Although you've upgraded from AccountRight Classic (v19 or earlier), some things don’t change. You still need to give your staff the tools to do their work and make sure they're paid correctly. You still need to keep the tax man happy and, of course, you still need to get paid by your customers. To meet these demands, there's some additional tasks you may need to do to complete your setup. Don't worry though, you only need to do them once and you don't need to do them all straight away, so we've put them in the order we think you should get onto first. Get in and get to workThe first thing you should do is open your file and reactivate your users to give your key personnel access to the parts of AccountRight they need to do their jobs. For information on how to open your company file in your new software, see Open a company file. UI Expand |
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| When you upgraded, all the users you'd previously set up in your company file became inactive. Here's how to reactivate and assign roles to them. And if your file is online, completing this step will also get them ready to access your file online. What are roles? In AccountRight v19 (or earlier), you had to select the windows and functions each user could access from a long list. In the new AccountRight, you assign roles to each user of your company file. A role is a pre-defined profile that determines which windows and tasks they can access. For example, you can assign the ‘Sales’ role to staff who record sales and customer payments. Learn more about roles. To reactivate users- Sign on to the company file as an Administrator.
- Go to the Setup menu and choose Users. The User Access window appears.
- Select a user you need to reactivate from the Company file users list.
- In the right pane, deselect the Inactive User option.
- What you do next depends on whether your file's offline or online. If your file is:
- offline, you just need to assign roles.
- online, you need to:
Select the This user will sign on with a my.MYOBaccount option. enter the user's email address. This must be the email address they use to sign in to my.MYOB. If they don't already have an MYOB account, they'll be invited to create one when you've finished setting them up. UI Text Box |
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| We'll use this email address to invite the user to access your online company file. |
- decide whether they need to be an online administrator.
- assign roles.
- set an offline password. This will be required if you decide to Work offline (check out) the file.
- Repeat from step 3 for all user accounts that need to be reactivated.
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| Can't find a command centre? If you've upgraded from a lower AccountRight product to a higher AccountRight product, some command centres might not show. For example, if you've upgraded to AccountRight Plus or Premier (Australia only) and you’ve never used payroll features before, the Payroll command centre won’t appear. Similarly, if you've upgraded from AccountRight Basics to AccountRight Standard, the Purchases and Inventory command centres won't appear. But this is easily fixed: open your file, go to the Help menu and choose Change Product. Select the product you’re licensed to use and the missing command centre will appear when you next open the file (you'll need internet access to confirm the file and save the change). |
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Set up payrollDo you pay employees? If so, you then need to: UI Expand |
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title | Set up Pay Super (Australia only) |
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| If you pay superannuation to employees you will need to Sign up for Pay Super. If you've previously used MYOB super portal to report your super contributions... |
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title | Set up Single Touch Payroll Reporting (Australia only) |
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| Single Touch Payroll (STP) is an ATO initiative to streamline payroll reporting. You’ll be able to report payroll and super information directly to the ATO when you process a pay run in AccountRight (from either online or desktop company files). If you had 20 or more employees on 1 April 2018 you need set up and start reporting using Single Touch Payroll. If not, you don’t need to use STP reporting now, it's only optional. For more information, see Introduction to Single Touch Payroll reporting. |
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title | Link MYOB Payroll to your upgraded company file (New Zealand only) |
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| If you used MYOB Payroll with your AccountRight v19 company file, and want to continue using it with your upgraded company file, complete this task: - In MYOB Payroll, go to the Tools menu and choose Options. The Payroll Options window appears.
- Click the Accounting tab.
- Select AccountRight 2013 and later and click the [...] button. The Library Browser window appears.
- If your AccountRight company file is:
- online: select Online and click Connect. Enter your MYOB account details.
- a desktop file: select My Library and click Connect.
- Select the file you want to connect to and click OK.
- Enter the company file user ID and password and click OK.
See also: Integrate MYOB Payroll (NZ) |
GST complianceDo you report GST or have employees that need to lodge activity statements (Australia only)? Depending on how close you are to an activity statement lodgement date, your next step might be to set up BAS/IAS reporting in your new software. You could continue using the BASlink feature to lodge your statements manually. To do this, you need to follow the steps below to import your BASlink settings. But, the new AccountRight makes the reporting process easier for you, enabling you to prepare and lodge activity them online, straight from AccountRight. Image Removed For more information, see Prepare your activity statement online. UI Expand |
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