Jacci, Author at CTO MYOB & Xero Certificate Training Short Courses

Posted on September 22, 2011 by Jacci

MYOB Online Course Videos — Creating Items

There are two ways to get to the inventory options. The first is by clicking Inventory on the main Command Centre. The second is by clicking on Command Centre on the top tab and then going to Inventory. The second way would probably be the one you would use if using a more basic MYOB program.

When in Inventory, click on Item List and then click on the new icon. You can type in what you will name the item. Tab will give you the other options – buy, sell or inventory item.

Here you can add the details for which account to track the item.

To enter the cost of the item (if it is for a sale item), click on the selling details and the cost per unit can be entered. Here you can also make sure that GST is included in the price.

Doing this saves time as all details, such as cost per item and whether GST has been added, will be present when doing a sales invoice.

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Video Reference: 501404

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=376

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

Posted on September 17, 2011November 24, 2015 by Jacci

MYOB Online Course Videos — Deleting Fields and Lines

Removing sections that are not required on invoices is now simple in MYOB.

You just click on the text box and when it”s highlighted, press the Delete key on your keyboard. To delete lines, just click on the line you want removed and when it”s highlighted press the Delete key.

A handy hint: To make sure that you”re on the line, simply click your mouse. If you casino pa natet see a cross, you”re on the

line but if you see a hand, then you”re not!

Video Reference: 501605

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=386

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

Posted on September 16, 2011July 1, 2015 by Jacci

MYOB Online Course Videos — Creating Supplier and Customer Cards

When you set up your company using the Easy Setup Assistant, you entered all your customers and suppliers.

However, imagine you now have a new customer that you need to add. MYOB has made this very easy to do. Simply click on your Card File on the Main Command Centre; this brings you to the Card File Command Centre. From here, click on the option Card List and it will bring up the window showing the Card List. You will see that the tabs are headed All Cards, Customer, Supplier, Employee and Personal.

Click on the Customer Tab and down the bottom you will see a New icon, click on this and a new window will open. MYOB gives you the option of choosing a company or an individual. Enter the company name or the surname of the customer, hit Tab and the rest of the fields will be there. Now it is just a matter of completing the fields, clicking OK and your new customer card is complete!

Creating Supplier and Customer Cards in MYOB

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CLICK HERE to watch the Training Course Video

Video Reference: 501401

Link for existing students: http://myobcourse.com/elearning/mod/resource/view.php?id=373

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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Posted on September 15, 2011September 7, 2011 by Jacci

MYOB Online Course Videos — Supplier Bank Account Details

To add payment details for suppliers, click on Card File in the main command centre then click on Card List. Click on the white arrow next to the supplier you require (remember all are listed alphabetically). Click on the Payment Details tab and enter the banking details.

If your company pays all accounts via internet banking, MYOB has the ability via their M-Powered services to automatically pay the supplier. If you want to make this available to this Supplier make sure that you have ticked this on the payment page.

Handy Hint: Make sure that you have a reference in the statement text so the supplier knows what the payment is to be allocated to and who it is from.

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Video Reference: 501403

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=375

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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Posted on September 12, 2011September 7, 2011 by Jacci

MYOB Online Course Videos — Text Fields vs Data Fields

You have your invoice open, look closely at the layout.

You will note that there are some sections with square brackets around them. These are called Data Fields. They literally get data from elsewhere in MYOB and the data is automatically inserted in these fields.

For example, the Company Name is in square brackets. MYOB will insert data from the Company Information already entered.

If you double click on a Data Field, the Layout Box appears. In here you can change fonts, font size, colours and background. You can also add borders. You are NOT able to change the text.

You will note that there are fields with no square brackets; these are Text Fields. When you double click on a Text Field you will see that a Text Box appears. Here you can change the name of the Text Field, as well as changing font, size of font, colours, backgrounds and borders.

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Video Reference: 501604

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=385

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

Posted on September 10, 2011September 7, 2011 by Jacci

MYOB Online Course Videos — Extra Card File Details

To add extra details to your card list, simply click on Card List in your Card File Command Centre and then click on the white arrow next to the company/individual you require.

In the Card Details tab, you can add notes about the customer and also add a picture to relate to the customer. To do this, just double click on the window and you will be taken to the MYOB Program Files. MYOB will then search for image files. If you have the image there, simply click on it and the picture will now be on the customer file.

A new window will open with the tab Profile; this gives you the name, address and contact details. If you click on the tab Selling Details (this is for a customer) you will note that there are further details you can enter.

Here you can customise further on this customer. You may allow further time for payment, click on the field and add the number of days allowed. You can also add personal sales comments, invoice delivery and ABN details.

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Video Reference: 501402

Link for existing students: http://myobcourse.com/elearning/mod/resource/view.php?id=374

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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Posted on May 10, 2011July 18, 2016 by Jacci

Virtual Assistant for Virtual Support

Flexibility in communications and the power of the Internet and Social Media have combined to provide a new level of power and capability to enable those bookkeepers with the right skills to work from home. Although corporations have utilised this type of technology for years, it is now available to the people who need it the most — small business owners.

This marks the first of our ongoing blogs to provide you with information written by a genuine Remote Contractor who regularly uses MYOB for her clients. It will also feature a wealth of information on the use of accounting software and MYOB in small business.