Forum Discussion

Actyve's avatar
Actyve
Contributing User
2 years ago

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 invoi...
Actyve's avatar
Actyve
Contributing User
2 years ago

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

gavin12345's avatar
gavin12345
Ultimate User
2 years ago

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

  • Actyve's avatar
    Actyve
    Contributing User
    2 years ago

    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, 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.