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Customising stationery
Sage Accounts provides a wide range of standard layouts that you can use to send statements, invoices, orders, remittances and other documents to your customers and suppliers.
Whether you're using Sage stationery, customised stationery or sending documents by email, you can use Report Designer to personalise the layouts to add your own company style and branding quickly and easily. For example, you may want to add your company logo or choose specific font settings.
This page explains how to add the following to your layouts:
- Graphics - Add images such as your company logo and branding.
- Text - Add fixed text such as column headings, early payment or payment due days.
- Variables - A variable shows information from your Sage Accounts data on the layout, for example, contact names from your customer records.
Tip: There are many other options available when customising layouts. Once in Report Designer you can find further information in Help > Contents.
- Open the required module, for example, Customers > click the relevant layout
option, for example, Statement.
- Select the Favourites or Layouts folder as required > select the layout you want to amend > click Edit.
- Toolbox menu > Add Image / Logo > click the design area where you want the image to appear.
- Select Browse my PC or network for an image > amend the Store the image in the report check box as follows:
- To embed the image in the layout, leave the check box selected.
- To link to an image file stored in an external location, clear the check box. This option is useful if the image is likely to change regularly, as changes automatically apply to the document.
- OK > browse
to and select the image you want to add > Open.
- To save your changes, follow the steps in the section To save the changes to your layout.
-
Toolbox menu > Add Text > click once on the design area where you want the text to appear > enter the required text.
Note: You do not need to click into the text box before typing.
Tip: The
text box expands as you type, or you can click and drag to specify
the space needed by the text box.
- To save your changes, follow the steps in the section To save the changes to your layout.
-
Variables pane > expand the table you require,
for example, SALES_LEDGER > select the Variable you require, for example, ACCOUNT_REF.
Tip: If you
have chosen to auto-hide the Variables pane, the name appears
in a tab to the left or right of your window. To expand the pane, click
on its name. If you have closed the pane, open the View menu > Variables.
-
Drag
the variable and drop it onto the design in the required position.
Note: If Active Complete is switched on, a window appears allowing you to specify
certain settings, for example, to add a title or a total for the variable.
Complete the options as required.
- To save your changes, follow the steps in the next section To save the changes to your layout.
-
Report menu > Report Properties > enter a new report name and description > OK.
-
File menu > Save As > File name box > enter new file name.
-
Save > File > Exit.
For more information
The Report Designer
Plain paper layouts
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