Client workspace

https://help.myob.com/wiki/x/kQLWAg

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Do not delete this page - MYOB Practice navigates to it from within the product

The Client workspace page gives you an at-a-glance overview of where everything's at for a client. This saves you from needing to click into multiple sections in MYOB Practice to get the information you need.

To view a client's workspace, either click a client's name in the Contacts list or in My List.

If you’re selecting a client in My List for the first time in the current session, you’ll see the Client workspace page. For the rest of the session you’ll see the last page you accessed for them. If the workspace doesn't appear, click the client's name in the top menu bar to display it.

Features in the client workspace

	Features	Shows
A	Transaction processing	MYOB Essentials or AccountRight file's transaction coding status.
B	Compliance	compliance forms such as activity statements and tax returns. Use the + to create a form from here.
C	Tasks	outstanding tasks sent to your client.
D	Details	address, phone number details.
E	Family group	the family group the clients belong to. (for AE/AO users only). This is a view-only field. To make any changes, go to AE/AO. Click the family group name to view all the clients in that family group.
F	Portal	client's portal name.

If you need more details, or want to see a complete list, click the → arrow buttons.

We'll be adding more information to the workspace soon, but if you have any suggestions on what you'd like to see, click the feedback link on the workspace page to let us know.

Related topics

Clients and contacts

Transaction processing

Documents

Tasks

Page tree

Features in the client workspace

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Clients

Client files

Tasks

Documents

Tax