AO Practice Manager Month End procedures

Practice Manager only

MYOB Accountants Office Practice Manager (AO PM) is an open transactional database which means there are no specific month end roll forward process. 

There are a number of housekeeping functions that can be run at the end of each month:

• Run the Missing Timesheet report
• Run the Client Partner Check report
• Make any employees inactive that have left during the month
• Close off the accounting period
• Run the month end reports
• Backup the database.

The attached document, AO Practice Manager Month End Procedures.pdf, includes detailed instructions and information around these processes.