Editing client non-transaction data

https://help.myob.com/wiki/x/vh_EAQ

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Each client’s non-transaction data fields can be edited. The client’s non-transaction data is populated with information from MYOB AE/AO or it can be manually entered.

A icon indicates that the data field is linked to the client’s details in MYOB AE/AO. These linked fields can be edited in Non-Transaction Data of Statutory Reporter. The changes made in Statutory Reporter are not updated to MYOB AE/AO. Click to reset the changes to the field and return to the MYOB AE/AO data.

Directors, Partners or Trustees cannot be added or removed in client non-transaction data if the Associations feature in MYOB AE/AO is used and if the practice Non-Transaction Data Preferences have been configured. To add or remove a Director, Partner or Trustee, the information must be edited on the Associated tab in MYOB AE/AO. See Practice non-transaction data preferences and the Associated tab for more information.

To edit the client’s non-transaction data

Access the client’s non-transaction data. See Client non-transaction data. The Statutory Reporter — Non-Transaction Data window opens.
Find the data field to be edited. Use the Search field to search and locate the data field easily and quickly. See Searching for a data field.
Edit the data fields as required. On the MYOB AE/AO linked fields, click to reset the changes made to the field and return to the MYOB AE/AO data.
Click OK. The changes are saved.

To edit directors, partners or trustees

If the Associations feature in MYOB AE/AO is being used and the Practice Non-Transaction Data Preferences have been configured, then you will not be able to edit the Directors, Partners or Trustees in the client’s non-transaction data. See Practice non-transaction data preferences and the Associated tab for more information.

Access the client’s non-transaction data. See Client non-transaction data. The Statutory Reporter — Non-Transaction Data window opens.
Select the Directors / Partners / Trustees data category.
To add a director, partner or trustee:
1. Click to create a new record.
2. Enter the contact name and select whether the contact is a signatory.
To edit a director, partner or trustee:
1. Select the director / partner / trustee in the list.
2. Edit the contact name and /or whether the contact is a signatory.
To delete a directory, partner or trustee:
1. Select the contact in the list.
2. Click to remove the contact from the list.
Click OK to save the changes.

Related topics

Data categories and data fields

Searching for a data field

Practice non-transaction data preferences

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