SmartSoft Invoices - Online Help

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10 Tips for Best Results
Using SmartSoft Invoices
User Interface
Main Window
Image View Panel
Form View Panel
Session View Panel
Loading Documents
From a Folder
From a Scanner
From an Email Account
From a Watched Folder
From Shared Watched Folder
Training the System
Data Verification
Batch Verification
Auto Complete
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Automatic Detection
Manual Separation
Blank Pages
Selecting ERP
Software settings
Exporting to CSV
Exporting to PDF
Exporting to XML
Exporting to TIFF
Exporting to SQL Database
Exporting to QuickBooks
Exporting to SAP
Exporting to MS Dynamics
Customizing the Form
Form Template Designer
Adding New Fields
Adding New Line Items
Validation Formula Language
Importing Lists
Importing Custom Lists
Synchronous Lists
Selective Processing
Migrating to a new computer
Migrating document templates
Migrating custom forms
Scan Quality
Client/Server Deployment Option
Input Station
Verify Station

Adding Line Items Table

SmartSoft Invoices provides the user with the capability to also manipulate the line items part of the field form. The user can either change it by adding additional columns of various types, define custom validation rules, and column dependencies. The line items grid can also be removed if it is not required.

Go to File->Edit Form templates in order to invoke the built-in field designer. You can also use a keyboard shortcut CTRL+F11. Users who use laptops may need to hold their FN key.

On the left side of the field designer there is a list of all field forms that the user currently has. On the right side there is a blueprint of the currently highlighted field form. On the top of the blueprint by default there are two tabs. One says Form fields and the other says Items. Click on the one that says Items in order to get to the line items part of field form. Check the screenshot below for a visual representation.

You will also notice two groups of buttons, one next to the list of field forms and one on the far right side of the field designer window. The far right group of buttons can be used in order to Add, Remove and re-arrange the order of columns or fields. Click on the Add button in order to add a new line. If you want to remove it, select it with your mouse and click Remove. If you would like to change its position you can use the Move Up and Move down buttons. You can use the preview button from the left group of buttons in order to track your progress and see the form changes immediately. Click on the Close button in order to save the changes.

You can find explanation about formatting, flags, formulas, etc. in the Adding new fields section.

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