Tips & Troubleshooting

Reports & Forms tips

Keyboard shortcut—Index to Reports window

You can open the Index to Reports window by pressing COMMAND+I in any window.

Applying formatting changes to all reports

If you want to change the way your reports appear without creating custom reports, go to the File menu and choose Default Fonts. The Default Font Selection window appears. Click Reports or Forms to change the properties for all reports and forms. Note that these settings will not override the settings of any customized forms you have saved.

Where your custom reports are stored

When you save a custom report, the report’s customization information is stored in a special folder called Custom, which is located in your software’s program folder.

caution : If you delete or rename this folder, you won’t be able to use your custom reports in the Index to Reports window.

 

Change the paper size for your forms

You can change the paper size of your forms.

In the Review […] Before Printing window, click Advanced Filters. In the Advanced Filters window, select a different form in the Select Form for […] field and click OK.

Printing more than one sale, statement, purchase or payment notification on a page

You can specify the number of documents that will be printed on a page. In the Review […] Before Printing window, click Advanced Filters. In the Advanced Filters window, click Customize. In the Customize […] window, click the Field Properties/Information icon () and change the number in the Number of […] per Page field.

Some transactions don’t appear in the list

If you can’t find a form that you want to print or email, try one or more of the following:

■	Select a different type of form.

■	Click Advanced Filters and change the date range and other filter options to include more forms.

■	Open the original transaction and check the Delivery Status entered (To be Emailed, To be Printed, To be Printed and Emailed).

Nothing is printed on the top row of labels

Your labels may be positioned incorrectly or you may have chosen the wrong label size.

■	Check the placement of the labels in the printer.

■	Choose different label stationery in the Advanced Filters window.

Then try printing again.

Printing customer activity statements after the last day of the month

To print activity statements that contain transaction information for only the previous month, set the From and To dates to the first and last days of the last month in the Print Statements window. This will ensure that no transactions from the current month appear on the statement.

Can I add data fields to a form?

The data fields you can add to a form depend on the form you are customizing. For example, you can add a Sale Status field to an invoice, but not a Purchase Status field.

Note that most other elements (including all available text and picture fields) can be added to any form.

Viewing a list of all fields available to customize a form

To view a list of all data fields you can add to a form, open the report you want to customize in the Customize window. Click the Add New Data Field/Column icon on the left end of the toolbar. A list of available data fields appears.

Removing a field from a form

Click in the field to select it and press Delete or Backspace on your keyboard.

Restoring a data field you accidentally deleted

Click the Add New Data Field/Column icon on the left end of the toolbar. A list of available data fields appears. Select the field you want to restore and click OK.

If you want to start again, click Cancel to discard your changes and then reopen the previously saved (or the original) version of the form.

Adding a text label for a custom field

Labels are automatically assigned to default fields on forms. If you add a custom field, enter a label for the field, so you can identify its purpose when you use the form again.

Print a test form to check form layouts

After customizing a form, you can print a test copy to check that field information is correctly aligned. In the Advanced Filters window of the customized form, click Print Alignment.

Customising cheque stubs

Every custom cheque form has four cheque stub forms associated with it: Regular, Payable, Paycheque and Refund. If you want to use your custom cheque form to print several types of cheques, you need to modify all the appropriate stub form layouts.

Customizing cheque stub layouts

There are four types of cheque stub forms: Regular, Payable, Paycheque and Refund. Use the Layout menu at the top of the Customize Cheques window to select the stubs that you want to customize.

If you want to use your custom cheque form to print multiple types of cheques—for example, payable and refund cheques—you need to modify all the appropriate stub form layouts.

Invoices, statements or purchase orders don’t fit a standard paper size

The sales and purchases forms provided with your software are designed to be printed on standard paper sizes. If your forms are a non-standard size, or if you want to adjust the margins that are used when printing them, you will need to create a customized form.

Data is missing from a field on a form

Open the appropriate form customization window and check that:

■	the font size is not too big to display in the data field

■	the data fields are aligned correctly with the pre-printed form layout

■	data fields are not overlapping on the form.

You may want to print a test page before printing again. See Print a test form to check form layouts.