MYOB Online Course Videos — MYOB Sales — Inserting and Deleting Lines and Headings

There are times that you might need to add a Header in your invoice. Again MYOB has made this maneuver very simple. Simply enter the Sales Register and click on Sales. You’ll now have a blank invoice on your screen. Type in the name of the client and tab through the fields until you get to … Read more MYOB Online Course Videos — MYOB Sales — Inserting and Deleting Lines and Headings

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, … Read more MYOB Online Course Videos — MYOB Finding — Transaction Journal

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 … Read more MYOB Online Course Videos — MYOB Finding — Sales Register

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 – … Read more MYOB Online Course Videos — MYOB Finding — To Do List Navigation

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 … Read more MYOB Online Course Videos — MYOB Finding — ‘To Do List’ Navigation – AR and AP

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 … Read more MYOB Online Course Videos — MYOB Finding — Intro to Statements

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: … Read more MYOB Online Course Videos — Text Formatting For Fields

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 … Read more MYOB Online Course Videos — Form Properties

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