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This page lists the Goldenseal menus that you see when customizing
layouts with the Custom Layouts command. To see data entry menus, click here.
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FILE MENU
Open | Close | Save | Save
As Text | Revert
Page Setup | Print | Quit/Exit
EDIT MENU
Undo | Cut | Copy | Paste | Clear | Select
All
Duplicate | Add Column
To Table | Delete Column From Table
New Custom Field | New Layout | Delete
Layout | Rename Layout
FORMAT MENU
Borders | Field
Properties | Calculator Properties
Date & Time Format | Number
Format | Table Column Format
Add Logo | Add Breakdown Table | Align
Move Forward | Move to Front | Move
Backward | Move to Back
TEXT MENU
Font | Size | Font
Styles | Color | Text Alignment
OPTIONS MENU
Background Color | Size & Margins | Field
Labels | Report Display
Grid Spacing | Snap to Grid | Show
Tab Order | Auto-Enter Date
File Menu Commands
Open
Open a layout window.
Close
Close the current layout window and return to the regular data entry environment.
Save
Save changes that you've made to the current layout.
Save As Text
Save the current layout as a text file. Goldenseal will list each
graphic object and its properties.
Revert
Revert to the current layout as it was when you first opened it, or last
saved it.
Quit/Exit
Leave Goldenseal (the command is named Quit on Macintosh computers, and
Exit on Windows computers). Use the Quit or Exit command if you are finished using Goldenseal, and want to turn off your computer or switch to a
different program.
HINT-- You don't need to quit if you plan to use another program, but want to come back to Goldenseal.
Edit Menu Commands
Undo
Return text changes or layout changes to their previous state. Choose
Undo if you make a typing mistake and want to go back.
HINT-- if you make a big mistake in a layout, use the Revert command to return to the conditions
at the last save, or close the record and don't save changes.
Cut
Remove the selected text or layout items, and stores them temporarily so
you can paste them somewhere else. Use the Cut command to move text
or layout items from one place to another.
Copy
Store a temporary copy of the selected text or layout items, so you can
paste them somewhere else. Use the Copy command to move text or layout
items from one place to another.
Paste
If you have previously cut or copied text or layout items, the Paste command will put them at the selected location. Use the Paste command to move text
or layout items from one place to another.
Clear
Remove the selected text or layout items. Use the Clear command to
erase text or layout items.
Select All
Select all layout objects in this layout.
Duplicate
Duplicate the selected object(s).
HINT-- You can always duplicate graphic objects or text labels. You can duplicate fields in a printed form or report,
but not in a data entry layout.
Add Column To Table
Add a column to the selected breakdown
table or report table.
Delete Column From Table
Delete a column from the selected breakdown
table or report table.
New Custom Field
Add a new custom
field to a data entry layout.
New Layout
When you are editing reports, this command
creates a new custom report.
When you are editing printed forms, this
command creates a new printed form.
Delete Layout
When you are editing reports, this command
deletes the current custom report.
When you are editing printed forms, this
command deletes the current printed form.
Rename Layout
When you are editing reports, this command
changes the name of the current custom
report.
When you are editing printed forms, this
command changes the name of the current printed
form.
Format Menu Commands
Borders
To change the borders of a data entry field, follow these steps:
- Click on the field with the arrow tool.
- Choose Borders from the Format menu.
- Click on the checkboxes to set the status of the borders on each side.
- When you are finished setting the borders, click OK.
Field Properties
The Field Properties command shows you some information
about the selected field.
For data entry fields, it shows the following information:
Name-- A brief name for the data field.
Tag-- A four-letter tag which Goldenseal uses to identify the data in this
field.
Type-- The type of data stored in this field.
Location-- The coordinates of the top left corner of the field. You can change the numbers to move the field.
Size-- The width and height of the field. You can change the numbers to resize the field.
HINT-- Sometimes it's easier to move or resize a field by changing its numbers, since you can be more accurate that way
than you can by dragging on the field or its resizing handles.
