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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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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