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Accessing the Document Manager

There are two ways of accessing the Document Manager to create and manage your documents:

Both of the methods will open the Document Manager window:

Entering a query into the search key will search for all documents regardless of the Creditor or Debtor. Double Click on any one of these documents to edit it in the document manager window.

Click New to create a new document using the Document Manager.

Grid Field definitions

The grid has a header for each column, these are detailed in the table below:

Field

Description

Seqno

A unique identifier for records in tables.

Savedate

The date of the last edit that require a save.

Docdate

The date the document was attached to the account.

Module

The module of MYOB EXO Business. This will default to the ledger that you are currently in (Debtors or Creditors).

Refcode

Any internal reference text for the document.

Doccode

Any internal document code for the document.

Description

A description of the document.

Related Topics

Document Manager Window

Managing / Creating Documents