creating forms. You control the format and location of the fields printed on your checks, vouchers, invoices, requisitions, purchase orders, cash receipts, and customer statements (depending on which modules are installed). Multi-tab menus make it easy to move, edit or delete each field. Control buttons handle alignment and, with a mouse-click, shift fields to the top or bottom of the form. You can quickly change the font, position or content of fields on each form you create, then save the form layouts for future use.

When printing checks, save money by purchasing blank check stock and using Forms Designer to print headings, addresses, and the bank encoding for each checking account. On the stub portion of the check, you can rearrange the order of columns or delete them. In the check body, you can add a logo, edit the account title information, and move the payee name and address fields or the check amount and date fields.

To create auto-signed checks, you simply insert the signature image into a field that you create. You can restrict usage of the signature field by including a rule that restricts signature printing based on the amount of the check.

Note: Formats are set up to use default currency and date settings.

To Add This Module

  1. First the Forms Designer module must be added to the organization by the Administrator.
  2. Either add Forms Designer to a current organization (Organization>Add a Module Wizard - Module Panel), or select Forms Designer when creating a new organization (File>New Organization Wizard - Modules Panel).
  3. Once Forms Designer has been applied to an organization, the Forms Designer menu selection is available. This selection is integrated into the MIP Fund Accounting menu selections (Reports>Forms Designer).
  4. There are Checklists available for setting up this module and its processes. Please refer to the online help (Help>Contents and Index>Reference) for modular specific menu selections, checklists, and common questions.