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Custom templates no longer available

terry60
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Custom templates no longer available

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?

 

2 REPLIES 2
Tracey_H
MYOB Moderator
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MYOB Moderator
MYOB Moderator

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Re: Custom templates no longer available

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.

Cheers,
Tracey
Previously @bungy15

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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terry60
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Re: Custom templates no longer available

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?

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