Choosing preference settings for reports and forms

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Choosing preference settings for reports and forms

Within MYOB AccountEdge, you have a number of options with which to personalize your printed documents as well as the process by which you print reports and forms.

Use the Reports & Forms view of the Preferences window to make a few settings that make working with reports and forms easier. The topics below discuss settings that affect all reports and forms.

Specify the aging periods that will be used for your sales and purchases transactions. You can use either daily or monthly aging periods.

Mark the Include Currency Symbols option if you want to display currency symbols next to the financial amounts on your reports.

Mark the Include Currency Symbols in Forms option if you want to display currency symbols next to financial amounts on statements, sales, checks and other forms.

Mark the Always Display the Report Customization window Before Printing Reports option if you want the Report Customization window to appear each time you click the Print or Display buttons in the Index to Reports window. This feature eliminates the need for clicking the Customize button to determine the information you want on your reports.

Mark Include all Payroll Categories with YTD Amount on Paycheck stubs if you want to show a payroll category YTD amount, even if no amount for the category is included in the current paycheck.

To choose a different default font for all of your reports or forms, click the Reports button or the Forms button at the bottom of the window. Make your changes in the Change Default Font window for forms or the Report Format window for reports, then click OK to redisplay the Reports & Forms view of the Preferences window.

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