Linking an external document to a period

https://help.myob.com/wiki/x/WdI6Ag

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?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

You can link an external document to a period where the document doesn't relate to a specific account.

Go to the client’s Client Accounting > Trial Balance (Workpapers) tab and click a period in the Select Period section.
On the TASKS bar, click Open Period. The table for the period appears.
Click the Non-account specific documents checkbox. This is the first item listed in the table.
On the TASKS bar, click Link Document. The Attach External File window appears.
Select a file and click Open.
The Link External File window appears.
Leave the Account field blank.
Optionally, if you want to link to a bookmark in your document, select a Reference value.
If you want to rollover the document into the next period, select Rollover this document to the next period checkbox.
Click Link.
The external file is displayed as a sub-row below Non-account specific documents in the table. A paperclip icon identifies a linked document.

Was this information helpful?