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Question | Answer | |
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| 1 | How does MYOB AE/AO know my practice is using Nimbus? | There are 5 new fields in the database Configuration table. When the |
| 2 | Why aren’t all the Nimbus metadata fields available in the Nimbus Profiler? | 3 |
Tax document
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Open a tax document in AE/AO
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Select Reports then Print Return…
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Click OK then Preview
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Click the Share It button
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The Nimbus Profiler will appear
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The File Name, Client and Folder are currently read-only
Select a Category if required
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Only Text type custom fields will be available in this release
The first release of the Nimbus Profiler contains only the most important metadata fields. Once the document is saved in Nimbus |
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the user can modify the |
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properties to complete other metadata |
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Click Save
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The document will be saved into Nimbus. Click Yes to view the document
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A new browser tab will be opened with the document in Nimbus. You will be required to log in if you are not already logged in the browser
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You can Edit, Download, Sign, Modify the document Properties, Link a document or add a File Conversation.
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