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Importing templates

Accountants Enterprise only

Only .xml file types can be imported.

How to import a workpaper template
  1. Access the Designer. The MYOB Workpaper Templates window opens.
  2. Select the Practice templates option. A list of available practice templates is displayed.
  3. Click Import on the Tasks bar. The Import Workpaper Template window opens.
  4. Select the template to be imported. Click the ellipse button at the end of the Import from file field. Navigate and select the file from the Open window. Click Open.
  5. Enter a Template description. The description is limited to a maximum of 100 alphanumeric characters. The description is not case sensitive.

    The Template description must be unique.

  6. Click OK. The template is imported.

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