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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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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?

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

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

Undo the checkout and manually update the status to complete 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?

Due to account codes containing alpha characters Signup and view all the answers

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

Numeric characters only Signup and view all the answers

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

The account codes in Xero 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?

The import process is abandoned Signup and view all the answers

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

Change them to 680 and 681 Signup and view all the answers