PS Help: Document Manager
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The Document Manager Taskes Tasks bar is displayed on the Find Documents page, Analyse Documents page and the Documents tabs.

There are four major areas on the Tasks bar, each of which contains a number of options. Many of the options open their own specific wizard to guide you through the process. The available options on the Tasks bar change when you move to a different page in the MYOB application.

Common Tasks bar buttons

The common buttons are located at the top of the Tasks bar.

 

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On some pages, these buttons may be greyed out. This means that the button is not applicable for that page.

Option

Meaning

Description

Tasks_bar_export_to_excel.png 

Export to Excel

To export the search results as data for a new worksheet in Microsoft Excel.

Tasks_bar_refresh.png 

Refresh

To refresh the display in the content area. The Refresh button will also reset the status of any document appearing to be checked out when they are actually not.

Tasks_bar_print.png 

Print

To preview and print the information displayed in the content area. For example, the list of search results on the Find Clients page.

 

 

 

 

 

 

 

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Sections_of_the_Tasks_bar

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AE Document Manager (AU)
AE Document Manager (NZ)
AO Document Manager (AU)
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  Integration with Microsoft Office applications

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  Using Document Manager

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  Migrating to Document Manager

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