Share It feature that enables you to easily save files to your client document folder and to transfer files directly to your MYOB Portal.
Before you use Share It, ensure that you have:
set the default folder where documents will be saved for your client.
You can do this in Maintenance > (AO) Maintenance Map > Documents > Mail Settings > Document Startup Path.
created your client portals.
The Share It button is available on the toolbar of any print preview window.
- Open your tax client.
Open their return.
Select Reports > Print Return from the menu. The Print Form window opens.
Click OK. The Print window opens.
Click Preview. The Preview window opens.
Click . The Share document dialog displays.
Enter your Contact details. The Contact field may be automatically filled with your client details.
If not, select your client from the Contact drop-down list or use the adjacent browse button to search for your client. The Save to client document folder checkbox is selected by default and the Client document folder field is read-only field which displays the Document Startup Path previously set for each client in Maintenance > (AO) Maintenance Map > Document > Mail Settings.
Select the Publish to client portal checkbox to publish the tax return to your client portal. This option will only be available for selection if a client portal has been created for your client.
Click OK. The document is saved to the client document folder and the Publish to [Client Portal Name] portal page in MYOB Accountants EnterpriseOffice Live opens where [Client Portal Name] is the name of the client portal that you are publishing documents to.
SeeWhat can I do in MYOB Practice? (merged into About page) for more information.
Click Share It from the toolbar of the preview window, you will receive the following message:
The document has been saved into Document Manager.
Do you also want to publish it to the client portal?
This message will only appear if:
- the status of the document is Completed or Approved, and
- you have created the client portal.
If you click No, the document won’t be published to the portal, but will be saved in Document Manager.
Click Yes to publish the document to the portal. Your document will be saved into Document Manager and the Publish to [Client Portal Name] portal page in MYOB Accountants Enterprise/Office Live opens where [Client Portal Name] is the name of the client portal that you are publishing documents to.
See the What can I do in MYOB Practice? (merged into About page) for more information.