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This information applies to MYOB AccountRight version 19. For later versions, see our help centre.


 

 

ANSWER ID:11117

If you've recently upgraded AccountRight or moved AccountRight to a new computer, you might find that one or more customised forms can't be found from within AccountRight.

Just upgraded to AccountRight v19.14?

Make sure you upgrade your forms and other templates so they're usable in AccountRight v19.14.

 

Here's a few things you should check

Check thisDetails
Make sure your windows user has sufficient permissions to access the forms

We strongly recommend that you log onto your system with Administrator access. Windows user accounts set with limited access may experience difficulties in using some of the features within AccountRight. For example, it may stop them from seeing your forms. If you share your company file over a network ensure the forms are located on each computer where AccountRight is installed.

To determine a user's access privileges

  1. In Windows 8 and later, right-click the Windows Start button and choose Control Panel. In Windows 7, click the Windows Start button and choose Control Panel.
  2. Click Administrative tools then double-click Computer Management.
  3. In the left pane click Local Users and Groups and then double-click click Users in the right pane.
  4. In the right pane, locate the current user's name that is logged into Windows.
  5. Right click their name and select Properties. In our example the Windows User Account name is Roger.
    Image
  6. Click the Member Of tab and note what Windows User Access group that this user belongs to. In our example, Roger is part of the 'Users' group which only allows access to basic function within the Windows operating system.

 

How do I allow members of this Windows User Access group to have full access to company files and customised forms?

  1. Open Windows Explorer by simultaneously pressing the Windows and E keys on your keyboard.
  2. Locate and right-click your current AccountRight folder and choose Properties. Depending on your AccountRight version, here is the default location of the AccountRight folder:

    If you're usingYour AccountRight folder is here (for version 19.12 or earlier)Your AccountRight folder is here (for v19.13 or later, Australia only)
    AccountRight Standard v19
    C:\Standard19
    N/A
    AccountRight Plus v19
    C:\Plus19
    C:\PlusClassic
    AccountRight Premier v19
    C:\Premier19
    C:\PremierClassic
    AccountRight Enterprise v19
    C:\Enterprise19
    C:\EnterpriseClassic
  3. Click the Security tab.
  4. Click Edit then click Add. This allows you to include the Windows User Access group to the list.
    Image
  5. Click Advanced.
    Image
  6. Click Find Now.
  7. Select the Windows User Access group you wish to give full access to company files, then click OK. In our example it was the 'Users' group.
  8. Click OK to add this group.
  9. Highlight the newly added Group then place a tick in Allow under the Full Control section. Click Apply then click OK.
    Image
  10. Repeat this process for any other Windows User Access group that requires full access to company files.

This process can be undertaken for individual users as well as groups as per the steps above. Placing a tick in under the Full Control section for the Everyone group is also another option.

Make sure you're looking for the correct form type

For example, in Sales there are four different layouts; Service, Item, Professional and Time Billing. To check which type is currently selected:

  1. Go to the Sales command centre and click Print/Email Invoices.
  2. Click Advanced Filters and confirm the Sales Type you have selected.
  3. Under the Selected Form for Sale, ensure your customised form is selected here.
  4. If it's not, click the drop-down arrow and select your customised form.
  5. If you are uncertain which Sales Type it may be under, check under all types.

Have you recently upgraded or reinstalled?

Your forms are likely to be sitting in the OldForms folder. e.g. C:/Premier19/OldForms

Here's how to copy your forms.

  1. Close your MYOB software.
  2. Open File Explorer by simultaneously press the Windows and E keys on your keyboard.
  3. Double-click your C drive. This might be called Local Disk (C:) or Hard Disk (C:).
  4. Double-click your MYOB software folder, for example Plus19, Premier19, etc.
  5. Double-click the OldForms folder containing your customised forms.

  6. Select all templates within the folder.
  7. Right-click the selected templates and choose Copy.
  8. Double-click to open your AccountRight installation folder. The default location is shown below. If you've installed AccountRight in a different location, go to that location instead.

    If you're using
    The installation folder will be here (v19.12 or earlier)
    The installation folder will be here (v19.13 or later, Australia only)
    AccountRight Standard
    C:\Standard19\Forms
    N/A
    AccountRight Plus
    C:\Plus19\Forms
    C:\PlusClassic\Forms
    AccountRight Premier
    C:\Premier19\Forms
    C:\PremierClassic\Forms
    AccountRight Enterprise
    C:\Enterprise19\Forms
    C:\EnterpriseClassic\Forms
  9. Paste your templates into the above folder (right-click the folder and choose Paste).
  10. If a message displays about replacing files, click Yes to all.

Your customised templates will now be available for use in AccountRight.

Make sure the form name doesn't contain irregular characters

The form name may contain hyphens, very long file names or odd characters. This may be effecting the ability for AccountRight to recognise your customised form. To confirm the file name of your customised form:

  1. Open Windows Explorer by simultaneously pressing the Windows Image and E keys on your keyboard (the Windows Image key is between the Ctrl and Alt keys).
  2. Navigate to your AccountRight installation folder, for example C:\Plus19.
  3. Open the Forms folder.
  4. Check the name of your customised form.
  5. If required, rename your form by right-clicking the form and choosing Rename then typing a new name.
Make sure the form isn't set to "Read Only"
  1. Open Windows Explorer by simultaneously pressing the Windows Image and E keys on your keyboard (the Windows Image key is between the Ctrl and Alt keys).
  2. Navigate to your AccountRight installation folder, for example C:\Plus19.
  3. Open the Forms folder.
  4. Right-click your customised form and choose Properties.
  5. Ensure the Read Only option is deselected.
  6. Click OK.
Make sure the form doesn't have two file extensions, e.g. MyForm.frm.frm
  1. Open Windows Explorer by simultaneously pressing the Windows Image and E keys on your keyboard (the Windows Image key is between the Ctrl and Alt keys).
  2. Open the folder options.
    1. In Windows Vista and later, go to the Organize menu and choose Folder and search options.
    2. In Windows XP, go to the Tools menu and choose Folder Options.
  3. Click the View tab.
  4. Ensure file extensions are displayed.
    1. In Windows 8 and later, select the option File name extensions.
    2. In Windows 7, deselect the option Hide extensions for known file types
  5. Click OK.
  6. Check that the file name does not display ".frm" twice, e.g. MyForm.frm.frm.
  7. If .frm is displayed twice, right-click the form and choose Rename.
  8. Rename the form to remove one of the ".frm" file extensions, e.g. MyForm.frm
Create a test form to see if it displays
  1. In AccountRight, go to the Sales command centre and click Print/Email Invoices.
  2. Click Advanced Filters and confirm the Sale Type you have selected.
  3. Click Customise then click Save Form As.
  4. Name your test form "Test" then click OK.
  5. Open Windows Explorer by simultaneously pressing the Windows Image and E keys on your keyboard (the Windows Image key is between the Ctrl and Alt keys).
  6. Navigate to your AccountRight installation folder, for example C:\Plus19.
  7. Open the Forms folder.
  8. Ensure the "Test" form is located within this folder.
  9. Ensure your customised forms are also located with the same folder at the "Test" form.
  10. If your customised forms are not, copy them to the same folder as the "Test" form.