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Question
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Answer
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Does my AE/AO DM still work?
MYOB AE/AO Document Manager will continue to work but with limited functionality. Historical documents and templates will be available normally, but new documents and templates can only be created in Nimbus Document Manager. Learn more about AE/AO Document Manager changes.
How does MYOB AE/AO know my practice is using Nimbus?
There are 5 new fields in the AE/AO database Configuration table. When the NimbusPracticeId field has a value in it, then this will identify your practice as using Nimbus
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These will have been setup when you first installed the Nimbus Profiler. Learn more about installing the Nimbus Profiler
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Tax document
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Open a tax document in AE/AO
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Select Reports then Print Return…
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Click OK then Preview
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Click the Share It button
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The Nimbus Profiler will appear
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The File Name, Client and Folder are currently read-only
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Select a Category if required
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Only Text type custom fields will be available in this release
Once the document is saved in Nimbus, you can modify the Properties to complete other metadata or custom fields
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Click Save
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The document will be saved into Nimbus. Click Yes to view the document
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A new browser tab will be opened with the document in Nimbus. You will be required to log in if you are not already logged in the browser
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You can Edit, Download, Sign, Modify the document Properties, Link a document or add a File Conversation.
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How can I set the Custom Fields for a document?
Once the document has been saved into Nimbus, you can then modify the custom fields from within the document using Nimbus Custom Fields.