Check MYOB Essentials Connected Ledger after upgrading

Some reasons why a user won't have access include:

• You previously used the old Partner Dashboard — the Users section of the old Partner Dashboard doesn't synchronise with user access management in MYOB Business. This can mean that a user is listed in old MYOB Essentials Connected Ledger but not in the user list in my.MYOB. We only give access to an MYOB Essentials Connected Ledger user who is also on your my.MYOB user list.

• The user is linked to multiple practices. We don't provide access to a user that is a member of another practice.

To check what users have access to the file, open MYOB Business, click the business name and go to Users — see Inviting a user to your MYOB business.

If you need to add a user back in, it's easy to do from my.myob (My account > Manage online file access) — see Requesting access to a client file.

Other things you should know about user access

• You can only invite an Advisor from the Users page in MYOB Business

• Only Owners and Online admins are able to set up bank feeds. 

• If you need to change the Owner user of the business, you'll need to contact us.

1. Log in to AE/AO using the practice login details.

2. Open the client whose ledger you've upgraded.

3. Click the Client Accounting tab.

4. You'll see the following 3 messages if the upgraded file has been reconfigured correctly :

   1. Balance Forward Accounts have been copied from Old Essentials.

      

      
      

   2. Your Client's custom account group mappings have been linked with the new ledger configuration. Review your account group mappings before generating reports.

      

      
      

   3. We've migrated your client's Essentials ledger and have updated your configuration settings. Open the workpaper/Trial balance and select Refresh ledger balances.

      

      
      

5. On the right side under the Configured Ledger details, the Ledger type will show MYOB Essentials (new).

Go to Banking > Reconcile accounts. On the Reconcile accounts page, the following fields are filled in for you based on the last completed reconciliation in the old software:

If something doesn't look quite right, it may be that there was a bank rec that was saved, but not completed, in the old software – only completed bank recs are migrated during the upgrade.

If that's the case, you will need to redo the bank rec.

For the steps on doing a bank rec in MYOB Business, see Reconciling your bank accounts.

Take the free, interactive course about bank reconciliation:

From the Banking menu, choose Bank rules to open the Bank rules page.

Check the list of rules. If you need to view or edit the setup of a rule, click its name. See Managing rules.

There are a number of changes that can affect whether old rules work in MYOB Business

• You can now choose if the rule will apply to all bank accounts or to a specific bank account.

• You can assign a contact to the rule.

• And you can enter a description to automatically appear in transactions created from the rule.

See Creating rules.

Go to the Accounting menu > Categories (Chart of accounts).

To view, edit or delete an individual category, first click its Name.

To edit multiple categories, click Edit categories.

To delete multiple categories, select them and then click Delete categories.  

For more information, see Adding, editing and deleting accounts