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MYOB Document Manager: Sending Emails and Checking Out
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MYOB Document Manager: Sending Emails and Checking Out

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@MatchlessLorentz

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Questions and Answers

What happens when the default 'Save Sent Item To' location is changed in Outlook?

  • The document is left checked out with a status of In Progress in Document Manager (correct)
  • The document is deleted from Document Manager
  • The document is moved to a different location in Document Manager
  • The document is automatically updated to a complete status in Document Manager

    • Why does Document Manager monitor the 'Sent' folder?

  • To determine if an email has been sent (correct)
  • To save emails as drafts
  • To track the number of emails sent
  • To delete sent emails

    • What should you do prior to sending an email to avoid issues with Document Manager?

  • Move the Sent item to a different location
  • Delete the Sent Items folder
  • Use the default location that Outlook saves Sent Items to (correct)
  • Change the default 'Save Sent Item To' location

    • What happens if you change the Sent folder or Outlook emails saved as Checked Out?

    <p>Document Manager is unable to determine if the email has been sent</p> Signup and view all the answers

    What should you do after sending the email to update the document status in Document Manager?

    <p>Undo the checkout and manually update the status to complete</p> Signup and view all the answers

    Why does importing an MNYOB.txt file from Xero into MYOB Accountants Office (AO) Classic General Ledger sometimes fail?

    <p>Due to account codes containing alpha characters</p> Signup and view all the answers

    What character types should account codes display to resolve the import issue?

    <p>Numeric characters only</p> Signup and view all the answers

    What needs to be modified to successfully import transactions into AO General Ledger?

    <p>The account codes in Xero</p> Signup and view all the answers

    What is the outcome of trying to import an MNYOB.txt file with alpha characters in the account codes?

    <p>The import process is abandoned</p> Signup and view all the answers

    What is the correct modification to make to the account codes 680A and 680B for successful import?

    <p>Change them to 680 and 681</p> Signup and view all the answers

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