Saving documents to MYOB AE | MYOB Practice Support

If PDF Manager is integrated with MYOB AE Practice Manager, you can select to display client documents one of two ways:

The folder view treats some information differently to the grid view. The following table lists the comparisons.

Save with attribute	Grid view	Folder view
Client Code	This identifies the client in MYOB AE.	This identifies the client in MYOB AE.
Assignment	This relates the document to a function such as Audit, Tax, FBT set up in MYOB AE.	An assignment type applied to a document in grid view is lost when changing to folder view.
Description	Text identifying the document.	The description is covered by the File Name.
File Name	This is a storage location followed by the File Name. The storage location is determined by an algorithm and is unrestricted.	This is a description identifying the document.
Location	The location where the document is stored is included in the File Name.	The default location is the client document folder. Documents in this folder are accessible from the Client page > Documents tab. You may select an alternative location. If the selected location is not accessible to MYOB AE, a warning message is displayed.

Saving files

Saving in grid view

Select the document (or pages).
Select File > Save with. Alternatively, select Save With on the PDF Task bar.
Complete the Save with settings for Client Code, Assignment, Description and File Name.
Select OK to save the document.

Saving in folder view

Select the document (or pages).
Select File > Save with. Alternatively, select Save With on the PDF Task bar.
Complete the Save with settings for Client Code, File Name and File Location.
Select OK to save the document.