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Nimbus needs to know what the client code is, in order for it to attach the document from AE/AO to that same client in Nimbus
Solution: Please make sure there is a Clientcode defined in AE/AO and also Nimbus for the client you are planning to publish the document for
If you have just added the client in AE/AO, and there is a Clientcode, then try again soon as there is sometimes a short delay before AutoMate synchronises the client from AE/Ao AO to Nimbus
Unsupported Workflows
For this release, only some workflows are supported - as below:
Workflow | Details | Supported? | |
|---|---|---|---|
| 1 | Publishing a Tax Return | You are in Tax, and click on “Share it” | Yes. This is currently the only workflow supported for the Beta release as at the end of 2024 |
| 2 | Other workflows from AE/AO | E.g. you are in Workpapers or PDF Manager etc, and click on “Share it” | Sorry - this is not currently supported |
| 3 | Other workflows - outside of AE/AO | E.g. you are in Excel / Word / Outlook and use the existing add-in to | Sorry - this is not currently supported |
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We are not aware of any just yet, but we will keep you posted here if we find any.
Hope this helps, the .
The Nimbus Team at MYOB.