MYOB Advanced — Admin Procedures (Finance View)
Common change tasks in MYOB Advanced for the finance team. Each section names the screen, the rough steps, and what downstream consumers (PWG_DATA, ezyCollect, Hex dashboards) expect afterwards.
Status: draft. This page captures process at a high level. Step-by-step screen flow — and any change-control gates — should be confirmed with the finance team and the Axsys support partner before publishing as
current.
Add an account to the Chart of Accounts
Section titled “Add an account to the Chart of Accounts”| Step | Screen | Notes |
|---|---|---|
| 1 | GL.GL202500 — Chart of Accounts | Add the account against the relevant company (PWG or JV — the CoA is per-company) |
| 2 | Set Type, AccountClass, and TaxCategory | These flow through to PWG_DATA’s CORE.MYOB_GL_Account and drive every downstream P&L view |
| 3 | Confirm Active = True and PostOption = Detail | Detail is required for posting; Summary is for header roll-ups |
| 4 | Notify Tech if it is a P&L account | The PWG_DATA mapping table STAGING.PWG_Revenue_Expense_Mapping may need a MYOBIncludePL flag — see dev/known-issues |
The Chart of Accounts CSVs in the source repo’s
data/
folder are extracts, not the source of truth. To regenerate them
after adding accounts, see the
dev admin procedures.
Add a tax code or category
Section titled “Add a tax code or category”Tax codes and categories are tenant-wide (shared between PWG
and JV) and settle to control accounts 240000 (GST claimable)
and 220000 (GST payable).
| Step | Screen |
|---|---|
| 1 | TX.TX205000 — Taxes |
| 2 | TX.TX205500 — Tax Categories |
| 3 | Verify against the taxes.csv and tax_categories.csv in the source repo’s data/ folder |
Period close
Section titled “Period close”The monthly close cadence is finance-owned. The relevant MYOB screens are:
- GL.GL503000 — Close Financial Periods
- GL.GL501500 — Generate Recurring Transactions
- AP / AR sub-ledger close screens
Downstream effect: once a period closes, the PWG_DATA staging
tables continue to receive any back-dated postings on the next ADF
run, but STAGING.MYOB_GL_Transaction_Detail_* carries the
PeriodID so MART views can scope correctly. Do not delete or
reopen periods without notifying Tech — partial reposts can
produce duplicate lines if the staging load runs mid-change.
Manage user access
Section titled “Manage user access”Open issue. Users and roles are not exposed via any published Web Service Endpoint on this tenant (see known-issues). Documentation here is manual-screen only until that’s resolved.
| Task | Screen |
|---|---|
| Add a new user | SM.SM201010 — Users |
| Assign roles | SM.SM201005 — Roles |
| Audit who has what | Manual export from the two screens above |
For the regular access-review (target cadence: quarterly), the
fastest path today is to UI-export both screens to CSV and drop
the files into the source repo’s
data/
folder.
Change a workflow / approval rule
Section titled “Change a workflow / approval rule”Owned by Axsys (the MYOB support partner) under the support contract. Raise a ticket through the standard Axsys channel rather than editing in the production tenant — the workflows touch AP approvals, journal posting, and intercompany transfers, and are not currently version-controlled outside MYOB.