Getting Started

I just entered my new activation code to add the Forms Designer module, and I do not see the menu selection to create forms available. What do I need to do?

After adding a new module you will still need to grant rights to the appropriate users through Security>Set Up Organization Menus. Forms Designer rights are located under the Reports menu for the entire system.

Where do I create custom forms?

In the Accounting, Electronic Requisitions, and Payroll systems, you create custom accounting forms using Reports>Forms Designer.

What forms can I create?

You can create and/or customize the following forms:

Module

Forms

General Ledger

Write Checks and Cash Receipts

Accounts Payable

Accounts Payable Checks and 1099s

Electronic Funds Transfer for A/P

Accounts Payable Vouchers

Electronic Requisitions

Requisitions

Accounts Receivable

Invoices, Receipts, and Customer Statements

Purchase Orders

Purchase Orders, PO Receipts, PO Receipt Adjustments, PO Cancellations

Inventory Control

PO Vendor Returns

Order Entry

Sales Orders, Sales Fulfillment Picking Ticket, Sales Fulfillment Packing Slip, Customer Return Ticket

Electronic Requisitions and Inventory Control

Requisition Fulfillment Picking Ticket, Requisition Fulfillment Packing Slip

Payroll

Payroll Checks, Vouchers
Can I edit an existing form that the system has provided for me?

You can edit any existing default form and save it as a custom form. To do so, on the Create New Layout form select the <MIP Fund Accounting-form> using the Choose Template drop-down list. Click OK and the Forms Designer window will display. You will see the default layout that you can now edit and save under a new name.

Can I use the same check template for Accounting and Payroll?

No. Different fields are available depending upon the type of check being printed. Thus, your General Ledger checks, Accounts Payable checks, and Payroll checks will all have to be created separately.

Can I use pre-printed stock? Do I have to?

Use of pre-printed stock is optional with the Forms Designer module. You can purchase preprinted checks and forms online.