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Title: Edit a client portal  
Author: Unknown User (vilma.zubak) Jan 06, 2016
Last Changed by: MatthewW Feb 12, 2020
Tiny Link: (useful for email)
Export As: Word · PDF  
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MYOB Practice (8)
    Page: Create client portals
    Page: View a list of client portals
    Page: Create client portal users
    Page: Add a client to an existing portal
    Page: Deleting a client portal
    Page: Create a general task
    Page: Coding report preferences
    Page: Approve and lodge an FBT form
PS Help: Practice Manager (1)
    Page: Getting your client’s digital approval on documents
PS Help: Reviewing space (1)
    Page: Setting up coding reports with schedule reminder
Parent Page
    Page: Portals
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