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  • Sharing forms with other company files


 

 

If you have customised your forms (such as invoices, statements and purchase orders) they're saved within your company file and are available to anyone with access to your file. But you can also use them with other company files by exporting them.

  • If you've just upgraded from AccountRight v19 to AccountRight 2018, you need to migrate your forms.
  • If your forms are currently being used with an AccountRight 2018 company file, and you want to use them with another AccountRight 2018 company file, follow the procedures below.

    To export personalised forms

    To export personalised forms

    Start by exporting your existing forms:

    1. Open the AccountRight 2018 company file that the form is currently being used with.
    2. Go to the Setup menu and choose Export Customised Forms. The Export Customised Forms assistant appears.

      If the Export option isn't available, you might not have been given permission to access this feature. You need to log in to AccountRight with the Administrator or Accountant/Bookkeeper role, or a role that has access to General > Administration Tasks (set this up in the User Access window).

      If you're using AccountRight v19 or earlier, and want to copy your forms to another v19 or earlier company file, you need to use the Template Upgrade Assistant, accessible from the Windows Start menu > MYOB product folder.

    3. Click Browse and select the folder you want to export customised forms to.
    4. Select the form types you want to export.
    5. Click Next. The Select forms to export step of the Export Customised Forms assistant appears.
    6. Select the type of customised forms you want to export. To do this, click on the first form type you want to export in the Available Items column and then click Add. The form will appear in the Selected Items column. If you want to export all available form types, click Add All. Note that default AccountRight forms are not shown in this window.
    7. Click Export. The export process begins.
    8. When the export process finishes, the Conclusion step of the assistant appears showing the results of the export process, such as the number of forms exported and the number not exported.
      You can open the folder that you've exported your customised forms to by clicking a link to that folder. You can also view more information about the export results by clicking the link to the export log file.
    9. Click Finish to close the Export Customised Forms assistant.
    To import personalised forms

    To import personalised forms

    After you have exported personalised forms (see the procedure above), you need to import them into your company file. Note you can't import into a read-only company file.

    1. Open the company file that you want to import the form into. 
    2. Go to the Setup menu and choose Import Customised Forms. The Import Customised Forms assistant appears.

      If the Import option isn't available, you might not have been given permission to access this feature. You need to log in to AccountRight with the Administrator or Accountant/Bookkeeper role, or a role that has access to General > Administration Tasks (set this up in the User Access window).

      If you're using AccountRight v19 or earlier, and want to copy your forms to another v19 or earlier company file, you need to use the Template Upgrade Assistant, accessible from the Windows Start menu > MYOB product folder.

    3. Click Browse to locate and select the folder containing the customised forms you want to import (this might be the folder you selected at step 3 of the "To export personalised forms" procedure above).

      Note that .frm files can't be imported. If you have just upgraded from AccountRight v19 or earlier, you need to migrate the .frm files. See Upgrade task - migrating personalised forms.

    4. Select an option to handle duplicate customised forms. If you:
      • want to replace any existing customised forms, select replace the existing form with the imported form.
      • don’t want to replace any existing customised forms, select reject the form being imported.
    5. Click Next. If you didn’t make a backup of your company file prior to starting the import process, click Back up to make one now.
    6. Click Import. The import process starts.
    7. When the import process finishes, the Conclusion step of the assistant appears showing the results of the import process, such as the number of forms imported and the number not imported.
      You can view more information about the import results by clicking the link to the import log file.

      If a form hasn't imported or there's an error, see Import log to help you troubleshoot the issue.

    8. Click Finish to close the Import Customised Forms assistant. You can select customised forms that were successfully imported from the relevant tab of the Customise Forms window, from transaction windows and from the relevant Advanced Filters window.