div |
---|
| Do not delete this page - MYOB Practice navigates to it from within the product |
HTML Wrap |
---|
| In 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.
Managing and maintaining your client details in MYOB Practice will slightly differ if UI Text Box |
---|
| Managing your client and contacts in MYOB Practice is slightly different depending on whether you're using MYOB AE/AO | or not. | Tasks in Practice | AE/AO user | Partner program member |
---|
Adding/editing a 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 the your practice may come into contact with as part of its work.
For example, prospective clients, suppliers of your product products and services such as banks, prospective clients, and shareholders, directors, or partners that you may need in your database for tax relationship reasons but do not do work for. Viewing client and contact records UI Text Box |
---|
| If you use AE/AO, Contacts is the first window you'll see when you log in to MYOB Practice. If you don't use AE/AO, you'll see the transaction processing window. |
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.
UI Text Box |
---|
| Pinning a clientHave a long list of clients, but working on just a few at the moment? Pin the clients you're working on to Client sidebar.the client sidebar. Image Added Filter your clients and contactsOn the Contacts page, you can use filters to show: Client workspaceThe Client workspace page gives you a quick overview of the status of client-related work, and lets you open client files. Click the client's name to view the client workspace.
HTML Wrap |
---|
width | 15% |
---|
class | col span_1_of_5 |
---|
| |
HTML Wrap |
---|
float | left |
---|
class | col span_1_of_5 |
---|
| Panelbox |
---|
name | magenta |
---|
title | In this section |
---|
| HTML Wrap |
---|
| Children List |
---|
| Clients and contacts |
---|
| Clients and contacts |
---|
showRoot | true |
---|
|
MYOB Practice home |
|
|
|