Document Format

Document Format is used to view and edit all existing document formats that you have setup in ObjAcct.  Document Formats are the identifiers that you have assigned to the various customer invoice and check formats that you need to print out of ObjAcct. 

If your company only has one customer invoice format or only one check format, you can setup the default values in Company Setup. 

If you have more than one check format, you can assign check document formats to bank accounts in the Chart of Accounts application. 

If you have more than one customer invoice format, you can assign invoice formats to jobs in the Jobs application and to customers in the Customers application.  The invoice format assigned to a job will override the invoice format assigned to a customer.

See also Document Format List screen; Document Format General and Other screens.

Fields

Active

Document Format ID

Document Type

XML Report Filename