New MYOB Portal Features - we’ve been listening to your feedback!

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MYOB Staff Post ChristineMa
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New MYOB Portal Features - we’ve been listening to your feedback!

New MYOB Portal Features - we’ve been listening to your feedback!

 

We have taken on board your feedback on MYOB Portal and we have just released several new features to improve your Portal user experience.

Branded emails:

MYOB Portal now offers light brand customisation for email notifications, so that you can personalise your client notifications to your practice’s branding.

Correspondence Preferences:

MYOB Portal now offers the ability for you to have more control over your client correspondence, including:

  • You can view and edit the ‘portal administrator’ to change who receives notifications of new uploads from your clients.
  • The ability to create a ‘practice alias’ for various portal notifications.
  • With the ‘send as’ feature you can personalise client notifications, allowing you to select who the client sees on the task regardless of who creates it.
  • A ‘notify list’ feature with the flexibility to nominate who receives notifications of task updates and comments.

For more information on these new features please visit help – link to http://help.myob.com/wiki/x/zI2yAQ

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Partner Craig2018
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Re: New MYOB Portal Features - we’ve been listening to your feedback!

It would be great if you could add a feature which allows us to ask someone to sign a document in addition to notifying a different user (who we don't want to sign) that a document has been uploaded. For example, you upload a document for a Director to sign but want to also notify a bookkeeper (who has access) that it was uploaded. At present, we have to email the bookekeeper separately that we uploaded a document. 

Experienced User Jacksen
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Re: New MYOB Portal Features - we’ve been listening to your feedback!

We have been wanting this feature as well.

 

Sometimes a clients other half will get them to follow up sooner!

Partner Murrays
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Re: New MYOB Portal Features - we’ve been listening to your feedback!

Hi, I was recently involved with a discussion on this advance feature comming soon

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