PS Help: Client Accounting Help
Page tree

https://help.myob.com/wiki/x/XB_EAQ


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

Source documents can be linked to accounts within the workpaper period to substantiate the balance of the account. If Document Manager is installed, files are linked to accounts in the period using Document Manager. If Document Manager is not installed, external files can be linked to the accounts in the period.

See Opening Document Manager files and Opening external files.

All documents have an associated cover page. The cover page enables progress tracking of reviewing and approving documents. When opening source documents, access the cover page first and then open the file. The source document opens in the associated application. See Using the source document cover page.

 
Related topics

Opening Document Manager files

Opening external files

Using the source document cover page

Viewing and editing the source document properties

Viewing a list of all workpapers and source documents

Linking Document Manager source documents

Deleting workpapers and source documents

Opening an existing period

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help again. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

practiceSolutionsHelp
Accountants and Partners
Client Accounting
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
Workpapers (NZ)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
Australia
New Zealand

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.