Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

 

 


 

 

Documents

In MYOB AO, the Documents menu is opened by selecting Maintenance > Maintenance Map > Documents. It is used to set up and maintain Mailing settings.

Documents are any files which are prepared or relate to the work you are doing for a client. They include:

  • Spreadsheets

  • Word documents

  • PDFs

  • HTML pages

  • Graphics

  • Media files.

When you open a document from within a Client or Contact page, the application that created the document launches automatically.

Documents are set up, managed and maintained using the following sub-menus of Maintenance > Documents:

Related topics

(AE) Document creation settings

(Practice Manager) Setting up remittance templates

(AE) Address/Phone

(AE) Assignments

(AE Practice Manager) Currency

(AE) Documents

(AE) Employee

(AE) Internal

(Practice Manager) Ledger maintenance

(Practice Manager) Miscellaneous

(AE) Security

(Practice Manager) Time setup

(AE) User defined

Mailing settings

Using the Maintenance Map

(AO) Client - Family Groups

Internal

Security

User defined

(AE Practice Manager) Tax

(AO) For Australian AO clients

Related topics