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
A text box contains text that stays the same
every time you use the form. Use if for text such as your business number
or company address.
You can change the following text box properties:
- font type
- font size
- font colour
- text alignment
and whether the text appears at the top, middle, or bottom of the text
box.
- bold, italicize,
or underline the text
- the background
colour
of the text box
- text box borders
- placement of the
text box on multi-page and multi-stub forms
- placement of the
text box on the form
Data boxes
A data box contains information that comes from
your Sage Simply Accounting records, such as a customer payment. When you create
a new data box, you are able to select from a list of data boxes available
for the form type. The information in this box will vary every time you
use the form.
You can change the following data box properties:
- font type
- font size
- font colour
- text alignment
and whether the text appears at the top, middle, or bottom of the data
box
- bold, italicize,
or underline the text
- the background
colour
of the data box
- borders around
the data box
- placement of the
data box on multi-page and multi-stub forms
- placement of the
data box on the form
Images
You can insert a bitmap image (.BMP, .JPG, or
.GIF files) that will appear every time you use the form.
You can change the following image properties:
- scale
- size
- placement of the
image on multi-page and multi-stub forms
- placement of the
image on the form
Columns
Each Simply Form contains specialized data boxes
presented in tables. Data tables consist of rows and columns containing
data from your company data file.
You can modify many column properties, such
as:
- The number of data
columns that appear on the form
- The kind of data
that is displayed
- Format of the text
that is displayed in each column
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:
- ENV002 Double Window
Statements and Invoice Envelope
- ENV006 Double Window
Cheque
Envelope
- ENV005 Single Window
Cheque
Envelope
- ENV001 No Window
Statements and Invoice Envelope
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.
What do you want to do?
Open the Simply Form Designer
Add or change text
Add or change an image
Add or change a data field
Add or change columns
Add or change the grid
Add or change the envelope window
Modify form stubs