You can easily send a document from the Client > Documents tab on your desktop to the cloud so that your client can view and download or print the document. For instance, send your client their financial statements, invoices, tax returns.
All clients that have been included as part of the portal will be able to view documents that you publish to the portal.
Any contributors will only see what you allow them to.
You can choose to simply publish documents to the portal without notifying your client.
Open MYOB Accountants Enterprise/Office on your desktop.
Go to your Clients > Documents tab.
Select one or more documents to publish to your client portal.
Use your [Ctrl] or [Shift] keys to multi-select documents as you normally would in a Windows Explorer view.
A document that is not in PDF format will be converted to PDF before it is published to the portal.
- Click Publish to Portal on the Tasks bar.
If you’ve already created your client portal, then the Publish to Client Portal Name Portal page in MYOB Accountants Enterprise/Online Live displays.
If you haven’t created a portal for your client, you’ll be prompted to select whether to:
create one for your client.
You’ll be directed to the Create Portal page to create your client portal. See Create client portals for more information.
add them to an existing portal.
You’ll then be prompted to select the portal to which you wish to add your client to and click Add. After confirming the addition to the selected portal, you can edit your portal details. See Edit a client portal for more information.
The client you’ve just added will be identified with a symbol. All existing full access users of the client portal will be able to see the new client’s documents.
For each document:
classify it into an appropriate category in the Tag column.
Select the appropriate tag from the drop-down.
Selecting a tag for your document is like filing it in a specific folder, making it easier for you to search for it later.
Selecting a Tag for your document is optional.
select the appropriate Year option for your document from the drop-down.
You must select a Year option
- order it in the list, as required.Click in front of the document you wish to reorder. Drag it to the position in the list where you want it to be positioned.As you’re just sending documents to your client, ignore the Signature required column for now. See for more details.
Click Publish. A message will be displayed across the top of the page letting you know that the documents have been published successfully.
On your portal:
The documents will be listed on the Documents > Sent page of your portal.
The documents will be listed on the Documents > Received page of your client’s portal.
Your client will not be notified that the documents have been published to their portal.