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New feature spotlight

More control when bulk-sending tasks. [Feb 2019]

The Create task feature on the Transaction processing page makes sending tasks to multiple clients easy, but previously you couldn’t choose who those tasks should be assigned to. They would be sent to all full access users of each portal.

Now you have more control over who will be assigned those tasks. In each portal you can set any full-access users or contributors to be bulk-task assignees.

So whenever you create a task on the Transaction processing page, the bulk task assignees who are specified in the client portal will automatically be assigned the task.

Learn about editing portals

February 2019

07 February:

  • For each portal you can now choose 'bulk task assignees', that is, the people who should be assigned tasks created from the Transaction processing page. Previously these tasks would be assigned to all full access users.
  • The Create task feature on the Transaction processing page has been updated. You can now drag-and-drop files into the task from your PC, and the task will be assigned to 'bulk task assignees' if they have been set up, instead of all full-access users.
January 2019

29 January:

  • The Documents and Tasks pages have been updated so you have easier access to the filters. We’ve also added counters to show how many documents (sent/received) or tasks (open/closed) are in the list, based on the selected client, or the filters you’ve applied to the list.

  • When creating a task, or adding comments, you can now attach files by dragging and dropping them from your PC into the task. You can even add multiple files at one time.

  • We’ve updated the MYOB AE/AO document publishing workflow, so it’s easier for you to get docs uploaded to your clients’ portals.

2018
December 2018

7 December:

  • MYOB Advisor: To make it easier for your clients to review their business expenses, we’ve separated the “Cost of Sales & Operating Expenses Summary” line chart into two bar charts. This also gives you more flexibility as you can hide a chart if it isn’t relevant, or add more recommendations in the additional note field that’s now available.
November 2018

27 November:

  • MYOB Advisor: In response to your feedback, we've tweaked how historical data is presented in the following charts:
    • Revenue summary
    • Cash balance trend
    • Cost of sales and operating expenses summary
    • Accounts receivable monthly balance
    For these charts, we'll always show historical results for a full year, either as 12 individual months, 4 quarters, or 6 two-month periods (depending on the report filter you selected). Previously these reports would show 6 months, 6 quarters or 6 two-month periods.

7 November:

  • Navigation: If you're not using the new navigation, you'll notice we renamed the "Accounting" dashboard option in the side menu to "Transaction Processing". This more accurately describes what you can do on that page.
October 2018

29 October:

  • Navigation: If you’ve added a few clients to My List, good news! They’ll now show up on each device and browser you log into automatically. Previously, changes to My List were saved only on the device and browser you were using. And the list will be remembered, even if you clear your browser’s history and files.

23 October:

  • MYOB Advisor: If you hide a section or chart series and save the client's report, this setting will be remembered, and will apply when anyone creates a new report for that client.
September 2018

24 September:

  • Navigation: The new client-centric navigation experience is now also available to users who don't use MYOB AE/AO in their practice. Click the "Try the new navigation" alert in the top right of the page to give it a go.

3 September:

  • MYOB Advisor: Previously for some advisory charts you could choose to hide one or more series when viewing the report (like shown below), but any changes you made wouldn't be saved, and they wouldn't appear in the exported report. Now if you edit a chart, the changes will be saved and reflected in the PDF report.
August 2018

15 August:

  • MYOB Advisor:
    • The & symbol now appears correctly in the PDF reports.
    • To avoid issues while you're editing a saved report, other users in your practice can't view the report until you close it.

9 August:

  • Navigation: A new client-centric navigation experience is here for you to try. This is available to all users who run MYOB AE/AO in their practice. Click the "Try the new navigation" alert in the top right of the page to give it a go.
June 2018

22 June:

  • MYOB Advisor:
    • If you upload a client logo or practice logo that's larger than the maximum size of 1MB, you'll now get a message to let you know, rather than the generic "Something went wrong" message.
    • If at the report's end date a client file had inactive accounts with a $0 balance, those accounts won't be included in the report for that period.

20 June:

  • MYOB Advisor: We've replaced all "company" references in the advisory report to the more generic term "business", which should be suitable for more of your clients.
  • Accounting dashboard: We've updated the subscription pricing details that appear when you create a file, so you can easily see what offers and promotions are available to you, and when the offers will expire.

18 June:

  • MYOB Advisor: Advisory report PDFs now support foreign language characters.
  • Accounting dashboard: We've updated some terminology relating to businesses and files. For example, to create an MYOB AccountRight or MYOB Essentials file, you now click "Create file" in the Accounting dashboard instead of "Create a business".

14 June:

  • MYOB Advisor now available: With MYOB Advisor, you can now produce professional advisory reports in minutes for your MYOB AccountRight and MYOB Essentials clients. Learn more
May 2018

Collaboration improvements: We've added some new features that make collaborating with clients more effective and efficient, including the ability to choose who gets notified when clients make comments or approve task documents, and who a task should appear to have been sent by. You can also brand the notification emails, create a practice alias, and select an administrator for each client portal. Learn more

Accounting dashboard improvements: Now you can check that completed periods in your client files have been locked—just look for the padlock icons on the dashboard. Learn more

April 2018

The Automated indicator on the Accounting dashboard now goes green when 50% or more of a client's transactions were automatically allocated using transaction rules in the previous 2 months.

February 2018

You can now create general tasks from the Accounting dashboard, and assign the same task to several clients at once. Learn more.

