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Deleting a document is a permanent action and can't be reversed. If you delete a document from MYOB Practice Online, it's also deleted from your client's portal.

If you delete a document from MYOB Practice Online that is linked to a version in Document Manager on your desktop, then the link is removed from the desktop version.

How to
  1. Click Documents on the left of your MYOB Practice Online page.

  2. Click the Action button associated with your selected document (either from your Sent or Received documents) and select Delete Document.
  3. Click Delete at the prompt.
    The selected document is permanently deleted and is no longer displayed in either your Sent or Received documents. The document is also removed from your client's Documents > Sent or Received page.
Deleting a document associated with an approval task

When you delete a document that is associated with a task about approving documents, then both the document and task (it's details and activity history) are deleted from MYOB Practice Online and your client's portal. The associated task is deleted regardless of its status.

  1. Click Documents on the left of your MYOB Practice Online page.

  2. Click the Action button associated with the selected document and select Delete Document.
  3. Click Delete at the prompt.
    The selected document and associated task are permanently deleted and are no longer displayed in either your Documents or Tasks page, respectively. The selected document and associated task are also permanently deleted from your client's portal and are no longer displayed on their Documents or Tasks page, respectively.
Deleting a document associated with a general task

When you delete a document that is associated with a general task, you have the choice of deleting just the document on its own or the document as well as the associated general task. Depending on your choice, either just the document is permanently deleted or the document and associated general task (its details and activity history) are permanently deleted from MYOB Practice Online and your client's portal. If selected, the general task is deleted regardless of its status.

  1. Click Documents on the left of your MYOB Practice Online page.

  2. Click the Action button associated with the selected document (either from your Sent or Received documents) and select Delete Document.
  3. If you wish to delete the associated general task, select the checkbox to delete the task in the confirmation message.
    If the checkbox is selected, then the document as well as the associated task are permanently deleted.
    If the checkbox is not selected, only the document is permanently deleted.
  4. Click Delete.
    Depending you your selection above:
    • The selected document is permanently deleted and is no longer displayed on your Documents page or your client's Documents page.
    • The selected document and associated general task are permanently deleted from MYOB Practice Online and your client's portal, and are no longer displayed on the Documents or Tasks page, respectively.
 
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