MYOB AE Practice Manager - Changing Payment Terms and Days on a Global basis for all clients

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MYOB AE Practice Manager - Changing Payment Terms and Days on a Global basis for all clients

Hi, 

 

Can anyone give some guidance as to whether there is any way to change the Default Payment Terms and Number of Days for all clients on a global Practice Manager scale rather than changing each client's payment terms in the client's individual Defaults tab?

 

Thank you. 

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MYOB Staff Post
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MYOB Staff Post
MYOB Staff Post

38Posts

5Kudos

10Solutions

Re: MYOB AE Practice Manager - Changing Payment Terms and Days on a Global basis for all clients

Hi @Enien

 

I have attached an article link below which has various scripts/utilities attached that you can choose from depending on your trading terms. 

 

Note: There is no default setting in the database to control this.

 

https://help.myob.com/wiki/x/VwZ3AQ

 

Just save and run the appropriate one, once all users are logged out of AE/AO.

 

Once this has been run, it would be best to update your Client Creation form to include a checkbox, so the Defaults tab is updated otherwise, you'll need to run the script on a regular basis to ensure your clients are all updated.

 

I hope that helps.

 


cheers,

Kym
Practice Solutions Client Services Analyst
MYOB Australia Pty Ltd

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