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Title Last Updated By Updated
Page: What are the main feature differences in MYOB AO? (NZ) TeresaP Mar 16, 2018
Page: What data is updated in MYOB AO Classic when I change it in MYOB AO? Tim Chang Aug 03, 2018
Page: What do I do if I have started an existing client's return in MYOB AO Classic? (AU) TeresaP Mar 19, 2018
Page: What functionality is not available when MYOB AO Classic is integrated with MYOB AO? TeresaP Mar 19, 2018
Page: What MYOB AO Classic data is converted to MYOB AO? (AU) TeresaP Mar 19, 2018
Page: Where did my data go? TeresaP Mar 16, 2018
Page: Where do I find tax data for my clients? (AU) TeresaP Mar 19, 2018
Page: Where do I find tax data for my practice? (AU) TeresaP Mar 19, 2018
Page: Why does more than one window open when I open a return? (AU) TeresaP Mar 19, 2018
Page: Why does my client now have client code in MYOB AO? (NZ) TeresaP Mar 19, 2018
Page: Why doesn't MYOB AO Classic open when I click on a task? (NZ) TeresaP Mar 19, 2018
Page: Working with IRD Data (NZ) MartinW May 04, 2023
Page: Workpapers tab TeresaP Mar 14, 2018
practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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  Using MYOB AO

  • Logging into MYOB AO
  • Getting help while using MYOB AO
  • Navigating in MYOB AO

  Clients

  • Finding an existing client
  • Creating a client
  • Adding and maintaining client addresses

  Recording time & disbursements

  • Configuring your timesheet settings

  • Entering a timesheet

  • Entering practice disbursements

  • Transferring WIP to a different client

  Using Jobs

  • Adding jobs
  • Editing jobs
  • Deleting jobs
  • Exporting jobs to Excel

  Bills

  • Analysing WIP
  • Creating bills
  • Viewing billing history
  • Creating a credit note

  Debtors

  • Identifying your debtors
  • Processing receipts
  • Adjusting debtor amounts
  • Using the Debtors Ledger

  Reporting

  • Timesheet reports

  • Client reports

  • Invoices

  • Debtors

 

  Tax Australia

  • Creating and opening returns 
  • Entering data 
  • Reviewing, validating and completing a return

  Tax Manager (NZ)

  • Managing your tax clients
  • Opening Tax Manager
  • Preparing tax returns
  • Preparing tax notices

  Administration

  • Setting up Tax (AU)
  • Setting up Practice Manager
  • Setting up Client Accounting
  • Setting up Employees

  Maintenance

  • Employees
  • Charge rates (Practice Manager)
  • Agents for lodging tax returns (AU)
  • Agencies (NZ)
  • Job type templates (Practice Manager)

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.

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