This support note applies to:
- AO Practice Manager (NZ)
- AO Practice Manager (AU)
- AE Practice Manager (NZ)
- AE Practice Manager (AU)
In MYOB Practice Manager (PM) when emailing invoices, if you have Filename set up as part of your Client Algorithm, the system will prompt you for a document file name each time an invoice is emailed, which interrupts the email process.
The Filename option can be used either when creating documents or when using the Save with Contacts functionality (if applicable).
If you don't want to be prompted to type a Filename when creating documents or when using the Save with Contacts feature, you can remove the [Filename] setting from your Client Algorithm under Maintenance > Documents > Document Creation Settings.
We recommend that you remove this setting where you are using the bulk emailing function.
MYOB INTERNAL STAFF ONLY