speedy myob

8/12/2019 Speedy MYOB

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EasyPC Training

Level 1, 16 Old Cleveland Rd

Stones Corner QLD 4120

Tel: 1300 63 10 40

33 Ways to Improve

your Productivity in

MYOB


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33 Ways to improve your

productivity in MYOB

EasyPC Training

Unit 4, 333 Queensport Road

Murarrie QLD 4172

Tel: 1300 63 10 40

For additional support and information regarding this or any other EasyPC Training course, visit

our website atwww.easypctraining.com.auor contact us at:

Tel: 1300 63 10 40

E-mail:[email protected]

Level 1, Unit 4B,

333 Queensport Road North

Murarrie

QLD 4172

Disclaimer

Information supplied by EasyPC Training (whether in user documentation and other literature,

training courses, websites, advice, or other means) is intended only to illustrate general principles,

and may not be complete, accurate or free of error.

Copyright EasyPC Training 2010. All rights reserved.

Copyright Notice

No part of this publication may be reproduced, utilised, transmitted or distributed in any form by

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Copying without authorisation is illegal.
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3/13



EasyPC Training

Unit 4, 333 Queensport Road

Murarrie QLD 4172

Tel: 1300 63 10 40

Contents

Shortcut keys ........................................................................................................................................... 1

Command centre shortcut keys ...................................................................................................... 1

Other shortcut keys ........................................................................................................................ 1

Entering dates .......................................................................................................................................... 2

Increasing / decreasing the date .................................................................................................... 2

Selecting the date from the calendar ............................................................................................. 2

MYOB Preferences ................................................................................................................................... 3

Show the To Do list on opening MYOB ........................................................................................... 3

Find accounts by name ................................................................................................................... 3

Set default customer terms ............................................................................................................ 3

Warn for duplicate supplier invoice numbers ................................................................................ 3

Card File options ...................................................................................................................................... 4

Setting default expense account for suppliers ............................................................................... 4

Setting default layout for customer invoices .................................................................................. 5

Setting default income account for customers .............................................................................. 5

Setting prices and descriptions of services ............................................................................................. 6

Setting up your services .................................................................................................................. 6

Be reminded! ........................................................................................................................................... 7

Find out when your customer payments are due .......................................................................... 7

Find out when your supplier payments are due ............................................................................. 7

Find out what orders you are waiting for ....................................................................................... 7

Find out who you need to re-contact ............................................................................................. 7

Find out what discounts you are entitled to .................................................................................. 7

Account settings ...................................................................................................................................... 8

Adding default tax codes to accounts ............................................................................................. 8

Setting default account for receiving customer payments ............................................................ 8

Setting default account for paying supplier bills ............................................................................ 8

More information .................................................................................................................................... 9


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EasyPC Training

Unit 4, 333 Queensport Road -1-

Murarrie QLD 4172

Tel: 1300 63 10 40

Shortcut keys

1-9 Command centre shortcut keys

+ 1 Go to Accounts module

+ 2 Go to Banking module

+ 3 Go to Sales module

+ 4 Go to Time Billing module

+ 5 Go to Purchases module

+ 6 Go to Payroll module

+ 7 Go to Inventory module

+ 8 Go to Card File module

+ T Go to the To Do List

10-15 Other shortcut keys

+ X Cut

+ C Copy

+ V Paste

+ A Select All

+ Z Undo last action

Help


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EasyPC Training


Murarrie QLD 4172

Tel: 1300 63 10 40

Entering dates

16 Increasing / decreasing the date

1. Click in any date field in MYOB

2. Use the + orkey to increase or decrease the date one day at a time

17 Selecting the date from the calendar

1. Click in any date field in MYOB

2. Use the Space bar to open the calendar

3. Use the arrow keys at the top to change the month4. Click on the required date


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EasyPC Training


Murarrie QLD 4172

Tel: 1300 63 10 40

MYOB Preferences

To change the settings in MYOB, go to the Setup menu and select Preferences.

18 Show the To Do list on opening MYOB

From the Window tab choose Display To Do list when starting MYOB

19 Find accounts by name

From the Windows tab choose Select and display account name, not account number

20 Set default customer terms

From the Sales tab go to the Terms button. Enter the required standard terms.

