MYOB Client Accounting
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https://help.myob.com/wiki/x/zi53AQ


 

 

Now that you know your data's prepared, you're ready to configure a common ledger.

You'll be selecting the financial data source to use as the underlying ledger, to feed financial data through to the Client Accounting modules. With a common ledger approach, you can configure your client's MYOB AccountRight or MYOB Essentials file to work with Workpapers and Statutory Reporter.

If your client's going to use the same file each year, you only need to do this configuration once. And don't worry if you configure the incorrect file; you can always remove the configuration settings and start over.

Already using Workpapers?

If you're already using Workpapers over a MAS, Accounts or an AO Classic General Ledger and your client uses MYOB small business software, you can reconfigure Workpapers to work over your client's ledger.

If you reconfigure Workpapers to work over your client's ledger, workpapers and document links may be orphaned to documents that are not account specific.

If there's an existing Asset Register, asset control groups and integrated accounts need to be updated to reflect the new chart of accounts, where they're different.

If you want this option, there are a couple of extra steps to do before you begin configuration.

To prepare Workpapers for reconfiguration
  1. If you've got an existing Asset Register, update asset control groups and integrated accounts to reflect the new chart of accounts, where they're different.
  2. Make sure that the last Workpaper period linked to a MAS, Accounts or AO Classic General Ledger has a status of Complete.
  3. If the workpaper period's status is In Progress, open the workpaper view and complete the period.

Choose a configuration option

The configuration steps to follow depends on what you choose as the underlying ledger. Pick one of the ledgers below to find out how to configure the data source.

 
You are in the common ledger module...
Tasks in this module
The root page Start the common ledger workflow could not be found in space MYOB Client Accounting.

<< Migrating to or creating MYOB Ledger Checking the accounts >>

 


help
Accountants and Partners
Client Accounting
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
Workpapers (NZ)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
Australia
New Zealand

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  What is Client Accounting?

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