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Main menu

The main menu is displayed at the top of all pages and windows.

The options available on the menu depend on which MYOB applications you have installed.

Option

Description

File

Select File to create new contact, client and employee records, open recently opened pages, log off or exit Practice Manager.

View

Select View to switch the Tasks bar and (AE) Employee Planner on and off and set your default view.

Maintenance

Select Maintenance to access system maintenance settings and to use the back up facility.

(AE) Bookkeeping

Select Bookkeeping to access all your practice bookkeeping options. See Bookkeeping for full details.

Window

Select Window to establish all currently open pages or bring a page to the front or close them all.

Help

Select Help to access the Help Topics and information About Practice Manager (e.g., versions, plugins).

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