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Download a PDF guide to learn more about working with the Intranet.

Intranet is a core component of Document Manager. See the MYOB Intranet Help for details on:

  • Standard documents

  • Stationery documents

  • Application types.

Using Document Manager, workpapers and checklists can be generated automatically using the MYOB Intranet standard templates. In subsequent years, the workpapers can be rolled over ready to start work immediately. This also ensures that all outgoing documentation to clients is consistent. The use of standard documents and the retrieval of names and addresses saves on the duplication of work and reduces errors.

MYOB Intranet can be accessed from the Documents icon on the toolbar.

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 Accessing Document Manager from the system tray

Accessing Document Manager

Configuring Document Manager for use

Setting up employees’ documents

Document Manager options

Migrating to Document Manager

Using Document Manager

Searching and viewing documents

Creating new documents