Forum Discussion

SKing's avatar
SKing
Experienced Cover User
4 years ago

Invoice templates attached to customers in web browser

I've just tried sending an invoice in Accountright web browser and it has defaulted to a particular template.  However against the customer card in desktop I have another template attached to their profile.  Why isn't it picking up the correct template in web browser - do I have to change it for each invoice I send?

7 Replies

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  • Cathy15's avatar
    Cathy15
    Experienced Cover User
    4 years ago

    Having only recently being forced to move to AccountRight from AccountEdge due to lack of support and upgrade and only having MACs I am so disappointed in this program. I was told by numerous of your staff members that it would be the same program, with some minor differences. And this is just another feature missing from a very long list.

     

    SKing I hear you. If you have found a solution, I would love to hear it.

     

    MYOB if this has not been fixed, may I suggest you look into it. It is only minor, but makes a big difference to how our company professionally represents itself, without having to perform time wasting chores.

  • SKing's avatar
    SKing
    Experienced Cover User
    4 years ago

    No solution unfortunately - I've stuck with desktop version - too many things lacking in web version - I hate that things are released but they don't offer a complete solution - very disappointing

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    4 years ago

    I would check the customer card in the web browser and see if it is the same as your desktop version.

    Change if necessary

     

    Don't know much about web browser

    Hope that this helps though

     

    Lisa

  • SKing's avatar
    SKing
    Experienced Cover User
    4 years ago

    Hi Lisa

     

    Thanks for responding.  Unfortunately the web browser cards don't seem to have the option to choose a default invoice template which is extremely disappointing.

  • Komal_S's avatar
    Komal_S
    MYOB Staff
    4 years ago

    Hi SKing 

    There isn't an ability to select the default forms in the browser version at this stage, and the template will have to be manually chosen upon printing if the default template from AccountRight is not being picked up. We apologise for the inconvenience caused due to this. 

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    4 years ago

    Hi SKing and Cathy15 

     

    As mentioned by Komal_S it's currently not possible to select default forms in the browser, however, we have passed your feedback onto the relevant teams.

     

    Additionally, an online AccountRight file can be accessed in both the desktop and browser. As data is synced immediately you can switch between them depending on your preferences and requirements.

     

    Accessing AccountRight in a web browser

    What you can and can't do in AccountRight web browser

     

    Please let us know if you need further help.

  • Cathy15's avatar
    Cathy15
    Experienced Cover User
    4 years ago

    When the office I am working in only have MAC computers, this is not possible.

     

    Still disappointed :( 

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