Tag: MYOB Tips

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MYOB Online Course Videos — Copying and Pasting a Logo Into Forms

There are a couple of ways to copy and paste a logo into your invoice.

Click on the Picture Tool Icon on your Toolbar, then click on the place where you’d like the logo to go on the invoice or form. You will see a Picture/Image icon is now on your invoice/form. You can either double click on the Picture/Image icon on your invoice/form, or right click with your mouse and select Properties.

If you select Properties, the Field Properties Box will appear. Make sure that you have your logo picture saved in a Word document. Right click on your logo, select Copy and go back to MYOB and select Paste. If you have successfully done this you will see the logo in the Preview Box.

If your logo appears to be too small on your form/invoice, simply move your mouse to the corner of your logo and click and drag to the required size.

501704 Copy and Paste Logo into Form in MYOB
501704 Copy and Paste Logo into Form in MYOB

Video Reference: 501704

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=391

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 — Moving and Resizing Fields

To resize a text box, select the box for resizing. You will note that the text is centred in the text box.

To resize, select the centre black box and, making sure that you see a cross, hold the mouse down and drag to the required size. The text will still continue to be centred.

If you see a hand then all that will happen is you will move the text box; not resize it.

Also, ensure that if you click anywhere on the invoice, you have not accidentally highlighted another text box or column.

 

Moving and Resizing Fields in MYOB
Moving and Resizing Fields in MYOB

Video Reference: 501606

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=387

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 — Tax ‘Inclusive’ and Tax ‘Extended’ Invoice Layouts

In ‘Customise Forms’, MYOB gives you several options.

First, you can select the option INCIPLN which is Tax Inclusive Plain Paper Invoice. Then click on Customise.

You will see with this option that under the Heading ‘Price’, it has Inc Amount. Under the Heading ‘Extended’ it also has Inc Amount. This shows you that the amounts entered will be GST Inclusive. (Note: The Heading ‘Extended’ gives you the total amount, whereas the amount under Heading ‘Price’ gives you the unit amount.)

The difference between Ex Amount and Inc Amount can be explained as follows:

Ex Amount GST (10%) Inc Amount

Item Cost         $55.00                         $5.50               $60.50

If you select the Plain Paper invoice, you’ll note that under Headings ‘Price’ and ‘Extended’ it states Ex Amount. This means that it is GST Exclusive.

Most customers / clients prefer to see the full amount they will be paying. You will have to decide which type of Invoice your company prefers.

Tax Inclusive and Tax Extended Invoice Layouts
Tax Inclusive and Tax Extended Invoice Layouts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Reference: 501603

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=384

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: www.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 — Invoice Form Layouts

To Customise Forms, go to Setup on the Toolbar, then Customise Forms and select Invoice.

The Customise Forms dialog box will open up.

You will note that in the Sales Layout section that ‘Item’ is already selected. This was done previously when setting up the company. You can change this here if you had selected incorrect type of invoice.

If you click on Form to Customise, you’ll see that MYOB gives you a number of options.

Should your company already have blank invoices printed, you would select Pre-Printed Invoices. MYOB will then only enter the data and would not enter any line formatting.

Should your company prefer for the invoices to be printed via a MYOB customised form you would select Plain Paper Invoice. With this option selected MYOB will include all lines, columns and headers as well as the data.

Video Reference: 501602

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=383

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 — Restoring a Backed Up File

Restoring a backed up file is easy! Just go to File, then click Restore in the dropdown box. MYOB will prompt you to back up the company file you are in; just click No.

Select the file you want to restore. Insert the disc or USB (whichever way you backed up your file), select File, then Open.

MYOB will then ask where you want to save the file. Select ‘C’ drive, then MYOB Plus 19 folder.

So that you know this is a restored file, save it as company name (followed by ‘restored’) and then today’s date and save.

MYOB will then advise the name and place where you have requested the restored file to be saved to.

MYOB will then extract the restored backup.

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Video Reference: 501504

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=381

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: Entering a Service Invoice

You can change the type of layout for customers even though layout styles for invoices were selected upon the original set up of your company.

Select the customer, click on the Layout Icon at the bottom of the invoice screen, select ‘Service’ then click ‘OK’. The invoice has now been changed.

MYOB allows for more information to be entered in the description field. You will note that the next field is the ‘Account’ field and, if you tab, MYOB will bring up your list of accounts, defaulting to Income Accounts as this is the type of Account which MUST be entered in this field. Select Account Type and then enter the amount.

If you have received a deposit, MYOB will give a field for this option. Enter the part payment in ‘Paid Today’ then select or just type in the payment method, tab and you will note that MYOB has calculated the balance due.

In the ‘Comments’ field you can type anything that is required as you do not need to use comments MYOB has listed.

502107 Entering a service invoice in MYOB
502107 Entering a service invoice in MYOB

Video Reference: 502107

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=401

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: Entering Time Billing and Printing

To enter a Time Billing Invoice, click on the Sales Icon in the Command Centre. Then enter Sales. The blank invoice that is now on the screen shows the invoice format selected at startup. Click on Layout Tab on the bottom and select Time Billing.

Select the customer from the drop down box. Be careful as you will notice that the screen now shows a service invoice which was selected at startup. MYOB will remember this; it additionally remembers the last date an invoice was recorded for this customer. ALWAYS check that you remember to change dates.

Hint: If you type in the first letter of either your customer’s surname or the Company name, MYOB will show names beginning with that letter. This shortcut comes in handy; especially if you are entering many sales invoices.

The Time Billing Invoice gives the amounts by hours. Enter all relevant details.

Click on the Print Icon at the bottom of your screen. Notice that MYOB gives a warning that “The sale will be recorded before it is printed”.

If your printer is not set to A4, you will be prompted to change Printer Preferences.

Note that MYOB also give the option of sending the invoice via email.

502108 Entering time billing and printing in MYOB
502108 Entering time billing and printing in MYOB

Video Reference: 502108

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=402

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: Entering Quotes

If you operate a business that gives Quotes prior to a Sale, entering Quotes is simple!

In the Sales Command Centre, click on ‘Enter Sales’ and you will then have a blank Sales Invoice on your screen as per usual.

In the top corner where it says Invoice, click on the drop down arrow. MYOB gives you 3 options: Invoice, Quote and Order. MYOB has also given these options different colours so that you will always know which option you are in.

  • Invoice is Blue
  • Quote is Orange
  • Order is Yellow

Select Quote; you will note that the layout for a Quote is the same as an Invoice. Select Customer and complete as you would for a sale.

MYOB gives you the option to either print the Quote and send to your customer or email directly to your customer.

These sending options are at the bottom of your screen.

502109 Entering Quotes in MYOB
502109 Entering Quotes in MYOB

Video Reference: 502109

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=403

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