Choosing preference settings for reports and forms

You have a number of options within MYOB AccountEdge with which you can personalize your printed documents, as well as the process by which you print reports and forms. Some options can be chosen that affect all reports and other options can be chosen that affect specific reports.

Using the Reports & Forms view of the Preferences window, you can make a few settings that can make working with reports and forms easier. The topics listed below, discuss settings that affect all reports.

• Specify the aging periods that will be used for your sales and purchases transactions. You can use either daily or monthly aging periods.

• Mark the Include Currency Symbols option if you wish to display currency symbols next to the financial amounts on your reports.

• Mark the Include Currency Symbols in Forms option if you wish to display currency symbols next to financial amounts on statements, sales, checks and other forms.

• Mark the Always Display the Report Customization window Before Printing Reports option if you want the Report Customization window to appear each time you click the Print or Display buttons in the Index to Reports window. This feature eliminates the need for clicking the Customize button to determine the information you want on your reports.

• Mark Include all Payroll Categories with YTD amount on Paycheck stubs if you wish to show a payroll category YTD amount, even if no amount for the category is included in the current paycheck.

If you wish to choose a different default font for all of your reports or forms, click the Reports button or the Forms button at the bottom of the window. Make your changes in the Change Default Font window for forms or the Report Format window for reports, then click OK to redisplay the Reports & Forms view of the Preferences window.

Related topics
Understanding user-defined aging for sales and purchases
Working with custom reports (choosing settings for specific reports)
Choosing printer settings
Customizing forms(choosing settings for specific forms)