- Created by Suchi Govindarajan, last modified by MartinW on Jul 17, 2018
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 47 Current »
https://help.myob.com/wiki/x/zBvnAQ
Let's get started
Nice work! You’ve picked a ledger workflow and now you’re ready to set up and start using Client Accounting!
Here’s an overview of everything we’ll cover in the workflow. Click the pink buttons to step through in the recommended order.
Because every practice is a bit different, we strongly recommend a Product Champion or Pilot Team from your practice does a test run of this workflow, using the documented processes prepared earlier, to ensure everything runs smoothly. Once you know everything's good, you can redo the implementation in a live environment to roll out to the rest of your practice.
Before you start this workflow, make sure a practice administrator or super user has completed the initial configuration steps of enabling MYOB Ledger and giving employees access.
MYOB Ledger workflow
Learn how to create a new MYOB Ledger or migrate from an existing ledger.
Learn how to set up and maintain your clients' Asset Registers.
Learn how to create and open workpaper periods. You'll also learn about importing client files and making journal entries.
Learn all about workpapers, source docs, adjustments and asset registers.
Statutory Reporter is a reporting engine which lets you create compliant financial statements for non-reporting entities.
Landed on this page without choosing a workflow? Here are some pages to get you up to speed first: