Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
If Document Manager is not installed, external files can be linked to the workpaper period. When an external file is linked to an account or period, a link is created between the account and the document which is stored on your system.
All source documents have an associated cover page. When opening external files, access the cover page first and then open the file. The external file, which is stored on your system, is opened in the associated application. See Using the source document cover page.
Workpapers is not a document management system. When an external file is attached to an account, a copy of the linked document is not archived. If the document is moved or deleted from your system, it will not be available in Workpapers.
If the external file is linked to an account, find the account in the table. Click to expand the account and view the documents. If the document is linked to the period, click to expand Non-account specific documents and view the documents.
Double-click the linked external file. The cover page for the external file opens in a new window.
Click the Open button. This is located on the Document details section. The external file opens in the associated application.
If changes have been made to the external file, ensure that the changes are saved prior to closing the file.
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.
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)
Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer. For specific taxation or accounting advice, please consult the relevant tax authority or regulator.