The current workflow in MYOB Portal is based on publishing documents from your desktop version of MYOB AE or MYOB AO to your portal with the view of either:
- Sending documents to your client for them to view or file
- Sending documents to your client with notification so that they're aware that they've documents to view or file
- Getting your clients' digital approval on documents.
You're also able to:
- Check the signature on a document
- Leave extra comments for your client
- Receive an email from your client.
To start, select documents to send to your portal.
What can I publish?
You're able to publish documents from your desktop to your portal. These documents can be:
If you select to publish a document that isn't in PDF format, then the file will be converted to PDF before it is copied to the portal. This is so that potentially any documents you publish can be digitally signed.
Supported file formats
The following file formats are currently supported:
- Microsoft Office - doc, docx, ppt, pptx, rtf, xls, xlsx
- Graphic - bmp, gif, jpg, jpeg, png
- Others - htm, html, msg, tif, txt, xml.
In MYOB Practice you can store information about your clients and other contacts. This gives you easy access to their details, even when you're on the road.
A client can be an individual, a business or another organisation.
Click Clients in the side navigation bar. There are two lists you can access:
- The Contact list page displays all the clients you have access to in your database. Click their name to open the client's workspace, or click anywhere else in the client row to quickly view their details on the same page, including phone numbers and tax information.
- The Portal list page lists the portals you've set up for them, and key information. Click the portal's name to edit its details.
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The maximum file size for a document that can be published to the portal is 18MB.
If you're publishing multiple documents to the portal at the same time, then the file size can be more than 18MB. But please make sure that the file size of any individual document is not larger than 18MB, otherwise you'll receive an error and you won't be able to publish the documents.
At this stage, documents that are published to the portal are not version controlled. You're able to publish the same file from the desktop to the portal many times and a separate copy is produced each time.
Whatever task associations or changes are made to the document in the portal, they're not relayed back to your desktop. However, Document Manager files that have been published to your portal and digitally signed by your client(s) are synchronised back into Document Manager as another version of the original document. See What happens to my documents? for more info.
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If a document possesses any security restrictions, you won't be able to publish it to the portal. You'll receive the error The document type is not a supported file type.
About digital signatures
A digital (or electronic) signature is an alternative way to formally and legally sign a document.
The Australian Electronic Transaction Act of 1999 and New Zealand Electronic Transaction Act of 2002 covers the acceptance of digital signatures by legal systems.
In addition, MYOB has explicitly sought approval from each major industry body our clients deal with to ensure that we don't have any issues with the acceptance of our digital signatures by these industry bodies.
For Australian clients, see the ATO's stance on digital signatures. Approval from ASIC is still in progress.
Have a long list of clients, but working on just a few at the moment? Add the clients you're working on to Client sidebar.
What you can edit depends on whether you use MYOB AE/AO desktop software in your practice.
- If you use MYOB AE/AO desktop software in your practice: Each client’s phone number, address, tax information, family group and associations details you entered in MYOB AE/AO will appear automatically in MYOB Practice. To edit the information that appears in MYOB Practice, you’ll need to make the changes in your desktop software.
- If you don't use MYOB AE/AO: You can add clients directly in MYOB Practice by clicking Create client on the Contact list page. To edit a client, select them in the Contact list, and then click Edit to add or makes changes to their information.