Popular Questions – Customising the System

Yes, you can limit user access by choosing Control User Access on the Administration menu. Permissions can be set per user.

The Accounting Custom Layout Designer is a Windows desktop tool that you can download and use to create your own customer and supplier invoice and statement layouts. Steps to customise:

  • Load the Accounting Custom Layout Designer. Choose the type of layout to customize.
  • Change the layout for your business. Note: Your company logo cannot be added onto the layout you are customizing.
  • Ensure that your company logo has been selected under your Company Details – Document Setup and Logos. Save the layout.
  • Under Company Details – Report Layouts, choose the customized layout you wish to use for each report.