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Seminggu lalu, 3 penulis buku MYOB yang sudah kita kenal selama ini yaitu :

• Ruchyat Suryana 
• Asroel Kamal
• Ali Mahmudi

Dalam suatu kesempatan bertemu di Politeknik POS Bandung. Masing-masing bercerita tentang perkembangan MYOB sekarang ini baik di dunia bisnia (pengguna real di perusahaan) maupun di bidang akademik (pelatihan di kampus masing-masing). Saya tidak melewatkan momen seperti ini, dengan kamera seadanya (via Nokia E71), ceprat-cepret deh....

Setidaknya ada kenangan :)

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Bagi yang ingin mendapatkan buku buku MYOB dengan harga murah dan diskon hingga 20% bisa membeli melalui online disini !

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Invoices and Bills quite often originate from Quotes and Orders that have had deposits applied to them. This support note includes information on how these deposits are refunded when the sale or purchase is cancelled.

Invoices and Bills quite often originate from Quotes and Orders that have had deposits applied to them.  This support note includes information on how these deposits are refunded when the sale or purchase is cancelled.

How are deposits recorded and why do they prevent the deletion of Invoices and Bills?

Payments applied to Orders are automatically recorded and posted as deposits.  Although these deposits are individual transactions, they become associated with the Invoices and Bills that are converted from Orders.  This association prevents the Invoices and Bills from being deleted if the sale or purchase is cancelled.  This association also prevents the deposit transaction from being deleted.

How do I know if an Invoice or Bill has had a deposit applied?

The alert as shown on the following page is displayed when trying to delete an Invoice or Bill that is associated with a deposit.

Attempting to delete the payment will result in the alert below.

How do I cancel an Invoice or Bill that has had a deposit applied to it?

There are several steps involved in canceling these Invoices and Bills.  Basically, the Invoice / Bill is reversed and the customer or supplier is issued with a refund for the deposit amount.

Step 1 - Set MYOB Security Preference

The ability to reverse or delete transactions is determined by an MYOB Security Preference.  

Go to Setup choose Preferences and click the Security tab. Mark the Transactions Can’t be Changed; They Must be Reversed [System-wide] option.

Step 2 - Find the Invoice / Bill

Invoices

1. Click Sales then Find Transactions.

   
   

2. Click the Search By field drop down arrow and select Invoice #.  Then, click on the adjacent field’s drop down arrow and select the Invoice to which the deposit has been applied.

Bills

1. Click Purchases then Find Transactions.
   
   
2. Click the Search By field drop down arrow and select  PO # or Supplier Invoice #.  Then, click the adjacent field’s drop down arrow and select the Bill to which the deposit has been applied.

The window below shows an Invoice and its associated deposit.

Please note: 

• The first two lines represent the Invoice (ID # 00000013).

  
  

• The third and fourth lines represent the conversion of the Order to an Invoice (ID # SJ000001).

  
  

• The last line represents the deposit (ID # CR000043).

Step 3 - Reverse the Invoice / Bill

1. Click the zoom arrow next to the Invoice / Bill.
   
   
2. With the Invoice / Bill open, click go to Edit and choose Reverse.
   
   
3. Check the reversal transaction details then click Record.
   
   

Step 4 - Refund the deposit

Sales

1. From the Command Centre, click Sales then Sales Register and click the Returns and Credits tab.
   
   
   
2. If the invoice is fully paid, highlight the reversed Invoice then click Pay Refund because the money needs to be taken back out of the bank account to which it was deposited.  Make sure that the Account selected in the following window is the correct bank account to refund the deposit from.
   
   If the deposit payment was only partial highlight the reversed Invoice then click Apply to Sale.  Change the Credit Amount to be only the amount left owing on the invoice.  Then click in the Amount Applied column on the same line where the original invoice appears with the outstanding amount.  Then click Record.  
   
   
   Now highlight the invoice again in Returns & Credits (which will show a Credit Amount equal to the deposit amount) and click Pay Refund.  Make sure that the Account selected in the top left of the following window is the correct bank account from which to refund the deposit amount.  Click Record.  This procedure will totally reverse the sale and the deposit made against it.  

Purchases

1. From the Command Centre, click Purchases then Purchases Register and click the Returns and Debits tab.
   
      
2. If the Bill is fully paid, highlight the reversed Bill then click Receive Refund because the money needs to be put back into the bank account from which it was originally paid out.  Make sure that the Account selected in the following window is the correct account into which the refund is to be received.
   
