New Features
'); Business Insights Card file Action menu Print preview forms Prior year reporting of payroll information Enhanced transaction editing New-look windows Enhanced list searching New form and report options
Introduction Setting up your company file New form customization tools Filter customer statements by statement date Save more filter settings for customized reports New MYOB checks and forms
New security features Import and export enhancements Company Data Auditor enhancement Apple has changed .Mac to MobileMe Updated online help Overview Create a company file Activate the company file Set up accounts Enter account opening balances Set up preferences Set a password for the Administrator user ID
Advanced setup Overview Set up sales Set up purchases Set up payroll Do an initial bank reconciliation
Banking Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
Create item records Enter your inventory opening balances Set up MYOB Business Services Set up MYOB Payroll Tax Forms Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions Credit card payments using MYOB Merchant Account Service
Sales Processing credit card payments using MYOB Merchant Account Service Declined authorization Timed-out authorization Voiding MYOB Merchant Account Service credit card payments
Reconciling your bank accounts Importing statements Analyzing your cash flow Creating a customer card Entering sales
Purchases Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions
Recording sales with insufficient on-hand item quantities Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Customer credits Dealing with a vendor who is also a customer Accounting for bad debts Creating a vendor card Entering purchases
Paying your employees Entering a purchase transaction Task 1: Enter information about the vendor Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding and deleting lines, subtotals, and headers to purchases
Receiving items without a bill Set up an accrual account for items received without a vendor bill Record items received without a bill
Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills Preparing electronic payments Recording and settling vendor debits Adding finance charges paid to vendors Creating payroll categories
Billing for time Wages Information window Accrual Information window Deduction Information window Employer Expense Information window Editing payroll categories
Creating employee cards Entering employee payroll information Timesheets Processing your payroll Task 1: Select the pay period Task 2: [Optional] Include employee timesheets Task 3: Select and edit paychecks Task 4: Record employee pays Task 5: Process payments Task 6: Print/email pay stubs
Payroll liabilities Reviewing payroll information Viewing pay history Viewing prior year payroll reports Viewing an employee’s accrual balances Analyzing payroll Reviewing payroll liabilities
Payroll tax forms About the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips Reviewing and changing activity slips Creating time billing invoices Work in progress
Inventory Creating items Making inventory adjustments Inventory locations Building items Counting inventory Reviewing your inventory information Setting item prices Customizing inventory
Lists Adding a record Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records
Transactions Finding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Publishing to iCal
International transactions About the multiple-currency feature Setting up multiple currencies
Reports Task 1: Select the multiple currency option Task 2: Set up records for foreign currencies Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and vendors
Exchange rates Tracking currency gains and losses Miscellaneous transactions Producing reports Printing report batches Customizing reports
Forms Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports
Reports list Finding forms Sending forms Customizing forms
Contact management Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms
Adding and editing elements Creating a card Keeping in touch with your contacts Grouping your contacts Synchronizing MYOB cards with Mac Address Book cards Customizing cards Reviewing your contact information
Financial control Tracking financial information Tracking reimbursable expenses
End-of-period procedures Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer Changing the status of a reimbursable expense
Budgets Auditing your records Reviewing financial information Month-end procedures
Managing user accounts and company files Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Pay payroll taxes Task 7: Lock periods
Starting a new fiscal year Task 1: Complete month-end tasks Task 2: Perform an inventory count Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new fiscal year Task 7: Optimize and verify your company file
Starting a new payroll year Task 1: Process the last paychecks for the year Task 2: Print year-end payroll forms Task 3: Print vendor 1099 statements Task 4: Print payroll reports Task 5: Back up your company file Task 6: Start a new payroll year Task 7: Check that you have the latest tax tables Task 8: Optimize and verify your company file
Preparing 1099 and 1096 forms Managing user accounts Backing up and restoring company files Confirming activated company files Servicing your company file
Importing and exporting data Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems
Special considerations for networked company files Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance
Troubleshooting your company file Exporting data Exporting to and importing from CaseWare Importing data Managing import and export records AppleScripts
Networking company files Preparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations
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