In MYOB Practice you can store information about your clients and other contacts. This gives you easy access to their contact details, even when you're on the road. A client can be an individual, a business or another organisation. To view your client records, click Clients in the side navigation bar. The Clients Contacts page displays a list of all the clients in your database and the Portals page lists the portals you've set up for them. UI Text Box |
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| Have a long list of clients, but just working on just a few at the moment? Add the clients you're working on to My List. |
What you can edit depends on whether you use MYOB AE/AO desktop software in your practice. - If you use MYOB AE/AO desktop software in your practice: Each client’s phone number, address and tax information you entered in MYOB AE/AO will appear automatically in MYOB Practice. To edit the information that appears in MYOB Practice, you’ll need to make the changes in your desktop software.
- If you don't use MYOB AE/AO: You can add clients directly in MYOB Practice by clicking Create client on the Clients Contact list page. To edit a client, select them in the Client Contact list, and then click Edit to add or makes changes to their information.
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