Importing MYOB Reports
- Marc McAdam (Deactivated)
- Shannon Virtue
- Ben Loone
Overview
Importing the MYOB report templates removes the need to manually create the report structure. These reports are used to build the client list that ATOmate uses to match clients against a document.
MYOB Report templates can be downloaded from the Reports folder, contact support if you need further assistance.
Importing The Client List Report
Step | Action |
|---|---|
1 | Download All Templates from this link: https://atomatestaticcontent.blob.core.windows.net/pms/MYOB/ATOmateReports.zip Select Extract All… to extract the reports from your Downloads folder.  |
2 | Click Reports > Import.  |
3 | Select Client List.  |
4 | Select Import.  |
5 | Select the client template that was downloaded earlier.  |
6 | Select MYOB-Portrait.  |
7 | Click OK.  |
8 | Click Close.  |
9 | Once the Client List Report has been imported, go to the REPORTS menu, select Client List and EDIT the ATOmate report. Click in the Report Name field and add “_New” to the filename and click the DISK to save and then click OK and OK. 
|
Importing The Tax Report Templates
Step | Action |
|---|---|
1 | Click Reports > Import. |
2 | Select 'relevant tax year' > Tax Reports Only.  |
3 | Select Import. |
4 | Select the 'relevant tax year' template from the extracted folder.  |
5 | Select MYOB-Portrait. |
6 | Click OK (import current tax year and previous 2 year's reports into the tax years for older NOAs processed).  |
7 | Click Close. |
Exporting The MYOB Reports
Checklist: Action Items for Superuser
To avoid delays, ensure the items listed below are actioned before the next Onboarding meeting.
End of Article