How to modify forms to include information not available in the standard data field list

Note: Same procedure applies for adding custom field into invoices or other forms but the detailed steps below shows how to add a custom field for payroll

• To add custom field in for Invoices, in Step 1 go to Setup, Settings, Receivables/Customer & Sales, Names
• In Step 2, open the Customer Records, go to the Additional Info tab and enter the information needed on the corresponding field.
• In Step 3, go to Setup, Reports & Forms, Invoices
• To add custom field for Inventory & Services or Project, go to their corresponding Names folder and corresponding Additional Info tab

Section I: Create Title

1. Go to Setup, Settings, Payroll, Names, Additional Payroll
2. Change the text in one of the fields in under Additional Info Title to reflect the information that you want to see, e.g. Job Title.
3. Click OK

Section II: Edit employee record

1. Open the Payroll Ledger/Employee Records
2. Go to the Additional Info tab
3. Enter the job title of the employee under the Job Title field

 Section III: Customize Form

1. Go to Setup, Reports & Forms, Direct Deposit Payroll Stubs
2. Under Printer Form Settings, choose the following settings:
   • Radio button on Custom Forms; Form Type should be Sage 50 Form; Description should be User-defined Direct Deposit Payroll Stub
3. Click Customize Form
4. On the Select Sage 50 Form window that opens, select Direct Deposit Payroll Stubs for Form Type
5. Select Create new form from template
6. Click OK
7. Click the data icon on the upper left hand part of the Sage 50 Designer forms and move the cursor to the location on the form where you want to insert the field
8. Click on the form to position the field and the Field Properties window will appear
9. Select the field Job Title in the drop down, set the font size and colors, then click OK
10. Click File, Save As on the Sage 50 Forms Designer
11. Browse to a location that is not the default forms location (C:\Program Files\.....\) as otherwise you will lose your customized form in the next Sage 50 update/upgrade that you install. Sage recommends to save in your own folder such as C:\MySage50CustomForms\
12. Enter a file name
13. Click OK to close the Sage 50 Forms Designer
14. Click OK to close the Reports & Forms window
15. Create a Direct Deposit stub and click on the Print Preview icon to see how the customized form looks