Get started

HTML Wrap

class	section group

HTML Wrap

class	col span_3_of_5

You'll receive an email from your advisor when they've created a general task for you to complete. This may or may not include supporting documentation.

UI Expand

title	To view a general task from your email invitation

Click View Task in the email from your advisor. You'll then be directed to your portal.
UI Text Box
type tip
A message at the bottom of the email lets you know what email address to use to access your collaborative portal. This address is the one your accountant has on file for you.
Click the appropriate Sign in button to use your existing MYOB account or your Google account.
UI Text Box
type tip
If you don't have an MYOB account, you can create one. Click Sign up and see How do I create an MYOB account? for more info.
Enter your username and password, then press Enter.
UI Text Box
type tip
If you've been given access to more than one collaborative portal, you automatically have access to the appropriate portal.
You'll now have access to the Tasks tab of your portal which will display the specific details of the task that your advisor has assigned to you.

View the details of the task, and open and review any attached documents.

UI Text Box

type	tip

If a document requires a signature, indicated by a Signature icon (), you need to view the document before you can access the Reject and Approve buttons.

When you open a document that needs a signature, a Viewed icon (Image Added) appears next to the document. The icon only appears for you, not your accountant.

When you've completed the task and you want to add comments or ask questions, enter your queries in the Comment text box of the task details panel and click Send.
An email will be sent to your advisor letting them know that you've added a comment to the task.

UI Expand

title	To view a general task from the task details

Go to your portal.
UI Text Box
type tip
You may have already bookmarked the URL, which will be something like https://practicename.portal.accountants/, where 'practicename' is your advisor's business name.
Find and select the task on the Tasks page to display the task details.
View the information displayed for the general task, and open and review any attached documents.
UI Text Box
type tip
If a document requires a signature, indicated by a Signature icon (), you need to view the document before you can access the Reject and Approve buttons
If you have any questions or you want to comment on the task or attached documents, enter your queries in the Comment text box of the task details panel and click Send.
An email will be sent to your advisor letting them know that you've added a comment to the task.

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	magenta
title	Related topics

HTML Wrap

class	sidebarlinks

Viewing a task

Leaving comments about a task

My tasks

Page tree

Versions Compared

Old Version 18

New Version Current

Key

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Get started

Docs

Tasks

Misc.

Policies