Once a Company has been created on NowInfinity or added to your company list, you can add this entity to your MYOB Practice Management.
Note: Ensure you have connected NowInfinity with MYOB Practice Management under your Portal Settings. To see how to connect the two platforms refer to our article.
When the documentation for the entity has been received, click on "MYOB Practice Management" under Integrations and click "Create Company in the MYOB Practice Management".
Alternatively, to access this page click on Menu > Documents > Completed Documents > search for the entity’s name > click on the name to open the documentation.
Once the company has been pushed to your MYOB Practice Management account, it can be found by clicking on CRM > enter the company name in the search bar > click Enter on your keyboard to see the results.
Once the results have appeared click on the company name, this will take you to the company information page where you can check all information has been pushed through correctly such as:
- Company Name
- Entity Type
- Registered Address and Principal Place of Business
If you wish to create a link for an already registered company in MYOB Practice Management from your company list in Corporate Messenger, navigate to Menu > Corporate Messenger > Companies > Company Profile > click "Add MYOB Practice Management link".
Note: You will need to ensure this company is already set up within MYOB Practice Management before clicking this as a warning may appear.
Once the link has been created the button will change to "Open in MYOB Practice Management". Clicking this will redirect you to the company information within MYOB Practice Management.