Excel Workpaper

jBombardier
2 Posts
User
Australia
jBombardier

2Posts

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Excel Workpaper

Hello Everybody.

Im an employee at a financial planner sthat also has an accounting section.

We use Myob Enterprise for our client management.

 

Im trying to get some of the client's information such as their name to autofill when I create an excel workpaper in their file.

 

I assumed that I would just enter the Field information into the cell where i want the information,

eg <<FName>>

but this didnt work.

Ive tried googling but I think the answer may be too simple to be  published.

 

Ive never done coding, I assume Im missing some prefix or something.

 

can anyone help me?

 

Please and Thankyou.

 

Joanne.

1 REPLY
MYOB Staff Post nickypic
15 Posts
MYOB Staff Post
Australia
nickypic
MYOB Staff Post

15Posts

9Kudos

2Solutions

Re: Excel Workpaper

Hi @jBombardier

 

If you are trying to pull in information from the MYOB AE database this is possible via sql database connections/queries to you Excel spreadsheet.  It can be quite fiddely as sql queries need to be done to make the information needed available.    Overall it is not a simple process to prefill in client information from MYOB AE.  

 

Our MYOB Document Manager program can merge in database information for Word documents if required.

 

I hope this helps with your query. 

 

 

 


cheers,

Nicky
Practice Solutions Product Analyst
MYOB Australia Pty Ltd
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