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)

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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.