Managing Your Basic Working Environment: General Information

In the following sections, you will find information about basic settings of your user profile, which you can use to tailor your working environment to meet your needs.

Learning Objectives

In this chapter, you will learn how to do the following:

  • Change your personal settings
  • Select your time zone
  • Select your default branch
  • Define your home page
  • Explain what system locale settings are

Applicable Scenarios

You manage your basic user profile settings in either of the following cases:

  • When you are initially using MYOB Advanced, you may need to change the basic settings of your working environment that are available in your user profile.
  • You have worked with MYOB Advanced for some time and need to make particular adjustments to your basic working environment.

Overview of Your User Profile Settings

On the User Profile (SM203010) form, you can customize your basic working environment settings. By using this form, you can change your user settings (first name, last name, and phone number), personal settings (time zone, default branch, default warehouse, and home page), and regional (locale) settings. The changes you make on this form affect your user account only.

You can access the User Profile form by clicking My Profile on the User menu.

Time Zones

In MYOB Advanced, time zones are specified with respect to Greenwich Mean Time (GMT). A system administrator specifies the default time zone for all system users on the Site Preferences (SM200505) form.

If your time zone differs from the default time zone that is specified in the system, you can select your time zone on the User Profile (SM203010) form.

After you have selected your time zone, the date of creation for all the documents in the system will be displayed based on your time zone. Also, if you create a schedule to run a particular process at a specified time, the system will start the schedule based on your time zone.

Default Branch

In some cases, multiple branches of a company are defined in the MYOB Advanced instance. Users can select the current branch (and company, if needed) from those to which they have access. Each user's current branch is inserted into the applicable boxes on forms and reports; this branch can be overridden, if needed.

If you work primarily in one of the branches to which you have access, you can specify a default branch. The default branch is then selected by the system as your current branch each time you sign in to MYOB Advanced. The system then inserts the name of this branch into the boxes on forms as you are creating system records and using mass processing forms, inquiry forms, and reports. If you change your default branch, you must sign out and sign in again for the default branch to be set as your current branch.

Home Page

The home page is the first page that you see when you sign in to MYOB Advanced. On the Site Preferences (SM200505) form, a system administrator specifies a default home page to be used by all users of the site who have not specified a personal default home page. The Welcome to Acumatica page displays links to Acumatica resources, announcements, and news.

If you want to specify a different default home page for your user account than the one specified for the system as a whole, you can select your home page in the Personal Settings section of the User Profile (SM203010) form. As your home page, you can select a form or a dashboard.

Locale Settings

The default locale for MYOB Advanced is specified by a system administrator on the System Locales (SM200550) form.

You can select your default locale that determines the language to be used and change your regional settings, such as date, time, and number formats on the User Profile (SM203010) form. Dates, time, and numbers are displayed in the system documents according to the local preferences that you have specified for your user account.