Overview:

Report Text Templates can be created for a variety of document types to attach a set of text to all future documents. For example, if your company has a standard set of terms when issuing Purchase Orders, you can copy that document into a template so that it will be attached to all POs. The supported document types are: AP Invoice Enquiry, AP Credits, Job Sales Invoices and Credits, Purchase Orders, Work Orders, and Quotes.

Screen Guide:

The initial screen lists all existing templates with a brief description of its contents:

Open

• Description is the descriptive text given to this template and also serves as a link to edit the template.

• Doc Type is the document type of the template.

• Text Position is the location where the template text is inserted into the document.

• Content is a brief description of the text contained in the template.

You can create a new template by clicking the + New Report Text button, or you can edit existing ones by clicking on the Description field. The following window will appear:

Open

• Doc Type is the document type of the template.

• Description is the descriptive text given to this template and also serves as a link to edit the template.

• Text Position is the location where the template text is inserted into the document.

• Sequence is used when there are multiple templates for the same position, and the number entered here will determine what order they appear in.

Copy the text you wish to include and paste it into the text area, or use the rich text formatting options to write and adjust your text as needed. Once you are finished, click Save & Close to make the template active.

Next Steps:

Once active, the template can be inserted into the specified document reports, usually after clicking the Print button.

For Job Invoices, use the Report Text button to open the Header/Footer window, and use the Stamp icon to insert a template.