MYOB Document Manager

Transcription

1 MYOB Document Manager Less paper, more productivity

2 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 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 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 s as secure documents Gain fast access to client information and improve client service 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. Create, store, retrieve and collaborate on documents with ease With MYOB Document Manager, all your documents and communications - including faxes, phone calls, file notes, paper files and s 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. 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

3 Manage s effectively Most practices are conducting more and more of their business via . It s getting harder to keep track of s being received and sent from the practice, as well as control the information they contain. MYOB Document Manager allows you to treat s as an integral component of your firm s interactions with clients. It saves client s so that you can search and review them quickly. s are managed like any other secure document so you have full control over them. Take control of your 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 . All documents and information are easy to access and manage from your desktop MYOB Document Manager Less paper, more productivity P3

4 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 to anyone in the practice for them to read, review or 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. create review/approve task assigned send FEE EARNER PARTNER CLIENT 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. 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. Access client history and information quickly MYOB Document Manager Less paper, more productivity P4

5 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, 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

6 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 to streamline their processes and maximise their productivity. MYOB solutions are used by leading accounting practices from tax agents and sole practitioners to all the Big 4 firms. Through its understanding and partnership with both business owners and accountants, MYOB strives to further enhance the links between them for their mutual benefit. Tax FBT* Tax production, lodgment and planning Client accounting Asset management BankLink* General Ledger solutions 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 [email protected] MYOB NZ Ltd [email protected] AU-AD8204/1208