MYOB AO Classic install guide—2019.0 (Australia)

You must install the update on your server before you install it on workstations.

1. Log on to the workstation that has AO Classic installed.

   

   If your computer has security rights enabled, log on as administrator.

2. Confirm that everyone on your network has exited AO Classic.

   

   Don't open AO Classic on other workstations during the installation. The upgrade of AO Classic requires exclusive access to your data files. Your data files may become corrupted if AO Classic is started on another workstation during installation.

3. Locate and double-click the downloaded .exe file.

4. Review the release notes from the link.

5. Click Next. The setup window opens with a message "Setup will now update your MYOB Accountants Office files. Please do not attempt to start any other program".

6. Click OK. When the installation completes, a window opens with a message "Setup has now finished updating MYOB AO Classic".
7. Click OK.

After you have installed the update on your server:

1. Log on to a workstation that has MYOB AO Classic installed.

   

   If your computer has security rights enabled, log on as administrator.
   

   Don't open AO Classic on other workstations during the installation. The upgrade of AO Classic requires exclusive access to your data files. Your data files may become corrupted if AO Classic is started on another workstation during installation.

2. Disable any antivirus programs running on the workstation.

3. Go to Start > All Programs > MYOB > Update Accountants Office. The InstallShield wizard window opens.

   

   If you see an Open File Security or User Account Control warning message, click Run or Allow.

4. Click OK. The update to the MYOB AO Classic files begins.

5. Repeat these steps on all workstations that have MYOB AO Classic.

   

   To save time, after you start running the InstallShield update on one workstation, repeat these steps on the next workstation. You don't have to wait for one update to finish before moving on to the next workstation.

You must reindex your databases before you can use MYOB AO Classic.

1. Log on to a workstation that has MYOB AO Classic installed.

   

   If your computer has security rights enabled, log on as administrator.
2. Start MYOB AO Classic.
3. Go to File > Housekeeping > Reindex Databases. The Select Modules window opens.

4. Click Select All.

   

   Ensure you've taken a backup before completing the next step.

5. Select the Remove records flagged for deletion checkbox. The deleted records will be permanently removed to help keep your database organised.

6. Click OK. When the reindexing finishes, the MYOB AO Classic window reopens.

   

   We recommend that you reindex your databases each month. Reindexing removes errors and help to improve your database performance.

1. Log on to your computer.

   

   If your computer has security rights enabled, log on as administrator.

2. Locate and double-click the downloaded .exe file.

3. Review the release notes from the link.

4. Click Next to start the installation. You'll see the message "Setup will now update your MYOB Accountants Office files".

5. Click OK. When the install finishes, a window opens with a message "Setup has now finished updating MYOB AO Classic".

6. Click OK.

You must reindex your databases before you can use MYOB AO Classic.

1. Log on to a workstation that has MYOB AO Classic installed.

   

   If your computer has security rights enabled, log on as administrator.
2. Start MYOB AO Classic.
3. Go to File > Housekeeping > Reindex Databases. The Select Modules window opens.

4. Click Select All.

   

   Ensure you've taken a backup before completing the next step.

5. Select the Remove records flagged for deletion checkbox. The deleted records will be permanently removed to help keep your database organised.

6. Click OK. When the reindexing finishes, the MYOB AO Classic window reopens.

   

   We recommend that you reindex your databases each month. Reindexing removes errors and help to improve your database performance.

1. Log on to the terminal server.

   

   If your computer has security rights enabled, log on as administrator.

2. Confirm that everyone on your network has exited AO Classic.

3. Locate and double-click the downloaded .exe file.

4. Review the release notes from the link.

5. Click Next to start the installation. You'll see the message "Setup will now update your MYOB Accountants Office files".

6. Click OK. When the installation completes, you'll see the message "Setup has now finished updating MYOB AO Classic".

7. Click OK.

You must reindex your databases before you can use MYOB AO Classic.

1. Log on to a workstation that has MYOB AO Classic installed.

   

   If your computer has security rights enabled, log on as administrator.
2. Start MYOB AO Classic.
3. Go to File > Housekeeping > Reindex Databases. The Select Modules window opens.

4. Click Select All.

   

   Ensure you've taken a backup before completing the next step.

5. Select the Remove records flagged for deletion checkbox. The deleted records will be permanently removed to help keep your database organised.

6. Click OK. When the reindexing finishes, the MYOB AO Classic window reopens.

   

   We recommend that you reindex your databases each month. Reindexing removes errors and help to improve your database performance.

The report masters in this release use some new account codes, so you need to update the client ledger’s chart using the relevant template.

