Tip: Please note that this can only be done once the Financial Year has been added to your MYOB Document Manager system.
The best person to perform this is the person who runs the import routine on a daily basis for the ATO SmartDocs documents. They will have access to the Migration menu option and will be used to running the routine in its entirety.
Run the MYOB Document Migration routine via Maintenance > Documents > Document Migration, and follow the normal steps until you reach the screen shown below
Click the map link next to Document Year. Note: Document Year may not be listed as Directory Level 2 and may be Level 3 or 4.
From Category Value, select 2026.
In the Folder Name field next to the 2026 category value, type 2026. In Category Value to be used when the folder name cannot be matched, select 2026.
Click OK, then continue with the rest of the import routine, ensuring that you complete the entire process. Please note, if the entire import routine is not run, the system will not save your changes.
To confirm the changes are saved, rerun the routine and check that the 2026 selection still appears under the Document Year directory level.
