User Guide

Setting Up Reports and Forms
8 Simply Accounting
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Font.
Select a font from the list of available fonts.
Size.
Select a type size from the list of available type sizes.
Top Margin.
If a report is printing too high or too low on the
page, enter an amount (in inches) by which you want the printed
text to be lowered or raised. Positive amounts lower the text,
negative amounts raise it.
Left Margin.
Enter an amount (in inches) by which you want
the printed text to be moved to the right or left if a report is
printing too far to the left or right. Positive amounts move the
print to the right, negative amounts move it to the left.
Show Subtotals in Invoice.
This option appears only on the
Invoices tab. Select this option to print the subtotal (before taxes)
on invoices.
Report Sections.
These options appear only on the Reports tab.
Select the font, type size, and colour you want to use for
different sections of reports. You can also select how you would
like negative amounts to appear.
Print System Date.
You can print today’s date on all reports
to be able to identify when the reports were generated.
Show If Report Is Filtered.
You can have Simply
Accounting print the words “This report has been filtered”
on any report to which you apply a filter. For more
information, see “Filtering and Sorting Reports” in Chapter 1
in the Advanced Topics file. (In the Home window, on the
Help menu, choose Simply Accounting Manuals, then
Advanced Topics.)
E-Mail Form.
This box appears only if you choose Sales Quotes,
Statements, Receipts, Invoices, Purchase Orders, or Sales Order
Confirmations. Use this box to choose the form you wish to use.
If you want to use customized forms, see “Customizing Forms
and Management Reports,” in the Advanced Topics file. (In the
Home window, on the Help menu, choose Simply Accounting
Manuals, then Advanced Topics.)
Labels.
These fields appear only on the Labels tab.