Tag: MYOB Day to Day Transactions

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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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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

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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

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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