All CollectionsClientsClients FAQsClients FAQsBy Marsha and 3 others4 authors·9 articlesMYOB Client Files LockedA MYOB client stuck on "Analysing data" or not syncing for days, or your team can't open its tasks? The MYOB file needs its username and password before XBert can…MYOB Administrator Password IssuesMYOB Administrator Password help, support and instructionsClient Console - Client's PerspectiveHelping you understand the client user's perspective of their console and its capabilities.Reconnecting Files with New Xero PermissionsWhen we add to the list of Xero permissions we request access to, you will need to reconnect your Xero files to utilise our new features.How To: Unlock a FileWhy a client file locks, what happens while it is locked, and how to unlock it.Bulk Actions on Client RolesFor when you want to assign/reassign roles to multiple clients in bulk.Troubleshooting Payroll IssuesTroubleshooting steps for payroll connection issuesHow To: Use the Client WizardUse the Client Wizard to onboard new clients or update existing ones by assigning roles, schedules and client groupsHow To: Move a Client from Financial AI to Workflow AIMove a client from Financial AI when you no longer need XBert reading their ledger, and keep the workflow side running on Nano.
