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Documents do not appear when searching in Client's Documents Tab

This support note applies to:

  • AO Document Manager (AU)
  • AO Document Manager (NZ)
  • AE Document Manager (NZ)
  • AE Document Manager (AU)
Article ID: 23147

In MYOB Document Manager (DM) when searching for documents on the Documents tab of the client, some documents do not appear. This is because the search results only display documents that have been created starting from the Display documents from date. 

By default this date is 18 months back from the day's date. Documents created prior to the Display documents from date will not appear in the search results listing.

DM version 4.0.4 introduced a new feature where the date can be set as a practice wide default. The following instructions will step you through changing the default period.

DM versions prior to 4.0.4 will not permit the default period to be changed.

Changing the default period to show documents from

Perform the following instructions from within MYOB:

  1. Follow the menu path: Maintenance > Maintenance Maps > Documents > Document Manager Setup. The Document Manager Setup tab displays.

  2. In the Welcome tab select Contact Documents Defaults. The Contact Documents Defaults tab displays.

  3. In the Months field, change the value. A new value specifying the default number of months is entered.

  4. Click Finish. The changes are saved.

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