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Mail merge issues after Microsoft updates

This support note applies to:

  • AE Tax Manager (NZ)
  • AO Tax (NZ)
  • AE Tax (NZ)
  • AE Statutory Reporter (NZ)
  • AE Statutory Reporter (AU)
  • AO Statutory Reporter (AU)
  • Workpapers (NZ)
  • AO Workpapers (AU)
  • AE Workpapers (AU)
  • AO Practice Manager (NZ)
  • AO Practice Manager (AU)
  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
  • AE Document Manager (NZ)
  • AE Document Manager (AU)
  • AO Document Manager (AU)
  • AO Document Manager (NZ)
  • AE System Release (NZ)
  • AE System Release (AU)
  • AE Reporter (NZ)
  • AE Reporter (AU)
  • AE MAS (NZ)
  • AE MAS (AU)
  • AE Assets (AU)
  • AO Corporate Compliance (AU)
  • AE Assets (NZ)
  • AE Corporate Compliance (AU)
  • AE Accounts (AU)
  • Profiles (AU)
  • AE Tax Series 6 & 8 (AU)
  • AE Tax (AU)
  • AO Tax (AU)
Article ID: 62128763

On 30 March 2021, Microsoft released an update for Office 365 and we've identified that this update is causing issues with MYOB AE/AO that uses the mail merge functionality. This includes:

  • Tax letters and invoices generated as part of the Reports > Print Return
  • Mail Merge documents from AE/AO using the Mail Merge wizard.

Microsoft was addressed some of these issues in their later updates (including the release on 14 April 2021), but you might still experience some mail merge issues.

Mail merge and tax letter issues

Mail merge issue

You'll notice an additional blank link before Town, State/County, Postcode fields when performing Mail Merge in AE/AO.

Prior to the Microsoft update, the blank line was not present and the address fields looked like screenshot below:

In MYOB AE/AO, there are 3 address line fields (AddressLine1, AddressLine2, AddressLine3), and then the City, State/county and postcode fields. If you have values in each of the AddressLine fields, then the blank lines will not appear.

If you have address information in AddressLine2 or AddressLine3 fields, then only one blank line shows.

Tax letter issue

You might see the Error! Reference source not found message when printing a mail merge document of a tax letter(from the Tax Letters menu within a tax return), such as an invoice.

This error shows in some of the fields such as amounts, GST, Balance Owing, and happens when printing to PDF or a physical printer. The document will show blank values in the fields.

Fixing the issue

If your Office software is up to date with all the Microsoft office updates, follow the workaround:

Workaround

If your version of Office 365 has already updated to one of the affected versions listed here, then you will need to apply one of the workarounds below.

If you are not running Office 365 and running another version of Office, for example, Office 2016 then refer to Microsoft or your computer for the update around 30 March 2021.

The following is a list of affected versions as of April 15, 2021.

Release dateBuildIssue
March 30, 2021Version 2103 (Build 13901.20312)
  • Address blank lines - one blank line for each AddressLine field that has not content
  • Tax Letters/Invoice - Figures change to error when Print is initiated
April 02, 2012Version 2103 (Build 13901.20336)
  • Address blank lines - one blank line for each AddressLine field that has not content
  • Tax Letters/Invoice - Figures change to error when Print is initiated
April 13, 2021Version 2103 (Build 13901.20400)
  • Address blank lines - one blank line where one or more of the AddressLine fields is blank
  • Tax Letters/Invoice - Figures change to error when Print is initiated
To remove excess blank lines in address

To remove one or more blank lines in the address, you'll need to edit the document in Word.

You'll not be able to edit the address blank lines if you are doing a mail merge directly to email.

To fix the error in the tax letter

Before printing your Tax Invoice/Letter, lock the fields in the documents to prevent the error.

It is important to follow the steps before printing the document. above. If you print before doing the steps above, you'll see the error as soon you print and you'll not be able to remove the error.

To lock the fields:

  1. Generate the document as you'd normally do.
  2. Open the document in Word and press CTRL+A to select all text in the document
  3. Press CTRL+F11 to lock all merge fields
  4. Print the document.

Microsoft Word does have a checkbox to allow you to control whether to Update fields before printing or not. However, no matter whether that tick box is selected or not prior to printing, the error will still occur if you don't follow the steps above.

If the system is not up to date with the Microsoft updates, you can also turn off the updates temporarily. As a last option, you can roll back the Microsoft office updates. You'll need assistance from your IT provider to turning off or rolling back any updates.

To disable the Microsoft updates temporarily

It's important to consult with your IT Provider before completing the following steps. However, it is possible to disable the updates temporarily (providing that is permitted by your company policies).

In order to disable the updates temporarily, follow these steps:

  1. Create a reminder in your calendar to check each month whether the issue has been resolved by further updates.
  2. Open Microsoft Word.
  3. Go to the File menu at the top left.
  4. Select Office Account.
  5. Press the Updates button.
To roll back the version of Microsoft Office

As a final alternative that will require your IT provider's assistance, you can roll back the version of Office that is currently installed on your machine.

See the Microsoft Article How to revert to an earlier version of Office for information on how to do this.

In order to roll back, you will need to roll back to the version last known to not have any issues - which is the build released on March 18, 2021 - with Version 2102, Build 13801.20360

MYOB INTERNAL STAFF ONLY

PR# 00618616 

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