Guides

Change a form title

A title is the name of a particular transaction form in Manager. Titles appear near the top of forms in many themes, but can be placed elsewhere. They include:

  • Payments, receipts, and transfers
  • Expense claims
  • Sales and purchase invoices
  • Sales quotes
  • Sales and purchase orders
  • Credit and debit notes
  • Delivery notes and goods receipts
  • Payslips
  • Production orders
  • Journal entries
  • Customer and supplier statements

Sales invoices and sales quotes include the ability to set a custom title directly from the transaction entry screen. Modification of titles for those two forms are common, sometimes even being required by law.

Note
When known regulations require, built-in tax codes automatically change Invoice on sales invoices to Tax Invoice. In some cases, other form titles are similarly modified. If a requirement in your jurisdiction is not already incorporated into Manager, you can change titles as described below.

Any other form’s title can be changed by modifying a custom theme. (You cannot modify built-in themes.) If you have not created a custom theme yet, follow instructions in another Guide, then these steps:

  • Under the Settings tab, click Themes. Then click Edit next to the custom theme you want to modify:

45 AM

  • When the custom theme’s computer code appears, locate the following segment of code: {{title}}. (You may have to scroll to the right to see complete lines.)

  • Replace that code with {{title | replace: "Old Title", "New Title"}}. Preserve all other code in the same line. “Old Title” must be the name of the form you want to change, exactly as it appears when using the default theme. “New Title” is the text you wish to substitute. Both are case sensitive, and the quotation marks must be included.

  • Click Update.

Any time forms are viewed in the particular custom theme, old title text will be replaced by new title text.

Example
An Expense Claim could be turned into a Travel Expense Report with this substitution:

{{title | replace: "Expense Claim", "Travel Expense Report"}}

producing:

CAUTION
Beware of unintended consequences. Any place old title text appears in the title of any form, it will be replaced with new title text. So you may wish to limit usage of custom themes to specific forms or create additional themes. You might also use more sophisticated conditional tests in your code. Those are beyond the scope of this Guide.

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