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Heidz's avatar
14 days ago
Solved

Digital Signatures - Proof of authorised persons

Hi

I am new to clients signing BAS and documents via MYOB Practice and would like reassurance about the validity of signatories.

 

IF we lose access to the Practice Dashboard or close our Partner practice, a downloaded PDF of a signed BAS or document, with only a ‘signers name and date of signing’ displayed at the bottom of a document, seems insufficient evidence of who the authorised signatory was.  

I would have thought at the very minimum, the signatory’s email address would also be displayed. 

 

I realise you can see when a task is created, assigned and approved, but again there is no proof of who received & signed it. Please don't direct me to look at the full user settings in the client portal, as this information would be obsolete in the event we lose/close the partner portal access.

 

I've been using AdobeSign where you’re provided an audit report displaying the Signatory’s name, email address, date/time of signing, and IP address which is why I'm now looking for reassurance of this process. 

 

Also, is there a way to download or save a completed task to show the activity and comments history for each?  

 

Perhaps my settings are incomplete and I'm not seeing the whole picture, which is possible as it's taken months for myob to fix my access and settings to start using it.  

Appreciate any feedback or guidance. Thanks 

 

 

  • I've found a work around to view the digital certificate & the email address of a signature - it's possible but not an efficient or ideal solution.  However if there is a way to download or save a completed task with the audit trail/activity/comments that would be great. 

1 Reply

  • I've found a work around to view the digital certificate & the email address of a signature - it's possible but not an efficient or ideal solution.  However if there is a way to download or save a completed task with the audit trail/activity/comments that would be great.