Drake Accounting - Letters
Article #: 17003
Last Updated: December 05, 2024
Overview
Go to Firm > Letters to create templates for cover letters, engagement letters, and compilation letters. Easily insert information, such as firm information and client information , into the body of the letter where appropriate.
Creating a New Letter Template
To create a new letter template:
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Go to Firm > Letters.
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Select New.
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Enter a name for your template in the Letter Template field.
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Select a font under Text Options and use the arrows (
) to choose a size for the font.
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From left to right, the text options are:
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Font Name
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Font Size
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Bold
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Italic
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Underline
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Strikethrough
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Color
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Left Align, Center Align, and Right Align
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You can also enter page numbers, header and footer information, custom body text, and additional formatting for date fields.
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Enter page numbers
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The text inside the Page Number Format field is limited to one formatting style (i.e. same font name, font style, font size, font name, color, and alignment).
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There are a few formats available for entering page numbers:
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Method 1: <Page.Number> - To enter page numbers in the Page Number Format field, click once in that field, and then click on the Page node. Double-click the Number child node to insert the current page number. It will appear as "<Page.Number>" in the field.
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Method 2: <Page.Total> - To insert the total number of pages, double-click the Total child node. It will appear as "<Page.Total>" in the field.
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Method 3: <Page.Number> of <Page.Total> - You can either insert both the Number and Total child nodes and the type "of" in between them, or type out "<Page.Number> of <Page.Total>" to have it display as "1 of x" on the print preview, where "x" represents the final page.
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Enter the Header and Footer information:
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Click in the Header or Footer section, and enter information under these sections, as applicable.
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Double-click child nodes on the left to insert information.
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The Header and Footer sections will be repeated on each page of the letter when it is printed.
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To insert an image into the top right corner or bottom right corner of the letter, click the folder (
) icon and browse to the image. Select the image and select Open.
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Entering Body text:
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In the Body section, type information or insert information from the child nodes on the left, as applicable.
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Inserting a page break:
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There are three ways to insert a page break:
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Click the
tab to add another page.
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Expand the Page node (on the left) and double-click Break, or
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Type <Page.Break> into the body of text where you want the break to be.
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Inserting date formats:
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Below are some of the supported date formats:
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Start of Year Date:
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<Client.SOYDate(MM/dd/yyyy)> - 01/01/2021
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<DateTime.SOYDate(MMM-dd-yy)> - Jan-01-21
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<Client.SOYDate(MMMM yyyy)> - January 2021
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End of Year Date:
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<Client.EOYDate> - 12/31/2021
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<Client.EOYDate(d-M-yyyy)> - 31-12-2021
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<DateTime.EOYDate(yyyy gg)> - 2021 A.D.
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Current Date:
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<DateTime.Now(MMM dd. dddd - yyyy)> - Dec 23. Wednesday - 2020
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<DateTime.Now(hh:mm:ss tt zz)> - 02:59:42 PM -05
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<DateTime.Now(HH:mm:ss)> - 14:59:42
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Select Print to view a preview of the template.
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To save the template while in Print Preview, type in a name for the template in the Name field and click the Save button
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Important If you do not see the Save, Print, Reset, Delete, or Exit buttons on the right-hand side, you may need to close the tree menu or use the Restore Down option on the window.