Jade-from-Peak
Joined 3 years ago
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Re: MYOB Portal Sharing Documents Already Uploaded With Contributors
Hi Nam, Yes... I understand that. That's exactly what I just said above. I'm asking if this function will be fixed in upcoming updates? It's incredibly frustrating trying to convince clients to use the client portal when all the features are so clunky and outdated and inefficient. The fact that we have to upload documents twice (some of our clients have as many as fifteen entities requiring signatures) is ridiculous. It also makes absolutely zero sense that selecting a contributor would require a signature. I would have thought the contributor function would automatically disable signatures. In what scenario would a bookkeeper have to sign a tax return? Why are contributors even allowed to sign documents?1.7KViews1like1CommentRe: MYOB Portal Sharing Documents Already Uploaded With Contributors
Hi Nam, With this new update, are we now able to include contributors when first publishing the documents without them having to sign? It's very frustrating that this process effectively requires us to publish the documents twice, which is a lot more double handling than a simple email requires - a few of our clients are wondering why we are using this process when it is clearly less efficient than emails.1.7KViews1like3Comments