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Lorkin12's avatar
Lorkin12
Experienced Cover User
4 years ago

AE Portal

We were advised back in October 2020 that the MYOB AE Portal would soon have the cababilities of being able to uploading a standard document from document manager. I don't believe this has occurred yet?? 

 

At present we are cutting and pasting our standard wording in the portal to send the documents to clients - this is somewhat messy and time consuming.

 

Does any one have any update or how do you all work around the issue?

 

They are wanting up to use the portal but it's very clunky and not well thought out at all.

 

Thanks in advance 

AE portal
portal
standard wording

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  • Lorkin12's avatar
    Lorkin12
    Experienced Cover User
    4 years ago

    Just wondering if there is an update on this yet? 

     

  • Nam_H's avatar
    Nam_H
    MYOB Staff
    4 years ago

    Hi Lorkin,

     

    The MYOB Practice Online Portal was earlier scheduled to include a feature to use standard document templates however there has been a delay to its rollout.

     

    Currently, the best method is to save your standard template text to a Wordpad file on the desktop and paste it to the document to send to clients on the Portal.

     

    Cheers

    Nam_H

    Practice Solutions
    MYOB Australia Pty Ltd