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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:
Profiling is adding the client details and other metadata against the document - to help you find it easily in the future
The extra metadata you add against the document is controlled by your Practice Administrator - when they set up Templates in Nimbus.
Troubleshooting
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 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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. 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 “Share it”
(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 Addin’s 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
And click on “Send to”
and then “MYOB Share it”
When can I use it?
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?
To use MYOB Nimbus Profiler you’d need to install it. - see our installation guide.
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.