Customising workpapers

RachRakatau
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New Zealand
RachRakatau

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Customising workpapers

Hi, Our practice currently uses the electronic workpapers in MYOB AE. We have customised a few of the workpapers to suit our practice but I was wondering if you can add weblinks within the workpaper templates or if you can add links to other documents (located in document manager).

 

Thanks Rachael

1 REPLY
MYOB Staff Post Shals
6 Posts
MYOB Staff Post
Australia
Shals
MYOB Staff Post

6Posts

2Kudos

0Solutions

Re: Customising workpapers

Hi @RachRakatau

 

Thank you for your post. Really sorry for the delay in responding to your post.

 

With Workpaper templates, one can add the details about weblink in the notes section of the Workpaper Template, however this link works as a comment not as a hyperlink to the Weblinks.

E54740E1.PNG

With Document Manager, please follow the below mentioned instruction to add links to other documents in Document Manager:

 

  • In a Word /Excel document select the "Document Manager" tab.
    Click icon in the "Links" tab
  • click icon called "Insert Link to a managed document" to create a hyperlink to a document in DM
  • click icon called "Insert link to Intranet standard" to create a hyperlink to template in Intranet

Do let us know, how you go with the solution. Happy to help if you need further assistance.

 

 


Cheers,

Shals
Client Services Analyst - Practice Solutions
MYOB Australia Pty Ltd
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