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Entering Practice my.MYOB Settings and employee my.MYOB logins

This support note applies to:

  • AO Practice Manager (NZ)

  • AO Practice Manager (AU)

  • AO Document Manager (NZ)

  • AO Document Manager (AU)

  • AO Statutory Reporter (AU)

  • AO Workpapers (AU)

  • AO Tax (AU)

  • AO Tax (NZ)

  • AE Practice Manager (NZ)

  • AE Practice Manager (AU)

  • AE Document Manager (NZ)

  • AE Document Manager (AU)

  • AE Statutory Reporter (NZ)

  • AE Statutory Reporter (AU)

  • AE Tax (NZ)

  • AE Tax (AU)

  • AE Tax Manager (NZ)

  • AE Tax Series 6 & 8 (AU)

  • Workpapers (NZ)

Article ID: 36250

To provide your staff with easy secure access to MYOB's online services, including access to your clients' AccountRight Live files as well as AE & AO Live functionality, every employee in your practice requires their my.MYOB login credentials to be configured in your practice AE or AO suite.

You will then be able to quickly manage and maintain my.MYOB logins directly from within your MYOB practice solution.

How to enter Practice my.MYOB settings

  1. Open MYOB AE or AO and follow the menu path: Maintenance > Maintenance Map > Online > Practice my.MYOB settings. The Practice my.MYOB Settings window opens.

  2. Enter details for the Login, Password and MYOB client code and click OK. The login details are added.

    MYOB advises that these details should be the email address where clients are instructed to send all AccountRight Live invitations to, and needs to be a person who is an Administrator when accessing the my.MYOB website.

How to set up a my.MYOB login for each employee

An existing employee my.MYOB login

  1. In AE or AO, open the employee.

  2. Select Edit my.MYOB details from the Task Bar. The Edit my.MYOB details window opens with This employee has a my.MYOB login selected by default.

  3. Enter the existing my.MYOB login details and click OK. A message appears stating that the employee has been linked to the my.MYOB account of your practice.

 

New employee my.MYOB login

  1. In AE or AO, open the employee.

  2. Select Edit my.MYOB details from the Task Bar. The Edit my.MYOB details window opens with This employee has a my.MYOB login selected by default.

  3. Select the I would like to create a my.MYOB login for this employee option.

  4. Enter the employee’s email address.

  5. Re-enter the employee’s email address in the Confirm email address field. A message is displayed stating that a new my.MYOB user will be created with the following details and linked to your practice’s my.MYOB account.

  6. Click Yes to to continue.

    An email is sent to the employee allowing them to set a password for their newly set up account.