Accountants Enterprise only

The user interface is a browser for the MYOB application ledgers comprising a:

• Menu Bar

• Toolbar

• Work area

• Status Bar

• The Navigation Bar.

Work area

By default the Work area displays the list of application Ledgers. Users with necessary security level, are able to change the appearance of the work area, refer to User Accounts. Depending on the settings selected for the Start option on the Preferences tab under User Accounts, the work area will open showing:

• List of application ledgers (this is the default after installation)

• Folders,

• a selected folder,

• page setups,

• User Accounts 

• Event Log

• System Calculator

• Calendar

• Keyboard Shortcuts for Tax

Your browser list may appear differently depending on the view setup by selecting View > Folder View. Refer to The Folder View Window.

Menu Bar

The menu bar provides options according to your security level:

• The standard user security level provides these menus:

• File, refer to The File Menu

• Edit,

• View, refer to Licence status

• Tools, refer to Integrity check and Calendar

• Help

• In addition to these the Supervisor level security has access to:

• Manage, refer to The Manage Menu.

For the standard user some menu items have restricted access.

Status Bar

As can be seen in this sample, the status bar shows:

• The current version of the software.

• Double the page setup to open the Select Page Setup window to select a different page setup.

• Double click the Time to open the Date/Time Properties window.

• Double click the CAPS area to toggle CAPS on and off.

• Double click the NUM area to toggle NUM on and off.

The Navigation Bar

The navigation bar is turned on or off from the View menu and provides access to:

• My Folders

• Administration

• Favourites

Administration

The Administration section of the navigation bar provides access to:

• User Accounts

• Page Layout Tab

• Folders

• Event Log

These functions can also be accessed via the pull-down menus.

Favourites

You can add up to 16 shortcuts to frequently used ledgers to a customised list of Favourites.

To do this, simply drag and drop a ledger to add it to your list of Favourites

My Folders

By default, My Folders has two options:

• Search

• Ledgers - Click Ledgers to display a full list of your ledgers in alphabetical order.

The File Menu

The tasks in the File menu differ depending on what is selected from the Navigation bar and the operations you are able to perform depend on your security level. The File menu includes:

• New: Creates a new entry of the type listed.

• How to Create Folder Links

• How to Create Shortcuts

• How to Create New Ledgers

When creating:

• User Accounts refer to User Accounts

• Folders, refer to Folder Properties

• Page Setups refer to Accessing a Page Setup.

• Open: Opens whatever is currently highlighted. That is, if the list of Folders is displayed the highlighted folder is opened.
  Alternatively, double click on the entry to open it.

• Delete: Highlight the ledger, folder, user account, Page Setup or Folder and click File > Delete. Alternatively, Delete can be selected from the right click menu for any of these components. Your security level will determine whether you can delete certain entries.

• Properties: Displays the properties for this ledger, user account, folder, page setup, event log entry etc. Event logs are system generated.

• Page Setups: Opens the Select Page setups window and allows you to select a default page setup. The shortcut key is [Ctrl+P]. Refer to How to Add a Page Setup.

• Print: Opens the Print index window and allows you to print your Ledger list. You are able to print to the screen, a printer or to a file.

• Export: Opens the Ledger Export window and allows you to export the selected ledger to another installation of the software. Refer to How to Export Ledgers .

• Backup: Opens the Backup wizard and creates a backup of the currently selected ledger to a chosen backup media. Refer to How to Backup Data .

• Restore: Opens the Restore wizard and allows you to restore ledger files from a chosen media to a selected location. Refer to How to Restore a Ledger.

• Login as: Opens the Access Gateway window and allows you to login as a different user. Refer to How to Login as Another User.

• Exit: Allows you to close the application. Shortcut key [Alt+F4].

The Manage Menu

The Manage menu provides access to administration tasks and is only available to users with a security level of 6. The user SUPERVIS has access to the Manage menu.

The Manage menu includes:

• Templates: Opens the Template Maintenance window and allows you to view the properties of an application template. Refer to Templates.

• Install: Opens the Product window displaying applications installed (select Tools > Install). You are able to view details relating to the listed products. Refer to Product Installation

• Edit Backup label: The details for the backup file label are presented for edit in text letter layout format.

• Workstations: This is the list of machine names. Properties and notes may be maintained.

• Control: This function maintains General system control properties, Messaging, MLS and Domains. Refer to Extended Features.