MYOB Client Accounting
Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 14 Next »

https://help.myob.com/wiki/x/Oa-MAQ


 

 

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 PDFs

One 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.

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.

To add a new bookmark in PDF Manager
  1. Go to Start > Programs > MYOB > PDF Manager.
    PDF Manager () appears.
  2. Select a document in the Source Documents tab.
  3. Click the Document Mark Up tab. The document is opened in the tab.
  4. Click the Bookmarks tab to the left of the document. The Bookmarks pane appears.
  5. Scroll to the page you want to add a bookmark to.
  6. Right-click the Bookmarks pane and select New from the menu. The new bookmark appears in the Bookmarks pane.
  7. Enter the name for the bookmark.
  8. When finished, click Save. The  Save PDF  window appears.
  9. Browse to the location where you want to save the PDF.
  10. Enter the file name you want to use on the Save As window.
  11. Click Save on the Save As window. The Save As window closes and the Save PDF window reappears.
  12. Click OK.

Document link options

If Document Manager is...You can...Choose to...

Installed

Link a Document Manager file to an account or a period. The file must have been created in or imported into Document Manager.

 

  • Link Document Manager documents to periods

GO

  • Link Document Manager documents to accounts

GO

  • Link Document Manager documents that have references

GO

Not installedLink external documents.
  • Link external documents to periods

GO

  • Link external documents to accounts

GO

  • Link to external documents that have references

GO

 

<< Back

You're in MYOB Ledger module...
Tasks in this module
Expand all   Collapse all
Other MYOB Ledger modules

Module 1. Set up MYOB Ledger

Module 2. Set up an Asset Register

Module 3. Add current-year data

Module 5. Produce financial statements

help
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

Was this information helpful?

Yes
No

How would you improve this topic?

Thanks for your feedback.

Did you find what you were looking for? *

 Yes
 No

What are you looking for help with?

e.g. How to delete an invoice.

Overall, how satisfied are you with this help centre? *

Just the online help, not phone support or the product itself.

Very unsatisfied
Very satisfied
0
1
2
3
4
5

What was the reason for your rating?

  What is Client Accounting?

  MYOB Ledger

MAS, Accounts or AO GL

MYOB Essentials or
AccountRight Live

Need More Help?

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.