All relationships in MYOB AO are defined using relationship types defined on the Client page > Associated tab. Relationships tab for Individuals AO Classic field | MYOB AO relationship type |
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Spouses Details | “is spouse of” |
The following table outlines when Spouse details in MYOB AO Classic are updated from MYOB AO. MYOB AO change | Change made in MYOB AO Classic |
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Define a new relationship for “is spouse of”. | Spouse Details updated to include the relationship. | Change the Start Date. | No change | Enter an End Date. | Spouse Details updated to remove the relationship. | Clear the End Date. | Spouse Details updated to include the relationship. | Delete a “is spouse of” relationship. | Spouse Details updated to remove the relationship |
| UI Text Box |
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| When MYOB AO is integrated with MYOB AO Classic, a client can only have one “is spouse of” relationship defined. |
Relationships tab for Partnerships AO Classic field | MYOB AO relationship type |
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Partners Details | “is partner of” | ”has partner of” |
The following table outlines when Partners Details in MYOB AO Classic are updated from MYOB AO. MYOB AO change | Change made in MYOB AO Classic |
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Define a new relationship for “has partner of”. | Partner Details updated to include the relationship. | Change the Start Date. | No change | Enter an End Date. | Partner Details updated to remove the relationship. | Clear the End Date. | Partner Details updated to include the relationship. | Delete a “has partner of” relationship. | Partner Details updated to remove the relationship. |
| UI Text Box |
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| You can define as many partner relationships as required.
Each relationship is shown for both clients in MYOB AO and MYOB AO Classic. |
Functionality on the Relationships tab for Partnerships in MYOB AO Classic will change in the following ways when integrated with MYOB AO: All partners defined in MYOB AO will be listed in MYOB AO Classic To add or delete partners in MYOB AO Classic, you have to make the changes in MYOB AO, you cannot use [F4] or [F8] in MYOB AO Classic You will only be able to edit the Profit % field in MYOB AO Classic.
Relationships tab for Trustee/Beneficiaries AO Classic field | MYOB AO relationship type |
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Trustee/Beneficiaries Details | “is trustee of” | “has trustee of” | “is beneficiary of” | “has beneficiary of” |
The following table outlines when Trustee/Beneficiaries Details in MYOB AO Classic are updated from MYOB AO. MYOB AO change | Change made in MYOB AO Classic |
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Define a new relationship for “has trustee of” or “has beneficiary of”. | Trustee/Beneficiaries Details updated to include the relationship. | Change the Start Date. | No change | Enter an End Date. | Trustee/Beneficiaries Details updated to remove the relationship. | Clear the End Date. | Trustee/Beneficiaries Details updated to include the relationship. | Delete a “has trustee of” or “has beneficiary of” relationship. | Trustee/Beneficiaries Details updated to remove the relationship. |
| UI Text Box |
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| You can define as many trustee/beneficiary relationships as required.
Each relationship is shown for both clients in MYOB AO and MYOB AO Classic. |
Functionality on the Relationships tab for Trustee/Beneficiaries in MYOB AO Classic will change in the following ways when integrated with MYOB AO: All trustee/beneficiaries defined in MYOB AO will be listed in MYOB AO Classic. To add or delete trustee/beneficiaries in MYOB AO Classic, you have to make the changes in MYOB AO, you cannot use [F4] or [F8] in MYOB AO Classic. You will only be able to edit the Income % and Child fields in MYOB AO Classic. The Non Res tick box will only be displayed in MYOB AO Classic.
Relationships tab for companies AO Classic field | MYOB AO relationship type |
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Associates Details | “is director of” | “has director” | “is shareholder of” | “has shareholder” |
The following table outlines when Associates details in MYOB AO Classic are updated from MYOB AO when the Company is a Client. If the Company is a Contact, no data is updated in MYOB AO Classic. MYOB AO change | Change made in MYOB AO Classic |
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Define a new relationship for “has director” or “has shareholder”. | Associates Details updated to include the relationship. | Change the Start Date. | No change | Enter an End Date. | Associates Details updated to remove the relationship. | Clear the End Date. | Associates Details updated to include the relationship. | Delete a “has director” or “has shareholder” relationship. | Associates Details updated to remove the relationship. |
| UI Text Box |
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| You can define as many director/shareholder relationships as required.
Each relationship is shown for both clients in MYOB AO and MYOB AO Classic. |
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