Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML Wrap
classcol span_3_of_5

MYOB Portal can be used on any computer or mobile device with access to the internet. Use one of the latest 2 versions of the following supported browsers:

  • Firefox
  • Google Chrome
  • Internet Explorer
  • Microsoft Edge
  • Safari

to ensure that MYOB Portal displays and performs correctly. It would also be ideal if your browser has cookies and JavaScript enabled. See How to enable cookies and How to enable JavaScript if you need more info.

If you're using a mobile device, you can use one of the latest 2 versions of any mobile operating system.

Screen resolutions from (640px x 960px) to (2560px x 1440px) are supported.

Overview video

Check out this video for an overview on using MYOB Portal.

HTML
<p>&nbsp;</p><iframe width="560" height="315" src="https://www.youtube.com/embed/wuVqaH2mPr4?rel=0" frameborder="0" allowfullscreen=""></iframe> 

This section is relevant if you're using MYOB AE or MYOB AO on a desktop computer in your practice.

UI Expand
expandedtrue
titleInstructions
  1. Ensure that you have set up MYOB Logins for each of your employees.

    UI Text Box
    typetip

    If you have multiple databases, set up MYOB Logins for each database.

    For more info, see: - Setting up MYOB Logins for your practice, for Australian MYOB AE clients. - Setting up MYOB Logins for your practice, for Australian MYOB AO clients. - Setting up MYOB Logins for your practice, for New Zealand MYOB AE clients. - Setting up MYOB Logins for your practice, for New Zealand MYOB AO clients.

  2. For MYOB AE clients only, if you're not using Document Manager with MYOB AE, make sure that you're using the Windows Explorer view for your Clients > Documents tab. For Australian MYOB AE clients, see Document views for more info. For New Zealand MYOB AE clients, see Document views for more info.
  3. Install the following software: - For Australian MYOB AE clients - MYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) - For Australian MYOB AO clients - MYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) - For New Zealand MYOB AE clients - MYOB AE 5.4.12 and Document Manager 4.0.13 - For New Zealand MYOB AO clients - MYOB AO 2015.3 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13). If you need to see the instructions in the relevant Installation / Upgrade Guides for details on installing.
  4. Open your MYOB AE or MYOB AO software on your desktop.

    UI Text Box
    typetip

    If you want to activate MYOB Portal at a later stage or only make it available to certain employees in your practice, see Restricting access for more info. This should be done before you do the next step.

  5. Click Image Added on the toolbar. A message displays letting you know that it may take some time to set up your online data.
  6. Click Yes. The Terms of Use display.
  7. Carefully read through the terms and conditions.
  8. Select the I agree with the above terms of use checkbox.
  9. Click OK. Once your online data has been set up, you'll be directed to MYOB Portal. A Welcome to AO/AE Live screen displays.
  10. Enter your practice name. By default, this is your company name as entered in MYOB AE or MYOB AO on your desktop. You would have set this up in Maintenance > Internal > Companies > Company Name. The first name in the list on the Maintenance - Companies page is used. If you would like to use a different practice name, simply edit the existing text.
  11. Click Finish. You'll now have access to MYOB Portal. You'll be logged in as the same user you were logged into MYOB AE or MYOB AO - your desktop version.

Access after the first time

After the first time, you'll be able to access MYOB Portal, either:

  • directly from your browser using http://ae.myob.com (if you have MYOB AE) or http://ao.myob.com (if you have MYOB AO). Bookmark the page for easy access in the future. or
  • clicking Image Added on the toolbar of your desktop version of MYOB AE or MYOB AO.

Once you've logged in, you'll automatically have access to the same database that you were using on your desktop. You can also use another database, if you have multiple database. See How do I access a different database, if I have multiple database for more info.

What do I do next?

The first thing you may want to do is view your clients.

Then complete setting up your portal.

???Support details

If you have any issues with MYOB Portal, please contact MYOB Support on 1300 555 666.

If you have any issues with the Accounting dashboard, please contact MYOB Support on 1300 335 666. 

HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Topic 1

Topic 2

Topic 3

Panelbox
namegrey
titleTroubleshooting
HTML Wrap
classsidebarlinks

Support note 1 (AU)

Support note 1 (NZ)

HTML Wrap
classmorelinks
More »