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Removing the red cross that appears when opening a client's page

This support note applies to:

  • AO Tax (AU)
  • AE Tax Series 6 & 8 (AU)
  • AE Tax (AU)
Article ID: 35520

In MYOB Accountants Enterprise and Accountants Office, if you access MYOB Tax using Practice Manager you may experience the client's Documents tab and Tax Return tab will display with a red cross on the screen.

To resolve this issue you need to correct the client's document path.

This does not apply if you have Document Manager.

To update the Client Document Path
The following steps will need to be performed by a user with Administrator rights.

Login into MYOB Practice Manager using an Administrator account, and perform the following steps:

  1. From the Clients screen, open a client that displays the red cross and select the Documents Tab. The client's document tab displays.
  2. In the Task panel, click Change documents folder. The Change documents folder screen appears.

    Take note of the incorrect client document path location displayed in the Change documents folder window.
  3. Close the Change documents folder window and select the Maintenance menu > Maintenance Map. The Maintenance Map tab displays.
  4. Select User Defined and Update Multiple External Links. The Update Multiple External Links window appears.
  5. Enter the following information:
    Replace field: enter the incorrect document path noted above (without the client's document folder on the end). 
    If the document path for the client is N:\MYOB\DATA\Documents\BOB01, remove the \BOB01 so the path reads N:\MYOB\Data\Documents.
    field: enter the correct document path.
  6. Tick the Client document folders links box. The Client document folders links box is ticked.
  7. Click OK. The system updates the document paths.

If the issue remains, you will need to check the Document Startup Path.

To update the Document Startup Path

Login into MYOB Practice Manager using an Administrator account, and perform the following steps: 

  1. Click the Maintenance menu > Maintenance Map. The Maintenance Map tab displays.
  2. Under Documents select Mailing Settings. The Mailing Settings screen appears. Update the Document Startup Path to the same path entered at Step 5 above. The Document Startup Path has been updated.
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