• We understand how awkward it's been for you to always create your client portal before you publish a document. You'll now find the workflow a lot easier and simpler.
  Now when you publish documents to a client who doesn't have a portal, simply select your documents (either from your Clients > Documents tab or use the Share It feature) and publish to the portal. You'll then be given the option to either create a new client portal or add your client to an existing portal. Once your client's portal has been created, you'll be directed to the Publish to Portal page.

• Any digitally signed documents, originally published from Document Manager on your desktop to your portal, are now automatically saved in PDF format to Document Manager as a new version of the original document. The physical document remains online in your portal and only a link exists on your desktop MYOB AE or MYOB AO to the online version in the portal.

  This will occur for any documents that are digitally signed after you've installed the latest MYOB AE or MYOB AO desktop release:
  For Australian clients - MYOB AE / AO 2015.2
  For New Zealand clients - MYOB AE / AO 2015.3

   In Document Manager, you'll be able to easily identify any linked digitally signed versions as they'll have an associated  icon.

As well as creating a new Essentials business, you're now able to create a new AccountRight business. Once you've selected the business to create from a catalogue page, you'll be able to add the owner details (whether it's you or your client) and the financial year of the AccountRight business.

• You're now able to upgrade an existing AccountRight classic file to any AccountRight online product version. You'll be able to select the product version from a catalogue page which contains dynamic pricing depending on the region of your practice and retail / wholesale prices.
• When you create a new online Essentials business, the Create a business button no longer has any drop-down options. You'll go directly to selecting the appropriate Essentials product from the catalogue page. And we've included an extra step so that you can include details of the owner - whether it's you or your client. On successful completion, you'll be returned to the Online businesses tab and a new browser tab/window opens in Essentials for you to complete the business setup.

We've set up payment profiles so that you're able to pay for upgrades.

We've been busy behind the scenes and resolved the performance issues with the Accounting dashboard. We've also listened to your comments and renamed a few key buttons and tabs so that they reflect how you work.

Beta release of the Accounting dashboard to a few clients.

With this release, you'll be able to see all the Essentials files that you've access to (and in the near future - AccountRight files as well).

Upgrade AccountRight classic files to the equivalent online product type using our migration/upgrade services, provided there is an active online entitlement and a valid serial number for the account. If you don't have access to the AccountRight classic file, you're able to email your client a link for them to upload the file. Once the upgrade is complete, we'll let you know via email and the file will be displayed on the Online ledgers tab.