PS Help: Client Accounting Help
Page tree

https://help.myob.com/wiki/x/VB_EAQ


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

There are three relationship types that are used to identify the signatories on the declaration report:

  • directors for companies and trusts

  • partners for partnerships

  • trustees for trusts that do not have directors.

Practices that use the Associations feature in MYOB AE/AO to track the relationships between clients and partners, directors and trustees can choose to nominate the association types that represent these three relationships. For those clients with associations configured on the Associated tab, the partners, directors and trustees will automatically be added to the corresponding data category in the client’s non-transaction data.

Non-transaction data preferences relies on the associations created on the Associated tab in MYOB AE/AO. Therefore, the non-transaction data preferences should only be set, if the Associate feature in MYOB AE/AO is used. See information on the Associations feature. 

The non-transaction data preferences are configured on the Practice Report Settings tab.

To access the practice non-transaction data preferences
  1. Select Maintenance > Maintenance Map (AO) > Client Accounting > Practice Report Settings. The Practice Report Settings page opens.
  2. Click Non-Transaction Data on the Tasks bar. The Non-Transaction Data Preferences window opens.
To configure the non-transaction data preferences

  1. Access the practice Non-Transaction Data Preferences window.

  2. For each relationship type, use the relevant drop-down to select the association type that is used in your practice. For example, select the director association type from the Directors drop-down.

  3. Click OK. The Non-Transaction Data Preferences window closes.

 
Related topics

Client non-transaction data

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help again. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

practiceSolutionsHelp
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

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.