Skip to content

Online files

The Online files view is your main page under Client files, which lists all MYOB Essentials files, MYOB Business files, and online MYOB AccountRight company files you’ve created or that a staff member's given you access to. This makes it easy for you to keep on top of your client work. Quickly see which business files are up to date, and which you need to work on next.

The columns that you see depend on whether you're working with BAS (Australia only) and whether you've hidden any columns.

You can see:

  • how many transactions remain to be allocated

  • which months have been allocated and reconciled for the current and previous financial years

  • the percentage of transactions that have been automatically allocated based on allocation rules in MYOB Essentials/MYOB Business over the last 2 months

  • whether they're taking advantage of bank feeds to minimise data-entry work

  • see when their next activity statement is due, and its status (Australia only).

What you can see and do for each client also depends on whether you use compatible practice software like MYOB AE/AO.

Common tasks

Here are some tasks you can do from the Online files view:

Get the most out of the Client files page

Here are some tips that'll have you working with online files like a pro!

Sort the page

Get a quick overview

Get more info