Transaction processing, a dashboard for your client file work

Here's what you can do:

• View status of client files, see more details and create new files.
• Link a client to an online file.
• Sort the files see who's up-to-date with allocating and reconciling transactions.
• Create coding reports for multiple clients in one go, without needing to open each file.
• Track lodgment of your activity statement.
• Filter and change columns to see what matters most to you.
• Generate reminders and requests for your staff and clients. Set Portal tasks right from the Transaction processing page.

Let's get started

Log in

1. Go to partner.myob.com and click Transaction processing in the top menu bar.
2. 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 from 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 MYOB Essentials, an MYOB AccountRight or an MYOB Business file.