Not available in Accountants Office
When using the Save with function to profile to Document Manager the Contact pre-fills with the correct client code from the tax return printed and the Title pre-fills using a naming convention relevant to the tax year printed.
To set up automatic profiling
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With the tax return open, click Reports > Print Return.
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Make your selections and click OK.
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At Printer Name, select MYOB PDF Manager from the list of printers.
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Click Print to save the printed return to the Source Documents tab.
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In the Source Documents Task bar, expand the PDF Tasks and click Save with.
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The Contact shows the client code from the tax return and the Title pre-fills using a naming convention based on the tax return year printed.
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Make the selections and click Next to move on to the Profiling tab.
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On the Profiling tab, make the selections and click Finish.
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The tax return is profiled to MYOB Document Manager, and added to the client's Document tab in Practice Manager.
