The current workflow in MYOB Practice Online is based on publishing documents from your desktop version of MYOB AE or MYOB AO with the view of either:

• sending documents to your client for them to view or file
• sending documents to your client with notification so that they're aware that they have documents to view or file
• sending documents to your client for digital approval.

To start, select documents to send to MYOB Practice Online. 

What can I publish?

You're able to publish documents from your desktopl, if they're:

• part of MYOB Document Manager with a status of completed or approved

• attached to your client and part of their Client > Documents tab

  For MYOB AE clients - you can only publish documents from your Client > Documents tab if you have the Windows Explorer view option.
• a report or form within MYOB Corporate Compliance for Australian clients
• a statutory report
• an Australian client's tax return
• just on your desktop.

If you select to publish a document that isn't in PDF format, then it will be converted to PDF before it's copied to MYOB Practice Online. This is so that it could potentially be digitally signed.

Supported file formats

The following file formats are currently supported:

• Microsoft Office - doc, docx, ppt, pptx, rtf, xls, xlsx
• Graphic - bmp, gif, jpg, jpeg, png
• Others - htm, html, msg, tif, txt, xml.

Some restrictions

At this stage, documents that are published are not version controlled. You're able to publish the same file from the desktop many times and a separate copy is produced each time.

Whatever task associations or changes are made to the document in MYOB Practice Online, they are not relayed back to your desktop. However, Document Manager files that have been published and digitally signed by your client(s) are synchronised back into Document Manager as another version of the original document. See What happens to my documents? for more info.