Customise Forms is greyed out
I need to verify and update some fields on my invoice form. I understand I should go to Customise Forms under the Set-up tab but this item is greyed out, so not accessible.
How do I access the invoice form?
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Hi Actyve,
Are you still having issues with this ? If you are, can you please clear your AccountRight cache. Once cleared can you try again ?
Do let me know how you go.
I tried the instructions to clear the cache but they look incomplete. What is the next step after "open the file"??
I tried up to the steps shown anyway but the Customise forms menu item remains greyed out.
Pls advise.
Regards
Actyve
Hi Actyve
Is it possible your permission levels set for your userid do not allow you to customise forms? - check with file administrator if not sure.
Regards
Gavin
Thanks for the suggestion. I checked but it's not the issue.
The user is authorised to Customise forms.
What else could it be? I need to make changes to my company invoice template.
Thanks,
