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Configuring the assignment document details

Accountants Enterprise only

If you are migrating assignment documents from MYOB AE, then you must specify the Filing Cabinet that will be used for the assignment documents of each listed assignment type.

 

To specify the filing cabinet for each assignment type

  1. Click the adjacent cell in the Filing Cabinet column for an Assignment Type. A drop-down arrow will become visible on the right-hand side of the cell.

  2. Click the drop-down arrow. All available Filing Cabinets will be listed.

  3. Select the appropriate Filing Cabinet for the Assignment Type.

  4. Continue for each Assignment Type.

  5. Select the appropriate Filing cabinet for when the assignment type cannot be identified from the drop-down.

  6. Click Next. The Client documents - directory structure page opens.

Proceed to Configuring the client document location and structure.

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