Working with MYOB Accounting Software

ELECTUS
Adelaide, SA, Australia

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' In this course, you will learn how to record financial data and transactions on a day-to-day basis. This course aims to give participants the skills and knowledge they need to process day to day transactions accurately and efficiently using MYOB accounting software.



You will learn to

Ø Record the day to day transactions of their business, such as:

Ø Process sales

Ø Record customer payments

Ø Create adjustment notes for sales and purchase returns

Ø Record purchases

Ø Record supplier payments

Ø Spend money and make deposits

Ø Record direct debit payments

Ø Prepare bank deposits

Ø Complete a bank reconciliation

Ø Filter and display reports

Ø Make adjustments to the day to day transactions within MYOB

Ø Perform key reconciliations to determine the accuracy of the financial information stored

Ø Extract relevant data in the form of reports to regularly check the performance of the business

What skills you need

Basic PC experience is required. Basic knowledge and experience in setting up a company file, or completion of the course ‘Getting Started with MYOB Accounting Software�



Electus training

Electus is a South Australian company with 20 years of experience in training. Trainers and facilitators at Electus are chosen for their expertise, practical and broad experience in their field and a relaxed and friendly manner.



Training includes

Each participant receives a training reference manual/workbook.

Refreshments and lunch are provided.

Course Content
Customising your Company File

· Case study

· Opening the company data file

· Setting preferences

· Setting up linked accounts

· Which tax codes do you need for your business



Processing Sales

· Sales layouts

· Creating a service invoice

· Creating item quotes

· Creating orders

· Changing the status of sales

· Creating item invoices with headers and subtotals

· Viewing your sales information



Customising and Printing Invoices and Forms

· Analysing your receivables: finding out what you owed

· Recording customer payments

· Recording partial customer payments

· Reviewing customer payments in the Transaction Journal

· Invoice and Activity statements

· Recording M-Powered customer payments

· Checking the Bank Register for M-Powered transactions



Adjusting Invoices

· Processing returns on unpaid invoices

· Processing partial returns by manually creating adjustment notes

· Creating adjustment notes for bad debts


Purchasing from Suppliers

· Purchasing layouts

· Creating purchase orders

· Emailing purchasing orders

· Changing the status of purchase orders

· Creating service bills

· Printing/Emailing Purchase Orders in batches

· Viewing your purchases



Recording Supplier Payments

· Analysing your payables: finding out what you owe

· Recording supplier payments

· Option A: Using the Pay Bills window to make a supplier payments

· Option B: Using the Pay Bills window to group payments and pay your suppliers electronically

· Option C: Using the To Do list when a supplier payment is due

· MYOB M-Powered bank statements



Bank Reconciliation

· Option A: Manually reconciling using the bank statement

· Option B: Automatically reconciling using the downloadable bank statement

· Fixing out of balances

· Displaying a reconciliation report



Creating Reports using MYOB accounting software

· Filtering reports




· Saving reports in different formats

· Viewing reports in Excel

· Reports that do NOT export formulas to Excel

· Formatting a report

· Saving custom reports



Appendices

· Appendix 1: MYOB M-Powered Money Controller

· Appendix2: Using Hot Keys


...''

Phone:08 8221 5517

School Address:

37 Angas St
Adelaide SA 5000

Jobs & Resumes: Adelaide
Houses & Roommates: Adelaide

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PageMaker - Intermediate
PageMaker - Introduction
Photoshop - Advanced
Photoshop
Premiere - Advanced
Premiere
Getting Started with MYOB
Delegation
Communication Skills
Developing Powerful Teams
Presentation
Business Writing
Influencing & Negotiation
Minute Taking & Meeting Protocol
Customer Service
Report Writing

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