Get ultimate control with dashboard

A powerful, single view to interact with your clients online

A powerful, single view of your clients online

Gain instant visibility of every MYOB Essentials and MYOB 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 AccountRight to an online ledger and simplified creation of new online business files.

Greater coding efficiencies and improved workflows

For each MYOB Essentials business*, you can see:

  • Prioritise your work with a simple view of the coding status of your files
  • Enjoy a rolling 12-month view of the total number of uncoded transactions
  • Easily review your coding using the automated indicator
  • Improve your coding efficiency by setting up better banking rules
  • Any accounts aren't set up for bank feeds? Quickly set them up

*MYOB AccountRight coming soon

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 AccountRight or MYOB Essentials Accounting.

Plus, use dashboard to launch directly into online files.

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More to come in 2017

As a part of our ongoing strategy to help our partners manage their client's books more efficiently, we will be releasing regular updates to the dashboard throughout the year. Check into dashboard regularly to see what’s new and improved.

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

 

Not an MYOB customer? Give us a call on 1300 555 666.

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