Tag: MYOB Tips

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

To change an existing order into an invoice, click Sales from the Command Centre, then click Enter Sales.

You’ll now see a blank screen where you enter Invoices, Quotes and Orders. Type in the name of your customer then click Tab and  the list of quotes and orders for that customer will appear on your screen. Select the order required and click Use Sale.

The order is now on the screen. Click the Invoice icon at the bottom of the screen and you’ll see that the order has been converted into an invoice. Note that the invoice number and order number are the same.

You can now send, print or record as normal.

If your Customer has paid the invoice, MYOB lets you fill in this option by clicking on the Payment Icon; it will then take you to the Payment Screen.

HINT: Click the Escape key to take you out of the payment screen if you have clicked on payment by mistake.

502112 Converting Order to Invoice in MYOB
502112 Converting Order to Invoice in MYOB

Video Reference: 502112

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=406

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 Finding — Transaction Journal

The Transaction Journal shows how accounts are broken down.

If you want to check out sales, ensure you”re in the Sales Command Centre and then click on Transaction Journal.

MYOB will default to the Sales Tab and the “to and from” dates will default to today”s date. Therefore, if you”re searching for a particular transaction, you”ll need to make sure the dates shown are the ones you require.

The Transaction Journal has a number of tabs: General, Disbursements, Receipts, Sales, Purchases, Inventory and All.

The Transaction Journal looks completely different to the Sales Register, with the sales amounts being broken down to the various accounts. For example: If you”ve given your customer terms, an amount will be shown in Trade Debtors and GST-owed and GST-collected will be shown separately.

The ID# at the online casino top of the Transaction Journal simply means the Invoice Number.

502202 Finding Transaction Journal in MYOB
502202 Finding Transaction Journal in MYOB

Video Reference: 502202

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=410

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 Finding — Sales Register

To check on any Sales, click on Sales Register. You will notice that MYOB defaults to the ‘All Sales’ tab. The other options are Quotes, Orders, Open Invoices, Returns & Credits and Closed Invoices. The dates to and from will default to today’s date.

If you”re searching for an older sale, make sure the Dates from and to are correct.

You should see on your screen the date of the sale, the invoice number, customer purchase order number (if you received one), the amount, amount due and status.

Depending on which invoice you”re searching for, you online casino can filter by clicking on the appropriate tab; it’s that easy!

502201 Finding Sales Register in MYOB
502201 Finding Sales Register in MYOB

Video Reference: 502201

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=409

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 Finding — To Do List Navigation

There are two ways to find the area you need in the To Do List.

First of all, on the Main Command Centre you will see at the bottom is the To Do List icon. There is a dropdown arrow next to it. Click on the arrow and you’ll see the following options:

  • A/R – Accounts Receivable
  • A/P – Accounts Payable
  • Recurring Transactions
  • Recurring Sales
  • Recurring Purchases
  • Expiring Discounts
  • Orders
  • Stock Alert
  • Contact Alert

You then just scroll to the selection required and click.

You can also just click on the To Do List icon and you will see the full list with all the tabs and you simply select the tab required

502203-To-Do-List-Navigation-in-MYOB cheap online training courses package

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Video Reference: 502203

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=411

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 Finding — ‘To Do List’ Navigation – AR and AP

To check on A/R (Accounts Receivable) click on the To Do List icon. You will now be able to see all customers owing you money. The columns give you the following information:

Name of Customer

Overdue Days

Invoice Number

Due Date

Balance Due

The last column allows you to select either individual customers or all of the customers.

Select the customers that you wish to send a payment reminder to, and when you’ve done this, you can simply click on the Mail Merge icon at the bottom of the screen.

The same goes for for AP (Accounts Payable). This is in reverse; ie. for the suppliers you use whom your business owes money to. The information in the columns is the same with the exception of Invoice numbers which are instead listed as Purchase Orders. Again you can select individual suppliers or select all. You can then begin the process of paying by clicking on the Pay Bills icon on the bottom of the screen.

Note that the white arrow will take you to the Invoice or Purchase Order for that particular Customer or Supplier when clicking on it.

502204 To Do List Navigation AR & AP in MYOB
502204 To Do List Navigation AR & AP in MYOB

Video Reference: 502204

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=412

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 Finding — Intro to Statements

You will notice that when you are in the To Do List screen,  the same customer may owe you multiple invoices.

If a customer calls you wanting to know how much they owe you, the simplest way to find out this information is to click on the statement area in the Sales Command Centre.

The customer will be listed alphabetically and the ‘balance due’ will be listed next to their name so it’s easy for you to inform them of the amount quickly and hassle free.

502205-Intro-to-Statements-in-cheap-MYOB online training courses

Video Reference: 502205

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=413

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 — Text Formatting For Fields

To Text Format Fields, simply select the Field and click on the Font Properties Icon on your Toolbar. You can then select the Font, Font Style and Size you require.

If the Font is too big for the Field, click on the black corner square and holding the mouse, dragging to the size required.

NOTE: The Font Properties Icon will not be highlighted on the Toolbar if the Field is not selected.

501703 Text Formatting for Fields in MYOB

Video Reference: 501703

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=390

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 — Form Properties

Let’s assume that you have your selected invoice type open (for example, INCIPLN). If you click on a Text Field (for instance, Company Name) you will see that you are able to move the Text Box.

On the Tool Bar is an icon for Form Properties. Click on the icon and the Form Properties Box will open.  First make sure that the Paper Size for your Invoice is correct. The size used most is A4.

Click on the Options Tab. Here you will see that the invoice (or form) is comprised of Grids. You are given the option to have Text boxes ‘Snap to Grids’ (‘Snapping to’ is a Desktop Publishing Term) — this comes in handy if you want to have all text boxes lining up. Here you can also change the size of the grids.

Should you leave ‘Snap to Grid’ unticked, you are then able to move Text boxes anywhere in the form/invoice.

A Handy Hint: You can use the arrows on your keyboard to move the Text box once it is highlighted.

501702 Form Properties in MYOB
501702 Form Properties in MYOB

Video Reference: 501702

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=389

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