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What is the Nimbus Profiler?
If you are a MYOB Accountants Enterprise (AE), or MYOB Accountants Office (AO) site, who also uses the Nimbus Document Manager, you will soon be able to can now publish a document directly from AE/AO directly into Nimbus; using the “Share It” button.
This will save the document The document will no longer be sent to AE/AO’s Document Manager (DM), but will instead be saved directly into Nimbus - allowing you to profile it along the way.
Troubleshooting
If you have any problems with the Nimbus Profiler, please refer to this page https://nimbusportals.atlassian.net/wiki/x/DwAKxw.
Supported Workflows
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, you are able to save the following documents directly from AE/AO to Nimbus:
Tax return
Workpapers
Statutory Report
Tax return that has been exported to PDF Manager
For additional detail, see Nimbus Profiler - How to save a document in Nimbus .
Thereby eliminating the need to send it to DM first or Desktop and then into Nimbus.
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Supported Workflows
You can export the following documents from AE/AO, Desktop, or MYOB PDF Manager, to Nimbus using the Nimbus Profiler:
Tax Returns
Workpapers
Statutory Reporter
Income Tax Client Report
Any PDF document in MYOB PDF Manager
Any file or document from your computer, when you right click and “Send to”.
See here for additional details
Unsupported Workflows
The following workflows are not currently supported for the Beta Release as at the end of 2024:
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Workflow
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Details
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Other workflows from within AE/AO
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E.g. you are in PDF Manager and click on Save with
(Other than for Tax Returns printed to PDF Manager - which is supported)
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Other workflows - outside of AE/AO
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E.g. you are in Excel / Word / Outlook / File Explorer, and use the existing add-in to Share It.
The Nimbus Addins can be installed for use in Excel / Word / Outlook - Add-ins Installation
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Files saved locally
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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 Nimbusby the Nimbus Profiler:
Mail Merge Wizard
Profiling multiple files in bulk.
How do I enable the Nimbus Profiler?
You will need to:
first update your installation of AE/AO to the Feb 2025 release (or a later version)
install the Nimbus Profiler - see here for the installation guide.
Both of these steps only need to be done once.
Troubleshooting
If you experience any errors while using the Nimbus Profiler, please refer to the Troubleshooting guide.
FAQ
Check out our FAQ on MYOB Nimbus Profiler. Learn more.