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elcamino's avatar
elcamino
2 months ago

Link different bank accounts to different invoice templates

Hi there My business [one ABN] trades under 2 business names and I have a different bank account for each. I can't work out how to change the bank account details in the second template that I se...
elcamino's avatar
elcamino

Thanks Doreen

That link is for AccountRight. When I follow the instructions, I can't find the 2 invoice templates that I created in the online version. So, I can't change the bank details in them.
a} Is there a way to do if via the online app?

b} Am I missing something that means those templates aren't visible in AccountRight?

 

Thanks 

 

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
2 months ago

Hi elcamino,

 

Currently, it's not possible to change the bank details on invoice templates within web version or MYOB Business. I recommend submitting this as a suggestion to the MYOB Ideas Board. The product team reviews customer feedback to prioritise future updates, and your input would be valuable. If this suggestion is already submitted, you can cast a vote to show your support. 

 

Regards,

Sai

 

  • elcamino's avatar
    elcamino
    2 months ago

    Thanks Sai
    Is there a reason why I can't see the templates created on the web version in AccountRight? Do they not talk to each other?

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      2 months ago

      Hi elcamino,

       

      Invoice templates created in AccountRight won't appear in the web version because they operate on separate platforms.

       

      Regards,

      Sai

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