Custom Header Layout

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Custom Header Layout dialog enables you to define or modify the presentation of a selected custom header. You can add or modify the text or variables for each of three columns (A, B, and C) and add or remove rows of content. Your changes are immediately reflected in the Preview pane at the bottom of the dialog.

The Custom Header Layout dialog can be opened in either of two ways:

To create a new custom header

From the CSA main window, choose Setup > System Configuration > Custom Headers and click the Add button. Enter the header description and (optionally) the header template you want to use and then click the Continue button.

To modify an existing custom header

From the CSA main window, choose Setup > System Configuration > Custom Headers, click an existing header in the Custom Headers dialog to highlight it, and then click the Layout button.

Tip: To modify the width of any item in a custom header, highlight the column name in the Custom Header Layout dialog and then click the Properties button.

Special information

You may select a custom header to print on any standard CSA report or custom payroll report from the Page Layout tab of the report's Options dialog.

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