   
   If the deposit payment was only partial highlight the reversed Bill and then click Apply to Purchase.  Change the Debit Amount to be only the amount left owing on the bill.  Then click in the Amount Applied column on the same line where the original bill appears with the outstanding amount.  Then click Record.  
   
   
   Now highlight the bill again in Returns & Debits (which will show a Debit Amount equal to the deposit amount) and click on Receive Refund.  Ensure that the Account selected in the top left of the following window is the correct bank account into which to refund the deposit amount.  Click Record.  This procedure will totally reverse the bill and the deposit made against it.  

NOTE: If you wish to keep the deposit (in the event the deposit may be non-refundable), then follow the steps below.

For Deposits against Sales:

 1       From the Command Centre, click Enter Sales and create a new invoice for the deposit amount. You can then apply the credit note to this new invoice. For more information see the Support Note on  Credit Notes.

For Deposits against Purchases:

 1       From the Command Centre, click Enter purchases and create a new bill for the deposit amount. You can then apply the credit note to this new bill. For more information see the Support Note on  Credit Notes.

Finance Charges 

I have received a deposit against an Order and the account was overpaid. I accidentally allocated the overpayment to Finance Charge and have since recorded the transaction as an invoice (see example of this over payment in the window below).  How do I remove the Finance Charge?

1. Go to the Setup menu and choose Preferences.
   
   
2. Click the Security tab and mark the Transactions CAN’T be Changed; They Must be Reversed [System – wide] option.
   
   
3. Using the Transaction Journal, locate the original Invoice or Bill.
   
   
4. Go to the Edit menu and choose Reverse Sale/Purchase. Record the reversal that MYOB creates.

The next step is to enter a credit note for the amount of the Finance Charge.

For Deposits Received (on Invoices)

1. Go to the Sales command centre and select Enter Sales.
   
   
2. Select the appropriate Customer.
   
   
3. Click the Layout button and select Service type of invoice.
   
   
4. Enter the amount of Finance Charge as a negative amount, select the N-T tax code and record the sale. The allocation account will be your linked account for Finance Charges. To check what account this is, go to Setup choose Linked Accounts and click Sales Accounts.
   
   
5. Go to the Sales command centre and click Sales Register and click the Settle Return & Credits tab.
   
   
6. Refund both the credit for the original sale as well as the Finance Charge to your bank account. The two credit notes should equal the amount of the original payment.
   
   
7. As the sale has been refunded, you will need to re-enter the sale and the payment as well.

For Deposits Paid (on Bills)

1. Go to the Purchases command centre and select Enter Purchases.
   
   
2. Select the appropriate Supplier.
   
   
3. Click the Layout button and select Service type of purchase.
   
   
4. Enter the amount of Finance Charge as a negative amount, select the N-T tax code and record the purchase. The allocation account will be your linked account for Finance Charges. To check what account this is, go to Setup choose Linked Accounts then click Purchase Accounts.
   
   
5. Go to the Purchases command centre and click Purchases Register and click the Settle Return & Debits tab.
   
   
6. Refund both the credit for the original purchase as well as the Finance Charge to your bank account. The two debit notes should equal the amount of the original payment.
   
   
7. As the purchase has been refunded, you will need to re-enter the purchase and the payment as well.

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Reconciling your bank account is quick and easy using the Reconcile Accounts feature. This integrated feature will assure you rarely encounter an out of balance. Any out of balance that may occur can usually be easily corrected.

What steps do I take to correct an out of balance in my bank reconciliation?

The steps in this support note are sequenced to help you quickly pinpoint why your account is out of balance.

Step 1. Establish if the out of balance is with the current or a previous reconciliation.

The steps to determine this are:

1. Locate the bank statement you last reconciled your account to and note its closing balance.

2. From the Banking Command Centre, click Reconcile Accounts.

3. Set the Account field to your bank account then press the <tab > key on your key board. Make sure none of the transactions are marked as cleared.

Does the Calculated Statement Balance equal the bank statement balance noted at step 1?

· Yes- they are the same.
The problem will be with the current reconciliation

· No -they are different.

This signifies:

· A previously reconciled transaction(s) has either been deleted, or, its Amount changed; or

· The bank account was once reconciled to an amount different to the particular bank statement (known as 'fudging'); or

· The bank account Opening Balance has been changed.

