Change the look of forms with themes

Themes change the overall design and presentation of forms and documents displayed or printed by Manager. They provide a unified look for:

  • Payments, receipts, and inter account transfers
  • Expense claims
  • Sales and purchase quotes
  • Sales and purchase orders
  • Sales and purchase invoices
  • Debit and credit notes
  • Delivery notes and goods receipts
  • Inventory transfers and write-offs
  • Production orders
  • Payslips
  • Journal entries
  • Customer and supplier statements

Other than customer and supplier statements, themes do not affect the layout or design of reports.

Built-in, default theme

Manager includes a built-in, default theme named Plain. This theme cannot be edited or deleted. But it can be tailored with unique business details and a logo. The title of the particular transaction form being displayed or printed appears at the upper left, as in this sales invoice:

By design, Manager minimizes displayed information. So fields not populated do not show. For example, in the illustration above, inventory codes are not present, so the Code column is not displayed. The Plain theme also incorporates Paid in Full and Overdue “stamps” that display at the bottom of sales invoices when appropriate.

Activating other built-in themes

Manager includes other built-in themes, too. New themes will continue to be added with future releases of the program. These are available under the Settings tab by clicking Themes:

To preview a theme, click View beside its name:

A large screenshot of the theme, populated with representative data, will appear:

Theme previews do not represent any specific transaction form. They only display the general look of the theme and location of your logo and business details. Their content does not match what appears when using the theme.

To activate (or deactivate) the theme, click Edit and check (or uncheck) the box:

All features of Manager are not supported by all built-in themes. Most do not include the Paid in Full and Overdue stamps for sales invoices without further modification. Be sure any theme you choose meets all your needs before committing to use it. (The built-in Plain theme supports all features.)

Adding custom themes

You can add your own custom themes. Themes are coded in the Liquid templating language. If you are not familiar with Liquid, check one of many educational web sites on the internet, such as Liquid template language. There are two methods for adding a custom theme:

  • Write code from scratch
  • Copy and modify a built-in theme

Write code from scratch

To write your own theme, select the Settings tab, then Themes and New Theme:

Give your new theme a Name and write code directly in the Theme code box:

Click Create. Your theme will automatically become active and visible in the list of themes:

Copy and modify a built-in theme

An easier approach is to modify a built-in theme similar to what you need. While viewing that theme, click on the Copy to button and select New Theme:

The Liquid code for the built-in theme will appear in a code box:

Rename the theme, modify the code, and click Create. Your new theme will become active.

Unlike built-in themes, custom themes cannot be deactivated except by deleting them.

Using themes

When at least one built-in or custom theme besides the Plain theme is active, transaction entry forms include a Custom theme checkbox:

To use a theme, check the box. A dropdown list of active themes will appear:

Select a theme, and the form will display with the new look:

Manager will remember the theme you have chosen for a particular form. However, all new forms will use the themes chosen for their form types in Form Defaults under Settings unless you change them.

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