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

 

 


 

 

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You can view the documents added and (AE) linked to an (AE) assignment, client, contact or (AE) supplier from the Documents tab.

To view attached documents
  1. Find and open the (AE) assignment, client, contact or (AE) supplier.
  2. Click the Documents tab. All the folders, documents and (AE) document links are displayed in the list.

  3. Double-click a file or link to open it.

 
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) Adding links to existing documents

(AE) Removing document links

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.