Service settings

Define service categories that your practice will use to organise documents based on what sort of job it falls under. For example, allow your practice to tag a document as part of Auditing, Tax accounting or Financial planning work. 

You can't delete a service, but you can rename it to mark it as obsolete. If you rename a service, the name is updated in the profile settings of any documents that you previously applied the service to.

Period settings

Add the period categories that your practice will use to organise documents. For example, Q1, Q2, Q3, Q4. Or Jan, Feb, Mar through to Dec.

Don't use the Period settings to set up years like 2019 and 2020. There's a special Year field your practice can select from when adding a document. You can't configure the years in the settings; they'll update automatically each year.

Document type settings

Add options that your practice can use to categorise documents by what type of document it is. For example, Correspondence or Legal.

When configuring the type settings, you see sub types in a hierarchical structure. But when a user selects a type for a document they're uploading, the document type and sub type are displayed together.

When staff in your practice add a document in the Documents page, they can choose from either the document type or document type and sub type together. For example, Correspondence or Correspondence > Legal.

• Have a think about the categories that your practice's documents could be grouped into. What sort of services does your practice typically provide, and which of these would have documents associated with them? You need to add these services. For example:

  • Tax & Financial
  • Administration
  • Corporate
  • Special Projects
  • Financial Planning
  • GST
  • Audit
  • STP/Payroll.

• You'll need to know the periods that your practice works within. For example, Jan, Feb, Mar through to Dec.

• Work out the options you'll want to add for what type of document your practice might need to search for. For example, do you often need to store legal correspondence? Then you might want to add a document type of Correspondence, and then a sub type of Legal. You can add a document type or a sub type.

1. On the left of MYOB Practice, click Settings and click Document profiles.
   
   

2. To add services:

   1. On the right of the Service settings section, click the edit icon ().
   2. Type each service relevant for your practice.
      
   3. Click Save.

3. To add the periods that your practice works within:

   1. On the right of the Period settings section, click the edit icon ().
   2. Type each period relevant for your practice.
      
   3. Click Save.
4. To add document types:
   1. In the Document type settings section, click the edit icon ().
   2. Click Add a document type and enter the type.
   3. Click out of the field and click Save.
   4. Add another type or, to add a sub type of another type you've already added:
      1. Click the ellipsis icon () and click Add child.
      2. Enter the sub type.
      3. Click out of the field and click Save.

      If you want to Deactivate or Activate a type, click the ellipsis icon () to the right of the document type and click the relevant option.

      To see deactivated document types, select Include inactive.