If you're an MYOB Partner
When you take on a new client, you can create a client record for them in MYOB Practice, so their contact information and file details are all within easy reach.
Note that the Contact list is shared with all users in your practice.
You can't delete clients at the moment, but we're working on adding this feature in a future release.
Want to remove a client file from the Transaction processing page? You'll need to be removed as a user from their file. See Request access to a client file.
This procedure is only for MYOB Partners who don't use MYOB AE/AO.
- Click Clients in the side navigation bar, and then click Create client.
- Select the client type – whether they’re an individual, company or other organisation.
Enter the client’s name and contact details.
You can click the email address to create a new email with your device’s default mail application. If you’re accessing the client’s details from a phone, or have software such as Skype on your PC, you can click the phone number to quickly make a call.
(Optional) Assign a code to the client. This comes in handy when you have clients with similar or identical names. You can search for a client by name or code in most lists. For example, if you have two clients named Mark Webber, you can assign them unique codes, such as MW1 and MW2 to distinguish them.
You can also add a client from the Transaction processing page. Click Link/Create client for a file and in the dialog that appears, click create a client. Some of the client's details will be prefilled using information contained in the MYOB Essentials or AccountRight file.
If you use MYOB AE/AO
The contacts you've set up in your MYOB AE/AO desktop software will appear in the Contact list in MYOB Practice. You can't create or edit contact and client details in MYOB Practice, but any changes you make in your practice desktop software will sync automatically, so you're always viewing the most up to date information.
If you have a new client, or want to link an MYOB Essentials or AccountRight business to a client who doesn't appear in MYOB Practice, you'll need to create the contact in your MYOB AE/AO desktop software first.
If your MYOB AE/AO contacts or clients aren't appearing in MYOB Practice, check that contact migration is turned on.