MYOB AccountRight Configuration - Revision history

Cienna: /* System Preferences */

2024-03-12T03:03:03Z

System Preferences

← Older revision		Revision as of 03:03, 12 March 2024
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	There is only one system setting in MYOB AccountRight that we need to turn on to ensure that Wageloch's timesheets will come through with no issues.		There is only one system setting in MYOB AccountRight that we need to turn on to ensure that Wageloch's timesheets will come through with no issues.

	- Open MYOB and log in.		* Open MYOB and log in.
	- Click <b>Setup</b> from the top menu and select <b>Preferences</b>.		* Click <b>Setup</b> from the top menu and select <b>Preferences</b>
	- In the <b>System</b> tab that appears by default, find the last tick box on the list; <b>I use Timesheets For</b>		* In the <b>System</b> tab that appears by default, find the last tick box on the list; <b>I use Timesheets For</b>
	- <b>Tick</b> the box to enable timesheet use, select <b>Time Billing and Payroll</b> from the first drop menu and the <b>start day</b> of your week.		* <b>Tick</b> the box to enable timesheet use, select <b>Time Billing and Payroll</b> from the first drop menu and the <b>start day</b> of your week.
	- Click <b>OK</b> to save.		* Click <b>OK</b> to save.

Cienna: /* System Preferences */

2023-11-17T07:19:46Z

System Preferences

← Older revision		Revision as of 07:19, 17 November 2023
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	=System Preferences=		=System Preferences=

			There is only one system setting in MYOB AccountRight that we need to turn on to ensure that Wageloch's timesheets will come through with no issues.

			- Open MYOB and log in.
			- Click <b>Setup</b> from the top menu and select <b>Preferences</b>.
			- In the <b>System</b> tab that appears by default, find the last tick box on the list; <b>I use Timesheets For</b>
			- <b>Tick</b> the box to enable timesheet use, select <b>Time Billing and Payroll</b> from the first drop menu and the <b>start day</b> of your week.
			- Click <b>OK</b> to save.


			[[File:MYOBAR-preferences-menu.png]] [[File:MYOBAR-timesheet-preferences.png\|550px\|top]]

	=Payroll Categories=		=Payroll Categories=

Cienna: /* Online Users with my.MYOB */

2023-11-17T03:59:05Z

Online Users with my.MYOB

← Older revision		Revision as of 03:59, 17 November 2023
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	[[File:MYOBAR-user-access.png\|top]] [[File:MYOBAR-user-admin.png\|~~500px~~\|top]]		[[File:MYOBAR-user-access.png\|top]] [[File:MYOBAR-user-admin.png\|600px\|top]]


	===Offline User with password===		===Offline User with password===

Cienna: /* Offline User with password */

2023-11-17T03:58:52Z

Offline User with password

← Older revision		Revision as of 03:58, 17 November 2023
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	[[File:MYOBAR-user-access.png\|top]] [[File:MYOBAR-offline-user.png\|~~500px~~\|top]]		[[File:MYOBAR-user-access.png\|top]] [[File:MYOBAR-offline-user.png\|600px\|top]]

	=System Preferences=		=System Preferences=

Cienna: /* Users and Permissions */

2023-11-17T03:58:22Z

Users and Permissions

← Older revision		Revision as of 03:58, 17 November 2023
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	Part of this is the ensure that the user authorizing access has their permissions levels set correctly and their login method to MYOB confirmed.		Part of this is the ensure that the user authorizing access has their permissions levels set correctly and their login method to MYOB confirmed.

	==Online Users with my.MYOB==		===Online Users with my.MYOB===
	* Open <b>MYOB AccountRight</b> and log in.		* Open <b>MYOB AccountRight</b> and log in.
	* Select <b>Setup</b> from the top menu and click <b>User Access</b>.		* Select <b>Setup</b> from the top menu and click <b>User Access</b>.
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	[[~~File:~~File:MYOBAR-user-access.png]] [[File:MYOBAR-user-admin.png]]		[[File:MYOBAR-user-access.png\|top]] [[File:MYOBAR-user-admin.png\|500px\|top]]


	==Offline User with password==		===Offline User with password===
	* Open <b>MYOB AccountRight</b> and log in.		* Open <b>MYOB AccountRight</b> and log in.
	* Select <b>Setup</b> from the top menu and click <b>User Access</b>.		* Select <b>Setup</b> from the top menu and click <b>User Access</b>.
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	* Click <b>Save</b> to finish.		* Click <b>Save</b> to finish.

