When accountants are working through a job in Client Accounting, we often collate a list of queries or source documents that are needed to complete the job at year end.
This is typically then emailed to the client, then the client forwards to the bookkeeper to get the response / documents.
We should be able to publish these "Year End Queries" directly from Client Accounting Workpapers into the MYOB Essentials File. It should appear as a banner when they log in, the same as what is used when MYOB make announcements that appear in the Essentials file when you log in.
I think this would be a better way to direct your queries as it goes to the bookkeeper / owner or whoever is responsible for the Essentials file directly and they see it everytime they log in. The could upload the required information directly into the Essentials file which would then feed back down into the Client Accounting workpapers tab in AO where the query began.
"Accountants Year End Query LIst"
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One of the biggest pain points for any Accountant / Bookkeeper is clients who leave it till the last minute to send information in or update the coding in their live files.
What if an option was added to Essentials / AccountRight Live where the Partner can send a "Your tax is due in 14 days and you have uncoded transactions " notificaton from within the file.
Even better could it be done automotically???
"GST due soon - Push notification"
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