Before you jump into Client Accounting, make sure you've set up Client Accounting for your practice.
Installing and licensing was only one part of the initial setup. To make sure you're able to use the full functions and benefits of Client Accounting, you'll need to configure your Client Accounting Settings.
The Client Accounting Settings can be accessed via the Maintenance Map of your Accountants Office (AO) or Accountants Enterprise (AE) software. In these settings, you'll enable MYOB ledger and enter the location of any AccountRight Classic programs you have installed.
Almost everything you need to prepare your practice for Client Accounting is available in the Maintenance Map of Accountants Office (AO) and Accountants Enterprise (AE).
In this workflow, we'll show you how to configure your Client Accounting Settings and some additional tasks such as how to secure your client's data.