- Created by Suchi Govindarajan, last modified by MartinW on Feb 20, 2018
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https://help.myob.com/wiki/x/VQyEAQ
Click a video heading in one of these tabs to be taken to the page in the workflow with the video.
These example use an AU system but can be used for NZ. NZ systems may have some differences.
Choose a ledger
Introduction to MYOB Ledger (click me)
- What is MYOB Ledger?
- MYOB Ledger prerequisites
- MYOB Ledger workflow
MYOB Ledger module 1: Set 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
MYOB Ledger module 2: Set up an Asset Register
Introduction to Assets (click me)
- What is the Assets module?
- Assets prerequisites
- Setting up Asset Register
- Specify Asset Register settings
- Adding a new year
- Maintain control groups
- Migrating Asset Registers
MYOB Ledger module 3: Add 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
MYOB Ledger module 4: Substantiate 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
- Accessing Asset Register
- Working with multiple years
- Managing Assets
- 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
MYOB Ledger module 5: Produce 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)
- Setting up practice report settings
- Customising report options
- Customising your practice style sets
- Editing paragraphs
- Renaming reports
Choose a ledger
Introducing Workpapers over MAS, Accounts or AO GL (click me)
- Key features
- How it works
- Prerequisites
- Compatible ledgers
- Client Accounting module
- Accountants' ledger workflow example
- common ledger workflow example
MAS, Accounts or AO GL module 3: Substantiate balances
Using Workpapers over MAS, Accounts or AO GL (click me)
- Configuring a source ledger
- Adding a workpaper period
- Navigating the Workpaper Trial Balance view
- Adding and preparing workpapers
- Adding source documents
- Adding adjustment journals using Workpapers
Finalising Workpapers over MAS, Accounts or AO GL (click me)
- Exporting journals for posting
- Reviewing and approving workpapers
- Finalising workpapers and creating a PDF
- Completing the workpaper
Rolling forward Workpapers over MAS, Accounts or AO GL (click me)
- Rolling over into a new period
AccountRight/Essentials common ledger module 1: Set up your common ledger
Adding data to the ledger (click me)
- Manual Journal
- Journal in Movements
AccountRight/Essentials common ledger module 2: Set up an Asset Register
Introduction to Assets (click me)
- What is the Assets module?
- Assets prerequisites
- Setting up Asset Register
- Specify Asset Register settings
- Adding a new year
- Maintain control groups
- Migrating Asset Registers
AccountRight/Essentials module 3: Substantiate balances
Introduction to workpapers (click me)
- What is the workpapers module?
Using workpapers to add data (click me)
- Adding workpaper periods
- Rolling over into a new period
- Rolling over workpaper data
- Enter prior-year balance (journal in)
- Add current-year data (journal in)
- Prepare workpapers
- dding a workpaper to a period
- Addig a workpaper to an account
- Add an adjusting journal
- Adding comments in workpapers
- Linking documents to accounts
- Account maintenance in Workpapers
- Viewing transactions
- Deleting workpapers
- Using the To Do function
- Income Tax Integration workpaper
- Accessing Assets
- Maintaining register settings
- Creating a general asset
- Working with multiple years
- Managing assets
- Transferring assets
- Selling an asset
- Submitting asset journals
- Asset and GL reconciliation
- Posting asset journals to the ledger
- Re-submission of asset journals
- Reports
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
AccountRight/Essentials module 4: Produce financial statements
Introduction to Statutory Reporter (click me)
- What is Statutory Reporter?
Setting up Statutory Reporter (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
Configuring practice report settings (click me)
- Setting up practice report settings
- Customising report options
- Customising your practice style sets
- Editing paragraphs
- Renaming reports