You can set a logo or graphic to be used as a Header or Footer banner on various documents in your system.
Overview
You can use your customised Header and Footer banners for each Company in your system.
There are three categories for your files:
1. Company header graphics
The recommended file resolution is 1820x350.png. The file uploaded here will be used in the following reports / documents:
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WHOLESALER: Delivery note, Packing slip, Remittance advice, Payable invoice, Purchase order, Sales order, Sales quote, Receivable invoice, Stock transfer, Stock transfer invoice, Receivable statement, Receivable point statement.
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CONSTRUCTION: Head Contract Payment Claim, Head Contract Invoice.
2. Narrow header graphics
The recommended file resolution is 910x350.png. The file uploaded here will be used in the following reports / documents:
- FINANCE: Interim statement, Call account statement, Deposit account statement, Fixed loan account statement, Variable loan account statement.
- CONSTRUCTION: Purchase order, Cost Plus Supporting Document, Sub Contract Order, Sub Contract Payment Schedule, Head Contract Variation Submittal.
Note: If no image has been uploaded to the Narrow Header Graphics field, the system will default to using the Wide Header Graphics image instead.
3. Company footer graphics
The recommended file resolution is 1820x350.png. The file uploaded here will be used in the following reports / documents:
- WHOLESALER: Delivery note, Packing slip, Remittance advice, Payable invoice, Purchase order, Sales order, Sales quote, Receivable invoice, Stock transfer.
- CONSTRUCTION: Purchase order, Head Contract Invoice.
TIP: For information about the customisable fields you can specify by company or Branch for outgoing documents, refer to Customisable fields for Invoice and Statement Banners and Messages and where Contact and Address are stored.
Upload your Graphic Files
- Start at Settings > Companies and select the Company you want.
In the Branding Graphics sections in the right, you’ll see fields for Wide header graphics, Narrow header graphics and Footer graphics, where you can upload your respective files, e.g. logo. Select the required section.
- Drag your file to the box or click to browse to select your file and click Upload graphics.
You will see a message Uploaded header / footer image for company to advise that the file has uploaded successfully.
- Click Save.
The graphic will be visible above the browse box after you have saved the screen.
If you need to replace the file, you can click Remove graphics and then upload a new file.
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