Clients FAQs
By Marsha and 3 others4 authors9 articles
- MYOB Client Files LockedSome MYOB Files may be locked when uploaded
- MYOB Administrator Password IssuesMYOB Administrator Password help, support and instructions
- Client 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 issues
- How To: Use the Client WizardUse the Client Wizard to onboard new clients or update existing ones by assigning roles, schedules and client groups
- How 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.