Forum Discussion

AccountsLMurray's avatar
AccountsLMurray
Experienced User
1 month ago
Solved

MYOB AccountRight desktop templates

 

Hello

I am wondering if anyone would know how to access these templates in the new online MYOB Business. When going to the Templates tab in settings the old Templates show there but I have no idea how to access them. Below is what is written for these

MYOB AccountRight desktop templates

You can still use these templates, but you won't be able to edit them. If something's changed, you'll need to create a new template.

 

Thanks Loretta

  • Hi AccountsLMurray

     

    Yeah i can see how having a way to use those templates would be really useful. What you’re seeing there are your older AccountRight desktop templates carried through to the browser.

     

    In MYOB Business, you don’t access them by opening them from the Templates tab. Instead, they’re available to use when you print or email an invoice, quote or statement, and you can choose the template at that stage.

     

    If you were hoping to open one from that list and edit it online, that part isn’t available for the old desktop templates. For any changes, you’d need to edit the template in AccountRight desktop, or create a new template in MYOB Business.

     

    Just keep in mind too that those desktop templates can’t be set as the default in the browser, so you’d need to select it each time when sending or printing.


    Regards,
    Genreve

4 Replies

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    1 month ago

    Hi AccountsLMurray

     

    Yeah i can see how having a way to use those templates would be really useful. What you’re seeing there are your older AccountRight desktop templates carried through to the browser.

     

    In MYOB Business, you don’t access them by opening them from the Templates tab. Instead, they’re available to use when you print or email an invoice, quote or statement, and you can choose the template at that stage.

     

    If you were hoping to open one from that list and edit it online, that part isn’t available for the old desktop templates. For any changes, you’d need to edit the template in AccountRight desktop, or create a new template in MYOB Business.

     

    Just keep in mind too that those desktop templates can’t be set as the default in the browser, so you’d need to select it each time when sending or printing.


    Regards,
    Genreve

  • bartlett3gg5's avatar
    bartlett3gg5
    Contributing User
    27 days ago

    How can I the newly created browser template to work in the desktop app?

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    23 days ago

    Hi bartlett3gg5,

     

    Great question! This is one of those areas where the browser and desktop work differently. In AccountRight, you can use a desktop template while working in the browser version when emailing. However, if the template was created in the browser version, it won’t appear and won’t be available for you to use in the desktop app. So if you need to use the same template in the desktop app, it would need to be recreated there first.

     

    Cheers,

    Princess