PS Help: Tax - Australia 2018
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Accountants Enterprise only

The user interface is a browser for the MYOB application ledgers comprising of a:

Section
Column
  • Menu
Bar
  • bar

  • Toolbar

  • Work area

Column

  • Status

Bar

  • bar

The

  • Navigation

Bar

  • bar.

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The menu options can be managed depending on a user's security level. Refer to See Menu Level Security (MLS) Setup.

Work area

By default the Work area displays the list of application Ledgers. Users with necessary security level, are able to change the appearance of the work area, refer to User Accounts. Depending on the settings selected for the Start option on the Preferences tab under User Accounts, the work area will open showing:

Your browser list may appear differently depending on the view setup by selecting View > Folder View. Refer to The Folder View Window.

Menu Bar
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titleMenu bar

The menu bar provides options according to your security level:

For the standard user, some menu items have restricted access. The standard user security level provides these menus:

  • File, refer to The File Menu below.

  • Edit

,

  • View

,

  • (also refer to

Licence status

  • )

  • Tools

, refer to Integrity check and Calendar

  • Help

In addition to these the Supervisor level security has access to:

  • Manage, refer to The Manage Menu

.

For the standard user some menu items have restricted access.

Status Bar

As can be seen in this sample, the status bar shows:

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  • The current version of the software.

  • Double the page setup to open the Select Page Setup window to select a different page setup.

  • Double click the Time to open the Date/Time Properties window.

  • Double click the CAPS area to toggle CAPS on and off.

  • Double click the NUM area to toggle NUM on and off.

The Navigation Bar

The navigation bar is turned on or off from the View menu and provides access to:

Administration

The Administration section of the navigation bar provides access to:

These functions can also be accessed via the pull-down menus.

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The options displayed in the Administration section cannot be customised.

Favourites

You can add up to 16 shortcuts to frequently used ledgers to a customised list of Favourites.

To do this, simply drag and drop a ledger to add it to your list of Favourites

UI Expand
titleTo remove a ledger from your Favourites list

  1. From your Favourites list, right click on the shortcut to be removed and click Remove.

  2. The shortcut to the ledger no longer appears in your Favourites list.

My Folders

By default, My Folders has two options:

  • Search

  • Ledgers - Click Ledgers to display a full list of your ledgers in alphabetical order.

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The My Folders tab displays the Folder links for the Folder that is open.

The File Menu

  • below.

UI Expand
titleThe File menu

The tasks in the File menu differ depending on what is selected from the Navigation bar and the operations you are able to perform depend on your security level. The File menu includes:

OptionDescription
New
:

Creates a new entry of the type listed.

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When the ledgers are listed, you may select to create an item (ledger), a shortcut or a folder link.

Read:

When creating:

  • User Accounts refer to User Accounts

  • Folders, refer to Folder Properties

  • Page Setups refer to Accessing a Page Setup.

    • Open:

    Open Opens whatever is currently highlighted. That is, if the list of Folders is displayed the highlighted folder is opened.
    Alternatively, double click on the entry to open it.
    Delete
    :
    Highlight the ledger, folder, user account, Page Setup or Folder and click File > Delete. Alternatively, Delete can be selected from the right click menu for any of these components. Your security level will determine whether you can delete certain entries.
    Properties
    :
    Displays the properties for this ledger, user account, folder, page setup, event log entry etc. Event logs are system generated.
    Page
    Setups:
    setupsOpens the Select Page setups window and allows you to select a default page setup. The shortcut key is [Ctrl+P].
    Refer to How to Add a Page Setup.
    Print
    :
    Opens the Print index window and allows you to print your Ledger list. You are able to print to the screen, a printer or to a file.
    Export
    :
    Opens the Ledger Export window and allows you to export the selected ledger to another installation of the software.
    Refer to How to Export Ledgers .
    Backup
    :
    Opens the Backup wizard and creates a backup of the currently selected ledger to a chosen backup media.
    Refer to How to Backup Data .
    Restore
    :
    Opens the Restore wizard and allows you to restore ledger files from a chosen media to a selected location.
    Refer to How to Restore a Ledger.
    Login as
    :
    Opens the Access Gateway window and allows you to login as a different user.
    Refer to How to Login as Another User.
    Exit
    :
    Allows you to close the application. Shortcut key [Alt+F4].

     

     

    UI Expand
    titleThe Manage
    Menu
    menu

    The Manage menu provides access to administration tasks and is only available to users with a security level of 6. The user SUPERVIS has access to the Manage menu.

    The Manage menu includes:

    OptionDescription
    Templates
    :
    Opens the Template Maintenance window and allows you to view the properties of an application template.
    Refer to Templates.
    Install
    :
    Opens the Product window displaying applications installed (select Tools > Install). You are able to view details relating to the listed products.
    Refer to Product Installation
    Edit Backup label
    :
    The details for the backup file label are presented for edit in text letter layout format.
    Workstations
    :
    This is the list of machine names. Properties and notes may be maintained.
    Control
    :
    This function maintains General system control properties, Messaging, MLS and Domains. Refer to Extended Features.

     

     

    UI Expand
    titleWork area

    By default the Work area displays the list of application Ledgers. Users with necessary security level, are able to change the appearance of the work area. Depending on the settings selected for the Start option on the Preferences tab under User Accounts, the work area will open showing:

    Your browser list may appear differently depending on the view setup by selecting View > Folder View.

    UI Expand
    titleStatus bar

    As can be seen in this sample, the status bar shows:

    Image Added

     

    • the current version of the software
    • the page setup. Double the page setup to open the Select Page Setup window to select a different page setup.
    • time. Double click the Time to open the Date/Time Properties window.
    • if CapsLock is on or off. Double click the CAPS area to toggle CAPS on and off.
    • if NumLock is on or off. Double click the NUM area to toggle NUM on and off.

     

    UI Expand
    titleNavigation bar

    The navigation bar is turned on or off from the View menu and provides access to:

    UI Expand
    titleMy folders

    By default, My Folders has two options:

    • Search

    • Ledgers - Click Ledgers to display a full list of your ledgers in alphabetical order.

    UI Text Box
    typenote

    The My Folders tab displays the Folder links for the Folder that is open.

    UI Expand
    titleAdministration

    The Administration section of the navigation bar provides access to:

    These functions can also be accessed via the pull-down menus.

    UI Text Box
    typenote

    The options displayed in the Administration section cannot be customised.

    UI Expand
    titleFavourites

    You can add up to 16 shortcuts to frequently used ledgers to a customised list of Favourites.

    To do this, simply drag and drop a ledger to add it to your list of Favourites

    UI Expand
    titleTo remove a ledger from your Favourites list

    1. From your Favourites list, right click on the shortcut to be removed and click Remove.

    2. The shortcut to the ledger no longer appears in your Favourites list.

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    System Information

    Licence status

     

     

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    Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
    This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
    For specific taxation or accounting advice, please consult the relevant tax authority or regulator.

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    Accountants and Partners
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    AE Tax 2018 (AU)
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    Australia