PS Help: Practice Manager
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https://help.myob.com/wiki/x/ETCEAQ

 

 


 

 

Accountants Enterprise only

To add a link to an existing document
  1. Find and open the assignment, client, contact or supplier.
  2. Click the Documents tab.
  3. Click the Attach link option on the Tasks bar. The Open window opens.
  4. Navigate to the document you want to link to the assignment, client, contact or supplier.
  5. Click Open.The document is linked to the assignment, client, contact or supplier and added to the list of documents on the Documents tab.
 
Related topics

Using the Client page

Using the Contact page

(AE) Using the Supplier page

(AE) Assignment Details page

Changing the documents folder

Adding documents

Creating new document templates

(AE) Adding new documents from templates

(AE) Linking documents and folders to contacts

(AE) Removing document links

Viewing documents

Deleting documents

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.