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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 appears differently depending on whether you use MYOB AE/AO or not.
The details in the Transaction processing section are the same regardless of whether you use MOYB AE/AO.
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||The client's portal name.|
If you have any suggestions on what you'd like to see, click the feedback link on the workspace page to let us know.