- Created by Rachael Mullins, last modified by StevenR on May 09, 2017
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 38 Next »
https://help.myob.com/wiki/x/X5EHAQ
How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
Has your email address changed? Or have you moved to a new address? You can update your details in the Company Information window, which you can access from AccountRight's Setup menu.
The information you enter in the Company Information window will appear on your reports and forms. If you want to show an alternative name or contact details, you can customise the forms or reports and remove the default details that appear. See Personalising forms and Customising reports.
Need to change the name or contact details that’s on file with MYOB? You'll need to complete a Change of Details form, which is available by contacting us.
| To change the... | Do this... |
|---|---|
| Business name | You can change the name in the Company Information window, but if you've activated the company file there’s just one more step you should do. Go to the Help menu and choose Confirm Company File (you need to be online to complete that step). If you need to change the name that’s on file with MYOB, you'll need to complete a Change of Details form, which is available by contacting us. |
| Serial number | Perhaps an MYOB Partner has created the file for you and entered their serial number by mistake. If you haven’t activated the file you can just change the number. But if the file is activated, you need to go to the Help menu and choose Change Serial Number (you need to be online to complete this). See Your AccountRight serial number. |
| Financial year or end month | You can’t do this in the Company Information window. You can make those changes when you close the financial year (File menu > Close a Year > Close a Financial Year). See Closing a financial year. |
| Conversion month | The conversion month can't be changed. This month was selected when creating the company file, and all opening balances you enter will be for the start of the selected month. You can't enter transactions dated before the conversion month, except for pre-conversion sales and purchases. These transactions can be entered from the Setup menu > Balances >
|
| A.B.N or T.F.N. [Australia only] | You'll record your ABN or TFN when creating your company file. This information can also be added or changed on the Company Information window. If you submit Instalment Activity Statements but don't have an ABN, enter your TFN (Tax File Number) instead. |
| Payee Number [M-Powered Invoice users only, Australia] | The Payee Number is provided to you by MYOB if you're using M-Powered Invoices. It's a unique number that identifies payments for your business, so don't change it unless advised by MYOB. If you need to know your Payee Number, please contact MYOB on 1300 555 123. |
Old details still showing on forms?
If you've changed some details in the Company Information window but the old details are still showing on your forms, such as your invoices, it means the details have been added to the form in a text box. To change it, you'll need to open the customised form and edit the text box.
Want to delete or rename a file that’s in My Library?
If your company file is in My Library (not online) open the Documents\MYOB\My AccountRight files folder location in Windows Explorer (or the folder where your library is located) and make your changes.
Yes
No
Thanks for your feedback.