Common tasks and troubleshooting (AO)

After you have completed the installation on the server and all on workstations you can log in to MYOB AO.

To log in to MYOB AO

1. Double-click the

   

    MYOB AO icon on the desktop. The MYOB AO Login window opens.

2. If you are upgrading MYOB AO, enter your MYOB Login or your username and Password.

3. Ensure that the correct MYOB AO database is selected from the Database drop-down.

4. Click Login.
   If you are using MYOB for the first time, the Practice my.MYOB Settings window opens where you will be required to use a MYOB Login to access MYOB AO.
   You are logged into MYOB AO and the Find Clients window opens.

   

   The Admin user has full administrator rights and permissions.

MYOB AO has a feature that allows you to automatically back up and restore your database and critical configuration files. This is an important process that needs to be performed at regular periods, at a time convenient to your practice. You should choose a time when system use is minimal, for example, overnight or early morning.

As a default, your backups will run everyday at 1pm. You can change this if you prefer, but be aware your computer must be turned on at the scheduled time or the backup will not be able to run.

To change the time of your scheduled backups

1. Open MYOB AO.

2. Select Maintenance > Backup > Schedule Backups. The Schedule Backups window opens.

3. Select when you want the backup to occur.

4. Click Schedule. The back up process is scheduled and will run in the background.

For more information about backup feature, refer to Backing up and restoring your data in the Maintenance section of the Getting Started Help.

After installing, you must review the permissions in MYOB AO to ensure the correct users have access to the new tasks provided.

Security groups are used to group employees together to use the same features of MYOB AO. Every employee has to be part of a security group before they can log in. Each employee should only belong to one security group.

The pre-defined security groups in MYOB AO are:

• Administrator — this group has full rights

• Everyone — this group has limited rights.

By default, all new employees belong to the Everyone security group.

Each security group has a set of task permissions. These task permissions for each group can be found under Maintenance > Maintenance Map > Task Permissions.

To restrict access to these features for users in a security group

1. Click Maintenance > Maintenance Map > Security > Task Permissions.

2. Select a product (e.g., Tax, Tax Manager, Practice Manager, Central) from the Product drop-down.

3. Select the relevant security group from the Group drop-down.

4. Deselect tasks that users in this security group should not perform.

5. Repeat this process for other security groups and products, as required.

Restricted tasks remain visible in the Tasks bar. If a user selects a restricted task an Access denied message displays.

You can install MYOB AO on the following setups:

System setup	Description	Example
Standalone computer	Install MYOB AO only on one computer.
Client server network	Install MYOB AO on the server, then run a workstation install on each workstation.
Terminal server network	Install MYOB AO on the one computer (Terminal Server). To install the software, log onto the Terminal Server console and open Control Panel > Add Remove Programs > Add New Programs > CD or Floppy.
Peer to Peer network	Install MYOB AO on the server, then run a workstation install on each workstation.

This installation includes a change to your computer’s registry settings to turn on Enable Linked Connections. This change is required on each workstation and server that uses mapped drives.

If the Enable Linked Connections setting is not turned on you may experience issues when installing and using your MYOB software.

After installation, you may be prompted to restart because of the change to the registry for the Enable Linked Connections setting. MYOB recommends you restart as prompted.

For more information, see MYOB Enabling Linked Connections in Windows.

Your computer’s system locale must be set to one of:

• English (Australia)

• English (New Zealand)

• English (UK)

• English (US).

This setting is controlled using Window’s regional settings.

Changing your system locale

For instructions on changing your computer’s system locale settings on other operating systems refer to the online help on your computer.

The region you select must match the regional settings on your computer.

When installing MYOB AO (Australia):

• Your computer’s location must be set to Australia.

• Your computer’s language format must be set to English (Australia).

Both of these settings are controlled using Window’s regional settings.

To continue installing the software you need to either:

1. Change your selection on the Regional Selection screen in the installation.

2. Click Next to continue the installation.
   or

3. Close the MYOB AO installation menu.

4. Update your regional settings so that the location and language format coincide with the version of MYOB AO you want to install.

5. Restart the installation.

When opening MYOB AO, an Open File Security Warning message may appear. Click Run to proceed and open and log into MYOB AO. If you keep getting this warning message, you should restart your computer.

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