Chapter 14. Designing layouts Time+Billing 2015
Figure 206:The RTF text area
5. If you want to save your RTF text for use in another report cell, click and specify the location and file name for the saved text.
6. Click OK to close the “Cell Details” window.
Loading RTF text
You can load previously saved RTF text into a report cell. This text could have been generated with the “Cell Details” window RTF editor, or with another RTF editor like Microsoft Word.
1.
In the “Report Designer”, open the “Cell Details” window to create a new cell or edit an existing one.
2. Under Cell Type, select RTF.
3. Under Data Source, select Fixed Text.
4. On the tool bar above the RTF text area click .
5. Select the file with the RTF text and click Open.
The saved RTF text will appear in the RTF text area.
6. If necessary, edit the text.
7. Click OK to close the “Cell Details” window.
Creating a layout
The new Invoice Layout Template Designer enables you to easily design an invoice layout to suit your requirements.
Alternatively, you can alter an existing layout so that it meets your firm’s requirements.
The Invoice Layout Template Designer
You can use the Invoice Layout Template Designer to create an invoice layout as follows:
1. From the Options menu, click Notice Layouts to open the “Layouts for Printed Notices” window.
200
© HandiSoft Software Pty Ltd
Time+Billing 2015 Creating a layout
Figure 207: The "Layouts for Printed Notices" window
2. In the Invoice field, click the button to open the “Invoice Layouts” window.
Figure 208
: The “Invoice Layouts” window
3. Click Wizard to open the “Template Wizard” window.
Figure 209: The "Template Wizard" (Details) window
4. On the Details page, specify the layout and information to be displayed in the body of your invoices.
5. Click the Footer tab to specify the contents of the invoice footer, including a Remittance
Advice.
Tip: For information on the "Template Wizard" window, press F1 to display the online help.
© HandiSoft Software Pty Ltd
201
Chapter 14. Designing layouts Time+Billing 2015
Figure 210: The "Template Wizard" (Footer) window
6. Click Preview to preview your invoices.
7. Click Save to save your layout.
8.
On the “Invoice Layouts” window, highlight your new layout and click Select to make it your default invoice layout.
9.
On the “Layouts for Printed Notices” click OK to confirm your selection.
To modify an existing invoice layout
The following is a description of how you can create a new custom invoice layout to accommodate the discount and credit card fee features.
1. From the Options menu, click Notice Layouts to open the “Layouts for Printed Notices” window.
2. In the Invoice field, click the button to open the “Invoice Layouts” window.
3. Highlight the HandiSoft (HSoft) layout that is the closest match to the required custom invoice layout, and click Copy.
4.
On the “Copy a Report Layout” window, type the name of the customised layout you are creating. Click OK.
202
Figure 211: The "Copy a Report Layout" window
5. Highlight your new layout and click Design to open the “Report Designer” window.
6. Customise the bands and cells as required. The following image shows the parts that must be included for the new discount and credit card features.
© HandiSoft Software Pty Ltd
Time+Billing 2015 Creating a layout
7.
From the “Report Designer” Report menu, click Execute to preview the report layout.
8. When you are satisfied with your layout, from the Report menu, click Exit. Click Yes to saving your changes.
9.
On the “Invoice Layouts” window, highlight your new report and click Select to make it your default invoice layout.
10.
On the “Layouts for Printed Notices” window click OK to confirm your selection.
© HandiSoft Software Pty Ltd
203
