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- Created by Suchi Govindarajan, last modified by MartinW on Oct 18, 2017
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https://help.myob.com/wiki/x/-QlNAQ
Click a video heading to be taken to the page in the workflow with the video.
MYOB Ledger videos
Choosing a ledger
Introduction to MYOB Ledger (click me)
- What is MYOB Ledger?
- MYOB Ledger prerequisites
- MYOB Ledger workflow
Module 1: Setting up your MYOB Ledger
Setting up MYOB Ledger (click me)
- Migrating to MYOB Ledger
- Checking the accounts
- Creating a new MYOB Ledger
- Define balance forward accounts
- Launch MYOB Ledger
- Define income allocation
- Partnership legers
- Trust ledger
Module 2: Setting up an Asset Register
Introduction to Assets (click me)
- What is the Assets module?
Setting up Assets (click me)
- Assets prerequisites
- Setting up Asset Register
- Specify Asset Register settings
- Adding a new year
- Maintain control groups
- Migrating Asset Registers
Module 3: Adding current-year data
Adding data to MYOB Ledger (click me)
- Enter prior year balance
- Import prior year balance (CSV)
- Add current year data (MYE or TXT)
- Add current year data (CSV)
- Add current year data (Journal in movements)
- Enter bank transactions
Module 4: Substantiating balances
Introduction to workpapers (click me)
- What is the workpapers module?
Using workpapers to add data (click me)
- Adding workpaper periods
- Adding workpaper periods (subsequent years)
- Rolling over into a new period
- Rolling over workpaper data
- Enter prior-year balance (journal in)
- Import prior-year balance (CSV)
- Add current-year data (CSV)
- Add current-year data (journal in)
- Prepare workpapers
- Add account links
- Linking documents to accounts
- Account maintenance in workpapers
- Viewing transactions
- Add an adjusting journal
- Income Tax Integration workpaper
- Livestock - closing stock adjustment
Using Assets (click me)
- Accessing Asset Register
- Working with multiple years
- Managing Assets
Finalising Assets (click me)
- Submitting asset journals
- Asset and GL reconciliation
- Posting asset journals to the ledger
- Re-submission of asset journals
- Reporting on assets
Approving workpapers (click me)
- Working with approvals
- Sending workpapers for approval
- Approving workpapers
Finalising workpapers (click me)
- Finalising workpapers (posting adjusting journals)
- Finalising workpapers (PDF copy)
- Finalising workpapers (completing the period)
Workpaper rollover process (click me)
- Rolling over into a new period
Module 5: Producing financial statements
Introduction to Statutory Reporter (click me)
- What is Statutory Reporter?
Setting up financial reports (click me)
- Background
- Specifying non-transactional data
- Practice non-transactional data preferences
- Specifying account groups
- Account groups—other trust
- Account groups—unit trust
- Account groups—partnership
- Customising client reports
Running Statutory Reporter reports (click me)
- Running a set of reports
- Previewing reports
- Changing the look of reports
- Running periodic reports
Customising financial reports (click me)
- Practice report settings