PS Help: Practice Manager
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The Company name Is
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The Company code
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Companies

In MYOB AO, your company details are set up and maintained by your system administrator using Maintenance

> Maintenance

> Maintenance Map

> Internal

> Internal > Companies.

In MYOB AE, the term company means the different entities within your practice. For example, you may have a company for the main business, one for the partnership and another for the financial advising division.

A number of financial reports are produced by company.

Companies are set up and maintained in MYOB AE by your system administrator using Maintenance > Internal > Companies.

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The Company code and Company name are mandatory fields. You must make an entry in these fields.

 

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titleTo add a company (AE)

  1. Select Maintenance

> Internal

  1. > Internal > Companies on the main menu or Maintenance > Maintenance Map

> Internal

  1. > Internal > Companies.

  1. The Maintenance — Companies page opens.

  2. Select Add company on the Tasks bar.

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  1. The Maintain Company Details window opens.

  2. Enter a unique Company code.

  1. This is a mandatory field.

  2. Enter the Company name.
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  1. This is a mandatory field.

  2. Enter the Address and contact details for the company in the second column.

  3. Enter the company’s TFN and ABN (AU) or IRD number (NZ).

  4. Enter a default location for exporting files for this company in the Default export path field. 

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    If necessary, use the ellipse button to navigate to a suitable location and then enter the default name of the export file in the Browse for Folder window.


  5. Enter the M-Powered payee number for the company.

  6. Select Dimension 1 from the drop-down.

  1. The options are:

    • None

    • Partner

    • Office

    • Department

.


    • Dimensions are used for reporting purposes.

  2. Select Dimension 2 from the drop-down, which displays the same options as above.

  3. Enter an M-Powered payee number, if applicable.

  4. Enter the Bank name for the company.

  5. Enter the associated account number for the company’s bank.

  6. Click OK

.To

  1. to save the changes for the new company.

UI Expand
titleTo edit a company’s details

  1. Select Maintenance

> Internal

  1. > Internal > Companies on the main menu (AE) or Maintenance > Maintenance Map

> Internal

  1. > Internal > Companies.

  1. The Maintenance — Companies page opens.

  2. Select Edit company details on the Tasks bar.

  1. The Maintain Company Details window opens.

  2. Edit the Company code

,

  1. . if required.

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The Company code UI Text Box
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The Company name

  1. This is a mandatory field.

  2. Edit the Company name, if required.
  1. This is a mandatory field.

  2. Edit any of the Address and contact details for the company, if required.

  3. (Australia) Edit the company’s TFN and ABN, if required.

  4. (New Zealand) Edit the company’s IRD number, if required.

  5. Edit the default location for exporting files for this company in the Default export path field. 

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    typetip

    If necessary, use the ellipse button to navigate to another location and then enter the new default name of the export file in the Browse for Folder window.


  6. (AO Practice Manager) Edit the M-Powered payee number for the company, if required.

  7. Select a different Dimension 1 from the drop-down, if required.
    Dimensions are used for reporting purposes.

  8. Select a different Dimension 2 from the drop-down, if required.

  9. (AE Practice Manager) Edit the M-Powered payee number, if required.

  10. Edit the Bank name for the company.

  11. Edit the associated account number for the company’s bank.

  12. Click OK

.To

  1. to save the changes for the existing company.

Related topics  

(AE) Association types

(AE) Centres

(AO) Client - Family Groups

Departments

Offices

Partners

Responsibility update

Internal

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titleRelated topics
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(AE) Association types

(AE) Centres

(AO) Client - Family Groups

Departments

Offices

Partners

Responsibility update

Internal

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

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Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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