Getting started with Good Looking Documents

Good Looking Documents provides vastly improved and highly configurable emailing system, accompanied by a suite of custom reports that are used in place of the standard reports. These custom reports have an improved design and layout to provide your company with practical and visually pleasing reports.

• Setting up how each report is emailed
• Setting up specific emailing scenarios for each customer or vendor
• Sending emails with Good Looking Documents

Set up via Assisted Setup

1. Locate and open the Assisted Setup page via search.
2. Select Set up Good Looking Documents.
   
3. Click Next to start the setup of Good Looking Documents.
4. Choose which settings and details you would like to be included on your reports, and then select Next.
   

   Field	Explanation
   General
   Company Email Account	Specifies the company's email account that sends emails to the customers or vendors.
   Accounts Receivable Email Account	Specifies the company's email account that sends emails to the customers for accounts receivable
   Accounts Payable Email Account	Specifies the company's email account that sends emails to the customers or vendors.
   Default Bank Account No.	Specifies the default bank account of the company.
   Hide Contact Name from Address	Specifies if the contact name will appear in mailing addresses.
   Primary Colour	Specifies the primary colour of the company's documents.
   Secondary Colour	Specifies the secondary colour of the company's documents.
   Primary Front Colour	Specifies the primary text colour in the company's documents.
   Secondary Font Colour	Specifies the secondary text colour in the company's documents.
   Date Format	Specifies how dates will be formatted on all Good Looking Documents reports. A blank format will use your regional settings.
   Sales Documents
   Show Detail on Prepmt. Invoice	Specifies if each line is shown separately on the prepayment invoice.
   Footer Text	Specifies the footer text that will appear on the sales documents.
   Hide Send Actions	Specifies if standard Send actions are hidden on sales documents.
   Quote Follow-Up Task Prompt	Specifies if a dialog for creating a follow-up task is displayed after you run the Sales Quote report.
   Default Contact Job Title	Specifies the default job title on new primary contacts for customers.
   Tax Invoices	Specifies how unshipped lines are shown on the sales invoices.
   Delivery Dockets	Specifies how unshipped lines are shown on the sales shipments.
   Hide and Sales Cr/Adj Notes	Specifies how unshipped lines are shown on the sales credit memos.
   Purchase Documents
   Footer Text	Specifies the footer text that will appear on the purchase documents.
   Hide Send Actions	Specifies if standard Send actions are hidden on purchase documents.
   Default Contact Job Title	Specifies the default job title on new primary contacts for vendors.
   Hide on Purchase Invoices	Specifies if unshipped lines are hidden on the purchase invoices.
   Hide on Purchase Return Shipments	Specifies if unshipped lines are hidden on the purchase return shipments.
   Hide on Purchase Cr/Adj Notes	Specifies if unshipped lines are hidden on the purchase credit memos.
   Inventory Documents
   Hide on Transfer Shipments	Specifies if unshipped lines will be hidden on Transfer Shipment reports.
   Service Documents
   Hide On Service Documents	Specifies if standard Send actions are hidden on service documents.
   Job Documents
   Hide On Job Documents	Specifies if standard Send actions are hidden on jobs documents.

5. If you would like Good Looking Documents to automatically apply to all reports, then toggle on Apply to All and click Next, you will then navigate to the finish screen. If instead you would like to select which reports will use Good Looking Documents, leave Apply to All off and click Next.
   
6. On the next few pages, you will be able to select which documents will use layouts from Good Looking Documents. Including reports from:
   
   • Sales
   • Purchasing
   • Inventory
   • Warehouse
   • Production

Using company picture for reports

The Picture from Company Information will appear at the upper left corner on all Good Looking Document reports. The logo is printed on A4 and fixed to 6.5cm x 2.0cm in size. The logo should also be designed and optimized for traditional printing. Here are our recommendations for the company logo size.