Get started

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Do not delete this page - MYOB Practice navigates to it from within the product

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Practice administrators, you need to configure a few settings to give your practice access to some of the features of document in MYOB Practice.

Configure your practice settings so that when staff upload or edit documents, they are given preconfigured options to choose from. These options categorise the documents, and staff in your practice can use some of these options to create document profiles. This helps staff in your practice quickly find and use the documents whenever they need them.

Quick start admin guide

Have a think about the

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title	Before you begin

Understanding the settings you can configure

Service settings

Define service categories that your practice

's documents could be grouped into. What sort of services does your practice typically provide, and which of these would have documents associated with them? You need to add these services

will use to organise documents based on what sort of job it falls under. For example, allow your practice to tag a document as part of Auditing, Tax accounting or Financial planning work.

You can't delete a service, but you can rename it to mark it as obsolete. If you rename a service, the name is updated in the profile settings of any documents that you previously applied the service to.

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We don't recommend changing the name of a service to something different to reuse it for something else. Instead, you can mark which service you don't want your practice to use any more by renaming it to have a code like zz at the start of the name.

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You can't delete a service, but you can rename it to mark it as obsolete. If you rename a service, the name is updated in the profile settings of any documents that you previously applied the service to.

You'll need to know the periods

Period settings

Add the period categories that your practice

works within

will use to organise documents. For example,

Q1,

Q2,

Q3

and

, Q4. Or Jan, Feb, Mar through to Dec.

Don't use the Period settings to set up years like 2019 and 2020. There's a special Year field your practice can select from when adding a document. You can't configure the years in the settings; they'll update automatically each year.

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Don't use the Period settings to set up years like 2019 and 2020. There's a special Year field your practice can select from when adding a document. You can't configure the years in the settings; they'll update automatically each year.

Work out what

Document type settings

Add options that your practice can use to categorise documents by what type of document it is. For example, Correspondence or Legal.

When configuring the type settings, you see sub types in a hierarchical structure. But when a user selects a type for a document they're uploading, the document type and sub type are displayed together.

Type options as displayed when configuring the settings, in a heirarchical structure, next to how types appear when selecting one for a document, top-level and child-level next to each other. Image Added

When staff in your practice add a document in the Documents page, they can choose from either the document type or document type and sub type together. For example, Correspondence or Correspondence > Legal.

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title	Before you begin

Have a think about the categories that your practice's documents could be grouped into. What sort of services does your practice typically provide, and which of these would have documents associated with them? You need to add these services. For example:
- Tax & Financial
- Administration
- Corporate
- Special Projects
- Financial Planning
- GST
- Audit
- STP/Payroll.
You'll need to know the periods that your practice works within. For example, Jan, Feb, Mar through to Dec.
Work out the options you'll want to add for what type of document your practice might need to search for. For example, do you often need to store legal correspondence? Then you might want to add a top-level document type of Correspondence, and then a child level sub type of Legal, plus any other types of correspondence documents relevant for your practice.. You can add a document type or a sub type.

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title	To quickly configure documents in MYOB Practice

On the left of MYOB Practice, click Settings and click Document profiles.
To add services:
1. On the right of the Service settings section, click the edit icon ().
2. Type each service relevant for your practice.
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3. Click Save.Image Removed
To add the periods that your practice works within.:
1. On the right of the Period settings section, click the edit icon ().
2. Type each service period relevant for your practice.
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3. Click Save.Image Removed
To add document types:
1. In the Document type settings section, click the edit icon ().
2. Click Add a document type and enter the type.
3. Click out of the field and click Save.
4. Add another type or, to add a child type as a subtype of one you've already added:
  1. Click the ellipsis icon () and click Add child.
  2. Enter the child type.
  3. Click out of the field and click Save.
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More info

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If you want to Deactivate or Activate a type, click the ellipsis icon (Image Added) to the right of the document type and click the relevant option.

To see deactivated document types, select Include inactive.

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title	About document profiles

One of the handiest features of using document in MYOB Practice is the ability to add document profiles.

Imagine you want to find someone among thousands of people but you can't remember their name. They'd be much easier to find if you could narrow down the list of people by hair colour, age range and job title. That's kind of how document profile work! Add identifiers to help categorise your documents.

Profile the documents by client, year, service and period, to organise and quickly find the right documents for different work.

Options available when adding a profile, which are Client, Service, Year and Period.

You can use these profile details when searching and filtering.

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title	Settings you can configure