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In MYOB Practice
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Documents can be published:
- using MYOB Practice: See Create a general task
- using MYOB AO/AE: See Send documents from MYOB AE/AO
Track documents sent and received
You can view a list of all published and received files by clicking the Documents option in the top menu bar.
If you want to:
- View a document: Click on a document name to view it, or click the Action button associated with a document and select Preview.
- Download a document: Click the Action button associated with a document and select Download. The document can then be saved and/or opened in your PDF viewer.
- Filter your documents: You can filter the list to show by document tag, client, or person who uploaded the document. The document count will refresh based on the filters you select.
- View the associated task: If a document is associated with a task, you'll be able to view the details of a task from the Documents page. Simply click the Action button associated with the document and select View task. Or you can click the task icon associated with the document.
- Delete a document: Click the Action button associated with a document and select Delete Document. See Delete a document for more information.
- Share a document: To share a document with a contributor, click the Action button associated with a document and select Share with contributor. See Share a document for more info.
Document counts
The Documents page shows you how many files have been sent and received, based on the filters that have been applied on the page (Client, Uploaded by or Tag). If you’re viewing documents for a client selected in the client sidebar, the count will show how many documents have been sent to them in tasks or published via MYOB AE/AO, and how many they’ve sent your practice.
Icons
Here’s a guide to the icons you’ll see in the Documents page:
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, it's a breeze to find and share documents!
Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere—in the office, at home, or on site with your client.
Read on to learn what this is and who should use it.
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These help topics cover the latest version of Documents within MYOB Practice. If your practice hasn't been updated to the latest version just yet, refer to the help page for the previous version of Documents. |
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You can also jump straight to learning how to get set up and how to use the Documents page. |
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Watch and learn
Watch this short video to see the benefits.
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<iframe src="https://fast.wistia.net/embed/iframe/m7gcjll4my" title="Documents within MYOB Practice Benefits Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="1" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen msallowfullscreen width="560" height="315"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> |
There's more to watch and learn in the free online course.
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What can I do with documents within MYOB Practice?
Upload and download
With documents stored online while you're visiting client sites, you no longer need to carry around USB storage devices! No more fiddling around with VPNs to connect to your practice server! And if you forgot to upload a document before visiting a client, you can always ask someone at your practice to upload it for you, so you can access it while you're with the client.
- Upload your PDF, Word, Excel, Outlook and image documents that are saved to your computer easily with drag-and-drop.
- Download multiple documents at once into a compressed zip folder.
- Retrieve previous versions of the document using version control.
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Find and organise
- Profile the documents by client, year, service and period, to organise and quickly find the right documents for different work.
This can be useful, for example, for applying documents like the depreciation or capital gains workpaper to multiple clients, so that the documents are available when working on any of those clients.
You can also use profiles to organise documents into groups in a way that replicates how you organise the documents in your desktop's folder structure. - Pin the documents to a permanent group, to keep the ones you need most frequently handy.
- Preview documents in full or just as a quick sample. This can be especially useful on the move, if you're on a slow mobile connection.
- Search all documents, or search within a portal-only view. Search for the document name or even for text within the document! With these handy search features, you'll quickly and easily find what you're looking for.
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Share documents through the portal
- Publish documents to the client portal, either silently or with an email notification.
Publish to request a digital signature or just to share it with clients.
Likewise, your clients can share documents with you by uploading to the portal too. - View all documents published to the client portal. Quickly find what you're looking for with a special portal search field.
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Stay secure
- Secure your documents using MYOB Practice restrictions.
Ensure only the right people can see the documents! - Virus scan each document automatically while uploading.
Protect your practice and your client's business.
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Who should use document in MYOB Practice?
Depending on your current needs and processes, you might want to use MYOB Practice as your primary location for client documents. Take a look at what we recommend for your practice depending on your setup.
| If you... | Good to know |
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| Use MYOB AE/AO with Document Manager | Document Manager currently gives you a more complete set of features, and tight integration with AE/AO, so we recommend you keep using Document Manager as your primary document solution. However, you can use the new MYOB Practice document features to help you organise and manage the documents you publish to client portals or receive from them. |
| Use MYOB AE/AO without Document Manager | If your documents are stored on a server in your practice, we recommend you continue using MYOB AE/AO as your primary document solution. Use the Documents tab for all in-progress documents to efficiently complete AE/AO workflows. However, documents within MYOB Practice can be a great storage solution for all finalised documents. Your practice can access and share these with clients via the client portal from anywhere, any place, any time, without accessing the office network. |
| Don't use MYOB AE/AO | You can use MYOB Practice as your primary solution for client documents. You get powerful and convenient features, such as drag-and-drop capabilities, version management and the ability to request digital signature approvals on any document you send to clients. |
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What's next...
Administrator setup
Admins, see Setting up documents within MYOB Practice to give your users a smooth experience.
Using documents within MYOB Practice
Users, see Uploading and working with documents within MYOB Practice to learn how to use the Documents page.
MYOB Academy
Learn more in the free online course for documents within MYOB Practice!
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