Transmittal Letter Editor toolbar

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

To open the Transmittal Letter Editor, choose Transmittal Letter from the Setup menu, or click the icon on the shortcut bar.

The Transmittal Letter Editor includes a special toolbar that you can use when editing transmittal letters.

Let the mouse cursor pause over each button on the toolbar to view the tool tip for that button, as well as brief description of the button function in the status bar. The following buttons are available on the Transmittal Letter Editor toolbar:

See also: About the Transmittal Letter Editor

Button Function

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Opens a blank client document.

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Closes the current client document after prompting you to save, and opens the Open Client Letter or Open Global Letter dialog.

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Saves the document using its current name.

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Cuts the highlighted text and places it in the clipboard.

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Copies the highlighted text and places it in the clipboard.

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Pastes the text from the clipboard at the point where the cursor is located.

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Toggles bolding on and off. You can click this button, type the text, and click the button again to turn bolding off; or highlight the text you wish to change, and click this button.

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Toggles italics on and off. You can click this button, type the text, and click the button again to turn italics off; or highlight the text you wish to change, and click this button.

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Toggles underline on and off. You can click this button, type the text, and click the button again to turn underline off; or highlight the text you wish to change, and click this button.

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Left justifies the selected text. This alignment is the default.

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Centers the selected text in the client document.

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Right justifies the selected text in the client document.

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Fully justifies the selected text in the client document.

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Prints the letter to the selected printer. To select the printer, from the CSA main window choose File > Print Reports.

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Opens the Print Preview window where you can view the statement as it will appear when printed.

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