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?

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

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

<p>Numeric characters only (C)</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 (D)</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 (C)</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 (B)</p> Signup and view all the answers

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