The Simply Form Designer

The Form Designer is a tool you can use to customize your Sage Simply Accounting forms, such as payroll cheques, payment cheques, and direct deposit stubs. You can change the appearance of text, change the columns that appear on the forms, or add form elements to new or existing forms.

Form Elements

Using the Simply Form Designer, you can add, remove or change these basic form elements:

Text boxes

Data boxes

Images

Columns

When you open a new or existing template, several elements (such as a text box containing your company name and address) are already shown on the form. All of the form elements can be moved or resized.

Envelope Windows

Use the Envelope Options toolbar button to show where envelope windows may appear in relation to the size of your form. You can choose to view and save layout options for the following types of envelopes:

When designing forms, it is important to ensure the sender and receiver's address is visible on any form that is sent to a vendor, employee, or customer.

The Grid

The grid is a set of non-printing grey dots in the Form Designer that are set at 1/16th of an inch. You can use the grid to line up all your form elements. When you drag an element on the form, its edges will automatically align to the nearest grid dots.

Stub Options

Sage Simply Accounting's payment cheque and receipt forms can contain one or two stubs. Using the Form Designer, you can convert these forms from two stubs to one, and vice versa. You can also choose the order in which the stubs appear on the form.

Restore Default Template

To reset the form to the original template provided in Sage Simply Accounting, on the Edit menu choose Revert To Template. You can also undo changes by clicking the Undo button on the toolbar, or choosing Undo Changes from the Edit menu.

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