Integration with MS Office
Accountants Enterprise only
The integration with Microsoft Office improves performance and productivity in both MYOB and Microsoft products.
Using ‘Save With Contact’ in Microsoft Office
The Documents tab is used to create and maintain a database of documents that relate to clients and contacts.
You can create a document:
while in Microsoft Word, Excel or Outlook and save it in the Documents tab of the Using the Client page or Using the Contact page.
orwhile in the Contact/Client page > Documents tab, create and save with contact.
Storing links to documents this way gives the practice a central place to easily find information related to any one particular contact or client at any one time.