6.2.6. Report Layout Definitions
All Creditor Documents and Creditor Statements can easily be edited or modified using the Report Layout Definitions utility feature
This makes it possible to add unique branding to all documents, across Win Accounting modules
You can also easily create and assign brand new layouts using this feature, allowing your Accounts Payable documents to be as unique and personalised as you wish
The Win Acc Creditors Control Module comes standard with various Creditor Document and Creditor Statement Default Layouts, including:
- Default Supplier Invoice Layout
- Default Credit Note Layout
- Default Request for Quotations Layout
- Default Purchase Order Layout
- Default Goods Return To Supplier Note Layout
- Standard Creditors Statements
- Statement with Remittance Advise on the Right Side
All default layouts can easily be duplicated, allowing you to modify and add a personalised branded touch to the existing layouts, without losing the original default layout
(this makes it possible to refer back to the default layout, duplicating and modifying the copy as many times as you require)
Using your Report Layout Definitions Utility:
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Report Layout Definitions
The Report Layout Definitions utility contains layouts across all Win Acc Modules, grouped into separate "Report Areas"
Creditors Documents & Creditors Statements are relevant for the Creditors Control, click a desired Report Area to view the Layouts stored within
Insert New, Change Existing or Delete selected Report Areas with ease
Highlight a specific Layout to view a Thumbnail 'Sketch' Preview of the selected layout
Once a layout it highlighted, easily copy layout, change or delete it
Insert a new layout and unleash your brand creativity!
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Copying a Highlighted Layout
Easily copy a layout by highlighting the existing layout and clicking "Copy Layout"
Enter the desired name of the New Layout, and enter a Preferred File Name - If left blank, default naming convention will be used, typically using the prefix LT, with a unique code number added
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Modifying a Layout
To modify an existing layout, double click the desired layout - or highlight it and click "Change"
Click the "Layout Designer" button to launch the Layout Editor
Easily modify and insert existing Layout Elements/Variables - or use the 'Insert' Tab to adding new elements to your layout
Use the Layout, Layout Preview and Preview Tabs to edit and review your new layout
Modify Layout Properties, such as text styles, appearance styles and general layout settings using the Layout Properties section
Speak to your Win Accounting Consultant/Support Member for additional assistance using the Layout Editor Tool
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