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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 — Final Form Customisations

You have now completed the invoice. To see what the invoice will look like, click on the preview icon on the Tool Bar.

Your invoice is now showing and you can see how it will look printed. If you find that the logo is too high and the top part is ‘cut off’, simply close the preview, click on the logo and using your arrow keys reposition it.

When you are finished and are happy with the way the invoice looks you can then save it.

It is recommended that you use the ‘Save As’ option as you can then name the invoice. This option comes in very handy when you have more than one company. All can then be saved under each companies name.

Hint: To delete a logo picture on the invoice you cannot just highlight the picture and press delete on your keyboard, you must right click on the picture and select the option delete.

501706-Final-Form-Customisations-in-MYOB

Video Reference: 501706

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=393

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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 — 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 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 from and to are correct.

You should see on your screen the date of the sale, the invoice number, customer purchase order number (if you received one), the amount, amount due and status.

Depending on which invoice you”re searching for, you online casino can filter by clicking on the appropriate tab; it’s that easy!

502201 Finding Sales Register in MYOB
502201 Finding Sales Register in MYOB

Video Reference: 502201

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=409

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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 — 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 – Accounts Receivable
  • A/P – Accounts Payable
  • Recurring Transactions
  • Recurring Sales
  • Recurring Purchases
  • Expiring Discounts
  • Orders
  • Stock Alert
  • Contact Alert

You then just scroll to the selection required and click.

You can also just click on the To Do List icon and you will see the full list with all the tabs and you simply select the tab required

502203-To-Do-List-Navigation-in-MYOB cheap online training courses package

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Video Reference: 502203

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=411

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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 — ‘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 of the customers.

Select the customers that you wish to send a payment reminder to, and when you’ve done this, you can simply click on the Mail Merge icon at the bottom of the screen.

The same goes for for AP (Accounts Payable). This is in reverse; ie. for the suppliers you use whom your business owes money to. The information in the columns is the same with the exception of Invoice numbers which are instead listed as Purchase Orders. Again you can select individual suppliers or select all. You can then begin the process of paying by clicking on the Pay Bills icon on the bottom of the screen.

Note that the white arrow will take you to the Invoice or Purchase Order for that particular Customer or Supplier when clicking on it.

502204 To Do List Navigation AR & AP in MYOB
502204 To Do List Navigation AR & AP in MYOB

Video Reference: 502204

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=412

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