Step 2. Find the first bank reconciliation that no longer balances

Deleting or changing a previously reconciled transaction will cause all future reconciliations to become out of balance. Therefore, the reason for the out of balance will be found in the first bank reconciliation that does not balance.

1. From the Banking Command Centre, click Reports, highlight the Reconciliation Report then click Customise.

2. Set the Accounts field to your bank account. Set the Select By field to List of Recorded Statement Dates then set the Statement Date field to capture the first previous bank statement

The report Customisation – Reconciliation Report window displayed below shows the Select By and Statement Date fields.

3. Display or print the report.

4. Compare the report with the corresponding bank statement – do they balance?

If the Reconciliation Report and bank statement balance, then redisplay the Reconciliation Report for the next previous Statement Date and check it against its corresponding bank statement. Repeat these steps until the Reconciliation Report balances with the corresponding bank statement.

Important information:

· The reason for the out of balance relates to the ‘first’ reconciliation that doesn’t balance. For example: When checked, the reconciliation dated 1/4/08 doesn’t reconcile, yet, the reconciliation for the 1/3/08 does reconcile. The reason for the out of balance will relate to reconciliation dated 1/4/08.

Step 3. Determine the cause of the out of balance

A deleted reconciled transaction –

Please review the two Reconciliation Reports shown below.

Reconciliation Report #1 is a hard-copy of the report printed when the account was reconciled (in this example it represents the bank statement).

Reconciliation Report #2 is one that is now being displayed by MYOB.

Reconciliation Report #1

Reconciliation Report #2

Note:

· Cheque #1 and deposit CR000042 are both missing from Reconciliation Report #2. This clearly indicates both transactions have been deleted.

There maybe circumstances where a previously reconciled transaction is reported as not being reconciled.

A reconciled transaction amount has been changed

Carefully compare the reported transaction amounts with those on the corresponding bank statement (or hard copy of the Reconciliation Report). If you find a transaction amount has been changed, then:

· Where possible, open the transaction and change the Amount back to what it was when the transaction was reconciled.

· Delete the transaction and then re-enter and re-reconcile it –

Note: We recommend you first seek your accountant's advice before you make any changes to your company data, as this could affect your tax reporting obligations.

A forced reconciliation –

Referring to the hard-copy of the Reconciliation Report, compare the Expected Balance on Statement with the corresponding bank statement closing balance. In the Reconciliation Report shown just below, the Expected Balance on Statement ($1800.00) is different to the bank statement closing balance $1900.00 (not shown).

Note: If you do not have a hard-copy of the Reconciliation Report made at the time the account was reconciled, then to make the above comparison you will need to restore a backup of your company data file that was made at about the time the reconciliation took place.

How can we check to see if our account Opening Balance has been changed?

To determine if your bank account Opening Balance has been changed.

1. Restore or open the earliest known copy of your company data file.

2. Go to Setup on the menu bar, choose Balances then click Account Opening Balances.

3. Compare the account Opening Balance with the Opening balance amount in your current working company file.

If the Opening Balance in your working company file has been altered, changing it back to what it was should correct your reconciliation. Please note that changing the account Opening Balance will affect your financial reporting (balance sheet).

How can a forced reconciliation be corrected?

Note: We strongly recommend you discuss the following options with your accountant prior to making any changes to your company data file.

Option #1 – undo or delete the out of balance reconciliations. Once they have been removed, re-reconcile the account using the correct statement closing balances.

Note:

· Current MYOB program versions include an Undo Reconciliation feature.

· If you are using an MYOB program that doesn’t have the Undo Reconciliation feature

Option #2 – record and reconcile an adjustment transaction for the out of balance amount.

If MYOB’s Calculated Statement Balance is greater than the bank statement closing balance, use Spend Money to record the adjustment. Similarly, use Receive Money where the Calculated Statement Balance is less.

In the following example a bank reconciliation was forced and MYOB’s Calculated Statement Balance is less than the bank statement closing balance.

To correct this out of balance:

1. From the Banking Command Centre, open Receive Money.

2. Set the Account field to your bank account.

3. Set the Date and the other transaction details as needed.

4. Set the Acc# field in the lower portion of the window to a ledger account you want to use for the adjustment (we recommend you check which ledger account you should be using with your accountant).

