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Post migration User Acceptance Testing - New Zealand

This support note applies to:

  • AE Tax Manager (NZ)
  • AO Classic (NZ)
  • AO Tax (NZ)
  • AE Tax (NZ)
  • AO Assets Live (NZ)
  • AE Assets Live (NZ)
  • AE Statutory Reporter (NZ)
  • Workpapers (NZ)
  • AO Practice Manager (NZ)
  • AE Practice Manager (NZ)
  • AE Document Manager (NZ)
  • AO Classic Document Manager (NZ)
  • AO Document Manager (NZ)
  • PDF Manager (NZ)
  • AE System Release (NZ)
  • AE Reporter (NZ)
  • AE MAS (NZ)
  • AE Assets (NZ)
Article ID: 74221276

This page shows a list of user acceptance tests you can do after a server migration of your MYOB Accountants Office or Accountants Enterprise (MYOB AE/AO) products.

Click the product you use to view the tests.

Practice Manager
  • Produce a Bill & Receipt
  • Edit a homepage
  • Run Practice Reports
  • Add a document to a Client (If you don't use Document Manager)
  • Enter a Timesheet
Document Manager
  • Create a new document with Stationary & Standard
  • Profile a Document
  • Open a linked document
  • Send an email
Client Accounting

Make sure to check for each type of data source (MAS, AccountRight, Accounts or Accountants Office General Ledger)

  • Workpapers
    • Open an In Progress workpaper
    • Generate PDF
  • Trial Balance (If you don't use Workpapers)
    • Generate PDF
  • Statutory Reporter (AccountRight or Ledger Clients Only)
    • Select Reports tab
    • Preview a Report
AO Tax
  • Edit a client detail
  • Open AO Classic via AO Classic General Ledger
  • Open AO Classic via Return Prep in Tax manager
  • Print and preview a Tax Notice
  • Lodge a tax return
  • Download IRD data for a client
AE MAS/Accounts
  • Enter transactions

  • Produce Reports

AE Assets
  • Enter transactions
  • Produce Reports
PDF Manager
  • Enable Integration with Document Manager
  • Print PDF to PDF Manager printer
  • Save with DM
  • Import from WatchFolder
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