Get started

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

html

html-wrap

class	col span_3_of_5

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.

UI Text Box

size	medium
type	note

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.

Click the tab corresponding to for the type of form you want to customise.Image Removed
Select Click a form group from the list to display a list of forms associated with the forms for that group. For example, select click the Item group in the Invoices tab to see all item invoice forms.Image Removed

Click the form, then click Customise. The

selected Form window appears.
forms.1.png

Image Removed

form opens in the form design window, like this:
Image Added

The form designer window

Image Added

A	File menu	View printing and saving options.
B	Customise tab	This is the main tab for customising your form. You can add fields, format text and select table layouts.
C	Print Preview

View

See what your form

as it

will

appear printed. Your form is instantly updated in this tab as you customise

look like when printed, and where you can change the margins, orientation and page size.
D	Customise options	This area of the window is where you make selections for customising your form.
E	Form body

Select and modify form elements in this section of the window. Select an element, then view the

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.

UI Text Box

size	medium
type	note

Cheques have two parts A cheque form has two parts: the cheque itself and the stub. You So you'll need to customise the cheque and the stub separately. For more information, see See Personalising cheques.

What next?

After displaying the form, you can:

Set properties that apply to the whole form, such as background colour and page size
Add and edit form elements, such as images, data fields, lines and shapespictures and shapes, tables, text and data fields.
Save the form
Set the default form to print and email.

HTML
<h2><i class="fa fa-comments"></i>  FAQs</h2><br>

UI Expand

title	Can I create a new form from scratch?

Can I create a new form from scratch?

No, you'll need to personalise an existing form - which means a lot of the work has already been done for you.

HTML
</span>

HTML-wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Set the form size and background

Personalising forms

Personalising invoices

Personalising pay slips

Panelbox

name	yellow
title	From the community

RSS Feed

titleBar	false
max	5
showTitlesOnly	true
url	http://community.myob.com/myob/rss/search?q=display+form&filter=labels%2Clocation%2CsolvedThreads&location=category%3AAccountRight&search_type=thread&solved=true

HTML Wrap

class	morelinks

More »

Page tree

Versions Compared

Old Version 12

New Version Current

Key

The form designer window

What next?

Can I create a new form from scratch?

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks