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https://help.myob.com/wiki/x/Foc6Ag

 

 

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Software:

Review date report is sent every now and then

a connection occurs in the background to retrieve annual statements?

annual statements are then downloaded and appear in the dashboard?

when do notifications come up?

CorpSec Workflow:

  1. download annual statements
  2. meet with client?
  3. update data
  4. prep. solvency statement
  5. payment + signature

Status 
All outstanding 
Upcoming 
Requires action 
Awaiting client 
Done 
To view comparison report

 

To download annual statement documents

 

To mark as signed or paid

 

 
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PS Help: Getting Started Home

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