Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 5 Next »

There are five different workflows that allow you to send a document from MYOB AE/AO directly into Nimbus.

Income tax return

  1. Click the Share It button when previewing a tax document:

    1.1 - Share It-20250131-000613.png

  2. Then profile and save to Nimbus with the Nimbus Profiler.

Workpapers

  1. Click the Share It… button when creating a PDF of Workpapers:

    1.2 - Share It-20250131-000613.png

  2. Then profile and save to Nimbus with the Nimbus Profiler.

Financial report

  1. Click the Share It button when previewing a report:

    1.3 - Share It-20250131-000613.png

  2. Then profile and save to Nimbus with the Nimbus Profiler.

PDF Manager

  1. Click Save with… in MYOB PDF Manager:

    1.4 - Save with-20250131-000613.png

  2. Then profile and save to Nimbus with the Nimbus Profiler.

MYOB Share It

  1. Select a file in Windows Explorer or on the Desktop

  2. Right click

  3. Select Send to

  4. Select MYOB Share it:

    image-20250203-235241.png

  5. Then profile and save to Nimbus with the Nimbus Profiler.

Profile and save a document to Nimbus

After clicking Share It or Save with, the Nimbus Profiler window will appear, allowing you to modify the File Name, select the Client, select the Folder and set the Category for the document.

image-20250214-011847.png
 Field validation rules

Field

Description and guidance

1

File Name

The File Name will be prefilled and can be modified as required

2

Client

If the client is known, it will be prefilled in the Client field.

If the Client is not known or the document needs to be saved in a different client folder, you can search and select using either the Client Name or Client Code:

  • A minimum of 3 characters is required to perform a search

  • The client search is a “Starts with” search e.g. To find client “Steve Smith” you need to search for “Steve”

  • Clients with restricted access in Nimbus will not be searchable unless the API User is granted access

3

Folder

The Folder will be defaulted to the client's Current folder. The dropdown list will allow you to select any subfolder for the selected client.

Note: Folders with restricted access in Nimbus will not be displayed unless the API User is granted access

4

Category

The default Category will be preselected. The category can be changed by selecting from the dropdown list

Note: Custom fields can be added once the document is saved in Nimbus

  1. Profile the document

  2. Click Save, and the document will be saved into Nimbus.

  3. Click Yes to open the Nimbus document in the browser

    2.3 - Profile Doc - Open in browser-20250131-000613.png

  4. A new browser tab will be opened with the Nimbus document viewer. You will be prompted to log into Nimbus first if you aren't logged in already

    2.4 - Profile Doc- View Doc-20250131-000613.png

  5. The Nimbus document viewer will allow you to:

    1. Edit, Download, or Sign the document (PDFs only)

    2. Modify the document Properties and Custom Fields

    3. Link to another document

    4. Add a File Conversation

    5. click Home to navigate to the Nimbus home page.

  • No labels