Tag: MYOB Set Up

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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


 

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MYOB Online Course Videos — Customising the Toolbar

Do you fully utilise your Toolbar in MYOB? For instance, let’s take the Toolbar for invoices. When using Icons, the setting up and adding of logos, addresses, phone numbers and web pages is as simple as the click of a mouse!

You can enter new or updated logos with ease with the Shortcut Icons. Just click on the picture icon, select the logo from your file and enter it on the invoice. Don’t forget to click Preview to check the logo is in the position you want. If not, simply move it to the right one.

Perhaps your company has opened new offices and you want to feature all the addresses for state offices, but have your particular office prominent? No problem! Just click on the icon for creating a text box, move to where you want it to go on the invoice, type in the new addresses, then click Preview to see that everything’s set out correctly.

And remember: Any time you make a mistake, the Undo button works wonders!

Customising the Toolbar in MYOB
Customising the Toolbar in MYOB

 

CLICK HERE to watch the MYOB Course Training Video

 

Video Reference: 501701

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=388

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 — 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!

Deleting Fields and Lines in MYOB
Deleting Fields and Lines in MYOB

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

 

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MYOB Online Course Videos — Introduction to Customising Forms in MYOB

MYOB gives you the opportunity to customise various forms.

The easiest way to do this is to click on Setup on the Toolbar and then go to Customise Forms in the dropdown box. You will see that MYOB allows you to customise the following:

  • Cheques
  • Pay Cheques
  • Receipts
  • Remittance Advices
  • Invoices
  • Statements
  • Purchase Orders
  • Payslips
  • Mailing Labels

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Customising Forms in MYOB
Customising Forms in MYOB

Video Reference: 501601

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=382

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 — 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.

MYOB Extra Card File Details
MYOB Extra Card File 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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MYOB Online Course Videos — Linked Accounts for Sales

Receiving-cheques-MYOB-cheap-online-training-courses-packageIf you receive many cheques each week from customers but only bank once a week then use the Undeposited Funds account in MYOB for this.

You can then print your own Bank Deposit Slips. This also saves you the cost of purchasing a Bank Deposit Book.

If you are a small business and do not receive many cheques, enter the cheques that you do receive into the Company Account. Remember to keep a note in MYOB regarding this transaction.

 

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Link for existing students: http://myobcourse.com/elearning/mod/resource/view.php?id=358

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 — Setting up Selling and Payments

Here’s another time saving tip: Did you know that if the majority of your income is derived by one type of service, you can set up your Sales Account so that it automatically defaults to the correct account code?

You can also add any Credit Limit, should you extend credit to clients/customers. By entering this limit it becomes easy to track when your client/customer reaches their limit.

When setting up Selling and Payments, it’s always best to leave the Payment Method blank as these days payment methods can come in many forms.

Set up your Payment Terms to suit company policy. Should you give discounts for early payment or an extra fee for late payments, make sure this is entered so it is an automatic entry on all your invoices and/or receipts.

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Setting up Selling and Payments in MYOB
Setting up Selling and Payments in MYOB

Video Reference: 501202

Link for existing students: http://myobcourse.com/elearning/mod/resource/view.php?id=357

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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