DebraAnderson's avatar
DebraAnderson
Experienced Partner
11 years ago
Status:
Open

Bank Feeds: Allow AccountRight Live Administrator users access to apply for bank feeds

I can't stress enough how important it is that as a client advisor we need to be able to setup our client's bank feeds.  It is ridiculously time consuming and painful that we have to get the client's...
Banking
LoveYourBooks's avatar
LoveYourBooks
Trusted Partner
10 years ago

I absolutely agree with this request and it seems it is still not in place. I have been appointed as administrator to setup a company file for a new client. And of course because we are cloud-based I'm doing this entirely remotely.

 

When I try to add the bank feed setup it gets me to login to my.myob, which I do as myself and it doesn't give me permission to add new feeds.

 

It seems crazy that I should have to ask my client for their login details or should have to talk them through this setup process when they have commissioned me as a certified consultant to fully setup their new MYOB.