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Client Compliance

Partner John109
1 Post
Partner
Australia
John109
Partner

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Client Compliance

Under Applications, trying to open client compliance for a new client. Nothing happens. Any ideas?

1 REPLY 1
MYOB Staff Post Helen-Z
88 Posts
MYOB Staff Post
Australia
Helen-Z
MYOB Staff Post

88Posts

18Kudos

8Solutions

Re: Client Compliance

Hello @John109

 

Thanks for your question, and welcome to the MYOB Community Forum.

 

I find that if Client Compliance is not opening for a new client, generally its an issue with the Background Process not running when the client was created. Try starting the background process (if it's still not running) and then update the client name. To do this, go to the Main tab for the client and click on Edit Client Detail on the left side. Modify the name of the client, click Ok, and then modify the name back to the original.

 

What this does (other than refresh the name), is force the new client through the Integration process. When you try to open Client Compliance after that, you should find that it works.

 

If not, give our Support team a call on 1300 555 666.


Regards,

Helen
Tax Support Specialist
MYOB Australia Pty Ltd
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