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
|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
How do I allow members of this Windows User Access group to have full access to company files and customised forms?
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:
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.
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:
|Make sure the form isn't set to "Read Only"|
|Make sure the form doesn't have two file extensions, e.g. MyForm.frm.frm|
|Create a test form to see if it displays|