Tag: MYOB Tips

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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 — Creating Supplier and Customer Cards

When you set up your company using the Easy Setup Assistant, you entered all your customers and suppliers.

However, imagine you now have a new customer that you need to add. MYOB has made this very easy to do. Simply click on your Card File on the Main Command Centre; this brings you to the Card File Command Centre. From here, click on the option Card List and it will bring up the window showing the Card List. You will see that the tabs are headed All Cards, Customer, Supplier, Employee and Personal.

Click on the Customer Tab and down the bottom you will see a New icon, click on this and a new window will open. MYOB gives you the option of choosing a company or an individual. Enter the company name or the surname of the customer, hit Tab and the rest of the fields will be there. Now it is just a matter of completing the fields, clicking OK and your new customer card is complete!

Creating Supplier and Customer Cards in MYOB
Creating Supplier and Customer Cards in MYOB

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CLICK HERE to watch the Training Course Video

 

Video Reference: 501401

Link for existing students: http://myobcourse.com/elearning/mod/resource/view.php?id=373

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 — 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 — Text Fields vs Data Fields

You have your invoice open, look closely at the layout.

You will note that there are some sections with square brackets around them. These are called Data Fields. They literally get data from elsewhere in MYOB and the data is automatically inserted in these fields.

For example, the Company Name is in square brackets. MYOB will insert data from the Company Information already entered.

If you double click on a Data Field, the Layout Box appears. In here you can change fonts, font size, colours and background. You can also add borders. You are NOT able to change the text.

You will note that there are fields with no square brackets; these are Text Fields. When you double click on a Text Field you will see that a Text Box appears. Here you can change the name of the Text Field, as well as changing font, size of font, colours, backgrounds and borders.

MYOB Text Fields versus Data Fields
MYOB Text Fields versus Data Fields

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Video Reference: 501604

Link for existing students: http://ezylearnonline.com.au/training/mod/resource/view.php?id=385

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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