5. So the adjustment isn't reported on the BAS, use the N-T Tax Code.

A sample of the transaction is shown just below.

6. Click Record and return to the Command Centre.

7. From the Banking Command Centre, open Reconcile Accounts.

8. Set the Account field to your bank account.

9. Enter the Bank Statement Date (we suggest you use the date of the current bank statement).

10. Mark the adjustment transaction as being reconciled.

11. Check that the account balances then click Reconcile.

Correcting the current reconciliation

Issues that only affect the current bank reconciliation are usually quite easy to identify and correct.

A transaction marked to be reconciled is for a different amount to that shown on the bank statement.

Most bank statements include a running balance which you can use to check your reconciliation as you go along.

With the Reconcile Accounts window open and set to reconcile your bank account:

1. Clear any transactions that you may have marked as being cleared.

2. Looking at your bank statement, note the first listed transaction and the adjacent running balance.

3. Identify this transaction in the MYOB Reconcile Accounts window and mark it as being cleared.

4. Compare the MYOB Calculated Statement Balance with the running balance noted at step 2.

In the example shown below, the first transaction listed on the bank statement was CR000051. After marking this transaction as cleared, the Calculated Statement Balance ($2220.00) agreed with the bank statement running balance (not shown).

5. Repeat steps 1-4 for each subsequent transaction listed on the bank statement.

If at any time after marking a transaction as Cleared there is variance between the bank statement running balance and the Calculated Statement Balance, carefully check the transaction amount with your bank statement - look for transposed amounts for example $25.25 instead of $25.52.

6. Open the transaction by clicking its zoom arrow and edit its Amount. Click OK to return to the Reconcile Accounts window and continue checking the remaining transactions.

Error on bank statement

If your bank statement has grand totals for deposits and withdrawals, compare these amounts with those shown at the bottom of the Reconcile Accounts window.

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At various times you may want to issue a credit note against a customer's account. This may be to make an adjustment to their balance or simply to record a credit that you have offered. How you handle credit notes depends on a variety of factors, such as:

• Is the credit for the entire sale?
• Is the credit for a partial sale?
• Have any payments already been received?
• Does the customer want a refund cheque or a credit on their account?

NOTE

When you offer a customer a refund for example, from your point of view you are offering a credit; but from their point of view, they are receiving a debit. Conversely, when a supplier offers you a refund, from their point of view they are issuing a credit which to you is a debit.

In what type of situations would I need to issue a credit note?

Items returned because they were faulty

• If all items were returned and they had not been paid for, just reverse the sale and use the Returns & Credits tab of the Sales Register to apply it to the original invoice.
  
  

• If only some of the items were returned create an Item Invoice credit just for the returned goods and use the Returns & Credits tab of the Sales Register to apply the credit to the original invoice.

Writing off a bad debt

At times people will be unable to pay their account, or simply refuse to pay it. For Information about handling Bad Debts refer to Dealing with bad debts.

Applying a discount if you forgot to apply it when applying payment

This scenario is best dealt with by means of the method outlined under Raising credits when you do not track inventory further below in this support note. The negative amount would be allocated to the Discount Expense account. It would also be appropriate to use if you had not setup a linked account for Discounts given.

How would I create a credit note in MYOB?

Reversing an existing sale:

1. Locate the original transaction in the Sales tab of the Transaction Journal or the Sales Register.
   
   
2. Click the white zoom arrow next to the original sale to display its details.
   
   
3. Go to the Edit menu and choose Reverse Sale. This automatically creates a credit note for the entire sale.
   
   
4. Click Record Reversal to record the credit note details.

Note: If you have Delete Sale instead of Reverse Sale when you go to the Edit menu, you will need to make a change in your preferences:

1. Go to the Setup menu, choose Preferences and click the Security tab.
   
   
2. Make sure that you have a tick in the box next to the line that says Transactions CAN'T be Changed; They Must be Reversed [System-wide].
   
   
3. Click OK. You will now see a Reverse Sale option when you look in the Edit menu.
   
   

Returned Stock (Not applicable to FirstEdge or BusinessBasics):

1. In the Sales Command Centre click Enter Sales.
   
   

2. Select the required customer.
   
   

3. Click the Layout button at the bottom of the window, select the Item invoice layout and click OK.
   
   

4. Enter the quantities of the items being returned as a negative amount.
   
   

5. Enter the item number. The item's costs are displayed as negatives.
   
   

6. Record the credit invoice.

Raising credits when you do not track Inventory:

1. In the Sales Command Centre click Enter Sales. In BusinessBasics and FirstEdge click the New Sale button within the Sales Register.
   
