Chapter 3 Setting up your company file
2 4
M YOB Accounting M YOB Premier Asia
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Setting up tax codes, page 33
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Setting up items, page 34 optional
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Setting up bank accounts, page 37
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Setting up categories and jobs, page 39 optional
To st art t he Easy Set up Assist ant
1
In the final step of the N ew Company File Assistant see page 18
, click
Setup Assistant
, or
Go to the
Setup
m enu and choose
Easy Setup Assistant
. The
Easy Setup Assistant
w indow appears.
2 Continue with
‘Setting up preferences’ on page 24 .
Setting up preferences
There are num erous preferences that you can set to customise
the way the program operates. The Easy Setup Assistant will guide you through setting
up some of them. Click
Customise
in the
Easy Setup Assistant
window. The
Customise Easy Setup Assistant
appears. Each window in the assistant contains a list of preferences that you can set by
m arking the checkbox next to the preference. Click
N ext to m ove through the w indows and click
Close w hen you have
finished. Then continue with ‘Setting up accounts’ on page 25
. The following are some of the preferences you can set with the
Easy Setup Assistant
.
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Use Easy-Fill When Selecting From a List.
You can use the Easy-Fill feature to quickly enter account names or numbers, item nam es or num bers
and card names that you enter frequently. Easy-Fill will recognise the entry you are making and automatically fill in the rest of it.
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Use Expanda ble Data Entry Fields in Windows
. If you enter long descriptions on invoices and purchases, you can view those descriptions
in their entirety w henever a Description
field is active.
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Select and Display Account Na me, Not Account Number
. If you find it easier to find your accounts by their names rather than by their
numbers, you can set up the program so you can enter account names. With this preference set, accounts are sorted alphabetically based on
nam e.
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I Deal in M ultiple Currencies M YOB Premier only.
Set this preference if you w ant to enable multi-currency accounting. By selecting this option
you can enter transactions in a number of currencies in addition to your local currency.
Setting up accounts
2 5
User Guide
Set t ing ot her preferences
You can set the preferences not covered by the Easy Setup Assistant and change those that are in the
Preferences
w indow. To display the
Preferences
window, choose
Preferences
from the
Setup
menu.
Some of the preferences include:
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Use Audit Trail Tra cking
. Set this preference to activate a tracking system to record and report details of transactional, tax, account and system
changes m ade in your com pany file.
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Wa rn if Customer has a n Outstanding Credit Before Applying a Payment
. You can set this preference if you’d like to be notified that a custom er has an existing credit whenever you apply one of the
custom er’s payments to a sale.
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Tra nsactions CAN’T be Changed; They M ust be Reversed
. Set this preference if you want to keep a comprehensive history of the
transactions you’ve entered. You w ill not be able to edit or delete incorrect transactions, but will have to cancel them with reversing
transactions.
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Wa rn Before Recording Post-Da ted Tra nsactions
. Set this preference if
you want to be notified whenever you enter a future date as a transaction date.
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Prompt for Backup When Closing.
Set this preference if you w ant to be reminded to back up your com pany file w hen you close it.
Setting up accounts
The second step in setting up your com pany file is to set up your accounts. This includes:
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reviewing and, if necessary, modifying your accounts list
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entering your account opening balances. The Easy Setup Assistant will help you complete these tasks
quickly. Click Accounts
in the Easy Setup Assistant
w indow.
The Accounts Easy Setup Assistant
appears.
Review your account s list
In the Accounts Easy Setup Assistant
, click Next
to go to the Set up the
Accounts List to meet your business needs w indow. This w indow
displays the list of accounts you selected when you created your company file with the N ew Com pany File Assistant see
page 16 .
There are eight account classifications in the accounts list—Assets, Liabilities, Equity, Income, Cost of Sales, Expenses, Other Income and
Other Expenses. All accounts are assigned a level, which indicates their location in your
accounts list hierarchy. The eight classifications listed above, are the only accounts that can be Level 1. Other accounts can be assigned Levels 2, 3
or 4. You can review an account’s details by clicking the zoom arrow next to
the account. As you review an account, you can:
Chapter 3 Setting up your company file
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