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PO Box 654 Greensborough Victoria 3088 T: 9435 7592 F: 9435 7491 |
MYOB DAY TO DAY PROCESSES OUTLINE |
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Customising Your Company File Starting MYOB business management software Setting preferences Linked accounts Assigning tax codes
Processing Sales Sales linked accounts Overview of quotes, orders and invoices Sales layouts Creating a service invoice Creating item quotes Emailing quotes Creating orders Changing the status of sales Creating item invoices with headers and subtotals Viewing your sales information
Managing your Debtors Managing debtors Bad and doubtful debts The debtor management checklist Analysing your receivables: finding out what you are owed Invoice and Activity statements Using the contact log and to do list to track debtor contacts
Recording Customer Payments Overview Recording customer payments Correcting processing errors Recording partial customer payments Reviewing customer payments in the Transaction Journal
Purchasing from Suppliers Purchases linked accounts Overview: supplier quotes, orders and bills Purchase layouts Creating service quotes Creating purchase orders Emailing purchase orders Checking invoices received from suppliers Converting orders and quotes to bills Converting customer orders to invoices once goods are received Dealing with partially filled purchase orders Viewing your purchases
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Adjusting Invoices Overview Processing returns on unpaid invoices Processing partial returns and creating adjustment notes Writing off bad debts
Recording Supplier Payments Overview Recording supplier payments Payment methods overview Analysing your payables: finding out what you owe Using the Pay Bills window to make supplier payments Paying your suppliers electronically
Spending and Receiving money in Banking Accounts and Banking linked accounts Spend money overview Entering spend-money transactions Splitting spend-money transactions Receive money overview
Dealing with Petty Cash Setting up a petty cash system Handling petty cash expenses Recording, reconciling and reimbursing petty cash
Preparing and Making Deposits Preparing a bank deposit Customising and printing the deposit slip Banking security
Bank Reconciliation Bank Reconciliation Overview Manually reconciling the bank statement Manually reconciling the credit card Automatically reconciling by downloading the bank statement
Financial Reporting Overview Index to reports window Filtering reports Viewing the Receivables Reconciliation report Viewing the Payables Reconciliation report GST reports Balance Sheet and Profilt and Loss reports
Some extra tips Using tax codes Activating your company file Recording bank interest and bank fees Keyboards shortcuts |
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