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Share Space - Tell us your pain points with gaining initial access to your client ledgers

MYOB Product Team MindyChang
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MYOB Product Team
MindyChang
MYOB Product Team

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Share Space - Tell us your pain points with gaining initial access to your client ledgers

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Hi everyone,

 

One of our teams is redesigning the experience of how practices gain initial access to their clients’ ledger for Essentials and AccountRight. And we’d love your input!

 

We welcome you to join this discussion by answering the question below and help shape what we build:

 

How would you rate your current experience of gaining initial access to a client's ledger in Essentials and AccountRight from a scale of 1 (Very Unsatisfied) to 5 (Very Satisfied)?

 

Why did you give it that rating?

 

Regards,
Mindy
Product Designer
2 REPLIES 2
Partner TracyBWadvisers
2 Posts
Partner
TracyBWadvisers

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Re: Share Space - Tell us your pain points with accessing your client ledgers

Would love a remember settings for which file types are selected.
We still have a number of Ledger files that we use often and they are not automatically visible at the moment.
Linking our clients to our AE is a bit hit and miss. Some don’t like to link to client, so maybe some refinements required here.
Otherwise love the dashboard!! We’ve been actively using it for a couple of years and love it.
MYOB Product Team MindyChang
2 Posts
MYOB Product Team
MindyChang
MYOB Product Team

2Posts

2Kudos

0Solutions

Re: Share Space - Tell us your pain points with accessing your client ledgers

Thanks for your feedback. It's great to hear that you are enjoying using the dashboard!

 

The area that we are particularly interested in is actually around gaining that initial access to a client's ledger - i.e. when a client invites you to access their ledger. Are there any challenges that you face in this area?

 

Regards,
Mindy
Product Designer
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