Maintenance

Configure and maintains your practice’s systems such as administrative structure, access levels.

Learn all about Practice Manager in MYOB Academy

The Maintenance menu enables you to configure and maintain the system to best fit how your practice works. You can configure the application to:

• Represent the structure of the practice.

• Extend the functionality of the application.

• (AE) Connect to other MYOB applications.

Configuring the application is essential for:

• Providing the correct settings to enable employees to perform their work.

• Keeping the application secure so that settings are not inadvertently changed.

• (AE) Launching MYOB compliant applications.

The system administrator is responsible for configuring and maintaining the system so that:

• Recorded information is structured correctly and is useful to the practice.

• (AE) Linked applications launch and operate correctly.

Configuring and maintaining the application covers such areas as:

• The practice structure — companies, offices, departments, centres, partners.

• (AE) Employee categories and leave types.

• Security groups, security permissions and adding employees to a security group.

• Extra fields and categories.

• Alias types and address, phone and email types.

• Document creation settings.

All information created and maintained within the (AE) Maintenance menu / (AO) Maintenance Map has an impact on the operating system of the application. As a result, if there is any doubt as to what needs to be done, please contact an MYOB Consultant.