Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
You can link documents that are specific to an account to the corresponding account. For example, you can link a bank statement to the bank account, or a contract to an asset purchase can be linked to the specific asset account.
Click the Non-account specific documents checkbox. This is the first item listed in the table.
On the TASKS bar, click Link Document. The Link External File window opens.
Select an Account value.
In the Select external file section, click Browse. The Attach External File window appears.
Navigate to the location where the file is stored and find the file.
If you want to include the document in the next rollover period, click the Rollover this document to the next period checkbox. During rollover, the previous workpapers period is used as a base. The link to the document will be recreated and included on the same account in the next period.
Click Link. The external file is linked to the period. The external file is displayed as a sub-row below Non-account specific documents in the table. A paperclip icon identifies a linked document.
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.
Accountants and Partners
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
Copyright 2021 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.