   

2. Select the required customer.
   
   

3. Click the Layout button at the bottom of the window and select Service, Professional or Miscellaneous layout and click OK.
   
   

4. Enter a description for the credit.
   
   

5. Enter the account number to be credited into the Acc# field or select it from the list. This account should be the original income account that the original sale was allocated to. Alternatively you could have an Income account called 'Sales returns/Credits'.

    

Note: Service, Item and Professional credit notes created through the Sales function can be printed at the time of recording or through 'Print Sale Forms' in the Sales module Command Centre window. Select the correct invoice type and change sale status to 'credit'. Miscellaneous credit notes cannot be printed.

Applying the Credit to reduce the Balance owing.

Once you record a credit you must settle it using the Returns & Credits tab of the Sales Register in the Sales Command Centre. You have three options in settling credits:

• Pay Refund - Use the refund option if you are going to issue a cheque to the customer for the amount of the credit.
  
  
• Apply to Sale - Use this option to apply the value of the credit note against the original outstanding invoice or against other outstanding invoices to reduce the balance owing.
  
  
• Settle at a later date - If there are no outstanding invoices on the customer's account, and you do not wish to write a refund cheque, leave the credit in Settle Returns & Credits so it can be applied to a future invoice.
  

To pay a refund, with the credit note highlighted click the Pay Refund button along the bottom left of the Sales Register window. Click Record to complete the Settle Returns & Credits transaction.

To apply the credit to an existing invoice, with the credit note highlighted, click the Apply to Sale button. Click into the Amount Applied column next to the invoice to which the credit is to be applied. Make sure the Out of Balance and Finance Charge fields say $0.00 and click Record.

Note: Debit notes are created in a similar manner in the Purchases module when you are returning stock or receiving a discount from your suppliers.

