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6 August 2020—We've made a few improvements to the way you work on your client files.
You can now assign staff members to a client in MYOB Practice, and filter by staff member in Transaction processing so you can easily find the files you work on.
We've also made a few usability enhancements to the Transaction processing page, including a new way of filtering files, a detailed client file view, and some style changes for a new look and feel.
You can check out what's new, below.
Staff assignments
For each client, you can assign a staff member or multiple staff members so you can easily identify who is responsible for that client's work.
If you use AE/AO, you'll manage assigned staff from your client's Responsibility tab in AE/AO. Make sure you have sync'd your contacts, so your staff members appear in MYOB Practice.
If you don't use AE/AO, you can assign staff to a client from your MYOB Practice Contacts list.
We've also added a new staff member filter to the Transaction processing page, so you can filter files to show for only the clients you're assigned to.
The following instructions are for non-AE/AO practices only. You'll need to have added your staff members to MYOB Practice before you can assign them to a client.
If you use AE/AO, you can assign staff members to a client within AE/AO. See Adding and maintaining team responsibility for details.
- From Contacts, select a client from your Contact list and click Edit
or
From the Client workspace, in the Details section, click
. The Client details page appears. - In the Responsibility section, click Assign staff member.
Select the staff member that will be responsible for the client from drop-down list. The staff member's name appears in the Responsibility section.
You can assign multiple staff members to a client. Click Assign staff member again and select another staff member.
Once all staff members are assigned, click Save.
The following instructions are for non-AE/AO practices only.
If you use AE/AO, you can manage assigned staff members within AE/AO. See Adding and maintaining team responsibility for details.
- From Contacts, select a client from your Contact list and click Edit
or
From the Client workspace, in the Details section, click. The Client details page appears. - In the Responsibility section click
next to the staff member's name to unassign them from the client.
- Click Save.
Changes to Transaction processing
We've made some changes to the Transaction processing page:
- Some columns are now hidden by default, but you can edit which columns are displayed by right-clicking on the column headers.
- You can now view more details about a client and their file by clicking on a row in the Online files view.
- We've moved the More filters option to the right of the page.
You'll now see an unlinked icon (
) next to the name of any files that aren't linked to a client file.
File names without this icon are already linked to a client. You can view which client they're linked to in the Client name column, or by clicking in the client's row.
- Right-click on the column header bar.
Select the columns you want to show or deselect the columns you want to hide.
The default columns displayed depend on whether you're a BAS user or Non-BAS user:BAS users Non-BAS users - Unallocated
- BAS/IAS
- Due date
- Status
- Client name
- Subscription
- Unallocated
- Automated
Can't edit columns? Make sure the detailed view panel is closed and that you're not on a mobile device.
In the Transaction processing, Online files view, click the row for your client to view more details. The detailed view panel opens on the right of the page.
This detailed view shows more information about the file, coding status and activity statements, including:
Field Description File name The name of your client's online file. Client name The client this file is linked to. Subscription The type of file, and its subscription status. Staff member The staff members assigned to this client. Coding status If the file has bank feeds, you can see which months have unallocated transactions that need reconciling. BAS/IAS Whether the latest activity statement due is a BAS or IAS. Due date When the latest activity statement is due. Frequency Whether the activity statement is monthly or quarterly. Status The current workflow status of the activity statement. Additional overdue The number of activity statements that are also overdue for this client.
- From Transaction processing, in the Online files view, click next to the file name for the file you want to link.
In the Who does this file belong to? dialog, enter the client name in the Search field and press Enter or click the search icon.
Select the appropriate client from the list of results.
In the Are you sure this is correct? dialog, check that the right client is selected for the file.
If it's the right client, click Link file, otherwise click Change and select another client or search again.
- From Transaction processing, in the Online files view, click the row for your client. The detailed view panel appears on the right of the page.
- Click the Client name in the detailed view panel.
- Click Unlink file.
The
icon appears next to the file name, showing that the file is unlinked.