How to access SETUP menu

Question

I am new and I find help is not available to MondayHow 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&nbsp;, if you have AccountRight open, Setup is an option in the middle of the top menu. Then select customise forms...

annemyob · Answer

Thank you but I think I have MYOB Business Lite not AccountRight.can I customise in what I haveI do appreciate you contacting me

mike_james · Answer

Hi AnneMYOB&nbsp;, that's OK, in MYOB Business select the company name at the top right, then choose Sales settings,&nbsp; 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.&nbsp;&nbsp;I assume the Lite program has the same options, apologies if not.

annemyob · Answer

Thank you MikeI have done all this but I cannot see if or how I can add a column to the invoice templateIn 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 requestIt seems such a basic thing to be able to doI am feeling very frustrated and I will try the MYOB help on Monday but that keeps going round and roundHave a nice dayFrom Anne

mike_james · Answer

Hi AnneMYOB&nbsp;, 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.

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How to access SETUP menu

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