MYOB AE/AO settings for Audit Safe Invoice Generation

1. Setting up an Audit Safe “Employee” to create invoices

• The Audit Safe software needs to use an employee in MYOB to create invoices
• Create a new employee called ‘Audit Safe’. Please follow the instructions here: 
  https://help.myob.com/wiki/display/pmframe/Creating+a+new+employee
• After creating the ‘Audit Safe’ employee, set its time processing category to "Daily" via that employee's “Timesheets” tab:  https://help.myob.com/wiki/display/pmframe/Timesheets+tab
• When they system ask for a new MYOB login, click cancel. The ‘Audit Safe’ employee will be created anyway.
• We will configure the Audit Safe system accordingly.

2. Creating a new Assignment Type

• Audit Safe needs the creation of a new assignment type- Audit Safe
• Follow instructions here: https://help.myob.com/wiki/display/pmframe/Assignment+types
• Please create this code in MYOB and inform us of the new Assignment Type identifier
• We will configure the Audit Safe system accordingly

3. (Optional) Creating a new Audit Safe Nominal Code

• Audit Safe can optionally associate newly generated Audit Safe assignments with a chosen Nominal Code.
• We will configure the Audit Safe system accordingly.
• To add a new Nominal Code in MYOB, follow the instructions here: https://help.myob.com/wiki/display/pmframe/Nominal%2BCode%2BList%2Btab

Associate the new Audit Safe Nominal Code with any MYOB companies that Audit Safe deals with.