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najeybespoke's avatar
najeybespoke
User
5 years ago

MYOB My Practice Dashboard

Dashboard trouble - I cant send invitations to clients from my practice, says clients already linked see screen shot below 

 

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  • Haydes's avatar
    Haydes
    MYOB Product Team
    5 years ago

    Hi najeybespoke 

     

    From the screenshot it looks like you're trying to create a brand new file from the Dashboard though you mention you're trying to send an invitation.

     

    Can I ask what you are ultimately trying to do here? As in are you trying to send an invitation to your client to open an MYOB AccountRight/Essentials file, or are you trying to create a brand new file and have it automatically send an invitation to them?

     

    In any case, the error: "Client is already linked" means that there is a Client linked to an Online file on the Transaction Processing - Online files page. Unfortunately the search doesn't bring these up however CTRL + F does (Provided you're on the same page, you may have to go to different pages). As you can only link 1 client to 1 file if it's linked to an existing file, choosing that Client when you click "Create file" will bring that error up.