| Creating a client if you're an MYOB Partner The way you create clients and contacts differs whether you use AE/AO or not. If you - use AE/AO, you'll need to make the changes to the clients and contacts in AE/AO.
- are a Partner Program member, you can make the changes in MYOB Practice.
I'm an Accountants Enterprise/Accountants Office (AE/AO) userYou can't create or edit contact and client details directly in MYOB Practice. | UI Text Box |
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| (NZ only) Once you've got your clients in MYOB Practice, you need to set up their tax-related Compliance settings. If later on you need to change these tax-related settings, you can update them directly in the MYOB Practice Compliance settings. |
I'm a Partner program memberWhen you take on a new client, you can create a client record for them in MYOB Practice, so their contact information and file details are all within easy reach. Note that the Contact list is shared with all users in The database consists of clients and contacts, all of whom have some level of interaction with your practice. | ui-expand |
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| title | To create a contact or client |
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| | notecan't delete clients at the moment, but we're working on adding this feature in a future release. Want to remove a client file from the Transaction processing page? You'll need to be removed as a user from their file. See Requesting access to a client file. | | UI Expand |
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| This procedure is only for MYOB Partners who don't use MYOB AE/AO. Click Clients in the side navigation bar, and then click Create client.Select the client type – whether they’re an individual, company or other organisation.
 Image Removed(Optional) Assign a code to the client. This comes in handy when need to be an MYOB Administrator to create clients, but any staff in your practice can create contacts. |
- Go to the Contacts tab > Contacts list.
- On the right side, click the green Create button and select Contact in the drop-down.
- In the Create contact window, under Contact type, select:
- General to create a general contact
- Client to create a client.
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Complete all the details. | UI Text Box |
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| Make sure to enter a Client code if you are creating a client. This will be helpful if you have clients with similar or identical names. You can search for a client by name or code in most lists. |
Enter the client’s name and contact details. | UI Text Box |
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| Click CreateClick Create.
After creating the client or contact, you can click the email address to create a new email with your device’s default mail application. If you’re accessing the client’s details from a phone, or have software such as Skype on your PC, you can click the phone number to quickly make a call. Enter the tax details like ABN, TFN and WPN. These are needed for pre-filling activity statements from the ATO. If the client’s AccountRight or MYOB Essentials file is listed on the Transaction processing page, you can now link this client to their file. Learn more. | UI Text Box |
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| You can also add a client from the Transaction processing page. Click Link/Create client for a file and in the dialog that appears, click create a client. Some of the client's details will be prefilled using information contained in the MYOB Essentials or AccountRight file. |
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Creating a client if you use MYOB AE/AOThe contacts you've set up in your MYOB AE/AO desktop software will appear in the Contact list in MYOB Practice. You can't create or edit contact and client details in MYOB Practice, but any changes you make in your practice desktop software will sync automatically, so you're always viewing the most up to date information. If you have a new client, or want to link an MYOB Essentials or AccountRight business to a client who doesn't appear in MYOB Practice, you'll need to create the contact in your MYOB AE/AO desktop software first. If your MYOB AE/AO contacts or clients aren't appearing in MYOB Practice, check that contact migration is turned on. Staff assignmentsFor each client, you can assign a staff member or multiple staff members so you can easily identify who is responsible for that client's work. If you use AE/AO, you'll manage assigned staff from your client's Responsibility tab in AE/AO. Make sure you have sync'd your contacts, so your staff members appear in MYOB Practice. If you don't use AE/AO, you can assign staff to a client from your MYOB Practice Contacts list. You can also filter staff members on the Transaction processing page. This lets you filter files to show for only the clients you're assigned to. | UI Expand |
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| title | To assign a staff member to a client in MYOB Practice |
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| - From Contacts, select a client from your Contact list and click Edit
or
From the Client workspace, in the Details section, click  Image Removed. The Client details page appears. - In the Responsibility section, click Assign staff member.
 Image Removed Select the staff member that will be responsible for the client from drop-down list. The staff member's name appears in the Responsibility section. | UI Text Box |
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| You can assign multiple staff members to a client. Click Assign staff member again and select another staff member. |
Once all staff members are assigned, click Save.
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| title | To unassign a staff member to a client in MYOB Practice |
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| - From Contacts, select a client from your Contact list and click Edit
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From the Client workspace, in the Details section, click Image Removed. The Client details page appears. - In the Responsibility section click
 Image Removed next to the staff member's name to unassign them from the client.
 Image Removed - Click Save.
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| title | To edit the client or contact |
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| - Go to the Contacts tab > Contacts list.
Search for the client or contact you want to edit. Select their row to open the client details panel on the right. - In the panel on the right, select Edit (
 Image Added). The client information will now have editable fields. - Update the details and click Save.
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| You can't delete/inactivate clients or contacts at the moment, but we're working on adding this feature in a future release. To remove a client file from the Transaction processing page, remove them as a user from their file. See Requesting access to a client file. |
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