Using MYOB AO

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Data is converted from MYOB AO Classic when you first upgrade to MYOB AO and each time you create a tax return when the prior year’s return is in MYOB AO Classic.

This section identifies the data that is converted.

What data is converted during the installation of MYOB AO?

The following tables identify the information that is converted in bulk during the installation of MYOB AO.

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title	Client and Contact data

MYOB AO Classic Field	MYOB AO Field	Comments
Client id	Client code
Partner	Partner
Manager	Manager
Client Name	Client Name
Mailing Name	Mailing Name
Company Name	Mailing Name
Position		Not converted
Salutation	Salutation
Addressee	Addressee
Postal address	Postal address
Physical address	Home address (individual)
Business address (other)
Billing address		Not converted, MYOB AO uses Postal Address for all billing
Registered address	Registered address
Other address	Other address
Work phone	Business
Mobile phone	Mobile
Home phone	Home
Fax	Fax
Email	Email
Web	Website
Office	Office
Division	Department
Group	Family Group
Title	Title
Initials	Initials
Surname	Surname
First name	First name
Middle name
Tax client	Tax client
DOB	DOB
DOD	DOD
Gender	Gender
Date taken on	D/Created	If blank, conversion date
Bal Month	Bal Month
Current client	Client
Non client	Contact
Notes	Notes
Billing client	Billing group	Billing groups are used for invoices only. MYOB AO does not have ‘Link at timesheet’ feature.
UDF	Extra field	The extra field type is dependent on the field type in MYOB AO Classic. A tick box becomes a flag, a drop-down list becomes a text list and so on.
Work in Progress	WIP by job	The total WIP is converted against the job to which it relates broken down by time and disbursement only. If clients do not use jobs in MYOB AO Classic, then it is a single line per client by time and disbursement. There are no WIP transactions or ageing.
Debtors	Debtors	All outstanding debtor transactions are migrated to MYOB AO. Fully paid invoices do not convert and won’t be available in invoice history within MYOB AO.
Relationships	Associations
Document Client Path	Client document folder

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title	Employee data

MYOB AO Classic Field	MYOB AO Field	Comments
Employee name	Employee name
Employee code	Employee code
Work Patterns - Units	Employee Timetable
Work Patterns - Budget	Budget
Employee Partner flag	Maintenance > Partner
Employee Manager flag		Not converted, no equivalent
Employee Office	Employee Office
Employee Division	Employee Division
Employee Team		Not converted, no equivalent
Charge rates	Charge rates
Division	Department
Office	Office
Home phone	Phone	Employee page > Personal tab
Gender		Not converted
Staff cost rate	Staff costs rate
Birthday	DOB	Employee page > Personal tab
Photo		Not converted
BSB Number		Not converted
Account		Not converted
Bank		Not converted
Account Name		Not converted

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title	Maintenance data

MYOB AO Classic Field	MYOB AO Field	Comments
Invoice templates		Not converted, two standard templates provided; totals only and paragraph totals. Customise templates using MS Word or take up consulting services.
Job Types	Job Types
Job Status	Job Milestones
Steps in Job		Not converted, no equivalent
Debtors Terms		Not converted
Chargeable work codes	Code Types – Time
Disbursement work codes	Code Types – Disbursement
Non Chargeable work codes	Job Types	Attached to internal client NONCHG with number from MYOB AO Classic as the code.
UDF Group	Extra Type	Note: System defined fields such as TFN/ ABN (Australia) or IRD and BALMTH (New Zealand) are grouped under Additional info
Mail merge templates		Not converted
Excel workpapers		Not converted
Security permissions		Not converted

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title	Practice and System Setup data

Practice and System Setup
MYOB AO Classic Field	MYOB AO Field	Comments
Practice Name	Company Name
Address	Address line 1
	Address line 2
	Suburb
	Town
	Postcode
Our Phone	Phone
Our Fax	Fax
IRD/GST Number	IRD Number
Account Name	Bank Name
Account Number	Bank BSB number
Account Number	Bank Account Number

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title	Agency Details data

MYOB AO Classic Field

MYOB AO Field

Comments

Information on the Tools > Options > Employees tab > Agents sub tab:

Partner
Tax Agent Details
Account Lookup login details.

Maintenance - Agency Details page
Maintain Agency Details screen.

Only current partners are migrated as agencies.

What data is converted when I create a tax return?

Australia only

The following Tax information is converted when a new year return is created in MYOB AO and the prior year return resided in MYOB AO Classic. This process is usually known as rolling over a return (from year to year).

Mandatory client fields: TFN, DOB, ABN, ACN
Basic Worksheets for the Individual, Fund, SMSF, Partnership, Trust and Company returns
Depreciation (assets)
Depreciation integration - Includes to Business, Rental, Low Value Pool, Motor vehicles, P&T worksheet and worksheets
Capital works integration - into Rental, general worksheets
Private Health w/sheet
WRE (Work Related Expenses)
Losses
Motor Vehicle
Averaging
Rental Properties
Interest, Dividends and Trust/Partnership Income
Business Worksheet.

What Tax data doesn’t get converted?

Australia only

The following Tax data is not converted when rolling over from MYOB AO Classic returns to MYOB AO returns:

SBEC (Old STS)
Foreign Income
Project Pools (D14)
Low value pool integration into depreciation
Motor vehicle integration - into business, P&T worksheet, general worksheet (D1).

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Once this information has been entered into MYOB AO, the tax return rollovers for future years will rollover this data.

What Tax Manager data is converted?

Tax Manager transactions for the current tax year and 2 most recent prior tax years are migrated to MYOB AO. Tax Manager accounts for years prior to that will continue to be managed in AO Classic.

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Versions Compared

Old Version 3

New Version Current

Key

What data is converted during the installation of MYOB AO?

What data is converted when I create a tax return?

What Tax data doesn’t get converted?

What Tax Manager data is converted?

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Using MYOB AO

Clients

Recording time & disbursements

Using Jobs

Bills

Debtors

Reporting

Tax Australia

Tax Manager (NZ)

Administration

Maintenance