Client workspace

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

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

The Client workspace page gives you a quick overview of the status of client-related work. 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 Client sidebar.

If you’re selecting a client in the sidebar 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, Cashbook file's transaction coding status. You can click the AccountRight, Essentials or Ledger File Name to open the file in a new browser tab. If you were previously opening AccountRight files in the desktop app via the Transaction processing page, you no longer need the AccountRight Launcher. Feel free to uninstall the launcher! However, there are still some features on the way for working with AccountRight files in the browser. For these features, you'll need to work with the file in the AccountRight desktop app (but you won't need the launcher for opening the file from Transaction processing). You can also open files from Transaction processing.
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	details like address, phone number
E	Family group (AE/AO users only)	the family group the clients belong to. Click the family group name to view all the clients in that family group. To see the associations and relationships, click → in the Details section. This is a read-only field. Go to AE/AO to make any changes to family groups and associations.
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

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Clients

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