Personalising forms

https://help.myob.com/wiki/x/DNM6Ag

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Known issue AccountRight 2019.2. We're aware that some clients using AccountRight 2019.2 can't see their customised forms or save changes to their forms. This has been raised as a high priority issue with our product development teams to investigate and resolve ASAP.

Workaround: Restart AccountRight. If the issue persists, clear your AccountRight cache file. For more information, see this community forum post.

We apologise for the inconvenience this issue is causing and are working on providing a permanent solution at the earliest.

This information is for AccountRight 2019. If you're not using AccountRight 2019 see the help for MYOB AccountRight v19 ( AU | NZ ) or MYOB AccountEdge ( AU | NZ ).

AccountRight uses forms to display your printed and emailed business documents, like invoices, purchase orders and payslips. Forms are like templates, and you can personalise them to suit your business needs.

AccountRight has some great design tools to help bring your business documents to life.

Here's a few things you can do:

Add a 'How to pay' section to invoices and include payment instructions such as your bank account details
Add your logo and use your business colour palette on invoices and payslips
Remove unused information to make it easier to see what's important
Increase font size or bold important information such as payment terms and due date

Importing and migrating forms

If you have customised forms in an older AccountRight version (v19 or earlier) you can migrate these forms into AccountRight.

If you have customised forms in another AccountRight company file, you can import these forms.

Take a tour:

Now it's your turn

There's so much you can do with your forms it won't all fit in one help topic. Pick a task below for a closer look.

Task
Opening a form you want to design
Set the form size and background
Add pictures and shapes, text and tables
Saving personalised forms
Setting the default form to print and email
Sharing forms with other company files
Deleting a personalised form