About the Layout Editor

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

A check or form layout is a file that defines how both text and data variables will appear on your checks or payroll forms when you print them. When you set up a new checkbook, you need to define which check layout you will be using for that checkbook. The Layout Editor in CSA is a full-featured graphics editor that enables you precisely place and resize text, data variables, and graphic objects.

Note

  • A number of pre-defined check layouts are already included for Payroll CS and are stored in the Layouts subfolder of the folder where your Creative Solutions Accounting program files are installed.
  • When setting up a new payroll client, you will need to select a payroll layout and a vendor layout to use for each checkbook. See Checkbook Setup > Check Layout Information tab.

Layout Editor dialogs and commands

New or Page Setup [Layout menu]

Open [Layout menu]

Restore Default [Layout menu]

Variable [Insert menu]

Text [Insert menu]

"Void" Check Region

Text Alignment [Format menu]

Layout Editor shortcut keys

Menu commands

Toolbar buttons

Procedures for working in the Layout Editor

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Creating or modifying a layout

You may choose from among several different layouts that are provided with your software. If necessary, however, you can define a new layout or copy and modify an existing layout.

Use the Layout Editor to create, copy, or modify a layout. In addition to defining both the text and the layout variables that will print on the selected layout, you can adjust their specific placement and include graphic objects such as a company logo or bitmap.

You can choose from a variety of fonts and font sizes; choose bold, italic, and/or underlining for selected text; format paragraph alignments; align text or data variables; and so forth.

To open the Layout Editor: From the CSA main window, choose Setup > System Configuration > Layout Editor.

To create a new layout: Choose Layout > New from the Layout Editor window and then enter a unique name for the new layout.

To copy an existing layout: Choose Layout > Open from the Layout Editor window and double-click the layout file to open it. Next, choose Layout > Save As and enter a unique name for the new layout.

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