Tag: MYOB Tips

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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 customer will be listed alphabetically and the ‘balance due’ will be listed next to their name so it’s easy for you to inform them of the amount quickly and hassle free.

502205-Intro-to-Statements-in-cheap-MYOB online training courses

Video Reference: 502205

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=413

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 — 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: The Font Properties Icon will not be highlighted on the Toolbar if the Field is not selected.

501703 Text Formatting for Fields in MYOB

Video Reference: 501703

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=390

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 — 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 will open.  First make sure that the Paper Size for your Invoice is correct. The size used most is A4.

Click on the Options Tab. Here you will see that the invoice (or form) is comprised of Grids. You are given the option to have Text boxes ‘Snap to Grids’ (‘Snapping to’ is a Desktop Publishing Term) — this comes in handy if you want to have all text boxes lining up. Here you can also change the size of the grids.

Should you leave ‘Snap to Grid’ unticked, you are then able to move Text boxes anywhere in the form/invoice.

A Handy Hint: You can use the arrows on your keyboard to move the Text box once it is highlighted.

501702 Form Properties in MYOB
501702 Form Properties in MYOB

Video Reference: 501702

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=389

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 — Copying and Pasting a Logo Into Forms

There are a couple of ways to copy and paste a logo into your invoice.

Click on the Picture Tool Icon on your Toolbar, then click on the place where you’d like the logo to go on the invoice or form. You will see a Picture/Image icon is now on your invoice/form. You can either double click on the Picture/Image icon on your invoice/form, or right click with your mouse and select Properties.

If you select Properties, the Field Properties Box will appear. Make sure that you have your logo picture saved in a Word document. Right click on your logo, select Copy and go back to MYOB and select Paste. If you have successfully done this you will see the logo in the Preview Box.

If your logo appears to be too small on your form/invoice, simply move your mouse to the corner of your logo and click and drag to the required size.

501704 Copy and Paste Logo into Form in MYOB
501704 Copy and Paste Logo into Form in MYOB

Video Reference: 501704

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=391

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 — Moving and Resizing Fields

To resize a text box, select the box for resizing. You will note that the text is centred in the text box.

To resize, select the centre black box and, making sure that you see a cross, hold the mouse down and drag to the required size. The text will still continue to be centred.

If you see a hand then all that will happen is you will move the text box; not resize it.

Also, ensure that if you click anywhere on the invoice, you have not accidentally highlighted another text box or column.

 

Moving and Resizing Fields in MYOB
Moving and Resizing Fields in MYOB

Video Reference: 501606

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=387

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 — Tax ‘Inclusive’ and Tax ‘Extended’ Invoice Layouts

In ‘Customise Forms’, MYOB gives you several options.

First, you can select the option INCIPLN which is Tax Inclusive Plain Paper Invoice. Then click on Customise.

You will see with this option that under the Heading ‘Price’, it has Inc Amount. Under the Heading ‘Extended’ it also has Inc Amount. This shows you that the amounts entered will be GST Inclusive. (Note: The Heading ‘Extended’ gives you the total amount, whereas the amount under Heading ‘Price’ gives you the unit amount.)

The difference between Ex Amount and Inc Amount can be explained as follows:

Ex Amount GST (10%) Inc Amount

Item Cost         $55.00                         $5.50               $60.50

If you select the Plain Paper invoice, you’ll note that under Headings ‘Price’ and ‘Extended’ it states Ex Amount. This means that it is GST Exclusive.

Most customers / clients prefer to see the full amount they will be paying. You will have to decide which type of Invoice your company prefers.

Tax Inclusive and Tax Extended Invoice Layouts
Tax Inclusive and Tax Extended Invoice Layouts

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Reference: 501603

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=384

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 — Invoice Form Layouts

To Customise Forms, go to Setup on the Toolbar, then Customise Forms and select Invoice.

The Customise Forms dialog box will open up.

You will note that in the Sales Layout section that ‘Item’ is already selected. This was done previously when setting up the company. You can change this here if you had selected incorrect type of invoice.

If you click on Form to Customise, you’ll see that MYOB gives you a number of options.

Should your company already have blank invoices printed, you would select Pre-Printed Invoices. MYOB will then only enter the data and would not enter any line formatting.

Should your company prefer for the invoices to be printed via a MYOB customised form you would select Plain Paper Invoice. With this option selected MYOB will include all lines, columns and headers as well as the data.

Video Reference: 501602

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=383

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 — Restoring a Backed Up File

Restoring a backed up file is easy! Just go to File, then click Restore in the dropdown box. MYOB will prompt you to back up the company file you are in; just click No.

Select the file you want to restore. Insert the disc or USB (whichever way you backed up your file), select File, then Open.

MYOB will then ask where you want to save the file. Select ‘C’ drive, then MYOB Plus 19 folder.

So that you know this is a restored file, save it as company name (followed by ‘restored’) and then today’s date and save.

MYOB will then advise the name and place where you have requested the restored file to be saved to.

MYOB will then extract the restored backup.

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Video Reference: 501504

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=381

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