Forum Discussion

GKKB's avatar
GKKB
16 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?   
  • Mike_James's avatar
    Mike_James
    16 days ago

    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
16 days 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

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.