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	How do I customise my forms?
	One great feature of MYOB software is that it allows you to customise the look of your invoices, purchase orders, cheques and mailing labels.   What are MYOB Forms? MYOB Forms are used by MYOB for printing: Cheques and cheque stubs - Spend Money, Pay Bills and Paycheques Sales - Statements, Invoices and Receipts Bills Mailing Labels   MYOB's forms are fully customisable and are saved as individual files that are separate to your company file. They are stored in the MYOB\Forms folder and can be backed up with your company file. For information on backing up your MYOB data, please refer to support notes on backing up and restoring.   How do I access MYOB's forms? To access the various MYOB forms: Click Setup, followed by Customised Forms. Select the desired Layout and Form to Customise options. Click Customise. Alternatively, if you select an option from one of the command centres such as  Print Cheques in the Banking command centre, you can click Customise in the Forms Selection window.   How do I set a form's page size and other properties? After opening the form to be customised, click the Form Properties Tool which is located on the form's tool palette - please refer to the section titled What tools are available for customising MYOB Forms?  for the location of the Form Properties Tool. The window below shows the Form Properties dialogue box. Notice there are two tabs titled Layout and Options.   Layout tab Please Note: In this section, 'Form' refers to the area of the page that is used for printing. # of (Sales, Purchases, Statements, Slips, Receipts or Cheques) per Page - Specify the number of documents (sales forms, purchases forms, statements or cheques, depending upon the type of form you're printing) that you wish to print an a single page. This field does not appear when you are printing mailing labels. Paper - Select the size of the paper loaded in your printer. Margins (from top) - This field allows you to enter coordinates to position the Form at a specific location on the paper. Enter the number of centimetres that you want the form to print from the top of the page. Margins (from left) - This field allows you to enter coordinates to position the Form at a specific location on the paper. Enter the number of centimetres that you want the form to print from the left side of the page. Form Size (height) - This field allows you to enter the vertical size of the Form. Form Size (width) - This field allows you to enter the horizontal size of the Form.   Options tab The window below shows the Form Properties Options tab. Grid Options Check Show Grid to make the alignment grid appear in the Form layout area of the Customise window. Check Snap to Grid if you want the top and left edges of every field to align automatically with the nearest grid lines. Grid Size - Select a measurement from the drop-down menu to adjust the size of the squares in the alignment grid.   Background Options Click Insert Background to insert a graphic file in the background of your form. Display - Use the options in the Display list to determine how your background graphic will appear on the form. Sample Display area - A sample of your current grid and background settings appears here. For detailed information on applying graphics to forms, please refer to our support note titled Graphics in Forms.   How do I reposition a form's elements? Your form's elements (fields, lines, pictures, etc.) can be quickly repositioned by using standard 'drag and drop' principals. Moving a single element: Place your cursor on the element to be moved. Hold down your left mouse button and 'drag' the element to the desired position. Release the mouse button to 'drop' the element. Please note: If you are moving a field and the Snap to Grid option is selected (refer to Grid Options above), when you release your mouse button the field will automatically align with the nearest grid line. This is a great tool for quickly aligning all the fields in a form.   Moving a group of elements Hold down the <shift> key on your keyboard. Click once on each field or element to be moved (releasing the mouse button after selecting each element). After selecting the last element of the group, release both the mouse button and the <shift> key. Place your cursor over one of the selected elements then hold down your left mouse button. While holding your mouse button, drag the group of elements to the desired position. Deselect the group of elements by clicking on a blank portion of the form.   How do I format the fields on a form? Formatting your MYOB forms is easy, as the different Form types all share the same field types and formatting tools. The window below shows a standard MYOB Invoice Form.   Form fields MYOB forms mainly consist of Data Fields and Text Boxes. Data Fields - are easily recognised by their faint borders and the brackets surrounding their name. Although a data field's properties can be changed, the printed data is program generated. For example, referring to the window above, the [Company Name] Data Field prints the company name entered in your company file's setup.  Text Box - These fields appear without a border and are generally used for headings. Additional Text Fields can be created and the text within them can be changed. Double clicking on the Data Fields and Text Boxes will cause their Field Properties window to be displayed. The window below shows the Field Properties for A.B.N. text field.     Please Note: Text to be printed on the form is entered in the Text field. The Data Fields and Text Boxes share the same formatting options. Notice that the window has two tabs - Layout and Borders. The options and fields listed under each tab are outlined below. Layout tab Text (field not available for Data Fields) - Enter or change the text for the field you selected in the Customise window. Field Location (from top) - Use this field to enter coordinates that will position the field at a specific location on the form. Enter the number of centimetres from the top of the page where you want the field to print. Field Location (from left) - Use this field to enter coordinates that will position the field at a specific location on the form. Enter the number of centimetres from the left-hand side of the page where you want the field to print. Field Size (height) - Use this field to specify the vertical size of this field. Enter the height in centimetres. Field Size (width) - Use this field to specify the horizontal size of this field. Enter the width in centimetres. Text Format button - Click this button to launch the text formatting window, where you can determine the field's text characteristics. Background Colour - Click this button to select a background colour for the field. You can choose a background colour from the palette provided, or you can define and use custom colours.   Borders Border Layout - Mark the Left, Top, Right or Bottom boxes to create borders for the field. If you want the border to have rounded edges, mark Rounded Edges. Border Colour - Click this button to select a colour for the border of this field. Border Width - Select a width for the lines in the border. Preview - This area displays a preview of how the text or data will be printed.   