You can personalise the email notifications that are sent to your clients and received by your practice. This will help identify your practice more clearly when your client receives the notifications, and keeps the communication experience consistent and familiar. UI Expand |
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title | About logos |
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| Setting up your portal options |
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| Setting up your portal options |
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UI Expand |
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title | To brand your emails |
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| Go to MYOB Practice. UI Text Box |
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| You can access MYOB Practice: - directly from your browser by visiting partner.myob.com
- by clicking Image Removed on the toolbar of your MYOB AE/AO desktop software.
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Click Settings in the side navigation bar. - Click the Email notifications tab and then click
Open MYOB Practice and log in as the MYOB Practice Administrator. In MYOB Practice, on the left menu bar, select Settings (Image Added) and choose Email notifications. Click Edit to display your customisation options. Add a header image Does your practice have a logo? Add it to the email notification header to clearly identify your practice. Alternatively, you might use a stock photo or other image that adds a personal touch to the emails. You can add any jpeg/jpg or png PNG, JPG or JPEG image that’s up to 1000 pixels wide and has a file size of 800KB or less. We’ll reduce the image size if necessary, and centre it, so it fits neatly into the header UI Text Box |
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| Click Email me an example option to test how your logo will appear in emails and to see if you need to make any changes to the logo file's dimensions. |
Add footer text There’s room in the footer of the email to add your own text. For example, you might have a practice privacy policy, or a disclaimer that you want to include on all emails. We don’t recommend a long footer – if you have lots to say, maybe add the URL of the web page that has all the information. You might also want to include your contact details, address, business hours or other information that you think will be helpful to all clients who receive the email notifications. Test how it looks! When you’ve made changes to the email notification settings, send yourself an email to see how it will look. Click click Email me an example, and within a few minutes you’ll receive an example email with the changes you’ve made will be sent from and to the email address of the logged-in MYOB Practice user. When you send the actual tax notice email to your clients, it will be sent from your alias if you have one set up. - If you're happy with the image and footer, click Save.
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