Overview

• About MYOB AO
• About Practice Manager
• Logging in to MYOB AE/AO
• Preparing your practice for MYOB Logins
• Setting up MYOB Logins for your practice

  Using Practice Manager

• Setting up your homepage
• Setting your initial homepage view
• Mail merge
• About the Page tabs

  Clients and contacts

• Creating clients and contacts
• Finding and opening clients and contacts
• Using the Client page
• Using the Contact page

  Employees

• Finding and opening employee records
• Using the Employee page
• Creating new employees_original
• Working with employees
• Employee Planner

  Suppliers

• Adding new suppliers
• Finding and opening suppliers
• Using the Supplier page
• Closing suppliers
• Re-opening suppliers
• Deleting suppliers

  Assignments (AE)

• Schedules
• Job modes
• Milestones (for Assignments)
• Working with assignments

  Timesheets, disbursements
and expenses

• Timesheet windows and settings
• Working with timesheets
• Working with disbursements
• Working with sheets
• Timesheet reports

  Billing

• WIP and debtors
• Creating bills for clients using the Billing Wizard
• Managing bills
• Bulk invoicing 1
• Billing reports

  Debtors

• Entering debtor adjustments / writing off debtor amounts
• Debtors receipts
• Accessing the debtors ledger
• Viewing debtors bills

• Debtors reports

  Bookkeeping

• Bank reconciliation
• Cheques to print
• Creditors
• Employee ledger

• Export

  Other topics

• Job management
• Maintenance
• To Do's

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