Before you jump into You've got Client Accounting installed and licensed, but there are some other preparation tasks you need to set it up for your practice. Installing and licensing was the first 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 do before your practice is ready use Client Accounting. You'll find just about everything you need to prepare your practice in the Client Accounting settings. Access the Client Accounting settings from 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 dataWe'll walk you through everything you'll need to do in this workflow. |