Sections of the Tasks bar
The four areas on the Tasks bar:
Add Documents
Option | Description |
---|---|
Add <Doc Type> | Create a user defined document (for example, Add Email). |
Add Calculator | Add a calculator to the Document Manager database. |
Add Checklist | Add the details of a checklist to the Document Manager database. |
Add Email | Add an email to the Document Manager database. |
Add Fax | Add the details of a fax to the Document Manager database. |
Add File Note | Add a file note to the Document Manager database. |
Add Form | Add details of a form to the Document Manager database. |
Add Letter | Add details a letter to the Document Manager database. |
Add Meeting | Add details of a meeting to the Document Manager database. |
Add Minutes | Add details of the minutes of a meeting to the Document Manager database. |
Add Phone Call | Add details of a phone call to the Document Manager database. |
Add Workpaper | Add the details of a workpaper to the Document Manager database. |
Import document | Import a document from a Microsoft Office application using the Share It window. The document must have been previously selected using the Share It button in the original Microsoft application. |
Single Document
Option | Description |
---|---|
Audit Trail | Display a table containing a full history of the selected document. You can then export the audit trail to a Microsoft Excel document, if desired. |
Check In | Return an edited document to the Document Manager database and record the changes. |
Check Out | Take a document out of the Document Manager database for editing. |
Checked out Info | View the current details of a selected document which is currently checked out. |
Export | Place a document from the Document Manager database to a location on a network or local drive. |
Make a copy | Make a copy of a checked in document for reuse, probably as a similar document for this or another person or entity. |
Properties | View and edit the selected document record properties. |
To Do (AE) | Add a To Do task to a selected document. |
Undo Checkout | Replace a checked out document in the Document Manager database without recording any changes. |
Versions | Display a table showing all the versions of a document checked in and out and who dealt with each version. It includes the Status of each version. |
Multi Document
Option | Description |
---|---|
Delete Documents | Delete the selected documents. |
Export Documents | Export multiple documents. Click the option to open the Export Document window which displays selected documents that can or cannot be exported. |
Export to Excel | Export the list of presently displayed documents to a Microsoft Excel spreadsheet. |
Link Document | Link this document with one or more others. |
Mark as Sent | Update the status of a selected completed document as having been sent. |
Send the selected document to an office printer. In the Print window that displays, select your desired printer and adjust your print job properties as required. | |
Publish to Portal | Copy documents to your portal in MYOB AE or AO Live. |
Send via Email | Send a document via Microsoft Outlook. |
Document Status
Option | Description |
---|---|
Current status | View the current approval status of the document. |
In Progress | Set the document approval as In Progress. |
Rework (AE) | Set the document approval as Rework. |
Awaiting Approval (AE) | Set the document approval as Awaiting Approval. |
Approved/Complete (AE) | Set the document approval as Approved or Complete. |
Complete (AO) | Set the document approval as Complete. |