Saving personalised forms

https://help.myob.com/wiki/x/L4Bs

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Preview the form before saving

Click the Print Preview tab to view the form as it will appear printed.

To save a personalised form

When you've finished customising your form, go to the File menu and click Save As. The Save Form As window appears:
1. If you created a new customised form, enter a name and a description for the form.
2. If you modified an existing custom form, do not change the default information in the window.
Click Save. The Form window reappears. The form will appear under the group of forms that the form was based on. For example, if you created a new form based on an existing item sales invoice, your form will appear under the Items group of the Invoices tab.
To close the form, go to the File menu and choose Exit.

Now that you've saved your personalised form, you can make it the default template to use when printing and emailing. It'll save you time when recording transactions.

Need to delete a customised form?

Go to the Setup menu and choose Customise Form. Select the form you want to delete, and then click the red X icon to delete it. Note that you can't delete default forms provided with AccountRight.

Personalising forms

Setting the default form to print and email

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Need to delete a customised form?

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