Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »


 

 

MYOB Accountants Enterprise Live and MYOB Accountants Office Live can be used on any computer or mobile device with access to the internet. Use one of the latest 2 versions of the following supported browsers:

  • Firefox
  • Google Chrome
  • Internet Explorer
  • Microsoft Edge
  • Safari

to ensure that MYOB Accountants Enterprise Live and MYOB Accountants Office Live displays and performs correctly. It would also be ideal if your browser has cookies and JavaScript enabled. See How to enable cookies and How to enable JavaScript if you need more info.

If you're using a mobile device, you can use one of the latest 2 versions of any mobile operating system.

Screen resolutions from (640px x 960px) to (2560px x 1440px) are supported.

Overview video

Check out this video for an overview on using MYOB Accountants Enterprise Live and MYOB Accountants Office Live.

 

Instructions

 

Step 1 - Prepare
  1. Ensure that you have set up your practice for MYOB Logins.

    If you have multiple databases, set up MYOB Logins for each database.

    For Australian MYOB AE clients, see Setting up MYOB Logins for your practice for more info.
    For Australian MYOB AO clients, see Setting up MYOB Logins for your practice for more info.

    For New Zealand MYOB AE clients, see Setting up MYOB Logins for your practice for more info.
    For New Zealand MYOB AO clients, see Setting up MYOB Logins for your practice for more info.

  2. For MYOB AE clients only, if you're not using Document Manager with MYOB AE, make sure that you're using the Windows Explorer view for your Clients > Documents tab.
    For Australian MYOB AE clients, see Document views for more info.
    For New Zealand MYOB AE clients, see Document views for more info.
  3. Install the following software:
    For Australian MYOB AE clients - MYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
    For Australian MYOB AO clients - MYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
    For New Zealand MYOB AE clients -  MYOB AE 5.4.12 and Document Manager 4.0.13
    For New Zealand MYOB AO clients - MYOB AO 2015.3 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13).
    See the instructions in the relevant Installation / Upgrade Guides for details.
Step 2 - Set up MYOB AE/AO Live including MYOB Portal
  1. Open your MYOB AE or MYOB AO software on your desktop. 

    If you want to activate MYOB Accountants Enterprise Live or MYOB Accountants Office Live at a later stage or only make it available to certain employees in your practice, see Restricting access for more info. This should be done before you do the next step.

  2. Click  on the toolbar.
    A message displays letting you know that it may take some time to set up your online data.
  3. Click Yes.
    The Terms of Use display.
  4. Carefully read through the terms and conditions.
  5. Select the I agree with the above terms of use checkbox.
  6. Click OK.
    Once your online data has been set up, you'll be directed to MYOB Accountants Enterprise Live or MYOB Accountants Office Live.
    A Welcome to AO/AE Live screen displays.
  7. Enter your practice name.
    By default, this is your company name as entered in MYOB Accountants Enterprise or MYOB Accountants Office. You would have set this up in Maintenance > Internal > Companies > Company Name. The first name in the list on the Maintenance - Companies page is used.
    If you would like to use a different practice name, simply edit the existing text.
  8. Click Finish.
    You'll now have access to MYOB Accountants Enterprise Live or MYOB Accountants Office Live.
    You'll be logged in as the same user you were logged into MYOB Accountants Enterprise or MYOB Accountants Office - your desktop version.

Access after the first time

After the first time, you'll be able to access MYOB Accountants Enterprise Live or MYOB Accountants Office Live, either:

  • directly from your browser using http://ae.myob.com (if you have MYOB AE) or http://ao.myob.com (if you have MYOB AO). Bookmark the pages for easy access in the future.
    or
  • clicking  on the toolbar of your desktop version of MYOB AE or MYOB AO.

Once you've logged in, you'll automatically have access to the same database that you were using on your desktop. You can also use another database, if you have multiple database. See How do I access a different database, if I have multiple database for more info.

What do I do next?

The first thing you may want to do is view your clients.

Then complete setting you your portal. 

 
Related topics
Troubleshooting