PS Help: Practice Manager
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Documents

In MYOB AO, the Documents menu is opened by selecting Maintenance > Maintenance Map > Documents. It is used to set up and maintain Mailing settings.

Documents are any files which are prepared or relate to the work you are doing for a client. They include:

  • Spreadsheets

  • Word documents

  • PDFs

  • HTML pages

  • Graphics

  • Media files.

When you open a document from within a Client or Contact page, the application that created the document launches automatically.

Documents are set up, managed and maintained using the following sub-menus of Maintenance > Documents:

Related topics

(AE) Document creation settings

(Practice Manager) Setting up remittance templates

(AE) Address/Phone

(AE) Assignments

(AE Practice Manager) Currency

(AE) Documents

(AE) Employee

(AE) Internal

(Practice Manager) Ledger maintenance

(Practice Manager) Miscellaneous

(AE) Security

(Practice Manager) Time setup

(AE) User defined

Mailing settings

Using the Maintenance Map

(AO) Client - Family Groups

Internal

Security

User defined

(AE Practice Manager) Tax

(AO) For Australian AO clients
Related topics

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.