How do I add headers and footers?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you how to add a header and footer to accounting documents.

You can add a header and footer to the following:

  • Landlord Statements and Landlord Period Statements
  • Tenant Statements/Itemised Arrears
  • Tenancy Statements/Itemised Arrears
  • Refunds
  • Receipts
  • Invoices

You can add a header only to both:

  • Contractor Pay Advice
  • Worksheets

First, you'll need to create your header and footer to the correct size to suit the stationery which it is being produced for i.e. Landlord Statement or Invoices.
For more information on What size should my headers and footers be for stationery, click here

 Note

You will need access to User Defaults, to edit your default settings. These can be accessed by those who have the correct permissions

Your header and footer templates must be saved in the drive path of W:\WinMan32\Data\SQL. It should be left in the SQL as this is the only place where it can be linked to your stationery.

  1. Click Defaults on the main toolbar
  2. Click User Defaults from the dropdown menu
  3. Click Preferences
  4. Click the Stationery tab
  5. Click the tab name which you want to add a header and footer to i.e. Landlord Statement
  6. The General Statement tab will display
    1. Default Header - Untick to enable the Header and Footer search to be available
    2. Headers - Click the ... dots to search for the location of your header
    3. Footer - Click the ... dots to search the location of your header
    4. Top Margin cm - Change to zero, to reduce the margin between your header and the first line of text
    5. Bottom Margin cm - Change to zero, to reduce the margin between your footer and the last line of text
    6. Click Close
    7. Click Close

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