Advisor Home Page view

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Ultimate Partner GDay53
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GDay53
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Advisor Home Page view

Why is it that when I login to my Practice Online page i can see all my clients by scrolling up and down, yet when i open Advisor I can not scroll and can only see the first and last 10 clients unless I use the search and then I only see the one searched for? Why can't I see the lot the same as on the Practice Online home page?

 

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Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
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MYOB Product Team Haydes
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Haydes
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Re: Advisor Home Page view

Hi Graeme (@GDay53),

 

The Advisory Tab and Accounting Tabs have different ways of displaying the Ledgers as they link off to different systems. There is currently a limitation on the Advisory Tab of Practice Online that shows the top 10 Ledgers to choose from with the search bar to discover more Ledgers. 

 

We have sent feedback to the Product Manager in regards to this to include the ability to display other Ledgers in a more efficient way.

 

We will alert this space once we have an update. If you have any other questions in regards to this, please feel free to reach out.

 

Cheers,

Hayden

MYOB Social Support

 

 



Cheers,

Hayden (Ex-Moderator)
MYOB Product Team
Community Manager Suja_P
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Re: Advisor Home Page view

Hi Graeme (@GDay53),

 

Glad to report that the issue with MYOB Advisor only showing the first and last 10 clients has been resolved by our team. 

 

You should now see a pagination at the bottom of your list, allowing access to the entire client list. 

Cheers,
Suja Pillai

Social Support and Community Manager

Online Help| Forum Search| my.MYOB| Download Page

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Ultimate Partner GDay53
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GDay53
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Re: Advisor Home Page view

That works much better.

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
First Class Accounts Clayfield
Mobile: 0402 841 627
gday@firstclassaccounts.com
MYOB Certified Consultant
MYOB Diamond Partner
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