Custom Layout Menus

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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TEXT MENU
Font | Size | Font Styles | Color | Text Alignment

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Accounting Software | Business Management Software

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.