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If you have Document Manager and a Document Manager document is specific to an account, you can link the document and account. For example, you can link a bank statement to the bank account, or a asset purchase contract to the specific asset account. You can attach Document Manager documents to detail and header accounts. | UI Expand |
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| - Go to the client’s Client Accounting > Trial Balance (Workpapers) tab and click a period in the Select Period section.
- On the TASKS bar, click Open Period. The table for the period appears.
- Select the checkbox in the first column for the selected account.
- On the TASKS bar, click Link document. The Search for a document window appears.
- Select the documents to link and click OK. The Link Document window appears.
- Ensure that the correct account is displayed in the Account field.
- Check that the correct file names are displayed in the Name field. If multiple files are being linked, the file names are separated by a semi-colon (;).
Click Link. The Document Manager files are linked to the selected account.
The files are displayed as a sub-row under the account in the table. A paperclip ( Image Removed) icon identifies a linked document.
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| link | Module 1. Setup |
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| root | MYOB Ledger module 4. Substantiate balances |
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