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Imported documents do not appear in list after importing into Document Manager

This support note applies to:

  • AO Document Manager (AU)
  • AO Document Manager (NZ)
  • AE Document Manager (NZ)
  • AE Document Manager (AU)
Article ID: 38701

In MYOB Document Manager (DM) you may experience an issue when importing a document into Document Manager where the imported file does not appear in the Documents list.

This issue may occur where imported documents have been profiled to a prior year when importing a document using ShareIT. When a document is imported the system will file documents by its original create date.

To resolve this issue change the Display Documents From date to an earlier date (for example, 01/07/2000) then click Search.

To display documents created in prior years for a single client?
  1. From MYOB AE/AO click on the Contacts icon. The Find Clients tab appears.
  2. Enter the Client Name or Code in the Search for field, then click Search. The search results are listed.
  3. Double click on the client you wish to view documents for. The client's Main tab appears.
  4. Click on the Documents tab then click in the Display documents from field to edit. The displayed documents date is highlighted.
  5. Enter the Creation Date of the document. Documents created after the date entered display.
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