How do I set up stationery to show branch details instead of the user?

The Multi Office function gives you the option to add individual stationery per branch, such as headers, footers, invoices, worksheets etc. This can be from the users main branch or from the branch for the Property to which the information is linked.

The steps below shows how to change the stationery settings for all branches, either individual per branch or across all branches.

You're able to:

• Set up worksheets to show the branch details for the Contractor and not the user
• Set up VAT reports to show the branch details of the record and not the user
• Set up invoice demands to show the branch details of the record and not the user
• Set up Tenant statements to show the branch details of the record and not the user
• Set up pro forma invoice demands to show the branch details of the record and not the user
• Set up Contractor statements to show the branch details of the Contractor and not the user
• Set up invoices to show the branch details of the record and not the user
• Set up pro forma invoices to show the branch details of the record and not the user
• Set up Tenancy statements to show the branch details of the record and not the user
• Set up receipts to show the branch details of the record and not the user
• Set up pro forma receipts to show the branch details of the record and not the user

This article includes: 

• User Defaults settings for Multi Office Stationery
• Apply change to all branches
• Apply change to individual branches

User Defaults settings for Multi Office Stationery

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Branch, Dept, Fee Earners
4. Click the Multi Office tab
5. Click Multi Office Settings
6. On the side menu, double click on the title Stationery
7. A list of stationery items will appear

In this example, we show the Worksheet Stationery settings.

Apply change to all branches

To apply a change to all branches for a specific stationery item:

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Branch, Dept, Fee Earners
4. Click the Multi Office tab
5. Click Multi Office Settings
6. On the side menu, double click on the title Stationery
7. Click on a stationery item listed i.e. Worksheet, VAT Report, Receipt etc from the side menu
8. The Multi Office Setting will display. Select from Choose Source for Branch Stationery
   1. Users Branch to be applied - This is the branch that the user has set as their Main Branch
   2. Records Branch to be applied - This will use the information set up for the Branch on the Property 
   3. Click X to close
   4. Click X to close again
   5. Click Close

Apply change to individual branches

To apply different settings to each branch for a specific stationery item:

1. Double click on a stationery item i.e. Worksheet, VAT Report, Receipt etc from the side menu
2. Click on the Branch name which you wish to change
3. The Branch name displays with two options:

• Use Head Branch Settings

This will use the header details of the Head Branch. This is useful if accounts are done from the Head Branch.

You can see if a Branch is the Head Branch as it will be ticked as Head Branch in the Branch Information.

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Branch, Dept, Fee Earners
4. Click the Multi Office tab
5. Click Multi Office Settings
6. Click on a Branch from the side menu
7. The Branch details will display. Click on Branch Details
8. The Branch Information will display. A tick will appear in the Head Branch box to indicate this is the Head Branch

The Head Branch stationery will be produced from User Defaults, Stationery.
For more information on How do I add headers and footers, click here

• Custom Settings

This will use custom settings.

• Use Default - This will use the Branch Information as described above
  • Alternatively, click the ... dots and select an individual header for this branch

• Header and Footer images need to be saved in your folder #:\winman32\data\sql. When you have selected the Header, you will see a sample in the box at the bottom of the page

• Top Margin - cm - You can adjust the space between the header and the top line of text
• Bottom Margin - cm - You can adjust the space between the footer and the bottom line of text
• Tick Include Top/Bottom Margin for Consecutive Pages, if this applies