- Created by Unknown User (vilma.zubak), last modified by StevenR on Dec 21, 2017
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https://help.myob.com/wiki/x/SheEAQ
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Easily send documents from your desktop to the cloud so that your client can view and download or print them. For instance, send your client their financial statements, invoices and tax returns so that you don't have to post them. Your clients will receive the documents immediately and in turn, it saves you time and resources.
All clients that have been included as part of a portal will be able to view documents that you publish to that portal.
Any contributors will only see the documents that you allow them to.
You can choose to simply publish documents to the portal without notifying your client.
Go to MYOB AE or MYOB AO on your desktop.
Select one or more documents to publish to your client's portal.
I've already created the client portalThe Publish to Client Portal Name portal page displays in your browser.I haven't created a portal for this clientYou'll be prompted to select whether to:
- create one for your client. If you select this option, you'll be directed to the Create Portal page to create your client portals.
or
- add them to an existing portal. If you select this option, you'll then be prompted to select the portal to which you wish to add your client to and click Add. After confirming the addition to the selected portal, you can edit your client portal. The client you've just added will be identified with
. All the existing full access users of the client portal will be able to see the new client's documents.The Publish to Client Portal Name portal page displays where Client Portal Name is the name of the client portal that you're publishing the document to. The client name is listed directly below the page heading. The documents you selected to publish from your desktop are listed within a table.
- For each document, select the appropriate Tag and Year from the drop-down options.
Selecting the tags for your document is like filing it in a specific folder making it easier for you to search for it later. - Order your documents in the list as required.
Click
in front of the document you wish to reorder and drag it to the position in the list where you want it to be positioned.
As you're just sending documents to your client, ignore the Signature required column for now. This is required when getting your client's digital approval on documents. Click Publish.
A message displays across the top of the page letting you know that the documents have been successfully published.In your portalThe documents will be listed on MYOB Practice Online's Documents > Sent page.
The documents will be listed on the Documents > Received page of your client's portal.
On your desktop MYOB AE or MYOB AO, if you have Document ManagerOnce the current latest version of the document has been published to the portal, an
icon is placed next to the document on your Client > Documents tab and the Versioning page of Document Manager.An
icon is placed next to a document on the Client > Documents tab, where an earlier version of the same document has been published to the portal.On your desktop MYOB AE or MYOB AO, if you don't have Document ManagerAnd you're publishing documents from your Client > Documents tab, there's no visual indicator to let you know which documents you have published to the portal.
Your client won't be notified that the documents have been published to their portal.
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