Customizing forms

Reports and forms > Customizing forms

Each of MYOB BusinessBasics's forms is unique in the information it provides and the specific layouts it reflects. Depending upon the needs of your business, the forms that are already set up when you begin using BusinessBasics may fully serve your needs.

Note: Decide whether you need to customize the form

BusinessBasics provides an extensive set of well-designed form layouts so you can begin printing professional-looking documents immediately. This set of forms is designed to print properly on MYOB software-compatible business forms. If the BusinessBasics form layouts match your preprinted forms, you don't need to customize your forms.

If the preprinted forms you currently use don't match the form layouts provided in BusinessBasics, you'll need to customize the form layouts for each form that doesn't match your preprinted forms.

You may, however, occasionally find the need to make changes to specific forms to better accommodate your business needs. You can modify the look and content of individual forms in many ways. You can choose the types of information you want on your forms, design the way you want your forms to look, add graphics to enhance the appearance of your forms, change fonts and styles, draw lines and shapes, and select the size of the paper you'll print your forms on. In other words, there's little you can't do if you're customizing your forms.

Related topics
Opening a form in the Customize window
Adding a picture or logo to a form

Printing alignment forms

Reviewing forms before printing

Step by step
Customizing forms
To activate a data field

To add a text field to a form

To draw a line on a form

To draw a rectangle on a form

To add a picture or logo to a form

To add a data field to a form

To copy and paste a data field

To change the size of a data field, text field, rectangle or picture
To change the length of a line

To change the text in a text field

To change the font characteristics of a data field or text field on a form

To change the orientation of a line

To change the thickness of a line or rectangle

To change the size of a picture or logo

To move a data field or text field
To move a line

To move a rectangle or picture

To remove a text field, line, rectangle or picture from a form
To remove a data field from a form

To inactivate a data field