2017
December 2017

The Accounting dashboard now helps you work more efficiently with MYOB AccountRight files that are online. See how many transactions need to be allocated for each company file, and which months need reconciling. Learn more

November 2017

Task reminders: You can now resend a task as a reminder to clients and users who haven't completed their tasks. Learn more

View notification history: For all actions that create an email notification to or from your practice, you can now see when the email was delivered and opened, and if the link in the email was clicked. Learn more

May 2017

The Accounting dashboard has been upgraded with powerful new features that make it easier for you to manage and work on your MYOB Essentials clients' business files. Learn more

Earlier releases
December 2016

Improvements to Documents and Tasks

  • Improved performance: If you have lots of documents and tasks, we'll only list the first few, and then load more as you scroll, so you don't have to wait for the full list to appear before you can access your files or tasks.
    We've also tweaked the way the Status filter works in Tasks, so now you can filter and find what you want faster.

    Due to the change in the way the Tasks page loads, the number of open and completed tasks is no longer shown.  

  • Easier client filtering: Now you can search for a client by typing their name in the Client filter. We'll list the top 5 search results, and refine the list as you type more characters.
February 2016
New Zealand clients are now able to select an Essentials payroll product from product catalogue pages.
January 2016
  • You'll now be able to open an AccountRight business directly from the Accounting dashboard. There's just a few set up steps the first time you try and open an AccountRight business.
  • We've introduced pagination to your online and desktop business lists. 40 businesses are listed on a page. Use the page numbers and navigation at the bottom of the page to go to the next or previous pages.
  • We've grouped all the filter and sorting options together to make it easier for you to choose how you want your businesses displayed.
  • The Upgrade desktop business button on the Desktop businesses page has had a name change to Add to dashboard.
  • The Show details and Action buttons have been replaced with an .  
  • We've streamlined the workflow when you want to unlink a client from an online business.
December 2015

As well as creating a new Essentials business, you're now able to create a new AccountRight business. Once you've selected the business to create from a catalogue page, you'll be able to add the owner details (whether it's you or your client) and the financial year of the AccountRight business.

10 November 2015

We've introduced a Share It option to your desktop so that you can easily transfer documents directly to MYOB Practice Online.

Before you use Share It, ensure that you have:

  • set the default folder where documents will be saved for your client.

    If you're using MYOB AE or MYOB AO, you can do this from Maintenance > Maintenance Map > Documents > Mail Settings > Document Startup Path.

  • created your client portals.

The Share It button is available as a toolbar option:

  • on the print preview window of your Australian MYOB Tax
  • on the print preview window of Australian Corporate Compliance for reports and forms
  • on the Statutory Reporter Report Preview window. 

The Share It feature within Document Manager has been enhanced so that you can publish documents directly to MYOB Practice Online. 

 

November 2015
  • You're now able to upgrade an existing AccountRight classic file to any AccountRight online product version. You'll be able to select the product version from a catalogue page which contains dynamic pricing depending on the region of your practice and retail / wholesale prices.
  • When you create a new online Essentials business, the Create a business button no longer has any drop-down options. You'll go directly to selecting the appropriate Essentials product from the catalogue page. And we've included an extra step so that you can include details of the owner - whether it's you or your client. On successful completion, you'll be returned to the Online businesses tab and a new browser tab/window opens in Essentials for you to complete the business setup.
27 October 2015
  • We've introduced different user roles. You're now able to add:
    • a user with full access to the portal. They can see all documents and associated tasks.
      and
    • users who are contributors with restricted access to documents and tasks

to MYOB Practice Online. See About client portals for an example of use.

  • Share selected documents with a contributor who'll only be able to view what you share with them using the Action > Share with contributor option on the Documents page.
  • If a client user is currently not in your database, you're now able to add them when you need to by selecting the Create new user option.
  • We've also added a simple rich text editor to all text boxes. You'll see the rich text editor when you're writing an email description to your clients while creating a task and when writing a comment to your clients. You can now enter a new line of text, bold text and retain all the formatting.
More info

When you're creating a portal, you can select the user type:

You'll also be able to add new full access users and/or contributors when editing a portal:

Or assign a task to a full access user and/or contributor when publishing a document to the portal:

If the user is currently not in your database, you're able to add them when you need to by selecting the Create new user option:

Sharing documents with contributors is easy, just select the document on the Documents page, then click Action > Share with contributor option. You'll then be able to select the client users you would like to share the document with.

October 2015

We've set up payment profiles so that you're able to pay for upgrades.

September 2015

We've been busy behind the scenes and resolved the performance issues with the Accounting dashboard. We've also listened to your comments and renamed a few key buttons and tabs so that they reflect how you work.

August 2015

Beta release of the Accounting dashboard to a few clients.

With this release, you'll be able to see all the Essentials files that you've access to (and in the near future - AccountRight files as well).

Upgrade AccountRight classic files to the equivalent online product type using our migration/upgrade services, provided there is an active online entitlement and a valid serial number for the account. If you don't have access to the AccountRight classic file, you're able to email your client a link for them to upload the file. Once the upgrade is complete, we'll let you know via email and the file will be displayed on the Online ledgers tab.

Other great features that we've added throughout the year:

  • assigning multiple clients to digitally sign a document
  • deleting a document from the Documents page using the Action > Delete Document option
  • publishing multiple documents to a portal at one time.