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Using Save With for MYOB AE

MYOB AE (Accountants Enterprise, also known as Practice Manager or VPM) has all the functions of a comprehensive practice management system, plus additional tools to automate and improve productivity.

To save with MYOB AE
  1. Select PDF Manager menuFile > Save With. The Save With window opens.
  2. Select MYOB AE from the Product drop-down. Your settings will automatically pre-fill, but you can edit them if necessary.
  3. Click
     and select a Client Code. The last five clients selected will be listed.
  4. Select an assignment for the selected client. Only assignments relating to the selected client appear.
  5. Type a description.

    The file path defaults from MYOB AE. You should enter the file name.

  6. Click OK.
  7. Set the Encryption level.
  8. Click OK.





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