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BMSBMSHelp

Getting started

Sign in, find your way around and learn how BMS fits next to MYOB AE.

For: Everyone at the firm

Welcome to BMS

  • How BMS works with your systemsLiveBeing written

    What BMS reads, the decisions kept in BMS, and what stays in MYOB AE and the ATO.

  • Sign in to BMSLiveBeing written

    Email and password, an emailed sign-in link, and the Google, Microsoft and SSO buttons.

  • Set up two-step sign-inLiveBeing written

    Scan the QR code with an authenticator app and keep your recovery codes.

  • Find your way aroundLiveBeing written

    Sidebar, top bar, search, the + menu, timers and your profile menu.

  • Work in tabs, like MYOB AELiveBeing written

    Open clients and jobs side by side, Ctrl or Cmd-click for a background tab, Window > Close All.

  • Search for clients, work and emailLiveBeing written

    Type in the top bar, pick a result, or press Enter for all results by type.

  • Create anything from the + menuLiveBeing written

    Start an email, a work item, a contact or a time entry from any screen.

  • Who can see what: Admin, Standard User and Restricted UserLiveBeing written

    What each access level can open, change and export.

  • Keyboard shortcutsLiveBeing written

    Ctrl+Alt+T for a new time entry, Cmd/Ctrl+Enter to send, and timesheet grid keys.

  • Edit your profile and notificationsLiveBeing written

    Name, job title, capacity, notifications, email signature and labels.

  • Take the guided tourDemo onlyBeing written

    The four Control cases and "Your Questions, Answered", with Resume and Reset Demo.

Your first week, by role

  • First day as an accountantLiveBeing written

    Triage, My Week and your timesheet: the three places you work every day.

  • First day as a managerLiveBeing written

    The Work board, reviews, budgets and Resource Planning.

  • First day as a partnerLiveBeing written

    My Dashboard, alerts in Triage, the monthly WIP review and the Money Report.

  • Set up your firm in BMS: admin checklistLiveBeing written

    Firm details, colleagues and access, workflow, templates, alerts, tags and the client portal, in order.