Author: steve@virion.com.au

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MYOB Online Course Videos — MYOB Screen

You have launched MYOB and now the Command Centre is on your screen.

You will note that the to icons are Accounts, Banking, Sales, Time Billing, Purchases, Payroll, Inventory and Card List.

Clicking on each one of these will take you to the Command Centre of that particular section.

For Example: Sales. You will see the options: Sales Register, Receive Payments, Print Receipts, Print/Email Invoices, Transaction Journal and Print/Email Statements.

Note that you also have a Menu Bar at the top. You can use this instead of the Command Centre. If you click on Command Centre on the Tool Bar, a drop down box gives you the options of what section you want. By highlighting Sales, you will see the full list of options and you can click on the section required.

There are Tabs on the bottom as well. These are labelled: To Do List, Find Transactions, Reports and Analysis.

502101-MYOB-Screen-in-MYOB

Video Reference: 502101

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For information about our Online MYOB Training Course and Support Membership for all students, please visit: Learn Express

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MYOB Online Course Videos — Final Form Customisations

You have now completed the invoice. To see what the invoice will look like, click on the preview icon on the Tool Bar.

Your invoice is now showing and you can see how it will look printed. If you find that the logo is too high and the top part is ‘cut off’, simply close the preview, click on the logo and using your arrow keys reposition it.

When you are finished and are happy with the way the invoice looks you can then save it.

It is recommended that you use the ‘Save As’ option as you can then name the invoice. This option comes in very handy when you have more than one company. All can then be saved under each companies name.

Hint: To delete a logo picture on the invoice you cannot just highlight the picture and press delete on your keyboard, you must right click on the picture and select the option delete.

501706-Final-Form-Customisations-in-MYOB

Video Reference: 501706

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=393

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

 

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ABN & Checksum’s

We are constantly writing blog posts with tips, information, articles and tricks. I thought I would write one on my latest encounter with MYOB entries and in particular, entering an ABN into the system.

In previous versions of MYOB there was not any real checks in place for the incorrect entry of your ABN, however in the current version (V2011) I was entering the ABN in the Payment Summaries Window but MYOB kept saying this was incorrect and was not allowing me to proceed to the following window. I first came across this problem when entering my dummy ABN in the Payment Summary Section for some of the updated Payroll workbook, which is well underway.

MYOB Training Course ABN-Error20120522Upon further investigation as to why this was happening, I got my answer:

The most recent version of MYOB Account Right has some basic and automatic checks behind the scenes to prevent incorrect numbers being entered and to protect clients’ from accidentally entering incorrect ABN information (In my case, it was deliberate) and to stop the high number of incorrect returns being filed. What a great idea!

Now some people think that this is linked to the ABR website and it was certainly my thought before I investigated further. But this is not the case. It is actually all based around a formula to ensure the number format is in fact valid. As we all know, ABN’s are an 11 digit number; but what you might not know, is those first 2 digits are actually a checksum. The ATO has actually publicised the formula which is used to check and create valid ABN checksums.

Basically what all this jargon means, is your ABN does not need to be real, it simply needs to be entered in the correct format.

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MYOB Online Course Videos — MYOB Sales — Changing Item Information

Just say you are entering a sale in an item invoice and realise that there is information that you need to change. MYOB has made this easy!

For example: You have raised an invoice for a customer and that customer has contacted you and has requested items to be sent to another address. Simply tab to the ‘Ship To’ field (you will note that all information is highlighted), and type in the name & address for where the item is to be shipped to.

Similarly, you can change the date, the quantity of items and the description.

Also you have been advised that the company is giving the items as a discount. Instead of trying to calculate the discount, type in the new amount in the ‘Total’ field, then tab and you will see that MYOB has done the discount percentage for you.

MYOB has enabled you to have invoices with the ability to alter fields so that you are able to send an invoice to suit each client rather than having totally ridged invoice types.

502105 Changing Item information in MYOB
502105 Changing Item information in MYOB

Video Reference: 502105

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=399

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — MYOB Sales — Changing Payment Terms

When you originally entered your company into MYOB you will have created ‘Terms of Payment’. These can be easily changed in MYOB if you want to.

To do so, just open the required invoice on your screen and click on the white arrow next to ‘Terms’. The Credit Terms window will be displayed. The most important field is the ‘Payment Due’ field as this is the one that you may need to change the most. MYOB gives you a number of choices, from COD to Day of Month after EOM (End of Month).

If you select In a Given # of Days, tab to Balance Due field and simply type the number of days for payment: examples 7, 14, 28.

Here you can also give discounts for early payment or perhaps a penalty for late payment.

When new information has been entered, click ‘ok’ and you will see the change of terms on your invoice.

502106 changing payment terms in MYOB
502106 changing payment terms in MYOB

Video Reference: 502106

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=400

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — MYOB Sales — Converting a Quote to an Order

Imagine this is the scenario: one of your customers has accepted the quote you”ve sent and as a result, you need to make an order.

In the Main Command Centre, click on the Sales icon and then click Enter Sales.

The screen that opens will be the type of sale last used when opened in MYOB. (This doesn”t matter for this entry.)

Type the first three letters of the customer and the client”s name will come up (this is much quicker than using the drop down box, then selecting the customer). Then tab and you”ll see a screen pop up showing any quotes or orders already entered.

At the top, you”ll see “Select an Existing Order or Quote to Edit for this Customer” or “Create a New Sale”.

Select the quote option required and click Use Sale. You will now have your quote on the screen. Click on the Order icon at the foot of online slots the screen and you”ll see that MYOB has converted the Quote to an Order. You can now print, send or record the Order.

502111 Converting Quote to Order in MYOB
502111 Converting Quote to Order in MYOB

Video Reference: 502111

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=405

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au

 

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MYOB Online Course Videos — MYOB Sales — Converting Order to Invoice using Sales Register

To convert an order to an invoice, click on Sales in the Main Command Centre then click on Sales Register.

You will see 6 tabs in the Sales Register:

1. All Sales – here MYOB shows you all sales, whether open or closed.

2. Quotes – here you can delete any quotes that have been converted to an invoice simply by highlighting the required quote and clicking delete.

3. Orders – shows all orders you’ve entered.

4. Open Invoices – shows those sales which have not been paid for.

5. Returns & Credits – listed here are any products returned by customers and credits owed.

6. Closed Invoices – displays all invoices that have been paid by your customers.

To convert and order to an invoice, click on Orders, select the order required so it is highlighted, and click on the Change to Invoice icon at the bottom. The order will have been turned into an invoice.

Available options from here include sending, printing or recording.

502113 Converting order to Invoice using Sales Register in MYOB
502113 Converting order to Invoice using Sales Register in MYOB

Video Reference: 502113

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=407

Receive EzyLearn news, new training materials and updates as they occur by subscribing to the blog: www.ezylearn.com.au/wordpress

For information about our Online MYOB Training Course and new Lifetime Membership for all students, please visit: http://ezylearnonline.com.au/courses/myob-training/

Please feel free to send your comments about this video to: sales@ezylearn.com.au