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https://help.myob.com/wiki/x/4BeEAQ

 

 

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You're able to communicate with your clients about a task by writing extra comments within the task. A history of all the comments that have been posted by your and your client(s) for a particular task are kept in the Activity section of the Tasks details page.

Instructions

  1. Access MYOB Portal.

    You can access MYOB Portal in 2 ways:

    - directly from your browser using http://ae.myob.com (if you have MYOB AE) or http://ao.myob.com (if you have AO). Bookmark the page for easy access in the future.
    or
    - clicking  on the toolbar of your desktop version of MYOB AE or MYOB AO.

  2. Go to the Tasks details page for the particular task.
    You can do this by:
    1. Clicking a task on the Tasks page.
      or
    2. Clicking the task status icon associated with a document on the Documents page.
  3. Scroll to the bottom of the Tasks details page.
  4. Enter your comment in the text box located at the bottom of the page.
    You can enter up to 5000 characters for your comment.
    The text box contains a simple rich text editor enabling you to format the comment to your clients. For example, you're able to enter a new line of text, bold text and retain all the formatting.
    If you have any additional information that supports your comment, select Choose Files to attach any files.
  5. Click Add comment.
    An email will be sent to your client letting them know that you've added a comment to the task, including any attached files.
 
Related topics

What can I do in my portal?

Receiving an email from your client

Checking the signature on a document

Task details

 

 

 

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