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The Online files view of the Transaction processing page lists the client files you’ve created or have been invited to.

If you don't have access to a client's file, there are two ways you can get access:

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title	Ask someone in your practice

Get in touch with someone in your practice who is an administrator of the file, and they can give you access to the MYOB Essentials or AccountRight file.

Below are the steps that a file administrator will need to complete:

MYOB Essentials

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title	To give someone access to a specific file

Open the MYOB Essentials file (a quick way to do this is by clicking the file name on the Transaction processing page - learn more).
When MYOB Essentials appears, click the business name in the top right, and choose Advisors.
Click Invite advisor.
Enter the staff member’s email address.
Click Send invitation.
An email is sent to the staff member, inviting them to access the file.
After the staff member accepts the invitation, they will be able to access the file through MYOB Practice.
See also Invite your accountant for more maintenance tasks.

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title	To give someone access to all your practice's MYOB Essentials files

There's a quick way to give staff members access to all your clients' files in bulk: see Users (Partner Dashboard).

MYOB AccountRight

Open the AccountRight file (a quick way to do this is by clicking the file name on the Transaction processing page - learn more).
If prompted, sign in to the company file as an administrator.
Go to the Setup menu and choose User Access.
Create a user account for the staff member.

For more maintenance tasks, see Remove user access.

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title	Ask the client to invite you

Your client can give you access to their file. The steps they need to follow depends on the software they use:

MYOB Essentials: See Invite your accountant
MYOB AccountRight: See Invite a user to an online file

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Want to remove a client file from the Transaction processing page?

If you're an administrator of the client file you can follow the instructions to remove yourself as a user from the following help pages:

MYOB Essentials: Invite your accountant (for specific files) or Users (Partner Dashboard) for bulk removal.
MYOB AccountRight: Remove user access

If you're not an administrator of the file, ask someone in your practice who is, or contact the business owner, and they can remove you as a user of the file using the instructions in the above links.

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Transaction processing

Open an Essentials file

Open an AccountRight file

Manage your staff

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Old Version 28

New Version 29

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MYOB Essentials

MYOB AccountRight

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