Adding a New Printed Form

Can I add a new printed form?

Sure, you can create new printed forms for any type of transaction in Goldenseal construction estimating software and accounting software.

HINT-- To save time you can usually start with a similar form that Goldenseal already includes.

For example, to add a new Change Order form, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Printed Forms from the submenu.
2. Choose Estimates in the Transaction popup field at upper left.
3. Choose one of the forms from the Print Form popup field.
4. Choose Select All from the Edit menu.
5. Choose Copy from the Edit menu.
6. Change Change Orders in the Transaction popup field at upper left.
7. If it asks for a form name, type in a brief name. Or you can choose New Layout from the Edit menu to add a new layout.
8. Choose Paste from the Edit menu. That will give you a layout that is identical to the Estimates form.
9. Change Estimate to Change Order.
10. Make any other adjustments you'd like (you may need to make the layout bigger to fit everything).
11. Choose Save from the File menu.

Click here for more about custom layouts in the Getting Started manual.
Click here for more about custom printed forms in the Reference manual.

Click here to return to customizing topics for Goldenseal accounting software.

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