Using mail merge in MYOB AE and AO

This support note applies to:

• AE Practice Manager (NZ)
• AE Practice Manager (AU)
• AE Tax (NZ)
• AE Tax (AU)
• AE Tax Series 6 & 8 (AU)
• AO Practice Manager (NZ)
• AO Practice Manager (AU)
• AO Tax (AU)

The mail merge functionality in Accountants Enterprise (AE) and Accountants Office (AO) allows you to use data stored in your database to create letters to send to clients, produce mailing labels, create marketing letters for the practice and generate regular newsletters to clients.

Using Microsoft Word templates, you can generate multiple copies of the same letter and personally address the letter to each recipient.

Refer to the attached documents  for detailed instructions on creating new templates, selecting clients and performing the mail merge to Word process.