Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 10 Next »

 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

All businesses to which you have been invited to, will be listed on the Online businesses page.

All listed online business details are read only.

The information displayed for each online business is:

  • business name
  • client name ( or Link to client hyperlink if the business hasn't been linked to a client). This is only for MYOB AE/AO users.
  • business type
  • business subscription status, if appropriate.

For each business: uncoded transactions, last transaction and last reconciliation are also listed, if available.

Your AccountRight and Essentials Accounting businesses are linked to a specific client, whereas your Essentials Cashbook businesses are linked to a practice.

For all Essentials businesses, you'll be able to view transactions if bankfeeds have been set up.

For AccountRight businesses, no transactions are available as yet and a message Coming soon is displayed.

 

40 businesses are displayed on a page. Scroll to the bottom of the page to go to the next or previous page listing your online businesses. Your current page is highlighted so that you always know where you are. As you navigate, you’ll always go to the top of the page.

Click Accounting > Online businesses to ...
View your business transactions

View the transactions for a specific business, by clicking the business name. The original ledger program opens in another browser window/tab.
For example, if you select a business using Essentials Cashbook, a new browser window/tab opens displaying the ledger transactions in Essentials Cashbook.

At this stage, you can only view transactions for Essentials Accounting, Essentials Cashbook or Ledger.

Search for an online business

By default, your client online businesses are displayed in alphabetical order.
To search for an online business, start typing a business name in the Search text field. The search results display from which you can select your online business. To return to your full list of online businesses, delete the text that you entered in the Search text field.

Filter your online businessesSee Filtering your online businesses for more info.
Sort your online businessesYou can sort your list of online businesses by clicking any of the column headings to display the list in ascending or descending order.
You can also sort you online businesses by business type. Click the sorting button which, by default, is labelled All businesses. Select the appropriate business type from the list. Your online businesses list will update to only display the selected business type.
You can further search the sorted list by entering a business name in the Search text field.
Create a business See Creating a new AccountRight business or Creating a new Essentials business for more info.
Link an online business to a client See Linking an online business to a client for more info. For MYOB AE/AO users only.
Contact your client For the selected online business that has been linked to a client, click the client name below the business name. The client's contact details are displayed. 
Click your client's listed mobile number or landline number to contact them directly. This can be done easily on a mobile phone or a phone application installed on your computer.
Click you client's email address to open your default email program and send them an email.