MYOB Essentials Daily Transactions, Accounts Receivable/Payable Training Manual Workbook

$49.00 inc GST

This Training Manual and Workbook contains instructions on how to use MYOB Essentials for daily data entry and credit management tasks including Accounts Receivable, Accounts Payable and Credit Control functions and reporting. This includes quoting, invoicing, purchases, payments and receipts.

This training manual & workbook includes instructions and exercises and yours to download print and keep forever.

Description

Explore the dashboards

  • sales
  • purchases
  • banking
  • contacts
  • payroll
  • reports

Chart of accounts

  • Explore existing accounts list
  • edit chart of accounts for your business
  • Modify trading terms

Sales dashboard

  • inventory items
  • create an inventory item
  • enter selling details
  • create customer contacts
  • creating customer quotes
  • entering a sales invoice
  • applying a payment
  • create an invoice from a quote

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Customer Credit Notes

  • process a credit note
  • apply a credit note to an invoice
  • customer returns

Receive Customer Payments

  • receive a part payment
  • receive one payment for many invoices
  • process an over payment

Accounts Receivable

  • who owes you money
  • sales reconciliation report
  • accounts receivable analysis screen
  • sales summary by customer

Purchases Dashboard

  • create a supplier bill
  • supplier contacts
  • supplier ABN’s
  • pay a suppliers bill

Banking dashboard

  • spend money transactions
  • accounts code allocation
  • GST and FRE journal codes
  • expense tracking
  • transaction history