MYOB AccountRight
Page tree

Versions Compared

Old Version 2

changes.mady.by.user Rachael Mullins

Saved on

compared with

New Version 46

changes.mady.by.user AdrianC

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
html-wrap
classcol span_3_of_5

You can incorporate customised forms created in a company file into other company files. The process used to share customised forms in this way is called exporting and importing customised forms.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 fromAccountRight v19 to the new AccountRight, you need to migrate your forms to use them in the new AccountRight

  • If your forms are currently being used in the new AccountRight (e.g. v2019), and you want to use them with another AccountRight company file, follow the procedures below.

 

1250169

To export personalised forms

Start by exporting your existing forms:

  1. Open the AccountRight 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.

UI Expand
titleTo export customised personalised forms
Anchor
1250169
UI Text Box

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.

  • Click Browse and select the folder you want to export customised forms to.
  • Select the form types you want to export.
  • Click Next. The Select forms to export step of the Export Customised Forms assistant appears.
  • 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.
  • Click Export. The export process begins.
  • 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.
  • Click Finish to close the Export Customised Forms assistant.

    • 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.

    3. Go to the Setup menu and choose Import Customised Forms. The Import Customised Forms assistant appears.

    UI Expand
    titleTo import customised personalised forms
    Anchor
    12501801250180
    UI Text Box
    typenote
    Are you importing forms from AccountRight v19?

    If you’ve upgraded from AccountRight v19 and want to import your forms, use the Migrate Forms feature, accessible from the File menu, instead of this procedure.

    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.

  • 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).

    UI Text Box

    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.

  • 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.
  • 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.
  • Click Import. The import process starts.

  • 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.

    UI Text Box
    sizemedium
    typenote

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

  • 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.
    • HTML
    </span>
    HTML-wrap
    width15%
    classcol span_1_of_5
                   
    HTML Wrap
    floatleft
    classcol span_1_of_5
    Panelbox
    namegreen
    titleRelated topics
    HTML Wrap
    classsidebarlinks

    Personalising forms

    Exporting data

    Importing data

    Upgrade task - migrating personalised forms

    Panelbox
    nameyellow
    titleFrom the community

    RSS Feed
    titleBarfalse
    max5
    showTitlesOnlytrue
    urlhttp://community.myob.com/myob/rss/search?q=export+import+customised+forms&filter=labels%2Clocation&location=category%3AAccountRight&search_type=thread

    HTML Wrap
    classmorelinks
    More »
    help
    Small Business
    AccountRight
    AccountRight 2017
    Australia
    New Zealand

    Was this information helpful?

    Yes
    No

    Why not?



    That's no good. Try searching the help. Or maybe the community forum can help answer your question.

    Sorry to hear that. See if our community forum can help. Got a feature idea? Add it to the ideas exchange.

    How would you improve this topic?

    Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

    Thanks for your feedback.

    Thanks! Anything you'd like to add?

    We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

     

     

    Looking for someone to help you? Get in touch with an MYOB advisor for specialist help with your business Find an advisor

      Get started

      Company file

     

      Work with others

     

      Banking

     

      Emails & printing

     

      Items

      Employees (AU)

     

      Suppliers

     

      Customers

     

      Reporting

     

      EOFY

     

      Tips & tricks

     

    Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved