documents

8 Topics

Client and Advisor Logo
Hi I am trying to create a monthly report for our client. Trying to add both our and the clients logo to the report. But it doesnt seem to fit on the report. The PDF only show a part of the logo. I have tried re-sizing it, it there anything else I can do? Thanks
IOG
6 years ago Place MYOB Practice Manager / Document Manager
2.3KViews
0likes
3Comments
PDF Manager Preview
Hi, One (only one) of our users is experiencing an odd issue where there is no verticle scroll bar in the 'PDF Preview Bar'. PDF manager works fine otherwise but it makes it difficult for the user to work with multiple pages. Any thoughts would be appreciated.
Solved
David-LMCA
6 years ago Place MYOB Practice Manager / Document Manager
2.1KViews
0likes
4Comments
Copy Portal message to Document Manager in AE
Hi when I send a client his tax return on the Portal, I generally put a LOT of information in the message, you know, the arse-covering stuff I have to put in the letters nowadays to keep the accounting bodies and TPB happy. I want to retain this in my document manager, but I cannot figure out how to do so. Does anyone have any clues?????
Solved
Brendan1968
6 years ago Place MYOB Practice Manager / Document Manager
1.1KViews
0likes
2Comments
Annual Reports Table of Contents print sequence
Hello We are currently using Accountants Office (version 22.0.0a) and want to know how to get the Table of Contents to print first when printing the Annual Reports. At the moment it is printing last and we have to send the report to PDF Manager, de-select the pages, and then re-select in the sequence we want. Thank you
Solved
Aaron_K
6 years ago Place MYOB Practice Manager / Document Manager
935Views
0likes
1Comment
AO Documents
There is no 2022 'filing cabinet' on client documents TAB Is this being added, or is it something we do ourselves; if so, how? thnx
Solved
sgan
3 years ago Place MYOB Practice Manager / Document Manager
599Views
0likes
1Comment
Sending receipts for sale invoices
How can we send a simple receipt for tax invoices without sending the invoice again?
berringdale
1 month ago Place MYOB Practice Manager / Document Manager
124Views
0likes
1Comment
Macro worksheet
Hi Our practice uses Accountants Desktop generated cashbooks and other spreadsheets for our workpapers. These can have macro's within the file to automate actions. We are unable to upload these files to MYOB Practice or vice versa from the client as it is not a supported file. Is there a reason why these types of files are not supported and if security is an issue, is there a way to make the file secure to use in MYOB Practice? Thanks Liane
LSP
2 months ago Place MYOB Practice Manager / Document Manager
99Views
0likes
1Comment
Practice dashboard - Document Manager
Should I be able to request digital signatures on documents sent to my clients from with my partner dashboard? This was my understanding after watching & rewatching the online learning, and seeing a live demonstration at MYOB head office in Brisbane last month. I have spent hours and hours over the last 6 weeks contacting support to have my dashboard function, and today I've been told that signatures are not available unless we have document manager. Isn't document manager part of the practice dashboard? The information online shows that digital signature request is a feature available without AE/AO. If someone can please help clarify this, that would be great. Support have only just added the 'upload document' button and 'document profiles' to my dashboard practice default, after I had to troubleshoot & tell them what I could identify was missing, so I am unsure what to believe. Attached is a screenshot from myob's website confirming that signatures are available via the dashboard without AE/AO. Appreciate advice.
Solved
Heidz
7 months ago Place Australian Tax
99Views
0likes
1Comment