Learn all about standard mail merging fields and more in Document Manager templates
Document Manager has an extensive range of fields that can be added to templates for mail merging. All standard mail merge fields are listed in this section.
In addition to these standard fields, any financial data that can be reported can be added to a letter when MYOB AO, MYOB AE or AE Tax reports are incorporated with Document Manager’s mail merge. For example:
A client’s debtor balance can be added as a merge field within a letter to the client.
A client’s taxable income or assessed tax amount can also be added as a merge field in a letter.
The merge fields available in Document Manager are listed below according to the type of information:
Address information
Description
Field
Address Line 1
«Address1»
Address Line 2
«Address2»
Address Line 3
«Address3»
Addressee Line 1
«AddresseeLine1»
Addressee Line 2
«AddresseeLine2»
Associated Address
«AssociatedAddress»
Country
«Country»
State
«County»
Postcode
«PostCode»
City
«Town»
Assignment details
Description
Field
Assignment Code
«AssignmentCode»
Assignment Descript
«AssignmentDescription»
Assignment Name
«AssignmentName»
Client naming information
Description
Field
Addressee Mailing Name
«AddresseeMailingName»
First Name
«FName»
Last Name
«LName»
Mailing Name
«MailingName»
Middle Name
«Mname»
Prefix
«Pref»
Salutation
«Salutation»
Client partner information
Description
Field
Partner Email Address
«PartnerEmail»
Partner Code
«PartnerEmployeeCode»
Partner First Name
«PartnerFName»
Partner Full Name
«PartnerFullName»
Partner Mailing Name
«PartnerMailingName»
Partner Prefix
«PartnerPref»
Partner Surname
«PartnerSName»
Partner User/Log On Name
«PartnerUsername»
Client responsibility information
The following fields are configurable by the practice. These are merely examples of additional responsibility types that can be allocated to each client.
Description
Field
Assignment Manager
«Assignment_Manager»
Assignment Partner
«Assignment_Partner»
Billing Manager
«Billing_Manager»
Client Manager
«Manager»
Department/Office information
Description
Field
Department Code
«DepartmentCode»
Department Name
«DepartmentName»
Office Code
«OfficeCode»
Office Name
«OfficeName»
Document information
Description
Field
Document Author
«Author»
Document Reference Number
«DocumentRef»
Document Title
«DocumentTitle»
Extra information
The following fields can be configured by the practice. These are merely examples of user defined reporting fields that can be allocated to a client.
Description
Field
«area»
Expected Billing Range
«Expected_Billing»
Marketing — Golfing Invite Required
«Golfing_invite»
Marketing — Newsletter Required
«Newsletter»
Marketing — Next Engagement Date
«Next_contact_date»
Marketing — Client Rating
«Rating»
Marketing — Xmas Card Required
«Xmas_card»
Contact information (e.g. Phone/Email)
Description
Field
Client Email Address
«EMail»
Client Fax
«Fax»
Client Mobile
«Mobile»
Client Phone
«Tel»
Static client information
Description
Field
Australian Business Number (AU)
«ABN»
Australian Company Number (AU)
«ACN»
Balance Month (NZ)
«BALMTH»
Birth place
«BirthPlace»
Client Type
«Client_Type»
Client Code
«ClientCode»
Contact Type
«ContactType»
Created By
«CreatedBy»
Date Created
«DateCreated»
Date of Birth
«DateOfBirth»
Date of Death
«DateOfDeath»
Gender
«Sex»
IRD Number (NZ)
«IRD»
Tax File Number (AU)
«Tax_File_Number»
Year End Date
«Year_End»
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