When you export financial information to MYOB Accountants Office, the Receivables Reconciliation Exceptions, Payables Reconciliation Exceptions (Not Basics), and Bank Reconciliation reports are included in the file. If inventory or GST exceptions are found, the Inventory Value Reconciliation Exceptions (Not Basics), GST Amount Variance and GST Code Exceptions reports are also included. These reports are designed to alert your accountant to any irregularities in your company file and provide them with supplementary information to analyse your accounts. - Go to the Accounts command centre and click:
- Send to Accountant (Not Basics).
- Send to MYOB Accountants Office (Basics).
The Reporting Period window appears.
Select the month or range of months you want to export. To select a range of months, click and hold the mouse button on the first required month and then drag the cursor over the names of the remaining months. UI Text Box |
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| Choose the reporting months carefully It's important not to include dates you've included in a previous export because this would result in double-counting your transactions. As a precaution, we recommend that you tell your accountant the periods you've selected. |
Select the type of information to be provided from the Information required list. At the top of the window, select the method you want to use to send the information. Email—If you want to email the file: Enter your accountant’s card in the Linked Card for Accountant field and then click Email. The Email window appears. An export file is automatically attached to the email (called _companyname._MYE). A .zip file of the reports is also attached. If you want, you can change the email address and edit the subject line. Click Send.
Disk—If you want to save the file to disk: Click Disk. The Save As window appears. Enter a name and location for saving the export file. The default file name is companyname.MYE. You can change the file name if you want but you must retain the ‘.MYE’ extension. A .zip file of the reports is also saved. Click Save.
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