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Customising forms and reports in MYOB
indent Customising Reports in MYOB
  • Highlight the report in the Index to Reports window and click the Customise button.

  • Choose Advance Filter , Report Fields or Finishing tabs to customise the report

  • Click on the Format button to change font color, size or type etc.

  • Click the Send To button to export to Excel to customise the report in Excel.

  • In the Report Display window the date fields can be changed in the window and then click Redisplay.

  • In the Report Display window columns can be moved or removed by clicking on the ^ icon to the right of the column, holding down the mouse and dragging it to the right hand side.
Formatting invoices in MYOB

  • Go to the Setup menu and choose Customise Forms then choose invoices. The Customise Forms window appears.

  • Ensure Professional or Service is selected in the Sale Layout field - see Invoice layouts for more information.

  • In the Form to Customise field, select MP-INCSIPLN-2007.

  • Click Customise to display the Customise window.

  • Double click a field to display the Field Information window.

  • A Text field or Data field window will appear.

indent Move a Field in Forms in MYOB
  • Click once on the text field, so that it is highlighted.

  • Click again in the middle of the field, this time holding the mouse down so that the cursor turns into a hand icon.

  • Drag the field to the required position and release the mouse.
indent Resize a Field in Forms in MYOB
  • Click once on the field, so that it is highlighted.

  • Click on the bottom right hand corner of the field on the small black square. Hold the mouse down until the cursor turns into a cross and drag the mouse.

  • Drag the field to the required position and release the mouse.
indent Adding Data to Forms in MYOB
  • On the Customise Forms toolbar, click the Add New Data icon (the first icon).

  • The Select from List window appears displaying an alphabetical list of data fields and columns.

  • Drag the field to the required position and release the mouse.