Description
MYOB Daily Transactions Course Topics
MYOB Invoicing Sales Module
MYOB Main Command Centre screen, MYOB Sales Command Centre screen, MYOB invoicing sales layouts, entering items, changing item information, changing invoice payment terms, entering a service invoice, time-billing and printing, creating a sales quote, creating a sales order, converting quote to order, converting order to MYOB invoice, convert order to invoice in sales register, MYOB invoicing, inserting & deleting lines & headings
Finding Transaction Details in MYOB
MYOB Sales register, transaction Journal, to do list navigation, to do list – AR and AP, intro to statements, intro to find transactions, find transactions in detail, find MYOB invoices, keyboard shortcuts, receive payments and pay bills, custom lists in sales & purchases
Email and Print Invoices and Statements
Printing receipts, print or email an invoice, printing unprinted invoices, emailing or printing statements, email or print activity statements, invoice vs activity statements, MYOB sales by email
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Credits, Bad Debts and Reversals
Recording a cash sale, entering credits, settling credits and returns, bad debts, deleting payments & sales, reversing transactions, creating a card on the fly, creating an inventory item
Receipts and Part Payments
Apply a payment while invoicing, receive payments account, receive payments for an invoice, receive part payments, receive over payments
Purchases Module
Receive money for MYOB sales and pay bills, creating a purchase, creating a purchase order, converting purchase order to bill, create an item credit, purchases register, settling credits, reverse or edit a purchase, how much do you owe, payment for purchases, analyse payables
Banking Module
Intro to bank register, spend money, receive money and how MYOB software is used as a cashbook for small businesses
Sales Module
- MYOB’s Main Command Centre screen,
- MYOB’s Sales Command Centre screen,
- sales layouts in MYOB,
- entering items in MYOB,
- changing item information in MYOB,
- changing payment terms in MYOB,
- entering a service invoice in MYOB,
- time-billing and printing in MYOB,
- creating a sales quote in MYOB,
- creating a sales order in MYOB,
- converting quote to order in MYOB,
- converting order to invoice in MYOB,
- convert order to invoice in MYOB sales register,
- inserting & deleting lines & headings in MYOB
Finding Transaction Details
- Sales register,
- transaction journal,
- to do list navigation,
- to do list – AR and AP,
- intro to statements,
- intro to find transactions,
- find transactions in detail,
- keyboard shortcuts,
- receive payments and pay bills,
- custom lists in sales & purchases
Email and Print Invoices and Statements
- Printing receipts,
- print or email an invoice,
- printing unprinted invoices,
- emailing or printing statements,
- email or print activity statements,
- invoice vs activity statements
Upgrade to MYOB Accounting + MYOB Payroll Training Course Bundle
Xero Accounting is used every day to manage income and expense related transactions but another important and common use for Xero is Payroll. Pay runs are performed weekly and fortnightly but many businesses enable staff to keep track of expenses that they incur in the course of their work. This may incur work related expenses while with a client, working from home or using their own vehicle.
See what is included in the MYOB AccountRight Payroll Training Course
If you are interested in learning MYOB Accounting and MYOB AccountRight Payroll we have a MYOB AccountRight Training Bundle which includes both courses at a discounted price.
See the MYOB AccountRight Accounting + MYOB AccountRight Payroll Bundle.
Credits, Bad Debts and Reversals
- Recording a cash sale,
- entering credits,
- settling credits and returns,
- bad debts,
- deleting payments & sales,
- reversing transactions,
- creating a card on the fly,
- creating an inventory item
Receipts and Part Payments
- Apply a payment while invoicing,
- receive payments account,
- receive payments for an invoice,
- receive part payments,
- receive over payments
Purchases Module
- Receive money and pay bills,
- creating a purchase,
- creating a purchase order,
- converting purchase order to bill,
- create an item credit,
- purchases register,
- settling credits,
- reverse or edit a purchase,
- how much do you owe,
- payment for purchases,
- analyse payables
Banking Module
- Intro to bank register in MYOB
- spend money in MYOB
- receive money in MYOB
