Customise window

The Customise window allows you to customise the look of your printed forms, such as cheques, invoices and customer statements. Using this window, you can rearrange the layout of items that appear on specific forms you use, so you and your customers, employees, suppliers and partners won't need to acquaint yourselves with new documents.

The MYOB Accounting Plus Customise windows all look exactly the same, except for the elements inside the layout area of the window.

Fields in the Customise windows:

Inactive field

An inactive field, recognised by its "dimmed" field name, won't be printed on the form. Additional inactive fields appear to the right of the form in this window; scroll to the right to view them.

You can change the location of any field by dragging the field to a new location. (To drag a field, click and hold the mouse button while the cursor is positioned on the field you want, then move the mouse so the field moves to the location you want it.)

To display information about an inactive field, or to make an inactive field active, double-click the field; the Field Information window will appear, where you can view and change information about the field.

Active field

An active field, whose name appears in black on your computer screen, will be printed on the form.

You can change the location of any field by dragging the field to a new location. (To drag a field, click and hold the mouse button while the cursor is positioned on the field you want, then move the mouse so the field moves to the location you want it. When you're done moving the field, release the mouse button.)

To display information about an active field, or to make an active field inactive, double-click the field; the Field Information window will appear. You can use this window to view and change information about the field.

Text field

A text field is used as a label on the form. You can add text fields by clicking the text tool at the bottom of the window.

To display information about a text field, double-click the field; the Field Information window will appear, where you can view and change information about the field.

Layout window

This part of the window is the area you use to add, change and move fields on the form.

Ruler

The ruler allows you to determine the position of the fields on the form.

Pointer tool

Use the pointer to select and move fields that appear in the layout part of this window.

Text tool

Use the text tool to create a text field on the form. Text fields are composed simply of static text that you type into the field in this window.

To create a new text field, select the text tool, then click anywhere on the layout part of the window. A new field will appear in the window, labeled "Text Field."

To delete a text field, select it and choose Delete from the Edit menu.

To enter or change the text you want to display in the text field, double-click the field. The Field Information window will appear, where you can enter the text you want to appear in the text field.

Picture tool

Use the picture tool to place a graphic on the form. A typical use of the picture tool is for placing company logos on forms.

To create a new picture field, first copy the picture you want onto the Clipboard, then select the picture tool and click anywhere on the layout part of the window. A new field will appear in the window, containing an icon of a picture frame.

To place or change a picture in the picture field, double-click the field. The Field Information window will appear, where you can paste the picture into the field.

To delete a picture field, select it and choose Delete from the Edit menu.

Line tool

Use the line tool to draw horizontal and vertical lines on your forms.

To create a new line, select the line tool, then drag a line across the layout part of the window until the line is the length you want. (To drag a line, click and hold the mouse button while the cursor is positioned in the layout window, then move the mouse so the line grows to the desired length. When the line is complete, release the mouse button.)

To change the thickness of a line, double-click the line. The Field Information window will appear, where you can change the thickness of the line.

Rectangle tool

Use the rectangle tool to create four-sided shapes on your forms.

To create a new rectangle, select the rectangle tool, then drag the rectangle across the layout part of the window until the rectangle is the size you want. (To drag a rectangle, click and hold the mouse button while the cursor is positioned in the layout window, then move the mouse so the rectangle grows to the desired size. When the rectangle is complete, release the mouse button.)

To change the thickness of the lines that make up a rectangle, double-click the rectangle. The Field Information window will appear, where you can change the thickness of the lines.

Preview button

Click this button to open the Print Preview window, where you can view how the form will look on paper before you actually print it.

Save Form button

Click the Save Form button to save the changes you've made to a customised form.

If you click this button after you've made changes to a form template, the Save As window will appear. In the Save As window, enter a name and description for the customised form and click OK to save the form.

Save Form As button

Click the Save Form As button to save the changes you've made to a form template. When you click this button, the Save As window will appear, allowing you to enter a name and a description for the customised form. After you make your entries, click OK to save the form.

Forms that can be customised:

Customise Cheques window

Customise Service Sales window

Customise Item Sales window

Customise Professional Sales window

Customise Time Billing Sales window

Customise Packing Slips (Service) window

Customise Packing Slips (Item) window

Customise Packing Slips (Professional) window

Customise Labels (Service) window

Customise Labels (Item) window

Customise Labels (Professional) window

Customise Labels (Time Billing) window

Customise Service Purchases window

Customise Item Purchases window

Customise Professional Purchases window

Customise Invoice Statements window

Customise Activity Statements window

Customise Mailing Labels window