Printed Forms Layouts

This section explains how to change layouts for printed forms in the Goldenseal accounting software.

PRINT FORM BASICS
Custom Layout Basics | Menu commands | New Printed Forms | Copying Forms

PRINTED FORM LAYOUT DETAILS
Account Names | Messages and Payment Terms | Report Tables

FIELD FORMAT OPTIONS
Field Borders | Date & Time Format | Number Format

Website Links
Accounting Software | Business Management Software | Check Writing Software

RELATED TOPICS
Calculations | Custom Layouts | Printing Forms | Report Layouts

Creating New Printed Forms

You can create printed forms for any type of transaction, and for some types of accounts.

For example, to create a new printed check form, follow these steps:

Choose Custom Layouts from the Options menu, then choose Printed Forms from the submenu.
Click the Transaction popup menu and switch to Checking Transactions.
Choose New Layout from the Edit menu.
Type in a name for the new form.
Use the Tool Palette to fill in the new form.

HINT-- You can create up to 12 different print forms for each transaction.

Copying Forms

When you need a new form, you can often copy a form that is already in Goldenseal.

For example, to create a delivery ticket for Sales, follow these steps:

Choose Custom Layouts from the Options menu, choose Printed Forms from the submenu.
Click the Transaction popup menu and switch to Sales.
Choose New Layout from the Edit menu. Call it Invoice. You'll get a new blank form.
Click the Print Form popup menu and switch to one of the receipt layouts.
Choose Select All from the Edit menu.
Choose Copy from the Edit menu.
Click the Print Form popup menu and switch to the new Invoice layout.
Choose Paste from the Edit menu.
Double-click on the title, and change it from Receipt to Delivery Ticket.
Use the Tool Palette to make any other changes you want.

Account Names

When you print the account name on a printed form, you often have several choices:

Main Account-- This field prints the brief name of the account entered for the transaction.
Main Account Full Name-- This field prints the full name of the account entered for the transaction.
One Time Name-- In transactions that have it, the One Time Name field is the best choice. It is the full name of the account, or the one time name if you've turned on that checkbox and typed in a name.

Messages and Payment Terms

When you print a message on a printed form, use the Message Text field. It prints the full text of the message. The Message field only prints the brief name of the message.

When you print a payment terms on a printed form, use the Payment Terms Text field. It prints the full text of the payment terms. The Payment Terms field only prints the brief name of the terms.