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Creating client document filenames

This support note applies to:

  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
Article ID: 17530

In MYOB Accountants Enterprise Practice Manager (AE PM), you're prompted to enter a filename for a document when adding the document. If you aren't being prompted to enter a filename, you may need to change the client algorithm to allow filenames. If you change the algorithm, you can enter filenames for new documents that you create.

To change the client algorithm to allow filenames for client documents
  1. In AE PM, go to Maintenance > Documents > Document Creation Settings. The Document Creation Settings page appears.

  2. In Client Algorithm, enter [CC]\[Enter Document Name] and click OK.

  3. Close AE PM.

To enter a filename when you've changed the client algorithm
  1. In AE PM, go to the Client page > Documents and click Add Document. The message User Defined Parameter - Please Enter the User-defined Parameter appears.

  2. Enter the document name. For example, testdocument.

  3. Click OK. The Add Document window appears with path and name of the document that you entered displayed in the location field. For example, x:\documents\<client code>\testdocument.doc.

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