Getting Started with Next Generation AO

This support note applies to:

AO Practice Manager (NZ)

Article ID: 34792

We believe the new features in MYOB AO have the power to significantly enhance the way you work. However, as with any large update, there will be change. With that in mind, we want to provide you with every possible avenue of support to make moving to MYOB AO as seamless as possible.

Online learning modules are available for AO Practice Manager. These modules will allow you to work through each one in your own time and at your own pace.

These resources can be found at MYOB AO Practice Manager – Self Paced Online Learning.

In addition to these resources, the AO product includes Online Help and a comprehensive Getting Started Guide. To access this guide select Help > Help Topics or click the Help button.

We also have a section of our website dedicated to providing you with up to the minute information about the next generation of AO. This resource and information centre can be found at MYOB AO - It's the Next Generation.

The Knowledge Base for new generation AO is growing daily. The key articles to get you started include:

33748 - Quick Reference Guides for MYOB AO. A single booklet with the information in these Quick Reference Guides can be found at Quick Reference Guide.

34836 - Editing debtor statements (NZ)

The online learning available includes:

Installation

Preparing for MYOB AO

Minimum Classic Version Required
Check Client ID Utility
Pre Migration Check
Practice Management Migration
What Gets Converted
Environment Checks

MYOB AO Classic Migration Overview

Preparation
Installing MYOB AO
Post Installation Checks
Post Installation Tests
Backups

Product Training

MYOB AO System Introduction

Logging into MYOB AO
Using Help
Navigating
Clients vs. Contacts
Find Client Page
Client Page
Using AO Classic Tax and GL Modules
Maintenance
Backups

MYOB AO Practice Manager Session 1

Clients
Job Manager
Timesheets
Disbursements
Analysing WIP
Standard Billing

MYOB AO Practice Manager Session 2

Modifying Bills
Viewing and Finalising Bills
Miscellaneous Bills
Estimate to Complete Bills
Correcting Bills
Managing Debtors
Debtors Ledger

MYOB AO Practice Manager Session 3

Reporting
Reporting Comparisons
Editing Debtors Statements
Editing Invoice Layouts
Mail Merge