Custom templates no longer available

[terry60]

September 2022

since the update my custom templates are gone

invoice & quote numbers don't follow

converting a quote to a invoice the date dose not update

now a very awkward software to use

A very user unfriendly version of MYOB

maybe time to try another accounting program?

any recommendations?

[Tracey_H]

Hi @terry60 

I'm sorry to hear you're not liking the newer MYOB Essentials platform. You can create new custom templates by following the instructions in this Help Article: Set up your sales templates

If your invoice and quote numbers are not following the previous sequence you can reset the auto-numbering sequence by manually entering the desired number. The software will then remember the new sequence. If the new sequence is not remembered immediately, manually enter the number a few times and it will reset.

When converting a quote to an invoice all previously entered data remains the same, you will need to make any required changes.

I'll give you some Help Articles to assist with the transition to the newer platform:

Check your MYOB Business after upgrading

Learn about general feature changes after upgrading

Learn about payroll changes after upgrading

If you need further assistance don't hesitate to post again and we'll be happy to help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[terry60]

I had custom templates made in myob

but after the updated software they disapeared

So I had to re-make new invoice & quote templates

This new verison also has reduced the size of my logo

& will not let me make it the size I had

Frustrating

If my last activity was doing quotes

then I need to do a invoice 

The invoice number will follow the last quote number 

Frustrating

If I convert a quote to a invoice 

it’s dose not update to the current date

or pick up the next invoice number

Very Frustrating

Printing a copy of a invoice 

gives me your access web link printed across my invoice 

 Very Frustrating

The last time myob did a update for Mac 

It took months till you fixed problems 

(I had problems like not being able to email invoice direct

I needed to create a pdf save it to the desktop then email)

How long this time?