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If you have any problems with the Nimbus Profiler, please refer to this page https://nimbusportals.atlassian.net/wiki/x/DwAKxw.
Supported Workflows
The following workflows are supported for When a practice is identified as using Nimbus, the Nimbus Profiler will open instead of the DM profiler when the Share It button is clicked.
For the Beta Release as at the end of 2024:
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Workflow
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Details
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Publishing a Tax Return
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You are in a AE/AO Tax Return, and click on “Share it”
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Publishing from Statutory Reporter
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You are in an AE/AO Statutory Report, and click on “Share it”
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Publishing a Workpaper
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You are in an AE/AO Workpaper, and then click on “Share it”
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Publishing from PDF Manager
This currently only works for Tax Returns
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, you are able to save the following documents directly from AE/AO to Nimbus:
Tax return
Workpapers
Financial Report
Tax return that has been exported to PDF Manager
For additional detail, see Nimbus Profiler - How to save a document in Nimbus .
Unsupported Workflows
The following workflows are not currently supported for the Beta Release as at the end of 2024:
Workflow | Details | |
|---|---|---|
| 1 | Other workflows from within AE/AO | E.g. you are in PDF Manager and click on Save with |
| 2 | Other workflows - outside of AE/AO | E.g. you are in Excel / Word / Outlook / File Explorer, and use the existing add-in to Share It. The Nimbus Addin’s can be installed for use in Excel / Word / Outlook - Add-ins Installation |
| 3 | Files saved locally | You are in Windows Explorer and right click on a file, click on Send to then MYOB Share It  |
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What do I need to do to get it working?
The Nimbus Profiler will be available in the early 2025 release of AE and Nimbus.
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