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Migrating to or creating MYOB Ledger sets up the Chart of Accounts and provides financial data to your client accounting modules, made up of workpapers, assets and statutory reporter.
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You only need to create or migrate an MYOB Ledger for your client once. In future years, you can create new workpaper periods by adding a period . |
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Ensure that: - you have a balanced Trial Balance
- MYOB logins have been configured with authorisation to migrate the existing ledgers
- any changes to the ledger in Client Accounting have been posted back to the ledger
- work for the current financial year has been completed in MAS, Accounts or AOGL.
- you do not have to roll forward MAS, Accounts or AOGL.
We also recommend that all asset journals have been posted from legacy systems. |
Choose to migrate to or create MYOB Ledger
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If your client...
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We recommend...
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Go to...
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Has an existing client ledger such as:
- AO Classic General Ledger
- Accounts or
- MAS
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Migrating to MYOB Ledger to bring in the comparatives.
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| text | Migrating to MYOB Ledger |
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| url | http://help.myob.com/ps/wiki/x/ro8x |
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| title | Migrating to MYOB Ledger |
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Is a new client or has no existing ledger
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Creating a new MYOB Ledger.
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| text | Creating a new MYOB Ledger |
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| url | http://help.myob.com/ps/wiki/x/NIQx |
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| title | Creating a new MYOB Ledger |
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- Create a new MYOB Ledger for the comparative year (for example, 2015 year).
- Create a new period and enter the comparative year (2015 year) closing balance.
- Create a new period for the current year and import or enter the current year movements (2016 year).
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<a href="http://help.myob.com/ps/wiki/x/d44x"><img src="/wiki/download/attachments/21824856/step1.png?api=v2"></a>
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| title | Tasks in this module |
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| root | MYOB Ledger module 1. Setting up MYOB Ledger |
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| color | green |
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| link | Module 1. Setup |
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| text | Setup > |
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| title | << Module 1. Setting up MYOB Ledger |
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| url | http://help.myob.com/ps/wiki/x/d44x |
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Just a sec...
We're taking you to the new workflow!
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| location | cah:1. Create your ledger |
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