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This feature is currently in beta, and is available to selected practices.

The client workspace gives you an at-a-glance overview of where everything's at for a client. This saves you from needing to click into multiple sections in MYOB Practice to get the information you need.

In the screenshot below you can see the different activities you can perform and information you can access from the client's workspace.

To view a client's workspace:

  1. If you haven't already added the client to My List, add them now.
  2. Click the client's name in My List. The last page you viewed for the client appears.
  3. If the workspace doesn't appear, click the client's name in the top menu bar to display it.

On the workspace you can see a client's:

  • MYOB Essentials or AccountRight file's transaction coding status
  • contact details
  • open tasks
  • most recent documents sent and received
  • tax forms (Australia only).

If you need more details, or want to see a complete list, click the arrow buttons.

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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.

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Clients and contacts

Transaction processing

Documents

Tasks