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melissapgp's avatar
melissapgp
Experienced Cover User
5 years ago
Solved

Client Portal - Contributors

Hi MYOB,

 

We have many clients who have bookkeepers that pay the BAS on the behalf of clients. When emailing a BAS we would send to the client and CC the bokkeepper. The client signs the BAS, done. Everyone communicated to that needs to be.

 

The Client Portal doesn't seem to have the function of the client approving and the bookkeeper just viewing the documents. The Client Portal wants the Client and Bookkeepper to sign which is really annoying. We have added bookkeepers as contributors but the Client Portal still wants the bookkeeper to sign. Very annoying for a client to have to wait for their bookkeeper to sign before we can lodge a BAS.

 

Are we missing something? Can we send to client to sign and a bookkeepper just to view?

 

If it is possible can you please send instructions of where we are going wrong.

 

Kind Regards,

Melissa

  • nickypic's avatar
    nickypic
    5 years ago

    Hi melissapgp 

     

    It is possible to add a contributor to a document they don't need to sign.  This is done after the document has been published.    If you select them during the publishing process you are requesting they also sign the document. 

     

    Once the document/s has been published, go to the Documents tab in the portal.  You will be able to see the last documents published at the top of the list.  You can also filter by client if there are too many documents.  Locate the document to share and click on the ellipse at the end of the row and select Share with Contributor.  Select the contributor.  They will receive an email about the document.   

     

    If you wish to unshare a document you go through the same process and untick the contributor. 

     

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  • nickypic's avatar
    nickypic
    Former Staff
    5 years ago

    Hi melissapgp 

     

    It is possible to add a contributor to a document they don't need to sign.  This is done after the document has been published.    If you select them during the publishing process you are requesting they also sign the document. 

     

    Once the document/s has been published, go to the Documents tab in the portal.  You will be able to see the last documents published at the top of the list.  You can also filter by client if there are too many documents.  Locate the document to share and click on the ellipse at the end of the row and select Share with Contributor.  Select the contributor.  They will receive an email about the document.   

     

    If you wish to unshare a document you go through the same process and untick the contributor. 

     

    • melissapgp's avatar
      melissapgp
      Experienced Cover User
      5 years ago

      Hi Nicky,

       

      Thank you very much for that, so helpful! I did a test run to make sure I understood what you were saying and it worked.

       

      Is it possible to share a Task rather than just a singular Document? I wrote a nice little description and published 4 documents for the particular situation I'm thinking of.

       

      I might need to rethink how I send Tasks.

       

      Kind Regards,

      Melissa Brown

      • nickypic's avatar
        nickypic
        Former Staff
        5 years ago

        Hi melissapgp 

         

        It is not possible to share Tasks.    Users in a portal can see their own and other users tasks so usually not required. 

         

        The Contributors option has been designed so they only see documents shared with them.  They can't see any tasks.

         

        An enhancement request has been logged requesting users be allowed to select contributors for viewing only at time of publishing.  This may be available in a future release.