Forum Discussion

mkapm's avatar
mkapm
Experienced User
1 year ago

Setting a default sales template when moving from Desktop to Browser

Hi,   We are currently using the desktop and would like to make use of the browser for sales and quotes.    I can see the template from the desktop in the browser where you can set the default te...
Princess_R's avatar
Princess_R
MYOB Moderator
1 year ago

Hi @mkapm,

 

Thanks for reaching out.

 

If you're looking to set a default template in the browser, you might need to recreate the sales template. You can't simply set your existing AccountRight desktop templates as default in the browser version. For more information, please refer to this Help article: Personalising invoices.

 

As for copying and pasting from desktop to browser, it's not really doable because of the limited customization options available in the browser window.

 

Feel free to reach out anytime you need further assistance.

 

If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

 

Cheers,

Princess

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