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Check with Jenny Martz before changing any content.

MYOB’s new compliance tools are starting to become available online. However, many practices will continue to use desktop software for portions of their work, and in particular, for their document management capabilities.

This article describes the best practice for MYOB Document Manager customers to ensure that the practice can maintain a single source of truth and make the most of their Document Manager features.

Background

Historically, MYOB Practice software was deployed and managed in the practices’ own facilities. This enabled tight integration between the Document Manager software and the AE/AO software but required the practice to manage updates and manage costly infrastructure.
With the move to online compliance, software updates are automatically applied and practices can be the transition away from costly infrastructure.

However, MYOB’s online replacement for the desktop document manager software is not yet available, and the online software does not integrate directly with the desktop Document Manager due to security and technical concerns.

The following is the best practice to make the most of your desktop document manager software and the efficiency of the online compliance tools.

Best practice

For users of the MYOB Document Manager software, we recommend that the desktop software remains as the single source of truth for your documents and the best method for sharing documents with your clients via the Client Portal (retaining the icons in which you can tell if published to portal and signed, etc.)

Workflow for Document Manager sites

Follow the steps below on how to use Document Manager in AE/AO with MYOB Practice.

1. Downloading the document from MYOB Practice (Compliance, Corp admin)

To download the tax return
  1. In the client's Tax return page, click Send to client.

    Can't see this button? Make sure the status of the return is Ready for client. See To review and approve the tax return above.

  2. Click I'll send everything manually.

    The status of the tax return changes to Pending client signature

  3. Download a copy of the tax return or tax estimate:

    1. Click the Tax return tile, and select Download documents.

      If you don't see the Download documents drop-down, check the status of the return. It must have a status of Ready for client review, Pending client signature, and Ready to lodge.

    2. Select Tax estimate or Tax return. A PDF copy of the tax statement or tax return save to the default Downloads location.

    3. To open the pdf document, go to the Downloads folder.

    Your download option will differ depending on your default browser.

To download a document from Corp Admin

To download a document in Corp admin, click the ellipses at the end of a line and select Download documents. A PDF copy of the tax statement or tax return save to the default Downloads location.

Your download option will differ depending on your default browser.

 

2. Sharing the document in MYOB Document Manager

You can share single or multiple documents into MYOB Document Manager.

To share a single document
  1. Right-click the document where you saved it and select Send to > MYOB Share It.


  2. Complete the details in the Create Document Wizard window. You can also publish to the portal while you're saving the document.
  3. The Document is now saved in the Document Manager under the client's Documents tab in MYOB AE/AO.
  4. After you've imported the document, you can choose to publish it to the client portal.
To share multiple documents
  1. Log in to MYOB AE/AO and go to the client you want to upload the document for.

  2. Select the Documents tab.
  3. Select Import document on the Tasks bar. The MYOB Document Manager Share It window opens.

  4. To import one or more selected documents:

    • Select the plus () to import multiple documents. In the Open window, select the documents you want to import and click Open.

    • To import all documents in a folder, select the folder (). In the Browse For Folder window, select the folder and click OK.
  5. The selected document(s) are listed in the Document Manager Share It window.
  6. Click OK. The Create Document Wizard opens.


  7. Complete the details for the document(s).

  8. After you've imported the document, you can choose to publish it to the client portal.