Before you jump into Client Accounting, make sure you've set up Client Accounting for your practice.
Installing and licensing was only one part of the initial setup. To make sure you're able to use the full functions and benefits of Client Accounting, you'll need to configure your Client Accounting Settings.
The Client Accounting Settings can be accessed via the Maintenance Map of your Accountants Office (AO) or Accountants Enterprise (AE) software. In these settings, you'll enable MYOB ledger and enter the location of any AccountRight Classic programs you have installed.
Almost everything you need to prepare your practice for Client Accounting is available in the Maintenance Map of AO and AE.
In this workflow, we'll show you how to configure your Client Accounting Settings and some additional tasks such as how to secure your client's data.
Image depicting Prep Practice Workflow goes here
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These tasks require Administrator permissions.
To perform these tasks, make sure you're logged into AE or AO as an Administrator or Super User.
When you next log out, and log back into AE or AO, you'll be able to see the MYOB ledger functions enabled on the TASKS bar.
If you have any AccountRight Classic (version 19 or earlier) client files, to use Client Accounting with their AccountRight Classic file we'll need to know where the version of the AccountRight software that opens the file is located.
You can use the ellipses () buttons to browse to the installed location and select the myob.exe or myobp.exe file for the installed version.
To apply the changes click OK to this window, then log out of AO or AE, and log back in.
After performing the tasks above, you're ready to get started. However, you may wish to perform some additional Administrative tasks to protect your client's data, or apply your practice's report style to the Reports produced from Statutory Reporter.
For information on how to do this see: