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Reopening closed clients

This support note applies to:

  • AO Practice Manager (AU)

  • AO Tax (AU)

  • AE Practice Manager (AU)

  • AE Tax Series 6 & 8 (AU)

  • AE Tax (AU)

Article ID: 33478

In MYOB Accountants Enterprise (AE) and Accountants Office (AO) you can reopen a closed client if required.

To view closed clients

  1. Log into MYOB AE/AO and click the Contacts icon. The Find Clients tab appears.

  2. From the bottom left of the Find Clients tab, select the Include Closed clients checkbox. All former and current clients now appear in the client listing.

To reopen a client

  1. In AO PM, open the client. The Main tab appears.

  2. From the Tasks panel select Re-open client. The client is re-opened.

  3. Click OK to save the changes. The closed client has now been re-opened.