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When you're ready to personalise a form, open the form you want to work with.
Go to the Setup menu and choose Customise Forms. The Customise Forms window appears.
Can't see the Customise Forms option? By default, you need to have been assigned the Administrator or Accountant/Bookkeeper role in order to be able to access this feature. See Default user roles.
View printing and saving options.
This is the main tab for customising your form. You can add fields, format text and select table layouts.
See what your form will look like when printed, and where you can change the margins, orientation and page size.
This area of the window is where you make selections for customising your form.
This is the body of the form showing its contents. Click an element (text box, table, etc.) to view its properties in the Customise tab.
After displaying the form, you can:
No, you'll need to personalise an existing form - which means a lot of the work has already been done for you.
Set the form size and background
Personalising pay slips
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