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Do not delete this page - MYOB Practice and MYOB Academy navigate to it
Find high-priority outstanding tasks
Access and see the status of files on a dashboard.
See an overview of job details, or open files directly.
Personalise the page to suit you
No one-size-fits-all here.
Filter and change columns to see what matters most to you.
Were you previously using Partner Dashboard? Transaction processing is replacing Partner Dashboard. See what you'll still need to do in Partner Dashboard for now.
Seen a message about an upgrade to your client's MYOB Essentials business? Learn about what you need to do.
Transaction processing, a dashboard for your client file work
Transaction processing gives you an overview of the status of client files, lets you launch into more details and create new files.
You can see every MYOB Essentials, MYOB AccountRight and MYOB Cashbook file you've created for your clients, or have been invited to access. Sort them to see who's up to date with allocating and reconciling transactions, and who needs attention.
Follow the links to learn more about everything you can do...
Learn more
You can take a free online course to continue learning all about Transaction processing.
Log in and access files
Log in
Go to partner.myob.com and click Transaction processing in the top menu bar.
You can still access the previous Partner Dashboard at essentials.myob.com.au. If you're being redirected, contact support.
Access client files
Here are some helpful links for administrators to get users up and running:
- Add staff to make them MYOB Practice users.
- Give access to a client file so users can access them frmo MYOB Practice.
- Link an online file to a client to unlock some handy Transaction processing benefits.
Once you've finished the setup steps, you can open an Essentials or an AccountRight file.
Partner Dashboard
MYOB Essentials businesses only
Transaction processing brings a lot to the table. Eventually, it will replace Partner Dashboard, the previous MYOB Essentials dashboard offering for MYOB Partners. For now, you can still access Partner Dashboard, and you'll need to use it as part of giving users access to Essentials files.
- You need to use Partner Dashboard to set up users who need access to Essentials files.
- You also need to set up the users in MYOB Practice.
Is there something else you were looking for help with that's not covered here? Let us know what you'd like to see in this help resource. Leave us some feedback below.
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