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.
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.
|B||compliance forms such as activity statements and tax returns. Use the + to create a form from here.|
|C||Tasks||outstanding tasks sent to your client.|
|D||Details||details like address, phone number|
(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.
|F||Portal||client's portal name.|
If you need more details or want to see a complete list, click the → arrow buttons.
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.