How to Generate Certificate of Destruction for Document Destruction or Site Attendance Fee Customers

 

• Open MYOB

• Go to Sales, Sales Register

 

• Search for the customer account

 

• Click the little blue arrow to open the customer card

• Click Card Details and check if Identifier is set for the customer, if no Identifier was set for the customer, set one for the customer

 

• • To check for the identifier, Open customer's card

• • Click Card details

 

      

 

• • Click Identifiers, from the identifiers letter D or Doc Dest Certificate Required should have a check on it.

 

     

 

       

• • If letter D or Doc Dest Certificate Required is untick,  tick the box to set the identifier for Document Destruction

 

 

• • Click OK

 

       

 

• Once the Identifier is set
• Go to AWM Manage Page

       

• Click the sliders

     

• Click Update Search Cache (this will update the records from the search cache)

 

• Click the sliders again to close it

        

• Click the Link on the upper right hand of AWM Manage Page

• Click the Link on the upper right hand of AWM Manage Page

• Click Certificate of Destruction

• Select the date range and click update

    

• Search for the customer you are working on

     

• Open the certificate, the system will prefill all the information

• Send Certificate via Email send it as an attachment.

• If you click the “Send Certificate on the bottom of the window the system will send all the certificate for the chosen date.