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RhondaMB's avatar
RhondaMB
Contributing User
2 years ago
Solved

Beginning a new FY

I'm new to MYOB and this is my first EOFY.  Can somebody please advise that once I have finalised EOFY, payroll (already done) and saved my report packs once I close of for June, that I can continue entering into July?  I am a little confused about this? Obviously our accountant will need to do their part so I can't lock anything.  I'm a little scared to change the FY in Business Settings until I'm sure what I'm doing. Any advice would be greatly appreciated.  Thanks.

AccountRight Classic
  • Genreve_S's avatar
    Genreve_S
    5 months ago

    Hi CMichael1, 

     

    I think the entitlement detail report will give you the info you're after. You can combine it with the pay history information to get everything you need.

     

    Regards,
    Genreve

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  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi Everyone

     

    We do have a minor update to the AccountRight 2021.4 being released for all PC Edition users shortly.

    This does include an update to the way in which the PC Edition does interact with the AccountRight Server Edition and older versions files. There will be no impact for current AccountRight Server Edition users or users that use the current AccountRight PC Edition to connect to a company file via the Server Edition.

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I'm new to MYOB and this is my first EOFY.  Can somebody please advise that once I have finalised EOFY, payroll (already done) and saved my report packs once I close of for June, that I can continue entering into July?  I am a little confused about this? Obviously our accountant will need to do their part so I can't lock anything.  I'm a little scared to change the FY in Business Settings until I'm sure what I'm doing. Any advice would be greatly appreciated.  Thanks.

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I'm new to MYOB and this is my first EOFY.  Can somebody please advise that once I have finalised EOFY, payroll (already done) and saved my report packs once I close of for June, that I can continue entering into July?  I am a little confused about this? Obviously our accountant will need to do their part so I can't lock anything.  I'm a little scared to change the FY in Business Settings until I'm sure what I'm doing. Any advice would be greatly appreciated.  Thanks.

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Beginning a new FY","moderationData":{"__ref":"ModerationData:moderation_data:822424"},"body":"

Hi RhondaMB

\n

 

\n

Thanks for your post. Please allow me to extend you a very warm welcome to the Community Forum. I hope you find it a useful tool.

\n

 

\n

I would recommend taking a look at this Help Article Close the financial year to provide you with more information and instructions to assist you with this.

\n

 

\n

 

\n

If you do require further assistance feel free to reply to this post.

\n

 

\n

If my response has answered your enquiry please click \"Accept as Solution\" to assist other users find this information.

\n

 

\n

Cheers,
Leneth

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"postTime":"2023-06-29T15:28:13.825+10:00","lastPublishTime":"2023-06-29T15:28:13.825+10:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":491},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Staffing_and_Payroll/message:822245/message:822424","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8aXwzfDM5OjB8aW50LDgyMjQzOSw4MjI0Mzk","node":{"__ref":"ForumReplyMessage:message:822439"}}]},"body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"213","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"customFields":[]},"ModerationData:moderation_data:822439":{"__typename":"ModerationData","id":"moderation_data:822439","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"ForumReplyMessage:message:822439":{"__typename":"ForumReplyMessage","uid":822439,"id":"message:822439","revisionNum":1,"author":{"__ref":"User:user:303218"},"readOnly":true,"repliesCount":1,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Staffing_and_Payroll"},"parent":{"__ref":"AcceptedSolutionMessage:message:822424"},"conversation":{"__ref":"Conversation:conversation:822245"},"subject":"Re: Beginning a new FY","moderationData":{"__ref":"ModerationData:moderation_data:822439"},"body":"

Thank you so much for your help.  Most grateful.

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"55","kudosSumWeight":0,"postTime":"2023-06-29T15:58:46.925+10:00","lastPublishTime":"2023-06-29T15:58:46.925+10:00","metrics":{"__typename":"MessageMetrics","views":476},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Staffing_and_Payroll/message:822245/message:822439","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8aXwxfDM5OjB8aW50LDgyMjQ2OSw4MjI0Njk","node":{"__ref":"ForumReplyMessage:message:822469"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:822469":{"__typename":"ModerationData","id":"moderation_data:822469","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:822469":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:295369"},"id":"message:822469","revisionNum":1,"uid":822469,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Staffing_and_Payroll"},"parent":{"__ref":"ForumReplyMessage:message:822439"},"conversation":{"__ref":"Conversation:conversation:822245"},"subject":"Re: Beginning a new FY","moderationData":{"__ref":"ModerationData:moderation_data:822469"},"body":"

Hi RhondaMB

\n

 

\n

You're most welcome. We're always happy to help you again for future posts. Please let me know and we are more than happy to assist.

\n

 

\n

 

\n

Cheers,
Leneth

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