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 ide...
  • Genreve_S's avatar
    Genreve_S
    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

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

AccountsLMurray's avatar
AccountsLMurray
Experienced User
1 month ago

Thanks for your reply Genreve, much appreciated

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home