1. Open the client ledger you need to update.
2. Go to General Ledger > Account Utilities > Update Accounts from a Standard. The Update Accounts window opens.

3. Select a new template that relates to the client entity type you are updating.

   

   If you haven't yet installed the new templates, or they don't appear in the selection list, see Installing over existing templates.
4. Click Next.
5. Deselect Account Description, and leave the other characteristics selected.
6. Click Next.

7. Select your Update Options, referring to the table below if necessary.

   Update option	Description
   Print a list of accounts that exist in the Current Ledger’s Chart of Accounts, but do not exist in the Standard?	This list is a useful first step toward comparing the existing options with the new ones.
   Add Accounts that are in the Standard Chart of Accounts, but not in the current ledger?	This option adds any accounts from the standard to the current client (e.g., if the corresponding account code doesn't exist). To select which accounts to add, select Pick from List. To add all relevant accounts, select Add automatically.
   Update accounts even where description does not match?	This refreshes the account descriptions in the client ledger with those from the standard ledger.

8. Click Next.

9. Click Finish.

Description files are used in most AO Classic financial reports to hold client-specific information. If the description file doesn't exist in the client ledger, an error message displays when a report is run.

To prevent these type of error messages, update the description file from the relevant template client.

1. Open the client ledger you need to update.
2. Select General Ledger and click Description File Maintenance.
3. Click Update from Master and select the template client to update from. For example, for a sole trader, select the 10 Sole Trader Templates.
4. Click OK. Any descriptions that exist in the template but don't exist in the current ledger are added automatically.

There are two ways to update your notes:

• Delete existing notes and implement the MYOB AO Classic Master Notes.
• Keep any customised notes you've created.

Deleting existing notes

To delete the existing notes report and add the new notes report:

1. Open the client ledger you need to update.
2. Select Reports and click Edit Customised Financial Report Definitions. The Edit Customised Financial Report Definitions window opens.
3. Select the Notes report and press F8.
4. Confirm that you want to delete the Notes report.
5. To add a new Notes report, press F4. The Adding a New Customised Report window opens.
6. Enter 800 in Report ID.

7. From the Report Type list, select the Notes to the Accounts report.

   

   The report description is completed automatically, but you can edit it if necessary.
8. Select Copy an Existing Report.
9. From the Copy from Ledger list, select the appropriate template ledger for the client (for example, 60 Differential Coy).
10. From the Report to Copy list, select the Notes to the Accounts report.
11. Click OK to create the new Notes to the Accounts report.

Keeping existing notes

To keep your existing customised notes:

1. Open the client ledger you need to update.
2. Select Reports and click Edit/Process Notes. The Edit/Process Notes window opens.
3. Click the Notes tab to display all notes in the client ledger.
4. Select a Master Note (a note which has Master in the source column).
5. Press F8.
6. Confirm that you want to delete the master note.

7. Repeat steps 4 and step 5 for all master notes.

   

   Only keep customised notes.
8. Click Process/Update. The Process & Update Notes window opens.

9. Select Update Notes to the Accounts and select the appropriate Notes Master from the drop-down.

   

   AO Classic will remember the master notes you select for next time.
10. Click OK. The Process Notes – Add Notes window opens listing the available notes to add.
11. Review the applicable notes and, when completed, click Add Notes. The message "Are you sure you want to add the selected Notes?" appears.
12. Click Yes. A Process Notes – Remove Notes window may open if you have notes that are in the current ledger but not in the Master Notes ledger.
13. Review the notes to be removed, then click Remove Notes. The message Are you sure you want to remove the selected Notes? appears.
14. Click Yes. An Updating of Notes window displays the summary of new notes added and notes deleted.
15. Click OK. A Previewing Notes window processes the available notes and synchronises them with your ledger data. When this process finishes, the Edit/Process Notes window reopens.
16. Scroll through the list to ensure that the new notes are listed.

You can start using the financial reports supplied by AO Classic once the chart of accounts has been updated to the MYOB standard chart. To be able to use the reports, update your report lists.

1. Open the client ledger you need to update.
2. Select Reports and click Print Financial Reports. The Print Financial Reports wizard opens.
3. Go to step 2 of the wizard and click Add/Copy.
4. Select Copy a Report List.

5. From the Select Entity drop-down, select the relevant template (for example, for a large company select the 23 Large Company Template).

6. Select the report list you want to copy.

   

   If you want to select multiple reports, hold down the [Ctrl] on your keyboard while selecting each.
7. Click Update. The report list updates.