The Client workspace page gives you an at- a -glance quick overview of where everything's at for a clientthe status of client-related work, and lets you open client files. This saves you from needing to click into multiple sections in MYOB Practice to get the information you need. To view a client's workspace, either click a client's name in the Contacts list or in Client sidebar.
To open a client's file from the client's workspace, in the Transaction processing section, click the AccountRight, Essentials or Ledger File Name. The file opens in a new browser tab. Image Added The Client workspace appears differently depending on whether you use MYOB AE/AO or not. Image Added |