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The customize window for the form you wish to customize should be displayed (To find the Customize window).

Important information if you use both Mac OS X and an earlier Mac operating system

If you wish to save changes you've made to a custom form you created previously, click the Save Form button.

If you wish to create a new custom form layout that contains the changes you've made, click the Save Form As button. Enter a name and a brief description for the new layout and click OK.

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Note: Where are my custom forms stored? Your custom form information is stored in the FORMS folder inside the folder on your workstation in which MYOB FirstEdge is installed. For example, if MYOB FirstEdge is installed in the MYOB FirstEdge V1 folder, the FORMS folder will be located inside that folder. Each custom form will appear in the FORMS folder.