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Nimbus Profiler Integration

Nimbus Profiler Integration

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 can now publish a document directly from AE/AO into Nimbus; using the “Share It” button.

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. Thereby eliminating the need to send it to DM first or Desktop and then into Nimbus.

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Nimbus Profiler

Supported Workflows

You can export the following documents from AE/AO, Desktop, or MYOB PDF Manager, to Nimbus using the Nimbus Profiler:

  1. Tax Returns

  2. Workpapers

  3. Statutory Reporter

  4. Income Tax Client Report

  5. Any PDF document in MYOB PDF Manager

  6. 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 by 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.

 

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