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MYOB Portal resources and discussion

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Former Staff AlistairNestor
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MYOB Portal resources and discussion

Using MYOB Portal in your practice software? Want to find out more about how it works? Looking for tips and tricks to save you even more time? Read on.

 

ABOUT MYOB PORTAL

 

MYOB Portal is for users of MYOB AO and AE. It’s a collaboration portal that allows you to work more closely with your clients direct from your practice software.

 

HANDY LINKS

 

MYOB Portal sign up webpage - this provides an overview of MYOB Portal. It’s the dedicated page on the MYOB website.

 

The Savvy Accountant Rob Cameron interview - this is an interview with MYOB Platform Strategy Manager Rob Cameron about the origin of MYOB Portal and why it was developed.

 

Getting to know the MYOB Portal - A blog post introducing the launch of MYOB Portal.

 

HOW DOES THIS THREAD WORK?

 

MYOB Portal will continue to grow in functionality with new features added every fortnight. We’d love your input into what we should build next, so please share your thoughts in this thread.

 

Ask any questions you have about MYOB Portal by clicking REPLY below. There are plenty of MYOB folk lurking here who will see your question and respond as quickly as possible.

 

More importantly, there are also loads of brilliant beta testers - accountants just like you - who’ve been helping us with MYOB Portal since the beginning. They’re the brave folk who have tested, learnt, trialled, argued and made MYOB Portal what it is today. Without them, this service would not exist. They will also respond to any questions you may have.

 

I’ll add to this post as more resources and information appears. I’m really looking forward to your contributions!

16 REPLIES 16
Former Staff AlistairNestor
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Re: MYOB Portal resources and discussion

Here's a snappy interview with Lisa Miks, Product Manager at MYOB, regarding MYOB Portal. 

 

 

Partner CField
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CField
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Re: MYOB Portal resources and discussion

I have just installed and set up AO Live.

 

Old clients have appeared in the clients list on the portal. How do I remove them from the portal?

 

Thank you

MYOB Moderator MattN
693 Posts
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Re: MYOB Portal resources and discussion

Hi @CField

 

If the client is "active' in New AO, then they will appear in the Portal on your client list.

 

The Client List inside the portal will pull data live from your practice - so if you want to remove a client from this list, then make them inactive inside New AO.

 

You can do this by opening the client record using the find client list, and then ticking the 'Inactive" checkbox.

 


cheers,

Matt
Product and Technical Specialist
Practice Solutions
MYOB Australia Pty Ltd
newbie11
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Re: MYOB Portal resources and discussion

Can I delete a portal if it's obsolete?

MYOB Moderator MattN
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Re: MYOB Portal resources and discussion

Hi @CField

 

Currently, its not possible to delete a portal once its created - however I have passed this on to Product Development for you.

 


cheers,

Matt
Product and Technical Specialist
Practice Solutions
MYOB Australia Pty Ltd
MarkAR
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Re: MYOB Portal resources and discussion

Hi,

 

Firstly great work, we feel this is a major step forward.

 

We've been testing and building processes around the approval process (AE approval) and uploading to the client portal including requesting a signature. We come across a few issues and would like to see if the following enhancements could be added to the client portal.

 

1. The ability to add/delete/modify TAGs

2. The ability to add/delete/modify standard Subject lines (dropdown would be great)

3. Have a google like search engine built into the portal to search any key words within the firms client portal. At least to be able to search by Tag, Subject, Date...

4. The ability to run reports on varous activities on the portal. Like Tasks completed or outsanding, documents received or sent, who by and when.

5. The ability to resend an Email to a client including other directors  (e.g. to send the client a reminder)

 

Regards

M

 

 

 

MYOB Staff Post kostasmarkou
107 Posts
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kostasmarkou
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MYOB Portal resources and discussion - Links for MYOB Portal online help and various Knowledge Base Articles

Hi All,

 

Link to online help for MYOB Portal;

 

AU - http://adhelp.myob.com/ONLINE/ACC/AU/AO/index.htm#page/Practice_Portal/About_MYOB_Portal.htm

 

NZ - http://adhelp.myob.com/ONLINE/ACC/NZ/AO/index.htm#page/Practice_Portal/About_MYOB_Portal.htm

 

About_MYOB_Portal

 

 

Link to Knowledge Base Articles;

 

MYOB Portal - Recommended Setup:   

http://myobaustralia-ad.custhelp.com/app/answers/detail/a_id/37412/kw/37412

 

Recommendations when wanting to delete a portal.

http://myobaustralia-ad.custhelp.com/app/answers/detail/a_id/37410/kw/37410

 

 

 

Kostas
Solutions Architect
MYOB Australia Pty Ltd
MYOB Staff Post kostasmarkou
107 Posts
MYOB Staff Post
Australia
kostasmarkou
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Re: MYOB Portal resources and discussion

Many Thanks MarkAR for your feedback.

The product development team always appreciates our partner feedback.

With regards to document Tags, changes scheduled to come on-board include a Permanent and Temporary option with more to come soon.

As for the ability to add/edit/delete a document Tag, Subject Lines, and the "google" type search capability - these great suggestions have all been noted by the Product Development team for consideration in their development roadmap.

Finally the ability to resend an email to a client including other Directors (sending a client reminder) - This can be done by simply adding a comment and posting it to the outstanding document task. This will send a reminder email to the end user / required approver.

Kostas
Solutions Architect
MYOB Australia Pty Ltd
Partner SallyA
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SallyA
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Re: MYOB Portal resources and discussion

Looking good so far, set up has been easy.  Just wondering if there is a task permission in AE where we can restrict which security groups can publish to the portal?

 

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