Customizing Transaction Windows

A transaction window is where you enter a transaction, such as a purchase or sale. In accounting terms, transaction windows are equivalent to journals. If you have full accounting rights to company data, you can make the following company-wide changes for displaying these windows:

• Show or hide boxes, columns, or information boxes. Hide the boxes you don't use, leaving more room for the ones you need. For example, if you never allocate amounts to projects, you can hide the Allocate column on invoices, then widen the Description column to allow more room. Column customization is available for all transactions, except remittance and credit card payments.
• Move or resize columns. Create a larger area to display your information, or minimize the columns you seldom use. This feature is available for all transactions, except sales receipts, remittance payments, and payments for purchase invoices.
• Modify the tabbing order. Change the default sequence in which the Tab key will move between the options and controls in a transaction window. Customization of tabbing is available for all transactions, except payroll check runs.

The customizations do not affect the way columns and boxes appear on the printed forms. To modify how printed forms look like, use the Simply Accounting Form Designer or Crystal Reports program.

What do you want to do?

Customize columns in a transaction window

Move or resize columns in a transaction window

Customize the tabbing order in a transaction window

Learn about customizing printed forms

Choose an invoice style and contents (on screen)