Customising your BusinessBasics forms

Customising 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 customise 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 customise your forms.

If the preprinted forms you currently use don't match the form layouts provided in BusinessBasics, you'll need to customise 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 customising your forms.

Idea: Don't waste your forms!

After you're satisfied with the changes you've made to your forms, consider printing some alignment forms to verify that the changes you made align correctly on your printer. Print alignment forms by clicking the Print Alignment button in the Forms Selection window.

When you're printing alignment forms, though, don't waste the valuable preprinted paper forms you normally use; use plain paper instead. You should be able to easily compare the alignment text on the plain paper with a preprinted form. For more information, see To print an alignment form.

Step by step
To customise a form