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| This feature is currently in beta, and is available to selected practices. |
The client workspace gives you an at-a-glance overview of where everything's at for a client. In the screenshot below you can see the different activities you can perform and information you can access from the client's workspace. Image Added To view a client's workspace: - If you haven't already added the client to My List, add them now.
- Click the client's name in My List. The last page you viewed for the client appears.
- If the workspace doesn't appear, click the client's name in the top menu bar to display it.
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. And if you need more details, or want to see a complete list, click the → arrow buttons. Image Removed |