Forum Discussion

GKKB's avatar
GKKB
2 months ago

Using and Sharing Templates Across MYOB Company Files

When using a cloud file in the desktop version of AccountRight, is it possible to "drop' a template from one company file to another?   
  • Mike_James's avatar
    Mike_James
    2 months ago

    Hi GKKB , yes it is possible, see under Setup for Import/export customised forms.

Mike_James's avatar
Mike_James
Ultimate Cover User

Hi GKKB , yes it is possible, see under Setup for Import/export customised forms.

GKKB's avatar
GKKB
2 months ago

Thank you. Is the same functionality available in myob online? I am unable to locate the equivalent of Import/Export customised forms, just import/export data.

 

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 months ago

    Hi GKKB,

     

    Browser version doesn't support the direct import/export of customised forms, as it focuses more on data import/export. Customisation options are limited compared to AccountRight desktop version, which does offer import/export functionality for customised forms. If this feature is esential for your operations, you might consider using AccountRight desktop version.

     

    Regards,

    Sai

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