Help Text-- Enter any help text that applies to this field. This is for a future Goldenseal feature.
Editable-- Turn on the checkbox if you'd like this field to be editable. Turn it off to prevent change in the
field's data.
NOTE-- Goldenseal changes the editable status for some fields, so this checkbox does not work for every field.
Required Value-- Turn on the checkbox if you'd like to require a value to be entered into this field.
NOTE-- Goldenseal already requires values for some fields, and allows you to set prefs to require a few things like job
accounts and categories.
Calculator Properties
Show the calculation details for a calculated field
in a report layout.
You can view the way a report value is calculated, and change the calculation.
HINT-- If you hold down the Control or Options key when you double-click on a calculated field, you can also see how it
is calculated.
Date & Time Format
Set the display
format for a date field or time field.
Number Format
Set the number
format for a money or number field.
Table Column Format
View info for one column in a breakdown table or report
table.
Add Logo
Add your company
logo to a print form or report layout.
Add Breakdown Table
Add a breakdown
table to a data entry layout.
Align
Align all of the selected objects.
Move Forward
Bring the select object(s) forward by one step.
Move to Front
Bring the select object(s) all the way to the front. They will cover any objects
that are behind them, and they will be first
in tab order.
Move Backward
Bring the select object(s) backward by one step.
Move to Back
Bring the select object(s) all the way to the back. They will be hidden by any objects
that are in front of them, and they
will be last in tab order.
Text Menu Commands
Font
Choose a font for all selected fields that contain
text.
Size
Choose a font size for all selected fields that contain
text.
Font Styles
Choose a font style for all selected fields that
contain text.
Color
Choose a text color for all selected fields that
contain text.
Text Alignment
Set text alignment for all selected fields that contain
text. You can align text to the left, right or center.
Options Menu Commands
Background Color
Set the background
color for a layout.
Size & Margins
Set the size and
margins for a layout. You can also control the way this layout
prints.
Field Labels
Choose the information to show for each field in
a layout. You can show any of the following:
Field Name-- You'll see the name of each field. This is what Goldenseal shows when you first open a Custom Layout.
Field Tag-- You'll see the four-letter tag for each field.
Field Size-- You'll see the horizontal and vertical size of each field, measured in points (1/72 inch).
Field Position-- You'll see the horizontal and vertical position of each field, measured in points (1/72 inch) from
the upper left corner.
Field Type-- You'll see the type of each field.
Field Font-- You'll see the font used for the text in each field.
Field Size-- You'll see the font size and style for the text in each field.
HINT-- This command only changes the appearance of the field in the Custom Layout.
Report Display
Choose the way a report will be displayed in the Report
window.
Turn the checkmark on or off for each of these items:
Date Ranges-- Turn the checkmark off if you don't want user access to the Date Ranges popup in the report. That
makes sense for reports that don't use a date range-- for example, the Balance Sheet.
Item Ranges-- Turn the checkmark off if you don't want user access to the Items Ranges popup in the report. That
makes sense for reports that don't use an item range-- for example, the Balance Sheet or Income Statement.
Breakdowns-- Turn the checkmark off if you don't want user access to the Breakdown popup in the report. That
makes sense for reports that don't show a report table-- for example, the Balance Sheet or Income Statement.
One Item Report-- Turn the checkmark on to show a one-time report.
Grid Spacing
When you turn on Snap To Grid, Goldenseal moves items
to even locations on the layout (the default is every 4 points). To change the grid spacing, choose this command and type in a new number.
Snap to Grid
Turn on Snap To Grid to position objects only at even locations on the layout. Turn it off
to allow
objects to be positioned anywhere.
Show Tab Order
Turn on this command to show the tab
order for data entry layouts. You'll see a number at the upper
right corner of every editable field.
Turn this command off to hide the tab numbers.
Auto-Enter Date
Turn on this command for data entry layouts to have
Goldenseal always enter today's date when you create a new record. Turn it off to leave the date field blank.
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