Online files

https://help.myob.com/wiki/x/1IDtAg

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

Were you previously using the MYOB Essentials Partner Dashboard?

We hope you enjoy using this enhanced Transaction processing dashboard (click here to access it now). Note that the Users and My profile pages in MYOB Essentials are still available, so if you need to give or remove staff access to the list of MYOB Essentials files, you can still do so from the usual place.

Having trouble logging in? Maybe you haven't been given access by your practice administrator. The Manage your staff help page has information on how they can give you access.

Go to the dashboard

The Online files view of the Transaction processing page lists all MYOB Essentials files, Cashbook files, and online MYOB AccountRight company files you’ve created or have been invited to.

What you can see and do for each client depends on whether you use compatible practice software like MYOB Accountants Enterprise (AE) or MYOB Accountants Office (AO).

Don't see any MYOB Essentials files listed? Maybe you haven't been given access to your practice's files. A practice administrator can log in to MYOB Essentials and give you access.

Things you can do:

Create an MYOB Essentials or AccountRight file
Open an MYOB Essentials or AccountRight file
Link a file to a client record
Review the allocation and reconciliation status for each month of the current and previous financial year.
Improve efficiency by analysing what percentage of transactions over the last 2 months were allocated automatically.
Send coding reports to your clients.
Track activity statement status and lodgment dates

An easy way to contact business owners: If you have linked an online file to a client, you can click the client’s name to display their contact details. If you’re on a mobile phone, or a device that has phone functions, click your client's listed mobile number or landline number to contact them directly.

Related topics

Review online files

Create an online file

Request access to a client file

Transaction processing

Generate coding reports

Filter the Online files list

Desktop files