	[[File:MYOBAR-user-access.png]] [[File:MYOBAR-offline-user.png]]
			[[File:MYOBAR-user-access.png\|top]] [[File:MYOBAR-offline-user.png\|500px\|top]]

	=System Preferences=		=System Preferences=

Cienna: /* Users and Permissions */

2023-11-17T03:56:59Z

Users and Permissions

← Older revision		Revision as of 03:56, 17 November 2023
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	=Users and Permissions=		=Users and Permissions=
			In MYOB there is a specific level of access required to ensure Wageloch can link with your company file, read data and import/export information with ease.

			Part of this is the ensure that the user authorizing access has their permissions levels set correctly and their login method to MYOB confirmed.

	==Online Users with my.MYOB==		==Online Users with my.MYOB==
			* Open <b>MYOB AccountRight</b> and log in.
			* Select <b>Setup</b> from the top menu and click <b>User Access</b>.
			* Create a New User or select an existing <b>User ID</b> from the left menu.
			* In the <b>Set user access</b> area, tick <b>This user will sign on with a my.MYOB account.</b>
			* This requires the user to have an existing my.MYOB login; enter their user name and email address.
			* From the <b>Company file roles</b> menu, select <b>Administrator</b>.
			* Click <b>Save</b> to finish.

	~~==Offline User with password==~~
			[[File:File:MYOBAR-user-access.png]] [[File:MYOBAR-user-admin.png]]


			==Offline User with password==
			* Open <b>MYOB AccountRight</b> and log in.
			* Select <b>Setup</b> from the top menu and click <b>User Access</b>.
			* Create a New User or select an existing <b>User ID</b> from the left menu.
			* In the <b>Set user access</b> area, be sure to untick <b>This user will sign on with a my.MYOB account.</b>
			* You can now enter a username and create a password; when integrating with Wageloch we suggesting naming the user Wageloch, create a password and keep it saved.
			* From the <b>Company file roles</b> menu, select <b>Administrator</b>.
			* Click <b>Save</b> to finish.

			[[File:MYOBAR-user-access.png]] [[File:MYOBAR-offline-user.png]]

	=System Preferences=		=System Preferences=

Cienna: /* Currently in development */

2023-11-10T07:25:33Z

Currently in development

← Older revision		Revision as of 07:25, 10 November 2023
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	This article will eventually contain information about how to configured your MYOB company file to suit Wageloch.		This article will eventually contain information about how to configured your MYOB company file to suit Wageloch.



	=Users and Permissions=		=Users and Permissions=

Cienna at 07:25, 10 November 2023

2023-11-10T07:25:14Z

← Older revision		Revision as of 07:25, 10 November 2023
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	~~User permissions~~		=<i>Currently in development</i>=
	~~Online~~/~~Offline users~~

	~~System Preferences~~		This article will eventually contain information about how to configured your MYOB company file to suit Wageloch.

	~~Payroll Categories~~

	Staff Cards
			=Users and Permissions=


			==Online Users with my.MYOB==

			==Offline User with password==




			=System Preferences=



			=Payroll Categories=



			=Staff Cards=







			[[File:Home-button-new.png\|link=Main Page]] [[File:Topic-button-new.png\|link=MYOB Accountright]]

Cienna: Created page with "User permissions Online/Offline users System Preferences Payroll Categories Staff Cards"

2023-11-09T04:33:13Z

Created page with "User permissions Online/Offline users System Preferences Payroll Categories Staff Cards"

New page

User permissions
Online/Offline users

System Preferences

Payroll Categories

Staff Cards