PS Help: Getting Started
Page tree

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

Compare with Current View Page History

« Previous Version 4 Current »

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


 

 

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?

If you upgraded from MYOB AO Classic, be aware that when your outstanding debtors entries were converted, any part payments became unallocated receipts in MYOB AO.

Any unallocated receipts need to be allocated to ensure they are reflected in debtor’s statements and reports.

How do I identify and allocate unallocated receipts?
  1. Select Debtors Reports > Aged Debtors from the AO-GS-Button-Debtors.png menu. The Reports window opens, listing the available aged debt reports.
  2. Select the Aged Debtor By Company - Partner Detailed report and click Run. The Report Fields window opens.
  3. Click OK to run the report with the default settings. The report opens.
  4. For each client with an entry in the Unallocated Cash column, allocate the receipt.

See Allocating unallocated receipts to a bill for full instructions.

 
Related topics
 
practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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.

  Using MYOB AO

  Clients

  Recording time & disbursements

  Using Jobs

  Bills

  Debtors

  Reporting

 

  Tax Australia

  Tax Manager (NZ)

  Administration

  Maintenance

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.