Optional Fields

Are there optional fields that I can add to layouts (or remove if I don't want them)?

In Goldenseal estimating software and accounting software, most records have a few optional fields that don't show on the layout, but that you can add.

You can also remove many of the fields on Goldenseal data screens, if they don't apply to your business.

Adding Optional Fields

To add an optional field to any record in the Goldenseal accounting software, follow these steps:

  1. Choose Custom Layouts from the Options menu, and choose Accounts, Lists or Transactions from the submenu.
  2. Click in the popup field at upper left and choose the type of record you'd like to change.
  3. Click in the layout at the place where you'd like to add a data field, and drag to the opposite corner of the field location.
  4. Goldenseal will show you a list of optional fields. To add one, select it from the list and click OK.
  5. You can click on the new field and drag it to a new location on the layout.
  6. When you are happy with the change, choose Save from the File menu. To cancel the change, close the layout and don't save changes.

Some optional fields are calculated-- you won't be able to enter data into them.

If there isn't already an optional field for the information you'd like to store, you can add a custom field.

Removing Optional Fields

In Account, List and Transaction layouts, most fields are required, but some fields can be removed from the layout if you don't need them.

HINT-- Before you remove fields, make a backup copy of your file. That way you can go back if you regret making the change!

To remove a field, follow these steps:

  1. Click on the field with the arrow tool.
  2. Choose Clear from the Edit menu.
  3. You'll be asked to confirm the deletion. Click OK.

HINT-- If you remove a field from the layout, the data in that field will still be stored in each record. You just won't see it on the screen.

Using Short Forms

Some Goldenseal records include both a long form and a short form. You can switch between the forms with the Form button at the lower left corner of the window.

You may want to add optional fields to the long form, and keep the short form simpler.

To switch between the two layouts in the Custom Layouts area, click on the Form Type button at the upper left corner of the window.

Extra Info

Starting with Goldenseal accounting software version 2.9 there are extra info windows where you can move fields from the main layouts, to reduce clutter.

Click here to return to customizing topics for Goldenseal accounting software.