Forum Discussion

GKKB's avatar
27 days 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? 

 

  • 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

      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

        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

  • Thank you; are there any plans to develop the capability in myob online?

     

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator

      Hi GKKB,

      Currently, there are no specific details available regarding plans to develop the capability for exporting in the MYOB online version. I recommend posting this as a suggestion to our product IDEAS page. This way, our developers will see it and might include it in a future update. MYOB Business Ideas Exchange

      Regards,
      Earl