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