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?

Setting up Assets (click me)

• 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

Using Assets (click me)

• Accessing Asset Register
• Working with multiple years
• Managing Assets

Finalising Assets (click me)

• 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