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Question

Answer

1

How does MYOB AE/AO know my practice is using Nimbus?

There are 5 new fields in the database Configuration table. When the NimbusPracticeId field has a value then this will identify your practice as using Nimbus

2

Why aren’t all the Nimbus metadata fields available in the Nimbus Profiler?

3

Tax document

  1. Open a tax document in AE/AO

  2. Select Reports then Print Return…

    image-20241209-232655.png

  3. Click OK then Preview

    image-20241210-005719.png

  4. Click the Share It button

    image-20241209-232918.png

  5. The Nimbus Profiler will appear

    image-20241210-005437.png

    1. The File Name, Client and Folder are currently read-only

  6. Select a Category if required

    image-20241210-010142.png

    1. Only Text type custom fields will be available in this release

    2. Once the document is saved in Nimbus, you can modify the Properties to complete other metadata or custom fields

  7. Click Save

  8. The document will be saved into Nimbus. Click Yes to view the document

    image-20241210-010318.png

  9. 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

    image-20241210-010605.png

    1. You can Edit, Download, Sign, Modify the document Properties, Link a document or add a File Conversation.

    2. The Home button will redirect you to the Nimbus home page.

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