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MYOB Essentials businesses only: Transaction processing has replaced Partner Dashboard, the previous MYOB Essentials dashboard offering for MYOB Partners.
For now, you'll still need to use Partner Dashboard to set up users who need access to old Essentials files. You also need to set up these users in MYOB Practice.
Seen a message about an upgrade to your client's MYOB Essentials business? Learn about what you need to do.
Transaction processing, a dashboard for your client file work
Transaction processing gives you an overview of the status of client files, lets you launch into more details and create new files.
You can see every MYOB Essentials, MYOB AccountRight and MYOB Cashbook file you've created for your clients, or have been invited to access. Sort them to see who's up to date with allocating and reconciling transactions, and who needs attention.
Follow the links to learn more about everything you can do...
You can take a free online course to continue learning all about Transaction processing.
Log in and access files
Access client files
Here are some helpful links for administrators to get users up and running:
- Add staff to make them MYOB Practice users.
- Give access to a client file so users can access them frmo MYOB Practice.
- Link an online file to a client to unlock some handy Transaction processing benefits.
Once you've finished the setup steps, you can open an Essentials or an AccountRight file.
Is there something else you were looking for help with that's not covered here? Let us know what you'd like to see in this help resource. Leave us some feedback below.