Setting up MYOB Team

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

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AccountRight Plus and Premier 2020.2 onwards, Australia only

Set MYOB Team up for your company file

If you've joined the Early Adopters Program for the MYOB Team app, here's all you need to know to get set up.

You can only set up MYOB Team for online company files and you must have the role of Administrator of the company file.

Before you sign into MYOB Team, you need to open AccountRight and:

1. Set up the timesheet preference

Go to the Setup menu and choose Preferences. The Preferences window appears.
In the System tab, select the I Use Timesheets for [...] and My Week Starts on [...] preference.
If you:
1. only want to record payroll information, select Payroll from the I Use Timesheets for [...] list.
2. also want to record activity slips as well as payroll information, select Time Billing and Payroll from the I Use Timesheets for [...] list.
Choose the first day of your timesheet period from the My Week Starts on [...] list. Note that if you just use timesheets for payroll and your pay period starts on a different day each period, for example, you pay monthly, you can select any day.
Click OK.

2. Check that you have a valid email address

Go to the Setup menu and choose Company Information. The Company Information window appears.
Ensure that a valid email address has been entered in the Email Address field. This will typically be the email address you sign into AccountRight with.
Click OK.

3. Check that your employees have valid email addresses

Go to the Card File command centre and click Cards List. The Cards List window appears.
Click the Employee tab.
Click the zoom arrow next to the card of an employee card you want to use MYOB Team. The Card Information window appears.

Sign in to MYOB Team

You must be an Administrator of the company file to complete the following steps.

To sign in to MYOB Team

Go to the Payroll command centre and click MYOB Team.
If prompted, sign in to your MYOB account. The My businesses page appears, showing all of your company files.
Click the company file that you want to set up MYOB Team for.
If a message appears requesting MYOB Team to access your company file, click Allow access. You can now start to add your employees to MYOB Team.
Click the People tab.
Click Add employee. A list of the employees in the company file appears.
Select the employees you want to invite to use MYOB Team.
Click Add and send email invite.

Invite employees to MYOB Team

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Set MYOB Team up for your company file

1. Set up the timesheet preference

2. Check that you have a valid email address

3. Check that your employees have valid email addresses

Sign in to MYOB Team

To sign in to MYOB Team

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