Controlling how the system creates document folders for new clients
This support note applies to:
- AO Practice Manager (NZ)
- AO Practice Manager (AU)
- AO Tax (AU)
In MYOB Accountants Office (AO), when you create a new client, by default, a document folder is automatically created for using the client code as the name of the folder. This folder is where you store documents in relation to the individual clients.
If you want to change the folder to be the client name instead of the client code or if you do not want a document folder created at all as you don't use the Documents tab or want to create your own directory, follow the menu path Maintenance > Maintenance Map > Document Creation Settings and amend the options.