Modify a Crystal Reports Form

Before you can perform this task

To modify a Crystal Reports form:

1. In the Home window on the Set up menu, choose Reports and Forms.
2. On the left side of the window, click the transaction group that uses the form you want to modify.
3. Click Custom Form.
4. In the Form Type box, select Custom Crystal Reports Form.
5. In the Description box, select the template you want to modify.
6. Click Customize Form.
7. When you are saving your modifications, you can either:
8. Save the file. This will overwrite the existing template in Sage Simply Accounting.
9. Save the file under a different file name. This will create a new .rpt file on your computer.

What do you want to?

Modify a Simply Form

Select a default form for e-mailing transactions