Sales and payments Purchases Managing your invent ory List s

5

1: Introduction

9 Learning t ools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 W here t o st art . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Navigat ing your M YOB account ing sof t w ar e . . . . 12

2: Creat ing and act ivat ing company files

15 Cr eat ing a com pany f ile . . . . . . . . . . . . . . . . . . . . . . . 15 Act ivat ing a com pany file . . . . . . . . . . . . . . . . . . . . . 18

3: Set t ing up your company file

23 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Set t ing up pref erences . . . . . . . . . . . . . . . . . . . . . . . . 24 Set t ing up account s . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Set t ing up sales det ails . . . . . . . . . . . . . . . . . . . . . . . 29 Set t ing up purchase det ails . . . . . . . . . . . . . . . . . . . 31 Set t ing up t ax codes . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Set t ing up it em s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Set t ing up bank account s . . . . . . . . . . . . . . . . . . . . . 37 Set t ing up cat egories and jobs . . . . . . . . . . . . . . . . 39

4: Receiving and spending money

43 Receiving m oney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Preparing a bank deposit . . . . . . . . . . . . . . . . . . . . . 45 Spending m oney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Ent er ing t r ansact ions in t he Bank Regist er . . . . 48 Tr ansf er ring m oney bet w een account s . . . . . . . . 49 Im port ing st at em ent s . . . . . . . . . . . . . . . . . . . . . . . . 50 Tr acking pet t y cash expenses . . . . . . . . . . . . . . . . . 51 Credit card pur chases and paym ent s t o credit card pr oviders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Recor ding m iscellaneous t ransact ions . . . . . . . . . 53

5: Sales and payments

55 Ent er ing sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Changing t he st at us of a sale . . . . . . . . . . . . . . . . . 59 Review ing your sales inf orm at ion . . . . . . . . . . . . . 60 Receiving paym ent s . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Print ing paym ent receipt s . . . . . . . . . . . . . . . . . . . . 63 Credit cont rol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Creat ing cust om er cr edit s . . . . . . . . . . . . . . . . . . . . 67 Dealing w it h a cust om er w ho is also a supplier . 69 Account ing f or bad debt s . . . . . . . . . . . . . . . . . . . . . 70 Contents 6 M YOB Accounting M YOB Prem ier Asia

6: Purchases

71 Ent er ing pur chases . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Changing t he st at us of a purchase . . . . . . . . . . . . . 74 Review ing your pur chase inf or m at ion . . . . . . . . . . 76 Paying bills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Creat ing supplier debit s . . . . . . . . . . . . . . . . . . . . . . . 79 Adding f inance charges paid . . . . . . . . . . . . . . . . . . . 81

7: Managing your invent ory

83 Basic invent ory t asks . . . . . . . . . . . . . . . . . . . . . . . . . . 83 M aking adjust m ent s . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Tr ansf erring invent ory . . . . . . . . . . . . . . . . . . . . . . . . 85 Building it em s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Recor d invent ory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Review ing your invent or y inf orm at ion . . . . . . . . . . 88 Set t ing it em prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Cust om ising invent or y . . . . . . . . . . . . . . . . . . . . . . . . 91

8: List s

95 Adding a record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Finding a recor d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Changing a r ecord . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Inact ivat ing or react ivat ing a r ecor d . . . . . . . . . . . 99 Delet ing a record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

9: Transact ions