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Find high-priority outstanding tasks

Access and see the status of files on a dashboard.

See an overview of job details, or open files directly.

Integration with other MYOB Practice tools and areas

Generate reminders and requests for your staff and clients.

Set Portal tasks right from the Transaction processing page.

Personalise the page to suit you

No one-size-fits-all here.

Filter and change columns to see what matters most to you.


 

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...

Learn more

You can take a free online course to continue learning all about Transaction processing.

Click the image to learn more about this topic in a free MYOB academy course


 

Log in and access files

Log in

Go to partner.myob.com and click Transaction processing in the top menu bar.

You can still access the previous Partner Dashboard at essentials.myob.com.au. If you're being redirected, contact support.

Access client files

Here are some helpful links for administrators to get users up and running:

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.