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The client workspace gives you an at-a-glance overview of where everything is at for a client selected in My List.

To view a client's workspace, click their name in My List. The last page you viewed for that client appears. If it isn't the workspace, click their name in the top menu bar.

On the workspace you can see a client's:

• MYOB Essentials or AccountRight file's transaction coding status
• contact details
• open tasks
• most recent documents sent and received.

This saves you clicking into each section in MYOB Practice to get that information.

If you need more details, or want to see a complete list, click the → arrow buttons.

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