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