AccountRight Customising Forms

[KatherineMaree]

Hi there

We've recently made the switch to AccountRight (from AccountRight Premier) and I'm having some issues with how our statements are customised. For example, for credit card payments we would like to replace the MYOB phone number with our company office phone number and we would also like to add in our banking details for Direct Deposits. This used to be on our statements and invoices in AccountRight Premier, but since shifting to AccountRight, these details have disappeared. Would be very grateful for advice as to how to correct this.

Many thanks

Katherine

[Haydes]

Hi @KatherineMaree

Sorry for the delay in responding.

You should be able to customise all elements of the Statement form, in terms of replacing phone numbers and using your own you may be able to double click the fields (If they are text fields) and over-type the numbers. I recommend checking out this support note for what you can do with customising forms: Personalising forms

Please feel free to reach out again should you have any questions or troubles.

Cheers,
Hayden
MYOB Partner/Social Support