How to access SETUP menu

Question

I am new and I find help is not available to Monday

How do I get to SETUP so I can customise a form?

I am using MYOB from Accountatnt and I was told I am an administrator

Mike_James · Answer

Hi @AnneMYOB , that would be like the professional layout in the desktop program, which unfortunately is not supported in MYOB Business. Maybe one day. Generally speaking there are fewer customisation options for the line content than in the desktop program.

AnneMYOB · Answer

Thank you Mike

I have done all this but I cannot see if or how I can add a column to the invoice template

In very simple terms I need the invoice to show the supply/service date for each service or item.

It is a gardening business and we often invoice for more than one routine visit at the client's request

It seems such a basic thing to be able to do

I am feeling very frustrated and I will try the MYOB help on Monday but that keeps going round and round

Have a nice day

From Anne

Mike_James · Answer

Hi @AnneMYOB , that's OK, in MYOB Business select the company name at the top right, then choose Sales settings,  then select Templates from the first dropdown list. Then you can select a template and edit it in various ways. Also I think it can be saved under another name.

I assume the Lite program has the same options, apologies if not.