- Created by admin, last modified by BrianQ on Oct 08, 2015
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https://help.myob.com/wiki/x/WQLW
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You’ll use the main menu bar to access most areas of MYOB Essentials
If you hover over an item on the menu bar, a list of related options appears.
| Use this menu item or option… | To do this… |
|---|---|
| Dashboard | View the dashboard, which shows a snapshot of your business. |
Sales
|
View the list of quotes created in MYOB Essentials |
| View the list of invoices created in MYOB Essentials. |
| View a list of your items, which are products or services that you buy or sell. |
| Create invoices to send to your customers. |
| Enter a payment made by a customer for an invoice. |
| Create invoice returns—customer credits or refunds for goods returned, services not used or received. |
| Apply a customer return to an invoice or refund the money to a customer. |
| See a list of your sales history for a specified period of time. |
| Send statements to your customers showing their current balance. |
Purchases
|
View the list of bills recorded in MYOB Essentials. |
| View a list of your items—products or services that you buy or sell. |
| Create bills to record the purchases you make from your business suppliers. |
| Enter a payment for a bill. |
| Create a return for a supplier—returns are credits or refunds for goods returned, services not used or received. |
| Apply a supplier return to a bill or record it as a refund from a supplier. |
| See a list of your purchase history for a specified period of time. |
Banking
|
View all the bank transactions that have been brought in on bank feeds or imported manually using bank statements. |
| Manually reconcile transactions that won’t be matched to an imported bank transaction. |
| Set up the rules you use to automatically allocate imported bank transactions. |
| Apply for and manage your bank feeds. |
| Enter withdrawals and payments that are not associated with your business suppliers. |
| Enter deposits received from sources other than customer sales. |
| Record any transfers you’ve made from one bank account to another. |
| View transactions on each of your bank accounts over a specified period. |
Contacts
|
View a list of your contacts—customers, suppliers, employees or general contacts. |
| Create contacts. |
Payroll
|
Open the pay centre screen, where you can select dates and employees, and do the pay run. |
| View a list of your employees. |
| Print the reports you need to lodge with the IRD each month—Employer deductions (IR345), Employer monthly schedule (IR348) and KiwiSaver employee details (KS1). |
| View, print or email individual employees’ payslips and view a summary of each of your past pay runs. |
| View a summary or detail report of your payroll over a specified period of time. |
| Produce PAYG payment summaries for your employees and lodge them electronically with the ATO. |
| View and change your payroll settings, including which bank account you use to pay wages, payslip display options, and payslip email settings. |
Reports | View a list of MYOB Essentials reports. |
Help & Support
|
View this help centre. The help centre will open at a help topic that is relevant to your current MYOB Essentials page. |
| Visit the MYOB Essentials blog, to learn about new features and other topics of interest to MYOB Essentials users. |
| Get in touch with the Support team to help you with any issues or questions you've got with MYOB Essentials. |
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