- Created by Suchi Govindarajan, last modified by TeresaP on Mar 19, 2018
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Data is converted from MYOB AO Classic when you first upgrade to MYOB AO and each time you create a tax return when the prior year’s return is in MYOB AO Classic.
This section identifies the data that is converted.
What data is converted during the installation of MYOB AO?
The following tables identify the information that is converted in bulk during the installation of MYOB AO.
MYOB AO Classic Field | MYOB AO Field | Comments |
|---|---|---|
Client id | Client code |
|
Partner | Partner |
|
Manager | Manager |
|
Client Name | Client Name |
|
Mailing Name | Mailing Name |
|
Company Name | Mailing Name |
|
Position |
| Not converted |
Salutation | Salutation |
|
Addressee | Addressee |
|
Postal address | Postal address |
|
Physical address | Home address (individual) |
|
Business address (other) |
|
|
Billing address |
| Not converted, MYOB AO uses Postal Address for all billing |
Registered address | Registered address |
|
Other address | Other address |
|
Work phone | Business |
|
Mobile phone | Mobile |
|
Home phone | Home |
|
Fax | Fax |
|
| ||
Web | Website |
|
Office | Office |
|
Division | Department |
|
Group | Family Group |
|
Title | Title |
|
Initials | Initials |
|
Surname | Surname |
|
First name | First name |
|
Middle name |
|
|
Tax client | Tax client |
|
DOB | DOB |
|
DOD | DOD |
|
Gender | Gender |
|
Date taken on | D/Created | If blank, conversion date |
Bal Month | Bal Month |
|
Current client | Client |
|
Non client | Contact |
|
Notes | Notes |
|
Billing client | Billing group | Billing groups are used for invoices only. MYOB AO does not have ‘Link at timesheet’ feature. |
UDF | Extra field | The extra field type is dependent on the field type in MYOB AO Classic. A tick box becomes a flag, a drop-down list becomes a text list and so on. |
Work in Progress | WIP by job | The total WIP is converted against the job to which it relates broken down by time and disbursement only. If clients do not use jobs in MYOB AO Classic, then it is a single line per client by time and disbursement. There are no WIP transactions or ageing. |
Debtors | Debtors | All outstanding debtor transactions are migrated to MYOB AO. Fully paid invoices do not convert and won’t be available in invoice history within MYOB AO. |
Relationships | Associations |
|
Document Client Path | Client document folder |
MYOB AO Classic Field | MYOB AO Field | Comments |
|---|---|---|
Employee name | Employee name |
|
Employee code | Employee code |
|
Work Patterns - Units | Employee Timetable |
|
Work Patterns - Budget | Budget |
|
Employee Partner flag | Maintenance > Partner |
|
Employee Manager flag |
| Not converted, no equivalent |
Employee Office | Employee Office |
|
Employee Division | Employee Division |
|
Employee Team |
| Not converted, no equivalent |
Charge rates | Charge rates |
|
Division | Department |
|
Office | Office |
|
Home phone | Phone | Employee page > Personal tab |
Gender |
| Not converted |
Staff cost rate | Staff costs rate |
|
Birthday | DOB | Employee page > Personal tab |
Photo |
| Not converted |
BSB Number |
| Not converted |
Account |
| Not converted |
Bank |
| Not converted |
Account Name |
| Not converted |
MYOB AO Classic Field | MYOB AO Field | Comments |
|---|---|---|
Invoice templates |
| Not converted, two standard templates provided; totals only and paragraph totals. Customise templates using MS Word or take up consulting services. |
Job Types | Job Types |
|
Job Status | Job Milestones |
|
Steps in Job |
| Not converted, no equivalent |
Debtors Terms |
| Not converted |
Chargeable work codes | Code Types – Time |
|
Disbursement work codes | Code Types – Disbursement |
|
Non Chargeable work codes | Job Types | Attached to internal client NONCHG with number from MYOB AO Classic as the code. |
UDF Group | Extra Type | Note: System defined fields such as TFN/ ABN (Australia) or IRD and BALMTH (New Zealand) are grouped under *Additional info* |
Mail merge templates |
| Not converted |
Excel workpapers |
| Not converted |
Security permissions |
| Not converted |
Practice and System Setup | ||
|---|---|---|
MYOB AO Classic Field | MYOB AO Field | Comments |
Practice Name | Company Name |
|
Address | Address line 1 |
|
Address line 2 |
| |
Suburb |
| |
Town |
| |
Postcode |
| |
Our Phone | Phone |
|
Our Fax | Fax |
|
IRD/GST Number | IRD Number |
|
Account Name | Bank Name |
|
Account Number | Bank BSB number |
|
Bank Account Number | ||
MYOB AO Classic Field | MYOB AO Field | Comments |
|---|---|---|
Information on the Tools > Options > Employees tab > Agents sub tab:
|
| Only current partners are migrated as agencies. |
What data is converted when I create a tax return?
Australia only
The following Tax information is converted when a new year return is created in MYOB AO and the prior year return resided in MYOB AO Classic. This process is usually known as rolling over a return (from year to year).
Mandatory client fields: TFN, DOB, ABN, ACN
Basic Worksheets for the Individual, Fund, SMSF, Partnership, Trust and Company returns
Depreciation (assets)
Depreciation integration - Includes to Business, Rental, Low Value Pool, Motor vehicles, P&T worksheet and worksheets
Capital works integration - into Rental, general worksheets
Private Health w/sheet
WRE (Work Related Expenses)
Losses
Motor Vehicle
Averaging
Rental Properties
Interest, Dividends and Trust/Partnership Income
Business Worksheet.
What Tax data doesn’t get converted?
Australia only
The following Tax data is not converted when rolling over from MYOB AO Classic returns to MYOB AO returns:
SBEC (Old STS)
Foreign Income
Project Pools (D14)
Low value pool integration into depreciation
Motor vehicle integration - into business, P&T worksheet, general worksheet (D1).
Once this information has been entered into MYOB AO, the tax return rollovers for future years will rollover this data.
What Tax Manager data is converted?
Tax Manager transactions for the current tax year and 2 most recent prior tax years are migrated to MYOB AO. Tax Manager accounts for years prior to that will continue to be managed in AO Classic.
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