How_do_I_choose_a_different_form_

How do I choose a different form?

When you print a check, invoice, purchase order, bill, and so on, the report definition is tied to a default form definition. The form definition tells the report where to print information. You can change the default form definition to choose a different definition. For example, when there's a new form definition or you've made changes to an existing form definition and saved it with a different name. You do not need to choose a different form definition if you made changes to an existing form definition and saved it with the same name. 

 

Changing a form definition

1. Open Connect [Application Name] > Reports > [Insert Report Name]. 

2. Click to select the Forms tab > Form Options tab. 

3. Use the Form box to select a different form definition. 

Form box

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Can I choose a different font?

      The default report font is Arial, 7 point. You can change the default font size to make the font larger or smaller, or choose a different font type or style. Changing the report font 1. Open a report and click the Print Settings tab. 2. Find the ...

    • How do I choose a specific PO form for entering purchase orders?

      Select a purchase order form for printing purchase orders from the Enter Purchase Order view. You can select a purchase order form as the default purchase order form but you can also use a different purchase order form. Example: City ABC uses one PO ...

    • How do I import a report form?

      A report form is a file that tells a report what to print and where to print values on a form layout. You can share report forms between users. Connect can export a report form to an XML file, which another person can "import" for their own use on a ...

    • W-2/W-3 Form Variables

      Use the form variables to create a form layout for printing W-2/W-3 Form. Alignment 1099 Dividend Limit 1099 Government Payments Limit 1099 Interest Limit 1099 Miscellaneous Limit 1099 Real Estate Limit 1099 Retirement Limit 1st Local Income Tax 1st ...

    • How do I customize a PO form layout?

      You can create your own PO form layout or you can work with Caselle customer support to create a custom PO form layout. The PO form layout gives you the option of designing a form layout that includes your logo, allows you to choose how many purchase ...