- Created by BrianQ, last modified by AdrianC on Feb 22, 2019
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https://help.myob.com/wiki/x/-R0dAg
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When you're ready to personalise a form, here's how to 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.
- Click the tab for the type of form you want to customise.
- Select a form group from the list to display a list of forms associated with that group. For example, select the Item group in the Invoices tab.
- Click the form, then click Customise. The selected Form window appears.
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 your form as it will appear printed. Your form is instantly updated in this tab as you customise. 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 properties in the Customise tab.
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 pictures and shapes, tables, text and data fields.
- Save the form
- Set the default form to print and email.
Personalising forms FAQs
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.