Upgrade customised templates

Managing user accounts and company files > Upgrading your files > Task 2: Upgrade customised templates

If you use customised reports, forms, letters, graphics, spreadsheets or BASlink templates, you need to upgrade these templates to use with the new version of your AccountRight software.

You can automatically upgrade your custom templates using an upgrade assistant, or upgrade them manually by copying the templates to the installation folder.

note : AccountRight Premier users

You need to upgrade the customised templates stored on each workstation.

To automatically upgrade customised templates

note : Customised spreadsheets need to be upgraded manually

If you have customised spreadsheets that you want to upgrade, you will need to follow the procedure To manually upgrade customised templates.

1	Go to the Windows start menu > All Programs > your AccountRight software folder (for example, AccountRight Premier v19), choose MYOB Tools and then choose Templates Upgrade Assistant.

The templates upgrade assistant welcome window appears.

2	Click Next. The Copying Files window appears.

The path to your previous software is displayed in the Source field and the path to your current AccountRight software is displayed in the Destination field.

note : If the previous version cannot be found

If your previous software was not installed in the default location, a message will appear stating that the previous version could not be found. To manually locate it, click Browse and select the location. Click the .exe file (for example, myobp.exe) and then click Open. The correct path is now displayed in the Source field.

3	Click Start. The templates upgrade process begins.

note : Old templates folder

The upgrade assistant moves the default templates for the latest version (for example, AccountRight Premier19\Forms) into a folder with the prefix ‘Old’ (for example, your AccountRight Premier19\Old Forms). You can find any new forms that were not available in the previous version in this folder.

When the process is complete, the Finished window appears.

4	Click Finish to close the upgrade assistant.

5	[Not applicable to AccountRight Enterprise installed on Windows Server] Repeat from step 1 on each computer that uses the company file.

To manually upgrade customised templates

1	Open Windows Explorer.

2	Locate and open the installation folder of the previous version of your software (for example, the folder located at C:\Premier125). The installation folder contains these folders:


Folder	File extension	Description
Custom	*.rpt	User-customised report templates
Forms	*.frm	Standard and user-customised form templates
Letters	*.dot	Standard and user-customised Microsoft Word document templates
Sprdsht	*.xlt	Standard and user-customised Microsoft Excel spreadsheet templates
BASlink\Setup	*.bas	User-customised BASlink templates
Graphics	.bmp, .gif, .jpg, .tif, *.png	Any graphics such as company logo, employee or item photos, etc.

3	Open the folder containing customised template files (for example, if you have customised invoice templates, open the Forms folder).

4	Select only the template files that you created. To select multiple files, hold down the Ctrl key and click each template.

note : Avoid overwriting default templates

The default templates included with the latest version of your software have improved features. To avoid overwriting the new templates with old versions, select only the template files that you created.

5	Go to the Edit menu and choose Copy.

6	Open the corresponding folder in the latest version of your software (for example, the forms folder located at C:\AccountRight Premier19\Forms).

7	Go to the Edit menu and choose Paste.

8	Repeat from step 3 for each folder containing your customised templates.

9	[Not applicable to AccountRight Enterprise installed on Windows Server] Repeat from step 1 on each workstation that uses the company file.