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April 2015 - last edited April 2015
I am currently tracking jobs through BankLink Workflow Manager and extracting client information from MYOB Practice Manager into BankLink Workflow Manager.
I am now looking into getting rid of BankLink Workflow Manager and using MYOB Job Manager.
How does this work?
Is there a guide I can have a look at?
What are the pros and cons?
Thank you for your query, and welcome to the MYOB Community Forum. I hope that find the forum a useful resource.
We have various Job Manager Self-paced Online Learning (SPOL) videos that are available for you to view. You can access these 24/7 from the my.MYOB website.
To access the SPOL complete the following instructions:
We also have a number of Knowledge Base articles that contain User Reference Guides, How Do I's and trouble-shooting topics for Job Manager. These are available from the my.MYOB website fro the Knowledge Base menu. For example: KB 34109: Job Manager Quick Reference Guides for AE Practice Manager (AE PM) 5.0 and above
I hope the above resources assist you in transitioning to Job Manager.