MYOB Document Manager

Less paper, more productivity

MYOB Document Manager has been designed to help accounting firms make the ‘less paper’
office a reality. Now you can capture all client communications, including email and scanned
documents, into one organised, searchable and secure space. Create, collaborate, file, retrieve and
approve documents – all without leaving your desktop.

Empower your practice with Create, store, retrieve and collaborate

MYOB Document Manager:
• Store, retrieve and collaborate on documents in one
central location
• Find documents quickly with full text search,
filtering and grouping
• Improve productivity and reduce costs with quick
filing and electronic storage
• Manage and file emails as secure documents
• Gain fast access to client information and improve
client service
on documents with ease
With MYOB Document Manager, all your documents and
communications - including faxes, phone calls, file notes,
paper files and emails – are managed in a single location.
Documents and tasks are created, worked on and reviewed
electronically using a filing structure designed specifically
for the accounting profession.
MYOB Document Manager also lets you control all
revisions and changes to documents. An audit trail offers
additional peace of mind, keeping track of who amended,
approved, printed or even viewed a document.

• Create full electronic working papers by scanning all

source documents
• Add audit trails and version control on documents
for peace of mind
• Create standard letters, best practice checklists and
procedures for everyone to use and follow
• Store critical practice information via a
searchable intranet
• Meet deadlines with task management and
document workflow.
View information the easy way
MYOB Document Manager provides multiple views over
information and documents, letting you see exactly what
has happened, how and when.
You can view all documents by the individual who created
them, or by the person responsible for a follow-up, or by
the delegator. Documents can also be viewed by date, so
at a glance you can see which documents were sent out on
any particular day for example. There’s no longer a need
to keep a paper or spreadsheet based mail registry. And if a
client has a query about a specific document, you can just
drill down to open it and see the details.

MYOB Document Manager – Less paper, more productivity – P2

Manage emails effectively
Most practices are conducting more and more of their
business via email. It’s getting harder to keep track of emails
being received and sent from the practice, as well as control
the information they contain.

MYOB Document Manager allows you to treat emails as an

integral component of your firm’s interactions with clients. It
saves client emails so that you can search and review them
quickly. Emails are managed like any other secure document
– so you have full control over them.

Take control of your email with MYOB Document Manager

Instant access to information

The full text search function saves time spent searching
for documents and delivers instant access to practice
information. You can search by author, date range, work
type or year. Or simply search by any word within a
document or email.

All documents and information are easy to access and

manage from your desktop

MYOB Document Manager – Less paper, more productivity – P3

 MYOB Document Manager
Keep work moving faster
MYOB Document Manager helps you to manage and
track work through the practice, making it easier to work
to deadlines.
Any document created within MYOB Document Manager
can initiate, or be used to track, a task. Document links
and associated information can be sent by internal email
to anyone in the practice for them to read, review or
create review/approve
task assigned
FEE EARNER
Client information at your fingertips
MYOB Document Manager gives you fast access to a full
client history – allowing your firm to be responsive to
client needs.
Information, including all correspondence and file notes, is
easily accessible. And because there is no longer the need
to re-key client data for each correspondence, you benefit
from accurate and consistent records.
Access client history and information quickly
approve. Recipients can then forward the information or
delegate a task.
The electronic document approval system allows work to
be routed around the practice quickly and efficiently. It
also assists with quality control, and makes sure sensitive
documents do not leave the practice without approval.
Automate the flow of work with the electronic document
approval system.
send
PARTNER CLIENT
Work with scanned documents
MYOB Document Manager makes working with scanned
documents easy, helping you to save on office space,
storage, paper and photocopying costs. You can quickly
create secure, transportable PDF documents and collate
client files – including tax returns, letters and financials
Tasks can also be attached to scanned documents and sent
to a relevant employee.
You can also create and maintain links between workpapers
and scanned source documents, making reviewing and
approving workpapers online a reality.
MYOB Document Manager also works in conjunction with
MYOB PDF Manager.
MYOB PDF Manager produces PDFs from files created in any
software program. It can also collate multiple documents
into a single PDF file. By using MYOB PDF Manager with a
scanner, the workflow for storing paper source documents
and letters within MYOB Document Manager is simple and
efficient.
MYOB Document Manager – Less paper, more productivity – P4
 MYOB Document Manager
Build an electronic library of information
and news
MYOB Document Manager doesn’t just handle your client
documents. It also gives you the ability to share practice
knowledge among all staff. Providing a knowledge base of
information increases work effectiveness and keeps everyone
up-to-date with industry and practice issues.
Information is stored via a searchable intranet, so you can
build a library that everyone can use. An effective library could
include:
• News – to keep everyone across what is happening in
the practice
• Standards – practice templates so that people can follow
the same processes and produce quality work
• Policies and procedures – so that people understand their
working conditions and where to find all the relevant
forms and information
• Knowledge base – to keep all technical bulletins and
newsletters in one place.
Keep your standards high
MYOB Document Manager ensures all documents are based
on practice standards, so that work is not only produced
faster, it is of a consistent, higher quality.
By using standard practice templates to create documents,
client information is pulled through into your documents
automatically from the client database. MYOB Document
Manager provides greater control over letters, faxes, email
and reports and will ensure only standardised, accurate
information is leaving your practice.
You can use your own practice templates, or standard content
such as MYOB Accountants Precedents.
More information
MYOB Document Manager provides a comprehensive system
to manage all the information in your practice, with benefits
in terms of productivity, time-savings, quality output and
security. For more information please speak with a MYOB
Client Manager, or contact MYOB.
MYOB Document Manager – Less paper, more productivity – P5
About MYOB
MYOB is an international provider of solutions that
liberate business owners and accountants from the
burden of day-to-day administration, empowering them
to achieve business success. MYOB develops and delivers
award-winning software, services and support for more
than 700,000 businesses and accounting practices in
Asia-Pacific region.
Solutions for your practice
MYOB delivers innovative and powerful business solutions
that cover practice management, taxation, client
accounting, compliance and other services. We help
make accounting professionals more productive
by providing a range of integrated software solutions
backed by comprehensive support, training and
consulting services.

MYOB works directly with accounting practices Tax

to streamline their processes and maximise their • FBT*
productivity. MYOB solutions are used by leading • Tax production, lodgment and planning
accounting practices from tax agents and sole
practitioners to all the Big 4 firms. Client accounting

Through its understanding and partnership with both • Asset management

business owners and accountants, MYOB strives to • BankLink*
further enhance the links between them for their • General Ledger solutions
mutual benefit. • Business management software

Compliance
• Corporate Compliance*
• Insolvency*
• Investments*

Managing your practice

• Accountants Enterprise Practice Manager
• Accountants Office
• Accountants Resourcing
• Job Manager
• M-Powered Services*

Managing documents
• Accountants Precedents*
• Document Manager
• Intranet
• PDF Manager

Working with your clients

• BusinessBasics Online
• ProfitOptimiser
• Partner Program - Public Accountants

* Available in Australia only

MYOB Australia Pty Ltd ABN 13 086 760 198 MYOB NZ Ltd
1300 555 666 0800 94 96 99
accountants@myob.com.au accountants@myob.co.nz
www.myob.com.au www.myob.co.nz AU-AD8204/1208