Additional upgrade tasks

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

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After you've upgraded from AccountRight Classic (v19 or earlier), there are some additional tasks you may need to complete, depending on the features you use. But don't worry, you only need to do them once.

Although you’re in a new online world, some things don’t change. You still need to give your staff the tools to do their work, make sure they're payed correctly, keep the tax man happy and get paid by your customers.

But the good news is that features in the new AccountRight make it easier to meet those demands.

Get in and get to work

The first thing you should do is open your file and give your key personnel have access to the parts of AccountRight they need to do their jobs.

For information on how to open your company file in your new software, see Open a company file.

Reactivate users

When you upgraded, all the users you'd previously set up in your company file became inactive. Here's how to reactivate and assign roles to them. And if your file is online, completing this step will also get them ready to access your file online.

What are roles?

In AccountRight v19 (or earlier), you had to select the windows and functions each user could access from a long list. In the new AccountRight, you assign roles to each user of your company file. A role is a pre-defined profile that determines which windows and tasks they can access. For example, you can assign the ‘Sales’ role to staff who record sales and customer payments. Learn more about roles.

To reactivate users

Sign on to the company file as an Administrator.
Go to the Setup menu and choose Users. The User Access window appears.
Select a user you need to reactivate from the Company file users list.
In the right pane, deselect the Inactive User option.
What you do next depends on whether your file's offline or online. If your file is:
1. offline, you just need to assign roles.
2. online, you need to:
  1. Select the This user will sign on with a my.MYOB account option.
  2. enter the user's email address. This must be the email address they use to sign in to my.MYOB. If they don't already have an MYOB account, they'll be invited to create one when you've finished setting them up.
    
    We'll use this email address to invite the user to access your online company file.
  3. decide whether they need to be an online administrator.
  4. assign roles.
  5. set an offline password. This will be required if you decide to Work offline (check out) the file.
Repeat from step 3 for all user accounts that need to be reactivated.

Set up payroll and GST compliance

Then, there might be some payroll and compliance tasks you need to do.

Do you:

pay employees? If so, you then need to:

		More information
Australia only	Set up Pay Super to pay superannuation directly from AccountRight
Australia only	Set up Single Touch Payroll reporting. If you had 20 or more employees on 1 April 2018 you need set up and start reporting using Single Touch Payroll. If not, you don’t need to use STP reporting now, it's only optional.
New Zealand only	Link MYOB Payroll to your upgraded company file