How can I resize a field? Click once on the field to be resized (releasing your mouse button). Select one of the 8 border handles then drag the field's border to resize the field. The window below shows a Data Field selected for resizing. Notice the 8 border handles (the small black dots spaced out around the field's border).       What tools are available for customising MYOB forms? The window below shows the tool palette that is located at the top of the Customise Form window. The tool palette provides a range of formatting tools for adding effects and additional objects to your form.     The tool palette options are as follows:   Add Data Fields - Clicking this button will display a list of Data Fields that can be added to the Form. To add a field from the list, simply place a check mark in the Selected field against the Data Field(s) you want included on the Form and click OK.   Text Box Tool - This button allows you to create additional Text Boxes. To create a new Text Box, click the Text Box Tool then click once on a blank portion of the Form. Double click the new Text Box to set the field's properties and enter the desired Text.   Picture Tool - Pictures are commonly used for adding company logos. Click the Picture Tool then click the Form where the picture is to appear. A picture frame will now appear on your Form. Double click the field to display its properties. For detailed information on adding pictures to your forms, please refer to our support note titled Graphics in Forms.   Rectangle Tool - Rectangles provide a convenient method of placing a border around the various Form fields. Click the Rectangle Tool then place your cursor on the Form. Hold down your left mouse button and draw the rectangle.   Line Tool - Creates horizontal and vertical lines. Click the Line Tool then place your cursor in the Form. Hold down your left mouse button and draw the line.    Undo - Click this button to return a field to the position it was moved from.   Send To Back - Form fields can be placed on top of each other. If one field obscures another, select the object on top then click the Send To Back tool.   Bring To Front - Opposite to the above; brings obscured fields to the front.   Font Tool - Provides a quick method of formatting a field's fonts. Select the field then click the Font Tool to display the Font window. To simultaneously set the font properties for a group of fields, hold down the <shift> key while clicking on the fields to be formatted. With all the group of fields selected, click the Font Tool to set their font properties. To quickly set the fonts for all fields on all Forms, click the File menu, then select Default Fonts, followed by Forms. Set the font properties then click OK.   Form Properties Tool - See section above titled How do I set a form's page size and other form properties?.   Print Preview - Allows you to view the Form as it will be printed.   How do I print using a customised form? Cheques Click Banking, followed by Print Cheques. Click the Selected Form for Cheque field drop down arrow, highlight the desired from then click Use Form. Click OK.   Sales Statements Click Sales, followed by Print Statements. Click the Statement Type field drop down arrow and select the desired Statement Type. Click the Selected Form for Statement field drop down arrow, highlight the desired form then click Use Form. Click OK.   Invoices Click Sales, followed by Print Invoices. Click the Form Layout field drop down arrow and select the desired Invoice type. Click the Selected Form for Invoice field drop down arrow, highlight the desired form then click Use Form. Click OK.   Receipts Click Sales, followed by Print Receipts. Click the Selected Form for Receipt field drop down arrow, highlight the desired form the click Use Form. Click OK.   Bills Click Purchases, followed by Print Purchase Orders. Click the Form Layout field drop down arrow and select the desired Bill type. Click the Selected Form for Purchase field drop down arrow. highlight the desired form then click Use Form. Click OK.   Mailing Labels Click Card File, followed by Print Mailing Labels. Click the Selected Form for Mailing Label field drop down arrow, highlight the desired from then click Use Form. Click OK.   How do I save a customised form? Referring to the Customise Form window above, there are two options for saving a form. Save Form Click Save Form to save a form using the existing form name. Save Form As Use this option to save your formatting changes to a new form. After customising a form, click Save Form As, enter the Form File Name and Description, then click OK.   Frequently asked questions How can I delete a field? Click the field or element to be deleted> Go to the Edit menu and select Clear. Deleted data type fields can be re-created by clicking on the Add Data Fields button on the tool palette.   I can see a field on the form but when I click it, something else is displayed. Click on the area where the field is placed then click the Send To Back toolbar button.  You should now be able to select the other field.   My Invoices and Bills are printing with the wrong tax status. The tax status of Invoices and Bills is determined by the form being used. For example, your Invoices are entered as tax inclusive but they are printing as tax exclusive. Open your Bill or Invoice form and identify the affected price or amount data fields. You will notice that each price field has a prefix of either 'Inc' or 'Ex'. The 'Ex' prefix indicates that the field is tax exclusive and 'Inc' indicated that the field is tax inclusive. To change the tax status of a form: Delete the price field(s). Click the Add Data Fields button on the form's toolbar. Select the price and amount fields that will print the amounts with the correct tax status. Click OK and position the field. Click Save Form As then enter the Form File Name and Description.   I receive a paper size error when printing my forms. The window below shows an alert that is displayed if the form's paper size is different to the default paper size for your printer. This is easily overcome by ensuring the form's Paper size, MYOB's Print Setup and your printer driver's default paper size are all set to the size of the paper loaded in your printer. Form's Paper size - to set the form's Paper size, please refer to the section titled How do I set a form's page size and other properties? MYOB's Print Setup - open your company file, go to the File menu and select Print Setup (Macintosh - Page Setup). Click the Paper Size field drop down arrow then select the paper size of the paper that is loaded in your printer. Printer's setup - if you are unsure how to check or change your printer's setup, please check the Help function of your operating system or your printer's documentation. Disclaimer: This information is of a generic nature. For specific advice regarding your particular circumstances please seek assistance from your Accountant, the Australian Taxation Office or your IT Consultant as appropriate.

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