Get started

HTML Wrap

class	section group

div

class	internalnote

Do not delete this page - MYOB Practice navigates to it from within the product

See Edit a client portal for more info

MYOB Practice stores information about your clients and other contacts. It also gives you easy access to client and contact details such as names, addresses, phone numbers and email addresses.

Here's what you can do on the Contacts page:

View the details of your client such as name, address, contact details, etc.
Pin the clients you're working on to Client sidebar.
Filter and group by different options available.
Access the client workspace so you can see the work in progress for your client.

HTML Wrap

class	col span_3_of_5

The Clients page displays a list of all the clients in your database and the portals you've set up for them.

UI Expand

expanded	true
title	Clients tab

View your client details	Click a client name from the list to view their details on the right.
Contact your client	Easily contact your client directly from your clients list. Simply click their listed mobile number or landline number to contact them. You can do this on your mobile phone or a phone application that's installed on your computer.
Email your client	Email your client directly from your clients list by clicking your client's email address to open your default email program.
Get directions to your client	If you're planning to visit your client, but don't know how to get there, click their address details to open your default browser map program and find directions to your client.
Search for a client	By default, your client list is displayed in alphabetical order. To search for a client, type their name in the Search text field and click Image Removed or press Enter. The client list displays the search results from where you can select your client. To return to your full client list, delete the text you entered in the Search text field and click Image Removed.

UI Expand

expanded	true
title	Portals tab

View your client portals

Click Portals on your Clients page to view a list of all the client portals you've created.

Search for a portal

Enter the portal name in the Filter by portal search field. Once you start typing the portal name, the list adjusts to display the results relevant to your search.

Create a client portal

See Create your client portals for more info.

Edit a client portal

UI Text Box

type	tip

Managing your client and contacts in MYOB Practice is slightly different depending on whether you're using MYOB AE/AO.

Difference between a client and a general contact

There are some differences that distinguish a client from a contact:

Clients are individuals or entities such as companies that you do work for. They must have a client code assigned to them.
Contacts (General) are individuals or entities such as companies that your practice may come into contact with as part of its work.
For example, prospective clients, suppliers of products and services such as banks, and shareholders, directors, or partners that you may need in your database but do not do work for.

Anchor
view
view
Viewing client and contact records

To view your contacts and clients, click Contacts in the top menu bar.

Image Added

The Contact list page displays all the clients you have access to in your database.
Click a client's name to open their workspace, or click anywhere else in the client row to quickly view their details on the same page, including phone numbers and tax information, and proof of ID.
(New Zealand only) You can also use the Contact list page to search for IRD numbers.
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.