MYOB Portal - What's New?

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Former Staff AlistairNestor
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MYOB Portal - What's New?

MYOB Portal Release 18/06/2015

 

We’ve been busy working under the hood so you can get more out of MYOB Portal. Part of the beauty of being online is that we can drop new features into the product really quickly, so while you were sleeping last night we were adding in multiple signatures.

 

We’d love to know what you want next, so please let us know by replying below.

 

Multiple signatures

 

The main advancement in the latest MYOB Portal release is that users can now get multiple clients to digitally approve a document. Sound good?

 

This means you can choose more than one client user belonging to the same portal to digitally approve the selected document in the Assign to field.

 

image-01.jpg

 

Task Information redesign

 

We’ve also redesigned the layout of the Task Information view in the Tasks section to make it easier to see detailed information about a task. This might be when a task was created, who created it, documents attached, history of activity in the Comments section, or if a document has been approved/rejected. We hope you like it!

 

image-02.jpg

 

This is just the start for MYOB Portal. Keep an eye out for more enhancements in the coming weeks. And once again, feel free to ask questions and make suggestions in the comments below.

 

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MYOB Moderator Rhys_Bateman
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MYOB Portal Release | 26/06/2015

Hi Guys,

 

We made a few little updates to MYOB Portal last night for some of the most requested features so far. When you log in today, you'll notice:

 

  1. You and your teams are now able to delete documents within MYOB Portal.
  2. You and your staff can now be invited to Portal's from by your clients via their email address.

We've got a heap of cool features coming, but if there's anything you want right away - let us know and we'll get the product team cracking.

 

Rhys

MYOB Staff Post JimmyKeogh
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Re: MYOB Portal Release | 26/06/2015

Hi all,

 

My name is Jimmy and I am the user experience designer for the Portal. One of our latest features to be deployed is multiple document uploads from Document Manager. I have spoken to some of you while designing this feature and would like to thank you for your valuable input. It has really helped us focus on the elements that matter within the design flow.

 

But with that said, we are very eager to hear your feedback on multiple document upload as you use it. Whats working? Whats not working so well? Please respond here or email me with your thoughts.

 

Many thanks in advance,

 

Jimmy

 

e: jimmy.keogh@myob.com

Former Staff Esbisme
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Re: MYOB Portal Release | 26/06/2015

Hi Everyone!!

Well our Practice Portal is definitely something that has the whole MYOB Community a buzz and it's GREAT.

 

In the spirit of that and for those that may be new to the Portal and the Community Forum - I'm just attaching a useful video link below that can help illustrate some of the functionality and make you feel more at ease with setting up and using the MYOB Portal.


This video link Getting Started with AO & AE Live will got through the following topics:

 

  • Setting Up Portals
  • The Clients Page
  • The Accounting Page
  • The Documents Page
  • The Practice Manager Page
  • The Tasks Page

I hope you all find this video a helpful resource and thank you again for taking time to be a part of the MYOB Community Forum.

Cheers,

Esther
Practice Solutions - Support
MYOB Australia Pty Ltd
MYOB Staff Post Lisa_Miks
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MYOB Portal - What's New? 28/10/2015

Ever wanted to share a document or task in a Portal with an Auditor, bookkeeper or bank without giving them access to all the documents in the Portal?

 

Well now  you can! Check out the new Contributor feature in Portal. For more details see Help.

 

Also for those who have been eagerly awaiting your formatting to be retained when publishing a document - Its now available, as are basic formatting options.

 

Happy Portaling!

 

Lisa Miks
Product Manager
MYOB Australia Pty Ltd
MYOB Staff VilmaZubak
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Re: MYOB Portal - What's New? 28/10/2015

To expand on Lisa's post - 

 

You're now able to add 2 different types of users to a client portal:

  • a user with full access to the portal - who can see all documents and associated tasks

and

  • users who are contributors with restricted access to documents and tasks.

To give you some ideas on where you might want to use a contributor:

You've created a portal for your client, Jane Clear, who is a sole trader and she is a full access user with access to everything in her portal. Jane is refinancing her business loan and her bank has requested that she provide them with a number of documents in order to secure the loan. As her accoutant, you're able to add the bank as a contributor to Jane's portal so that they can access the document that they need. The bank won't be have access to the whole portal, only to the documents that you allow them to view. This saves you time and resources in photocopying the documents and mailing them to the bank; and the bank can access the documents immediately speeding up the process of approving the business loan. This is shown in the diagram below.

PortalSetup_Example4.png

 

 

You can select the user type when you create a portal:

 

CreatePortal_28102015.png

 

 

You're also able to add new full access users or contributors when you're editing a portal:

 

EditPortal_28102015.png

 

 

You're able to assign a task to a full access user and/or contributor when you're publishing a document to a portal:

 

PublishDoc_28102015.png

 

  

And if the user isn't currently in your database, you're able to add them when you need to by selecting the Create new user option:

CreateNewUser_28102015.png

 

And as Lisa mentioned, we've also added a simple rich text editor to text boxes. You'll see the rich text editor when you're typing an email description to your clients whilst creating a task and when writing a comment to your clients. This means that you can now enter a new line of text, bold text and retain all the formatting.

 

For more details, see the Help.

 

Vilma 

Technical Writer

MYOB Australia Pty Ltd

 

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