LINKS
MYOB
http://myob.com.au/
Flying Solo http://www.flyingsolo.com.au/
Australian Businesswomen's
Network
http://www.abn.org.au
Australian Tax Office
http://www.ato.gov.au/
Australian Business Register
http://www.abr.gov.au/
NSW Small Business
http://www.smallbiz.nsw.gov.au/
myBRC
https://mybrc.com.au/
SMH Small Business
http://smallbusiness.smh.com.au/
Australian Bookkeeper's
Network
http://www.austbook.net/
National Institute of
Accountants
http://www.nia.com.au/
MYOB TIPS & TRICKS
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PAYROLL
Automatically reduce normal hours when an employee takes leave
Frustrated by always having to manually reduce an employee's normal hours when they take leave? Solved!
Go to your Payroll Command Centre and click Payroll Categories, click the Wages tab and click the white zoom arrow next to Annual Leave category. At the bottom of the screen, put a tick in the box called "Automatically adjust base hourly or base salary.
Email Payslips
In the fast-paced digital world that we live in, employees may request that payslips are emailed rather than printed on paper and/or mailed. This saves processing time and is economically advantageous.
Firstly ensure that each employee card has a valid email address in the Profile Tab of their Card. Then when processing the pays, ensure on each payroll processing screen that the Payslip Delivery Status is set to "To be emailed"In the Payroll Command Centre, select Print/Email Payslips, place a tick next to each employee payslip that you wish to e-mail then click Send Email.
The message body of the email is fully customisable and can be edited as follows: Select Setup menu then Preferences. Click the Reports & Forms tab then click the Emails button at the bottom left, then click the Pay Slips tab
GENERAL
Advanced Search
Find Transactions - perfect if you can't remember the exact date of the transaction, or which account it was coded to. If you all you know is the amount, what you need to do is search for every transaction in your company file for this amount.
Here's how:
Ask to search by All Accounts. You can choose to search through one specific account or through All Accounts. Depends on whether you know what the account is or not.
Enter a date range in the Dated From and To fields. When you're not sure of the date, pick a wide range, like 1/1/2000 to today. If the date range is too close, you risk filtering out the very information you're looking for.
Enter the amount you're looking for in the Amount From and To fields and click OK.
Report Batching
MYOB software has a built in feature which allows
batching of predefined reports so that they can be generated
quickly with a few clicks of the mouse. All reports
available within the reporting module are available to be
batched together.
A great example may be to batch together the balance sheet, profit and loss, accounts receivable and payable reports so that they may be generated at the end of each month.
Steps to batch reports
1. At the top of the screen, click Reports
2. Select Report Batches
3. Click New
4. Enter a name for your batch reports
5. Select the reports that you wish to batch, notice a tick
will appear to the left of the selected reports
6. Click OK
Your selected reports are now saved as a single batch. To
run the batch of reports at anytime:
1. At the top of the screen, click Reports
2. Select Report Batches
3. Select the name of the batch of reports that you would
like to generate
4. Select the date period
5. Click print
Not sure how to Import data?
Export the data into excel first (with headers) so you can see what fields are required. Delete all the data below the headers and use as a template. For example let's export the Customer Card file records then use the exported file as a template. Click the File menu, Export Data, Cards, Customer Cards.
Export file format is Comma-seperated and the First Record is a Header Record. Click Continue.
To select all fields for the export, simply click Match All and click Export. Select a location for your file to be saved and click Save.
Open Excel and click File, Open. Locate where you have saved the file (make sure you change the Files of Type to All Files) then select your file.
In the Text Import Wizard screen, select Delimited and click Next. Select Comma and click Next then Finish.
Delete all the data from row two down so that all you are left with is the header row. Save this as a template (in it's current .csv format). You can then use this as a template when importing.
How do I email a PDF to a customer, supplier or employee?
In the Banking, Sales, Purchases and Payroll Command Centres there is a print/email function. Use this to email multiple recipients at once.
Also within Sales and Purchases transactions, click the "Send To" button and select Email. MYOB will use your mail program and send a pdf of the transaction.
Imagine how much paper you could save for your business and the economic advantages of saving stamps and envelopes!