External files — if Document Manager is not installed, external files can be linked on your system to the accounts in the period. Files can be linked to accounts in the period to substantiate the calculations in the workpaper. See Linking external source documents and Opening source documents.
A link points to the file without making a copy. If you delete the link, the document remains in your file system or Document Manager. If you delete, move or rename the document, the link is broken and you have to link the document again.
AccountRight/Essentials common ledger: If you've reconfigured Workpapers to work over your client's common ledger, workpapers and document links may be orphaned to documents that are not account specific. Use the move workpaper feature to move it to the right account
Add bookmarks to PDFs
One of your options is to link to bookmarks in a PDF. If you want to link to bookmarks, before you continue, we recommend scanning all supporting documents as one PDF with a bookmark linking to each document. You can scan supporting documents to PDF Manager and add bookmarks to the documents.
These steps are for PDF Manager users. If PDF Manager isn't part of your AO/AE suite, you can subscribe to PDF Manager separately or you can use equivalent third-party software.
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Accountants and Partners
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
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