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BankLink Workflow Manager to MYOB Job Manager

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Contributing Cover User Lj
5 Posts
Contributing Cover User
Lj
Contributing Cover User

5Posts

1Kudos

0Solutions

BankLink Workflow Manager to MYOB Job Manager

Hi

 

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?

1 REPLY 1
MYOB Moderator Linda_K
257 Posts
MYOB Moderator
Australia
Linda_K
MYOB Moderator

257Posts

17Kudos

55Solutions

Re: BankLink Workflow Manager to MYOB Job Manager

Hi @Lj,

 

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:

 

  1. Firstly, login to my.MYOB website, Australia or New Zealand

  2. From the Training menu select Self-Paced Learning
    A list of modules will appear.

  3. Select MYOB Job Manager.
    The Job Manager Self-paced Online Learning modules appear.

  4. You can then view the following videos:

    - Getting Started with Job Manager
    - Maintaining Job Manager


    In additional, there is Supporting Material for the above topics located at the end of this window that you can download.

 

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.

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
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