Naming Client Portal

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NNRk
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Cover User
Australia
NNRk
Cover User

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Naming Client Portal

We are beginning to use MYOB Portal and we were wondering what method other users were using to name their client portals? Do you use the name of the entity or do you use the clients code for reference back to MYOB AE?

 

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MYOB Moderator Linda_K
179 Posts
MYOB Moderator
Australia
Linda_K
MYOB Moderator

257Posts

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Re: Naming Client Portal

Hi @NNRk,

 

Thanks your post and welcome to the Community Forum – we hope that you find it a valuable resource.

 

The MYOB Portal has no specific requirements for the naming convention of client portals.  You can name the client portal anything you like.  In saying that, you can always edit the client portal name at any time as well as see which clients are linked to it if you are unsure.

 

However, as a practice you may wish to implement at standard naming convention for consistency purposes.  It could be using the client code as part of the client portal name, or the Family Group (if applicable) etc.

 

Given the above, it would be great to hear how other Accounting Practices are naming client portals to help you achieve your desired result.

 

Hope this helps Smiley Happy

Cheers,

Linda
Practice Solutions Support
MYOB Australia Pty Ltd
NNRk
2 Posts
Cover User
Australia
NNRk
Cover User

2Posts

0Kudos

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Re: Naming Client Portal

We are undecided on a standard name and was hoping to hear what other Practices were doing to see what might be suitable for us. Hope to hear from others soon Smiley Happy

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