MYOB Portal using standard letters

Lorkin12
Experienced Cover User
38 Posts
Experienced Cover User
Experienced Cover User

38Posts

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0Solutions

MYOB Portal using standard letters

I was advised that by the end of December 2020 the MYOB Portal would be able to use standard documents from AE Document Manager, then I was told early this year - it still isn't available??

 

Can any one tell me when this may happen? 

2 REPLIES 2
Lorkin12
Experienced Cover User
38 Posts
Experienced Cover User
Experienced Cover User

38Posts

4Kudos

0Solutions

MYOB Practice - Documents

I believe that the function of using documents from document manager is finally available in MYOB Practice (MYOB Portal), not that anyone is sharing that news yet!! 

 

I have read how to set it up but our firm settings don't have an options of 'document profiles' as per my attachment - anyone know more about this than I do?

 

Thanks 

Document.JPG
Steven_M
MYOB Moderator
42,375 Posts
MYOB Moderator
New Zealand
MYOB Moderator

42,375Posts

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Re: MYOB Portal using standard letters

Hi @Lorkin12 

 

Sorry to see that no one has offered their assistance with your enquiry.

 

I can see that you have reached out to our agents who have indicated that the feature is not currently available at this time, although it does look like a demo was done for you.

Kind regards,
Steven

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