Now that you know your data's prepared, you're ready to configure a common ledger.
You'll be selecting the financial data source to use as the underlying ledger, to feed financial data through to the Client Accounting modules. With a common ledger approach, you can configure your client's MYOB AccountRight or MYOB Essentials file to work with Workpapers and Statutory Reporter.
If your client's going to use the same file each year, you only need to do this configuration once. And don't worry if you configure the incorrect file; you can always remove the configuration settings and start over.
Already using Workpapers?
You can reconfigure Client Accounting to work over your client's MYOB small business software.
Before you re-configure, make sure that the last Workpaper period linked to a MAS, Accounts or AO Classic General Ledger has a status of Complete.
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If you reconfigure Workpapers to work over your client's ledger, workpapers and document links may be orphaned to Non-Account Specific Documents. If there's an existing Asset Register, update asset control groups and integrated accounts to reflect the new chart of accounts, where they're different.
To complete the period
Open the workpaper view and on the TASKS bar click Complete the period.
Choose a configuration option
The configuration steps to follow depends on what you choose as the underlying ledger. Pick one of the ledgers below to find out how to configure the data source.
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