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You can link to account and period files to substantiate calculations in workpapers. A link points to the file without making a copy. If you delete the link, the document remains in your file system or Document Manager. If you delete, move or rename the document, the link is broken and you have to link the document again. Add bookmarks to PDFsOne of your options is to link to bookmarks in a PDF. If you want to link to bookmarks, before you continue, we recommend scanning all supporting documents as one PDF with a bookmark linking to each document. You can scan supporting documents to PDF Manager and add bookmarks to the documents. | UI Text Box |
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| These steps are for PDF Manager users. If PDF Manager isn't part of your AO/AE suite, you can subscribe to PDF Manager separately or you can use equivalent third-party software. |
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| title | To add a new bookmark in PDF Manager |
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| - Go to Start > Programs > MYOB > PDF Manager.
PDF Manager ( Image Removed) appears. - Select a document in the Source Documents tab.
- Click the Document Mark Up tab. The document is opened in the tab.
- Click the Bookmarks tab to the left of the document. The Bookmarks pane appears.
- Scroll to the page you want to add a bookmark to.
- Right-click the Bookmarks pane and select New from the menu. The new bookmark appears in the Bookmarks pane.
- Enter the name for the bookmark.
- When finished, click Save. The Save PDF window appears.
- Browse to the location where you want to save the PDF.
- Enter the file name you want to use on the Save As window.
- Click Save on the Save As window. The Save As window closes and the Save PDF window reappears.
- Click OK.
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Document link options |
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Installed
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Link a Document Manager file to an account or a period. The file must have been created in or imported into Document Manager.
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- Link Document Manager documents to periods
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| UI Button |
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| color | purple |
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| size | large |
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| title | GO |
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| url | http://help.myob.com/wiki/x/2wVNAQ |
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- Link Document Manager documents to accounts
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| UI Button |
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| color | purple |
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| size | large |
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| title | GO |
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| url | http://help.myob.com/wiki/x/3AVNAQ |
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- Link Document Manager documents that have references
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| UI Button |
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| color | purple |
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| size | large |
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| title | GO |
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| url | http://help.myob.com/wiki/x/3QVNAQ |
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- Link external documents to periods
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| UI Button |
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| color | purple |
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| size | large |
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| title | GO |
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| url | http://help.myob.com/wiki/x/3gVNAQ |
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|
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- Link external documents to accounts
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| UI Button |
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| color | purple |
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| size | large |
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| title | GO |
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| url | http://help.myob.com/wiki/x/3wVNAQ |
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|
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- Link to external documents that have references
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| UI Button |
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| color | purple |
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| size | large |
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| title | GO |
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| url | http://help.myob.com/wiki/x/4AVNAQ |
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|
| HTML Wrap |
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| width | 15% |
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| class | col span_1_of_5 |
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| HTML Wrap |
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| float | left |
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| class | col span_1_of_5 |
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| UI Button |
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| color | purple |
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| size | large |
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| link | Module 1. Setup |
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| text | Setup > |
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| title | << Back |
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| url | http://help.myob.com/wiki/x/1AVNAQ |
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| Panelbox |
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| name | yellow |
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| title | You're in MYOB Ledger module... |
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| | HTML Wrap |
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| | HTML |
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<style>
#container {
text-align: justify;
-ms-text-justify: distribute-all-lines;
text-justify: distribute-all-lines;
display:inline-block;
width:100%;
white-space: nowrap;
overflow:hidden !important;
overflow-x:hidden !important;
margin-left:-5px;
margin-right:-5px;
margin-top:-3px;
margin-bottom:-3px;
}
.box img {
height:100%;
width:100%;
}
.stretch {
width: 100%;
height: 110%;
display: inline-block;
font-size: 0;
line-height: 0
}
.box {
display:inline-block;
}
</style>
<div id="container">
<div class="box">
<a href="http://help.myob.com/wiki/x/0gVNAQ"><img src="/wiki/download/attachments/21824856/step4.png?api=v2"></a>
</div> |
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| Panelbox |
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| name | yellow |
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| title | Tasks in this module |
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| | HTML Wrap |
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| | Page Tree |
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| expandCollapseAll | true |
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| root | MYOB Ledger module 4. Substantiate balances |
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| Panelbox |
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| name | yellow |
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| title | Other MYOB Ledger modules |
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Just a sec...
We're taking you to the new workflow!
| Redirect |
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| delay | 5 |
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| location | cah:Get on board with Client Accounting |
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