Forum Discussion

knn's avatar
knn
Member
3 years ago

Moving incorrectly saved documents between filing cabinets

Is there any way to 'refile' incorrectly saved documents in AE?

 

In the Profiling Section, it is easy to change the Year, but the Filing Cabinet box is greyed out.

 

At the moment, we are resaving all the incorrectly filed documents,  but is there is any way to just move them to the correct filing cabinet?

 

 

1 Reply

Replies have been turned off for this discussion
  • timmmmmmmm's avatar
    timmmmmmmm
    Member
    3 years ago

    My experience is that you cannot move them once they are completed. You can only change the year.

     

    If they are in progress you can change the filing cabinet and client

FAQs

Australian Tax FAQ's (DESKTOP + ONLINE)

Hello everyone!  We've collated a list of frequently asked questions users have posted on the Forum for your convenience. Check them out below! GENERAL What do I need to do before starting a ne...

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.