New to Practice Management?
Log in and set up your profile
Log in for the first time, change your password and set your preferences.
Find your way around
Get to know the dashboard, the menu bar and the buttons used across the software.
Set up two-factor authentication
Add a second layer of security when you sign in.
Look up a term
Find out what roleplayers, tasks, WIP and open item fees mean in Practice Management.
Set up your practice
Usually done by an administrator, before anyone starts working in the software.
System options
Set the preferences that apply across your whole practice.
Security roles and setup
Control what each person can see and do.
Employee setup and maintenance
Add your people, set charge rates and budgets, and handle staff leaving.
MYOB ID single sign-on
Let your staff use one login for MYOB and Practice Management.
Set up clients and contacts
Set up groups before you create the clients that belong to them.
Groups
Connect related entities so you can report across a whole family group.
Client setup and maintenance
Create and maintain records for the clients your practice works for.
Contact setup and maintenance
Control who receives invoices, statements and documents for each client.
Client tasks
Set up the work you do for a client so your team can record time against it.
Find a client
Search, filter and group your client list, and save views you use often.
User-defined fields
Record extra information your practice needs against a client.
Record time and WIP
Day-to-day work for everyone who records billable time.
Enter time and disbursements
Record what you've worked on and any costs you've incurred.
Timesheet widget
Capture time quickly from any page without leaving what you're doing.
Submit, approve and post timesheets
Move timesheets through approval and into WIP.
WIP Management dashboard
See where unbilled work is sitting across the practice.
Fix a timesheet
View and adjust existing entries, and unpost time or disbursements.
Transfers and bulk imports
Move WIP or debtors between clients, and import disbursements in bulk.
Bill your clients and get paid
Raise bills, record payments and follow up what's outstanding.
Billings overview
How billing works, and which type of bill to raise when.
Raise an invoice
Bill a client for the work you've done.
Raise a credit note
Adjust or reverse a bill you've already raised.
Receipts and allocations
Record payments and allocate them against invoices.
Debtor management
Chase outstanding invoices and send statements.
Email documents to clients
Send invoices and statements to the right contact.
Plan, report and close off
Schedule your team's work, run your reports and close off the financial year.
Planner
Schedule jobs across your team and see who's working on what.
Reporting
Run the reports your practice relies on.
Advanced search
Build searches across your data, then save and share them.
Year end procedures
Print the reports you'll need, then roll over into the new financial year.
Connect your other software
Practice Management works alongside your tax, document and accounting tools.
MYOB
Connect AE/AO and MYOB Business to Practice Management.
Xero Tax
Link client records and view tax information without switching systems.
NowInfinity
Sync company records and automate corporate compliance work.
Nimbus Document Manager
Store and find client documents alongside your practice data.
Xero Accounting
Share ledger data and payments between the two systems.
All integrations
Every integration you can connect, including BGL and Bank Manager.
MYOB Practice Management
Can’t find the help you need?
Try the Help button
Explore all the ways you can get help and support through the Help (?) button in Practice Compliance, like the community forum and logging a support case.