Copying a Sales Packing slip template
Hello
Simple thing that I'm trying to do...
I need to copy a template form that is currently under,
-> Customise Forms -> Invoices -> Item to -> Invoices -> Packing Slip (Item)
You can do a Save As but that doesn't allow you to select a different 'folder'. I've also tried selecting all and copying and pasting but it won't allow you to copy or paste after selecting all.
Surely there is an easy way to do this as creating templates in this system is tricky enough?
Hi WMack
AccountRight Classic (v19) would store the customise forms in a Forms folder within the application folder i.e. C:\PremierClassic\Forms. Generally, there are no sub-folders within that Forms folder and having a form saved in a sub-folder could make that form not appear for selection within a company file. As the forms were typically just stored in the one folder (no sub-folders), it was up to the form and the initial customisation to determine which layout the form was used.
AccountRight 2019 works on a similar principle that when the form is initially customised it is given the layout used i.e. whether it is a service invoice or an item invoice... If that form layout does need to be changed another form would need to be created off a default form of the required layout. The difference with AccountRight 2019 is that the forms are no longer stored as part of a dedicated forms folder, rather than are included as part of the company file i.e. the myox file.
