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Because every practice is a bit different, we strongly recommend a Product Champion or Pilot Team from your practice does a test run of this workflow, using the documented processes prepared earlier, to ensure everything runs smoothly. Once you know everything's good, you can redo the implementation in a live environment to roll out to the rest of your practice.

If you need some background on this recommendation, check out the Preparing for Client Accounting page.

MYOB Ledger workflow

Learn how to create a new MYOB Ledger or migrate from an existing ledger.

Learn how to set up and maintain your clients' Asset Registers.

Learn how to create and open workpaper periods. You'll also learn about importing client files and making journal entries.

Statutory Reporter is a reporting engine which lets you create compliant financial statements for non-reporting entities.

Landed on this page without choosing a workflow? Here are some pages to get you up to speed first: