The Client workspace page gives you an at- a -glance quick overview of where everything's at for a clientthe status of client-related work, and lets you open client files. This saves you from needing to click into multiple sections in MYOB Practice to get the information you need. To view a client's workspace, either click a client's name in the Contacts list or in My List Client sidebar. Image Removed Image Added To open a client's file from the client's workspace, in the Transaction processing section, click the AccountRight, Essentials or Ledger File Name. The file opens in a new browser tab. Image Added The Client workspace appears differently depending on whether you use MYOB AE/AO or not. Image Added Features | Description |
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Transaction processing | The details in the Transaction processing section are the same regardless of whether you use MOYB AE/AO. MYOB Essentials or AccountRight, Cashbook file's transaction coding status. You can click the AccountRight, Essentials or Ledger File Name to open the file in a new browser tab. |
If you’re selecting a client in My List for - When you try to access a file from Transaction processing the first time
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in the current session, you’ll see the Client workspace page. For the rest of the session you’ll see the last page you accessed for them. If the workspace doesn't appear, click the client's name in the top menu bar to display it. Features in the client workspace | Features | Shows |
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A | Transaction processing | MYOB Essentials or AccountRight file's transaction coding status. | B | Compliance | - , you may see a list of all of your client's businesses rather than the dashboard for that business. Click the business again to access it.
- If you were previously opening AccountRight files on the desktop via the Transaction processing page, you no longer need the AccountRight Launcher. There are still some features on the way for working with AccountRight files in the browser. For these features, you'll need to work with the file in the AccountRight desktop app (but you won't need the launcher for opening the file from Transaction processing).
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| Compliance - AU | If you use MYOB AE/AO, compliance forms such as activity statements and tax returns will be listed here. Use the + to create a form from here. |
C | Tasks | If you don't use MYOB AE/AO, the activity statements will be listed here. | Tasks | The details in the Tasks section are the same whether you use MYOB AE/AO or not.Lists outstanding tasks sent to your client. |
D | address, phone number details. | E | Family group | the family group the clients belong to. (for If you use MYOB AE/AO, you cannot edit any details. Make any changes in AE/AO. If you don't use MYOB AE/AO, you can use edit the contact details using the Image Added Edit button or click Edit Contact details. Image Added UI Expand |
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title | To edit contact details (non AE/AO users |
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| only). This is a view-only field. To make any changes, go to AE/AO. Click the family group name to view all the clients in that family group.F | Portal | client's portal name. | Image Removed | - Click Edit contact details or the Image Added Edit button.
- Update the contact details.
In the Responsibility section, you can assign a staff member or multiple staff member who is responsible for the client's work. - From Contacts, select a client from your Contact list and click Edit
or From the Client workspace, in the Details section, click Image Added. The Client details page appears. - In the Responsibility section, click Assign staff member.
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.
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