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| This section is only relevant if you're using MYOB AE or MYOB AO in your practice. |
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You can share documents with a client by publishing them to the client’s portal, straight from MYOB AO/AE. An approval task will be created for your client, so they can view, download, print and approve the documents from within their portal. For instance, you can send financial statements, invoices and tax returns. Watch this video to see how clients can approve documents in their portal. Watch this video to see how clients can approve documents in their If you’re sending documents that don’t require a digital signature (approval), see Send Sending documents from MYOB AE /AO. UI Text Box |
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