A powerful, single view of your clients online
Gain instant visibility of every MYOB Business and MYOB Business AccountRight client online, plus the ability to import clients using classic versions of MYOB AccountRight using their serial number.
The dashboard also gives you faster migration of clients using classic versions of MYOB Business AccountRight to an online ledger and simplified creation of new online business files.
Greater coding efficiencies and improved workflows
Prioritise workflow with a simple view of the coding status of MYOB Business clients in your dashboard. Quickly and easily identify:
- MYOB Business AccountRight files that are checked out
- Clients that are missing bank feeds and eating into your time
- Opportunities to automate your coding
- Clients that have missing or uncoded transactions
Referrals have never been easier
Making client referrals is now easier than ever. Your clients will receive their first 30 days FREE when you set them up with MYOB Business.
Plus, use dashboard to launch directly into online files.
How to get on-board
How you get started with dashboard depends on the version of Accountants Office or Accountants Enterprise you currently use. If you are an MYOB Partner but do not use an MYOB Practice Solution there are also specific instructions below for you:
MYOB dashboard is already available to you via AO/AE Live
Simply click on the Accounting tab in your Live services.
In order to use MYOB dashboard, you must be signed up to Live Services.
Sign up below. Once your Live services are switched on, simply access through the Accounting tab in your AO or AE software.
Great news! Dashboard is set up and ready to go.
Primary Contacts can log in now using their my.MYOB account details