Forum Discussion

AnneMYOB's avatar
4 months ago

How to access SETUP menu

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

5 Replies

  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    Hi AnneMYOB , if you have AccountRight open, Setup is an option in the middle of the top menu. Then select customise forms...

    • AnneMYOB's avatar
      AnneMYOB
      User

      Thank you but I think I have MYOB Business Lite not AccountRight

      .can I customise in what I have

      I do appreciate you contacting me

      • Mike_James's avatar
        Mike_James
        Ultimate Partner

        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.