Layout groups

Use the navigation panel to go to Customer/Maintenance/Layout groups.

Layout groups are used to specify which documents should be used for invoices, bank accounts, e-mail messages etc., for any particular customer.

One or many different layouts can be chosen for the various communications. For example, one could use several different layouts for documents that need to be sent in different languages. To do this, the user sets up all the required layouts under Customer/Maintenance/Invoice layout and selects those layouts to be included in a layout group here.

Read more about setting up company document layouts here.

Creating a layout group

The user can add or edit a layout group by clicking on the ‘Add Record’ or ‘Edit’ button in the toolbar/ribbon shown in the screenshot below.

(Click on screenshots to enlarge).

Description panel

Name: Enter a name for this layout group

Default: This box should be checked if the user would like this to be the default layout group. That is to say, the group that will be selected if no layout group is chosen for the customer.

Company documents panel

Select which document types you would like the system to use from the drop down menus. Note, these documents must first be created.

Read about setting up these documents (e.g. an invoice) here.

Reports panel

The fields in this panel are filled out with document types that have first been created in our report generator.

Contact your reseller for help setting up these special reports.

Read about our report generator here. (English translation coming soon)

Bank Accounts panel

The user can enter bank details here, if they should be included in the documents/reports.

If these fields are not filled out, the system will use the bank details entered under Company/Company information in the navigation panel.

Read about ‘Company information’ here.

E-mail messages panel

E-mail messages can be selected here, once they have been set up under Customer/Maintenance/E-mail setup in the navigation panel. This is where the user enters the e-mail text to be included when sending specific documents/reports.

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