- Created by BrianQ, last modified by RonT on Feb 15, 2021
https://help.myob.com/wiki/x/j4FW
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When exporting a report to Microsoft Excel, AccountRight uses its own Microsoft Excel templates to format and lay out the report. The templates are saved in the following location:
If you use | located here |
---|---|
AccountRight PC Edition |
|
AccountRight Server Edition | C:\Users\Public\Documents\MYOB\AccountRight\Reports\Spreadsheet\20xx.x |
20xx.x refers to the version number, for example: 2020.4.
When you install an AccountRight update, you'll need to copy the spreadsheets you've edited to the updated version's Spreadsheet folder to keep using them in the new version. With the release of automatic updates in AccountRight 2021.1, you now only have to move them one more time – see the FAQ below for details.
The following tables list the MYOB report names and the corresponding Excel template names you'll find in the Spreadsheet folder. If you want to change how the reports are exported from AccountRight, you can edit these templates.
Caution: Editing and replacing templates
Editing these Excel templates requires an advanced understanding of how xlt templates work. You should make a copy of the templates before you edit them. If you don't have a copy of the templates to revert to, you'll need to uninstall then reinstall AccountRight to restore the default set of templates. Be aware that this will replace all edited templates.
Accounts reports
GST/Tax reports
Category | Report | Template Name (xlt) |
---|---|---|
GST Reports | Australia: GST [Summary - Accrual] New Zealand: GST [Summary - Invoice] | saltxsa |
Australia: GST [Summary - Cash] New Zealand: GST [Summary - Payments] | saltxsca | |
Australia: GST [Detail - Accrual] New Zealand: GST [Detail - Invoice] | saltxd | |
Australia: GST [Detail - Cash] New Zealand: GST [Detail - Payments] | saltxdc | |
Australia: Tax Amount Variance New Zealand: GST Amount Variance | tamvar | |
Tax Code Reports | Australia: Transaction Tax Codes New Zealand: Transaction GST Codes | ttxcds |
Tax Code Reports | Australia: Tax Code Exceptions [Cash Transactions] New Zealand: GST Code Exceptions [Cash Transactions] | tcect |
Tax Code Reports | Australia: Tax Code Exceptions [Invoice Transactions] New Zealand: GST Code Exceptions [Invoice Transactions] | tceit |
Tax Code Reports | Australia: Tax Code List New Zealand: GST Code List | txcodlst |
Reconciliation Reports | Australia: Tax Information Reconciliation [Summary] New Zealand: GST Information Reconciliation [Summary] | taxrecs |
Reconciliation Reports | Australia: Tax Information Reconciliation [Detail] New Zealand: GST Information Reconciliation [Detail] | taxrecd |
Sales reports
Purchases reports (Not Basics)
Payroll reports (Plus and Premier, Australia only)
Personalised letter FAQs
Where are my customised Excel templates stored?
Customised Excel templates are stored at this location on your computer:
If you use | located here |
---|---|
AccountRight PC Edition |
|
AccountRight Server Edition | C:\Users\Public\Documents\MYOB\AccountRight\Reports\Spreadsheet\ 20xx.x |
20xx.x refers to the version number, for example: 2020.4.
When you update AccountRight, you'll need to copy any customised Excel templates into the Reports folder for the new version.
For example, if you've updated from AccountRight 2020.4 to 2021.1, you'll need to copy edited templates (or the entire Reports folder) from here:
C:\Users\<user.name>\Documents\MYOB\AccountRight\Reports\Spreadsheet\2020.4
To here:
C:\Users\<user.name>\Documents\MYOB\AccountRight\Current\Reports
Unlike in previous AccountRight releases, with the release of automatic updates in AccountRight 2021.1, you'll only need to do this once. All future updates will preserve the edited templates in the new location.
Note that if there's a change to the default template in an AccountRight release this change will override your edited template – changing your edited template's name from the default template's name will stop this from happening. We'll let you know if any changes in future releases affect your edited templates.