21 Warn for duplicate supplier invoice numbers

From the Purchases tab choose Warn for duplicate PO and supplier invoice numbers on recorded

purchases


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EasyPC Training


Murarrie QLD 4172

Tel: 1300 63 10 40

Card File options

22 Setting default expense account for suppliers

1. Go to the supplier card file

2. Go to the Buying details tab

3. Select the default account from Expense account


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EasyPC Training


Murarrie QLD 4172

Tel: 1300 63 10 40

23 Setting default layout for customer invoices

1. Go to the customer card file

2. Go to the Selling details tab

3. Choose the required default print layout from Sale layout

24 Setting default income account for customers

1. Go to the customer card file2. Go to the Selling details tab

3. Select the default account from Income account


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EasyPC Training


Murarrie QLD 4172

Tel: 1300 63 10 40

Setting prices and descriptions of services

25 Setting up your services

Use the Inventory module to set up your services in MYOB to set prices and descriptions of those

services

1. Go to the Inventory module

2. Go to Items List

3. Click on the New button

4. Enter a number / short name for the service

5. Press Tab

6. Enter the long name for the service

7. Click to select the check box: I Sell this item

8. Choose the relevant income account for this service

9. Go to the Selling details tab

10.Enter the price in Base selling price

11.Choose the appropriate tax code then OK


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EasyPC Training


Murarrie QLD 4172

Tel: 1300 63 10 40

Be reminded!

Use the To Do List as a reminder tool to check outstanding receipts, payments, orders and more.

26 Find out when your customer payments are due

From the A/R tab, view which customer receipts are due

27 Find out when your supplier payments are due

From the A/P tab, view which supplier payments are due

28 Find out what orders you are waiting for

From the Orders tab, view which orders are still outstanding / yet to be invoiced

29 Find out who you need to re-contact

From the Contact Alert tab, view which customers and suppliers are to be re-contacted

30 Find out what discounts you are entitled to

From the Expiring Discounts tab, view which supplier discounts are available


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EasyPC Training


Murarrie QLD 4172

Tel: 1300 63 10 40

Account settings

31 Adding default tax codes to accounts

For each account in the Accounts list, go to the Details tab and select the default tax code

32 Setting default account for receiving customer payments

1. Go to the Setup menu

2. Go the Linked accounts

3. Go to Sales accounts

4. Select default account for Bank account for customer receipts

33 Setting default account for paying supplier bills

1. Go to the Setup menu

2. Go the Linked accounts

3. Go to Purchases accounts

4. Select default account for Bank account for paying bills


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EasyPC Training


Murarrie QLD 4172

Tel: 1300 63 10 40

More information

If you would like to learn many more of these tips and tricks to make your use of MYOB even more

productive, consider attending our 2 day comprehensive MYOB course. The detailed course

content for this course can be found on the following page.

EasyPC Training also provide onsite MYOB training, consultancy and bookkeeping services. For

more information regarding any of these services, please contact us on 1300 63 10 40 or by email

[email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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EasyPC Training


Murarrie QLD 4172

MYOB Day-to-day Course Content (2 Days)

Book keeping basics

Profit and Loss

Balance sheet

Debits and Credits

Using MYOB

MYOB accounting products

Navigating around MYOB

Company information

MYOB settings

Accounts l is t

Understanding the accounts list

Adding new accounts

Editing accounts

Deleting / de-activating accounts

Linked accounts

Tax codes

Understanding tax codes

Adding new tax codes

Deleting tax codes

Card fi les

Customer card files

Supplier card files

Purchases

Enter Bill or Spend Money?

Entering cash purchases

Entering credit purchases

Using the Purchases Register

Using the To Do List

Payables report

Paying suppliers

Viewing the Bank Register

Sales

Enter Sales or Receive money

Entering cash sales

Entering credit sales

Using headers and subtotals

Using the Sales Register

Printing customer invoices

Using the To Do List

Receivables report

Printing customer statements Receiving customer payments

Printing customer receipts

Viewing the Bank Register

Banking

Preparing a bank deposit

Reconciling the bank account

Using the Bank entry screen

Reconciling the credit card

Setting up a Petty Cash system Reconciling the petty cash

BAS

Setting up the BAS

GST reports

Reconciling control accounts

Checking transactions

Competing the BAS

Printing the BAS

Entering the ATO payment / receipt Reconciling the GST accounts

speedy myob

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