Page Comparison - Send documents from Practice Online (v.18 vs v.19) - MYOB Practice - MYOB Help Centre

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Old Version 18

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Saved on Jul 19, 2018

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New Version Current

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Saved on Aug 07, 2018

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You can send a document to a client for viewing in their portal, straight from Practice Online, by creating a task.

When you create a task, you can attach documents and add some instructions for the client. The client will be notified immediately by email that you have shared something with them, and they’ll sign in their portal to view the document you published.

For instructions on how to:

create a task in Practice Online with a document attached to it, see Create a general task.

If you use MYOB AE/AO, you can

publish a document straight from your MYOB AE/AO desktop software

. See

, see Send documents from MYOB AE/AO.

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Select a document to publish

Send documents from MYOB AE/AO

Send documents for digital approval

Access published documents

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