4 In the Selected Form for [...] field, select the stationery you
want to use when you print or email your forms.
Several stationery choices are available, depending on the type of form you are currently working with.
5 When you have finished making your selections in the Advanced Filters window, click OK.
Customising forms
You can change the look and content of printed cheques, invoices, delivery orders, purchase orders, statements, bills and mailing labels. You can also change the size of a form, add text labels, draw lines and boxes, paste graphics on the form, move fields, change the size of fields, and more. Then you can save your customised stationery so that you can select it when you print the form.
[MYOB Premier range only] If more than one user is accessing a company file you should:
create custom forms in the Forms folder on the host computer on which the company file is stored
copy any custom forms from the host computer to the Forms folder on each workstation that accesses the company file.
CAUTION :Back up your forms Back up the Forms folder before customising any forms so you can always revert to the originals.
Form Usage
Preprinted Select the preprinted stationery if you want to print on paper that already contains lines, columns and headings.
The preprinted stationery is designed to match most commonly used forms provided by third-party forms suppliers. Note that this type of stationery is not suitable for emailing forms.
Plain-paper Select plain-paper stationery if you want to print on blank paper. Lines, columns and headings are automatically printed with the form’s information.
Customised Select any customised stationery forms if you want to print a form you have already customised.
See ‘Customising forms’ below for more information about customising forms.
Form Usage
Complete the following steps to create, save and print your customised forms:
Task 1: Display the form
1 Go to the Setup menu, choose Customise Forms and choose the type of form you want to customise. The Customise Forms window appears.
2 Select the form you want to customise in the Form to Customise field and click Customise. The Customise [...]
window appears.
NOTE : Cheques have two parts A cheque form has two parts:
the cheque and the stub. You customise the cheque and the stub separately. In the cheque Customise window, select the appropriate stub layout in the Layout field. For example, the Regular layout is assigned to cheques recorded in the Spend Money window and the Payable layout is assigned to cheques recorded in the Pay Bills window.
Task 2: Set up the form properties
1 Click the form properties ( ) button in the tool palette of the Customise [...] window.
The Forms Properties window appears. It has two tabs: the Layout tab and the Options tab.
Set up the paper and form sizes
2 In the Layout tab, type the number of forms you want to print per page.
3 Select the required type of paper from the Paper list.
4 Type the margins for the page.
5 Type the width and length of the form (not the paper) in the Form Size fields. If you are printing four cheques per page, type the width and length of a single cheque and not the width and length of the page.
Task See
1 Display the form below
2 Set up the form properties below
3 Adding and editing elements page 197 4 Preview the customised form page 197
5 Save the customised form page 197
6 Print the customised form page 197
A Tool palette The tool palette provides you with customisation tools.
B C
A
D
B Preview Click Preview to view your form on the screen.
C Layout Select the required layout for a cheque stub.
Note that this is only displayed if you are customising a cheque.
D Data fields Data fields contain system-generated information.
C U S T O M I S I N G F O R M S 1 9 7
Set up the grid and add a background graphic
6 In the Options tab, specify the grid options for the form. The grid will help you position and align form fields.
If you want to:
a make the grid visible in the layout, select Show Grid. Note that the grid will not be printed.
b align the top and left margins of fields with the closest grid lines when you are repositioning them, select Snap to Grid.
c change the spacing between the grid lines, make a selection from the Grid Size menu.
7 If you want, select a background graphic for the form:
a Click Insert Background. The Open window appears.
b Select the graphic file you want to use and click Open. The Field Properties window displays the graphic in the Sample Display area.
c Using the Display menu, choose how the background graphic will appear on your printed form:
Top will position the image at the top of the form.
Centre will centre the image on the form.
Tile will repeat the image in a grid-like pattern across and down the entire form.
Stretch will enlarge the image to fill the entire form.
(Depending on its size and shape, this setting can distort the image.)
8 Click OK.
Task 3: Adding and editing elements
Add, remove or edit elements—such as text, graphics and lines—according to your needs. For more information, see
‘Adding and editing elements’ on page 198.
Task 4: Preview the customised form
At any time during the customisation process, you can display a preview of your work.
1 Click the preview button ( ) in the tools palette of the Customise [...] window.
The form is displayed in the Print Preview window.
2 If you want to view the form in more detail, alter the default value (75%) in the Zoom field and press TAB.
3 If you want to check your current printer and page settings, click Print Setup.
4 When you have finished previewing the form, click Close in the Print Preview window.
Task 5: Save the customised form
When you are satisfied with the changes you have made to the form, you should save the customised form. If you want to save changes to a custom form you created previously, click Save Form.
If you want to create a new custom form stationery that contains the changes you have made, click Save Form As. The Save As window appears. Enter a name and a brief description for the new layout and click OK.
Task 6: Print the customised form
Printing a customised form is the same as printing an unchanged form. However, before you can print using your customised form, you need to select the form in the Selected Form for [...] field in the Advanced Filter window. For more information on printing forms, see ‘To print forms’ on page 193.