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Setting the Save With Settings for AE PM

This support note applies to:

  • AE Practice Manager (AU)
  • PDF Manager (AU)
Article ID: 23591

In MYOB PDF Manager you can save your PDF documents directly into MYOB Accountants Enterprise Practice Manager (AE PM) via Save with Settings.

Save With Settings for AE PM

For PDF Manager 1.6 and above

To save your PDF documents directly into AE PM
  1. From the Tools menu, select Options and then click Save With Settings. The Save With Settings window appears.
  2. At the Database section, click Configure to enter your AE PM database details. Database name is VPMSER or AEDB1.
  3. Tick Use Trusted connection or logon with name vpmuser and password is BelfrY18.
  4. Click OK. Select Enable integration with MYOB AE. The checkbox is selected.
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