Templates and Layouts
The system provides templates to help with organizing the placement of data, logos, or account numbers, on the Forms Designer. The template displays shaded areas, which are there to assist in accurately placing the fields within the layout. (These shaded areas are based on preprinted forms, which can be purchased online. Refer to Preprinted Checks and Forms for a list of part numbers to use when ordering.) These templates are a visual aid only; a template cannot be changed or printed. Select a template to use as a basis for the new layout. Customize it to fit your needs, and then save it with a layout name. If "None" is selected as the template, create a layout from scratch. To access these templates, simply choose the "MIP Fund Accounting Form" from the Choose Template drop-down list. Additional templates cannot be added, and the exiting templates cannot be deleted.
The template also displays red lines as the margins. Fields entered that extend the red lines will be automatically moved to fit within the lines when the form is printed. We therefore recommend keeping all fields within these red lines, so the fields will print properly. The solid gray lines serve as 1" markers, while the broken gray lines are ½" and ¼" markers. These lines only display when Show Grid 
is selected, and they do not print.
Layouts
A template has a default layout associated with it. The layout consists of the fields (boxes) that print on the form. The default layouts (that are already set up for you) make it easier to create custom layouts, because we have already placed the boxes on the screen. Double-click in the boxes to complete the information specific to your organization. Of course, the boxes or fields can be rearranged to different areas on the layout, and new ones can be added as well. Then, save the layout created with a new name.
Note: Changes cannot be saved to a default layout. If any changes are made to the layout, it must be saved with a new name.
The table below displays all available layout types, and the templates and module associated with each type. Some of the layout types may not be available depending on which modules are installed.
|
Layout Type |
Template |
Module |
|
Write Checks |
For Laser MIP Fund Accounting Forms: None Check Check 21-Extended Check 21 Canadian Check For Continuous MIP Fund Accounting Forms: None Check Check 21 |
General Ledger |
|
A/P Checks |
For Laser MIP Fund Accounting Forms: None Check Check 21-Extended Check 21 Canadian Check For Continuous MIP Fund Accounting Forms: None Check Check 21 |
Accounts Payable |
|
A/P Vouchers |
None MIP Fund Accounting Forms - Voucher |
Electronic Funds Transfer for A/P |
|
A/R Receipts |
None MIP Fund Accounting Forms - A/R Receipt |
A/R Billing |
|
A/R Invoices |
None MIP Fund Accounting Forms - Invoice MIP Fund Accounting Forms - Canadian Invoice MIP Fund Accounting Forms - Sales Related Invoice |
A/R Billing
Order Entry |
|
Cash Receipts |
None MIP Fund Accounting Forms - Cash Receipt |
General Ledger |
|
Customer Statements |
None MIP Fund Accounting Forms - Customer Statement |
A/R Billing |
|
Purchase Orders |
None MIP Fund Accounting Forms - Purchase Order |
Purchase Orders |
|
PO Receipts |
None MIP Fund Accounting Forms - PO Receipts |
Purchase Orders |
|
Requisitions |
None MIP Fund Accounting Forms - Requisition |
Electronic Requisitions |
|
PO Receipt Adjustments |
None MIP Fund Accounting Forms - PO Receipt Adjustments |
Purchase Orders |
|
PO Cancellations |
None MIP Fund Accounting Forms - PO Cancellations |
Purchase Orders |
|
Sales Orders |
None MIP Fund Accounting Forms - Sales Orders |
Order Entry |
|
Sales Fulfillment Picking Ticket |
None MIP Fund Accounting Forms - Sales Fulfillment Picking Ticket |
Order Entry |
|
Sales Fulfillment Packing Slip |
None MIP Fund Accounting Forms - Sales Fulfillment Packing Slip |
Order Entry |
|
Customer Return Ticket |
None MIP Fund Accounting Forms - Customer Return Ticket |
Order Entry |
|
Payroll Checks |
For Laser MIP Fund Accounting Forms: None Check Check-No SSN/Bank Check 21-Extended Check 21-Extended No SSN/Bank Check 21 Check 21-No SSN/Bank Check-SSN Last Four Check 21-SSN Last Four Check 21-Extended SSN Last Four For Continuous MIP Fund Accounting Forms: None Check Check-No SSN/Bank Check 21 Check 21-No SSN/Bank Check 21-SSN Last Four Check 21-Extended SSN Last Four |
Payroll |
|
Payroll Vouchers |
For Laser MIP Fund Accounting Forms: None MIP Fund Accounting Forms - Voucher MIP Fund Accounting Forms - Voucher-No SSN/Bank MIP Fund Accounting Forms - Voucher-Extended MIP Fund Accounting Forms - Voucher-Extended No SSN/Bank MIP Fund Accounting Forms - Voucher-SSN Last Four MIP Fund Accounting Forms - Voucher-Extended SSN Last Four For Continuous MIP Fund Accounting Forms: None MIP Fund Accounting Forms - Voucher MIP Fund Accounting Forms - Voucher-No SSN/Bank MIP Fund Accounting Forms - Voucher-SSN Last Four |
Payroll |