MYOB Client Accounting
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Let's get started

Nice work! You’ve picked a ledger workflow and now you’re ready to set up and start using Client Accounting!

Here’s an overview of everything we’ll cover in the workflow. Click the pink button at the bottom to step through in the recommended order.

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Because every practice is a bit different, we strongly recommend a Product Champion or Pilot Team from your practice does a test run of this workflow, using the documented processes prepared earlier, to ensure everything runs smoothly. Once you know everything's good, you can redo the implementation in a live environment to roll out to the rest of your practice.

If you need some background on this recommendation, check out the Preparing for Client Accounting page.

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MYOB Ledger workflow

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Learn how to create a new MYOB Ledger or migrate from an existing ledger.

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<ul> 
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 <a href="http://help.myob.com/wiki/x/agVNAQ" target="_blank">Migrating to or creating MYOB Ledger</a>
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 <li>
 <a href="http://help.myob.com/wiki/x/jQVNAQ" target="_blank">Checking the accounts</a>
 </li>
 <li>
 <a href="http://help.myob.com/wiki/x/jwVNAQ" target="_blank">Defining Balance Forward accounts</a>
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 <a href="http://help.myob.com/wiki/x/kQVNAQ" target="_blank">Defining Income Allocation</a>
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Learn how to set up and maintain your clients' Asset Registers.

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 <a href="http://help.myob.com/wiki/x/oQVNAQ" target="_blank">Specifying Asset Register settings</a>
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 <a href="http://help.myob.com/wiki/x/ogVNAQ" target="_blank">Migrating assets</a>
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 <li>
 <a href="http://help.myob.com/wiki/x/qAVNAQ" target="_blank">Maintaining Control Groups</a> <a href="http://help.myob.com/ps/wiki/display/calc/Maintaining+Control+Groups" style="text-decoration: none;"> </a>
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Learn how to create and open workpaper periods. You'll also learn about importing client files and making journal entries.

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<a href="http://help.myob.com/wiki/x/vwVNAQ"  target="_blank">Preparing workpaper periods</a>
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<a href="http://help.myob.com/wiki/x/wAVNAQ"  target="_blank">Opening workpaper periods</a>
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<a href="http://help.myob.com/wiki/x/xAVNAQ"  target="_blank">Importing client files and adding journal entries</a>
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Learn how to add workpapers, link source documents and enter adjusting journals. You'll also learn about working with assets registers and approving and finalising workpapers.

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 <a href="http://help.myob.com/wiki/x/1AVNAQ" target="_blank">Adding workpapers</a>
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 <a href="http://help.myob.com/wiki/x/AgZNAQ" target="_blank">Adding adjustment journals</a>
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 <a href="http://help.myob.com/wiki/x/BQZNAQ" target="_blank">Working with Asset registers</a>
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 <a href="http://help.myob.com/wiki/x/LQZNAQ" target="_blank">Other tasks</a>
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Statutory Reporter is a reporting engine which lets you create compliant financial statements for non-reporting entities.

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<a href="http://help.myob.com/wiki/x/TwZNAQ"  target="_blank">Setting up financial reports</a>
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<a href="http://help.myob.com/wiki/x/WQZNAQ"  target="_blank">Working with financial reports</a>
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<a href="http://help.myob.com/wiki/x/XQZNAQ"  target="_blank">Customising financial reports</a>
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<a href="http://help.myob.com/wiki/x/dwZNAQ"  target="_blank">Finalising financial reports</a>
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<a href="http://help.myob.com/wiki/x/ewZNAQ"  target="_blank">Periodic reporting</a>
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Landed on this page without choosing a workflow? Here are some pages to get you up to speed first:

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Just a sec...

We're taking you to the new workflow!

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help
Accountants and Partners
Client Accounting
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
Workpapers (NZ)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
Australia
New Zealand

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