AE Portal
We were advised back in October 2020 that the MYOB AE Portal would soon have the cababilities of being able to uploading a standard document from document manager. I don't believe this has occurred yet?? At present we are cutting and pasting our standard wording in the portal to send the documents to clients - this is somewhat messy and time consuming. Does any one have any update or how do you all work around the issue? They are wanting up to use the portal but it's very clunky and not well thought out at all. Thanks in advance734Views1like2Comments
Updating Email Address for Clients in MYOB Portal
I don't understand why MYOB won't allow you to update a user's (client) email address on the Portal. (I think it's a bit inefficient to be honest, as some users are connected to multiple Portals.) Can someone please explain why this is the case? Or suggest a solution which doesn't involve creating a new user everytime a client changes their email address? Or is creating a new user the only way to go about this?