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There's a few set up tasks you need to perform to give your practice the full function and experience of Client Accounting.

To use MYOB Ledger, you'll need to:

  • Enable the MYOB ledger function
  • Provide your staff with access to cashbook.

To use AccountRight Classic ledgers with Client Accounting, you'll need to:

  • Specify the location of your AccountRight version 19 (or earlier) program.

Additional tasks to prepare your practice:

  • Set up Security and Task Permissions
  • Customise your report according to your practice's needs.

 

Pre-configuration checklist

  • Practice MYOB Logins have been set up.
  • You're logged in to AE or AO with your MYOB login.
  • You have the login credentials of an Administrator user in the file.
  • If you're configuring a Trust or Partnership, your chart of accounts are prepared.
  • You have the correct version of AccountRight for the client's company file installed. If you've installed the AccountRight application to a location other than the default, check your Accounting Product Locations to ensure Client Accounting knows where to find the application.

To specify the accounting product location
  1. From AE/AO, click the Maintenance menu and go to Maintenance Map > Client Accounting > Client Accounting Settings.

  2. For each accounting product to be used:

    1. Click the ellipsis the ellipses button.

    2. Go to the installed location of AccountRight and select either myob.exe or myobp.exe.

    3. Click Open.
      (need an updated screenshot)

  3. When you're finished, click OK to save the changes.