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You've got Client Accounting installed and licensed, but there are some other preparation tasks you need to do before your practice is ready use Client Accounting.
You'll find just about everything you need to prepare your practice in the Client Accounting settings. Access the Client Accounting settings from the Maintenance Map of your Accountants Office (AO) or Accountants Enterprise (AE) software. We'll walk you through everything you'll need to do in this workflow.
What you'll need
An active internet connection.
The username and password of an administrator or super user.
Entered an MYOB login into the practice my.MYOB settings of your software.
The login credentials of your practice MYOB login.
Setting up your practice
- In AE or AO, click the Maintenance menu and select Maintenance Map.
- On the TASKS bar, click Client Accounting.
- Click Client Accounting settings.
Click Enable AO/AE Ledger and Assets. A message appears, confirming that the ledger is enabled.
When you next log out, and log back into AE or AO, you'll be able to see the MYOB ledger functions enabled on the TASKS bar.
If you have any AccountRight Classic (version 19 or earlier) client files, to use Client Accounting with their AccountRight Classic file, we'll need to know where the version of the AccountRight software that opens the file is located.
You can use the ellipses () buttons to browse to the installed location and select the myob.exe or myobp.exe file for the installed version.
By default, AccountRight Classic is installed to the C:\ drive of the computer where the installation has been run. The AccountRight Classic install is a client-only install, meaning that there is no separate server and workstation components to be installed.
To apply the changes click OK to this window, then log out of AO or AE, and log back in.
- On the login screen, enter your Practice my.MYOB login credentials and click Sign In. If you've set up two-factor authentication, you'll also need to enter your two-factor authentication code.
- Once you're logged into Cashbook, click on the name of your practice located at the top-right of the screen.
From the drop-down menu, choose Manage firm users.
For each employee that you want to access MYOB Ledgers, click the toggle button in the Access column to display ON.
Once you're finished providing your employees access, log out or close the web browser.
Where to from here?
Once you've finished the tasks on this page, your practice is ready to move on to ledger or asset setup tasks. However, you may want to do some additional administrative tasks to protect your client's data, or apply your practice's report style to the reports produced from Statutory Reporter: