How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
Do not delete this page - MYOB Practice navigates to it from within the product
The Client workspace page gives you a quick overview of the status of client-related work, and lets you open client files. This saves you from needing to click into multiple sections in MYOB Practice to get the information you need.
To view a client's workspace, either click a client's name in the Contacts list or in Client sidebar.
To open a client's file from the client's workspace, in the Transaction processing section, click the AccountRight, Essentials or Ledger File Name. The file opens in a new browser tab.
The Client workspace will appear differently on whether you're using MYOB AE/AO or not.
The details in the Transaction processing section is the same whether you use AE/AO or not.
MYOB Essentials or AccountRight, Cashbook file's transaction coding status.
You can click the AccountRight, Essentials or Ledger File Name to open the file in a new browser tab.
You can also open files from the Transaction processing page.
If you use MYOB AE/AO, compliance forms such as activity statements and tax returns will be listed here. Use the + to create a form from here.
If you don't use MYOB AE/AO, the activity statements will be listed here.
The details in the Tasks section are the same whether you use MYOB AE/AO or not.
Lists outstanding tasks sent to your client.
If you use MYOB AE/AO, you cannot edit any details. Make any changes in AE/AO.
If you don't use MYOB AE/AO, you can use edit the contact details using the Edit button or click Edit Contact details.
To edit contact details (non AE/AO users)
(AE/AO users only)
the family group the clients belong to. Click the family group name to view all the clients in that family group. To see the associations and relationships, click → in the Details section.
|Portal||client's portal name.|
We'll be adding more information to the workspace soon, but if you have any suggestions on what you'd like to see, click the feedback link on the workspace page to let us know.