You can change the look and content of printed cheques,
invoices, delivery orders, purchase orders, statements, bills
and mailing labels. You can also change the size of a form, add
text labels, draw lines and boxes on the form, move fields,
change the size of fields, and more. Then you can save your
customised stationery so that you can select it when you
print the form.
[ABSS Premier range only] If more than one user is accessing
a company file you should:
- create custom forms in the Forms folder on the host
computer on which the company file is stored
- copy any custom forms from the host computer to the
Forms folder on each workstation that accesses the
company file.
CAUTION : Back up your forms Back up the Forms folder before
customising any forms so you can always revert to the originals.
Complete the following steps to create, save and print your customised forms:
- Go to the Setup menu, choose Customise Forms and
choose the type of form you want to customise. The
Customise Forms window appears.
- Select the form you want to customise in the Form to
Customise field and click Customise. The Customise [...]
window appears.
Label |
Name |
Description |
A |
Tool palette |
The tool palette provides you with customisation tools. |
B |
Preview |
Click Preview to view your form on the screen. |
C |
Layout |
Select the required layout for a cheque stub. Note that this is only displayed if you are customising a cheque. |
D |
Data fields |
Data fields contain system-generated information. |
NOTE : Cheques have two parts A cheque form has two
parts: the cheque and the stub. You customise the cheque
and the stub separately. In the cheque Customise window,
select the appropriate stub layout in the Layout field. For
example, the Regular layout is assigned to cheques recorded
in the Spend Money window and the Payable layout is
assigned to cheques recorded in the Pay Bills window.
- Click the form properties button in the tool palette
of the Customise [...] window.
The Forms Properties window appears. It has two tabs: the
Layout tab and the Options tab.
Set up the paper and form sizes
- In the Layout tab, type the number of forms you want to
print per page.
- Select the required type of paper from the Paper list.
- Type the margins for the page.
- Type the width and length of the form (not the paper) in
the Form Size fields. If you are printing four cheques per
page, type the width and length of a single cheque and
not the width and length of the page.
Set up the grid
- In the Options tab, specify the grid options for the form.
The grid will help you position and align form fields.
If you want to:
- make the grid visible in the layout, select Show Grid.
Note that the grid will not be printed.
- align the top and left margins of fields with the closest
grid lines when you are repositioning them, select Snap
to Grid.
- change the spacing between the grid lines, make a
selection from the Grid Size menu.
- Click OK.
Task 3: Adding and editing elements
Add, remove or edit elements - such as text and lines - according to your needs. For more information, see Adding and editing elements.
At any time during the customisation process, you can display a preview of your work.
- Click the preview button in the tools palette of the
Customise [...] window.
The form is displayed in the Print Preview window.
- If you want to view the form in more detail, alter the
default value (75%) in the Zoom field and press TAB.
- If you want to check your current printer and page
settings, click Print Setup.
- When you have finished previewing the form, click Close in
the Print Preview window.
When you are satisfied with the changes you have made to
the form, you should save the customised form. If you want to
save changes to a custom form you created previously, click
Save Form.
If you want to create a new custom form stationery that
contains the changes you have made, click Save Form As. The
Save As window appears. Enter a name and a brief description
for the new layout and click OK.
Printing a customised form is the same as printing an
unchanged form. However, before you can print using your
customised form, you need to select the form in the Selected
Form for [...] field in the Advanced Filter window. For more
information on printing forms, see To print forms.
Changing the default fonts on forms
Every form in your ABSS software is assigned default fonts.
You can change these default fonts if you prefer your forms to
have a different appearance.
- Go to the File menu and choose Default Fonts. The Default
Font Selection window appears.
- Click Forms. The Change Default Forms Font window
appears.
- Choose the font style and size for the printed characters
on your forms. The sample box previews the appearance
of your choices.
- Click OK when you have finished.