Lorkin12
4 years agoExperienced Cover User
AE Portal
We were advised back in October 2020 that the MYOB AE Portal would soon have the cababilities of being able to uploading a standard document from document manager. I don't believe this has occurred yet??
At present we are cutting and pasting our standard wording in the portal to send the documents to clients - this is somewhat messy and time consuming.
Does any one have any update or how do you all work around the issue?
They are wanting up to use the portal but it's very clunky and not well thought out at all.
Thanks in advance