To upgrade custom forms and reports created in a previous version


If you've created custom forms or custom reports using a previous MYOB product, those documents won't be copied to your MYOB FirstEdge v3 folder when you upgrade your company file for use with FirstEdge. If you want to use these documents, you'll have to copy those forms yourself, using the Finder.

Custom forms and custom reports created in previous versions of FirstEdge are stored in folders located inside your MYOB folder. (This is the folder that contains your FirstEdge program icon).

In the folder containing the previous MYOB product, look for the folders called FORMS (for custom forms) and CUSTOM (for custom reports). Copy the files in the previous versions's folder to the folder of the same name in the current version.

Important:  In some instances, custom reports created in an earlier version of FirstEdge will not work. You may have to recustomize them in your upgraded software package.

If you're unfamiliar with the Finder and you need more detailed information about copying and pasting files, consult the documentation that accompanied your computer.