Hi Lisa_H
Sorry to see that no one has offered assistance with your query.
Forms used within AccountRight do need to be customised through the Setup>>Customise Forms option. There is no other way to customise those forms for use within the AccountRight Desktop app. In the AccountRight Browser interface, you can use the Templates functionality to update your template for use within that interface.
In terms of customising the forms using the Setup>>Customise Form option the interface has remained relatively unchanged since the initial release of AccountRight 20xx. To my knowledge, we don't have any immediate plans to make any changes to that process and customising forms. However, Help Article: Personalising forms may be able to offer some assistance on that process.