Modul, Soal, dan Software Komputer Akuntansi (MYOB, Zahir, Accurate) | Accounting and Economic GettingStarted

Account ing

Get t ing St art ed

Prem ier

1:

Inst alling t he program

5

First-tim e and upgrading custom ers should do these tasks to install the

software

2:

Upgrading from a previous version

7

Only custom ers upgrading from previous versions need to do these tasks

3: W hat ’s

new

15

A:

Support and t raining opt ions

23

B:

Assist ance from Cert if ied/ Qualified Consult ant s

25

C:

Regist rat ion

29

2

M YOB Prem ier v9 / M YOB Accounting v15, asia M YOB Asia Sdn. Bhd.

Website: http:/ / w ww.m yob.com .m y/ M YOB Singapore Pte Ltd Website: http:/ / w ww.m yob.com .sg/ © M YOB Technology Pty Ltd 2005 All rights reserved.

Disclaimer

Information supplied by t he m em ber com panies of t he M YOB group (w het her in user document at ion and ot her lit erature, video or audio material, training courses, websites, advice given by st aff, or provided by ot her means) is int ended only t o illustrate general principles, and may not be complet e, accurat e or free of error. As account ing st andards, t axat ion requirement s, legislat ion and t he circumst ances of individual businesses vary w idely, t his information cannot be considered aut horit ative and may not apply to your specific sit uat ion. You should obtain com pet ent advice from a qualified accounting, t axation, information-technology or legal professional before act ing on such informat ion. To t he ext ent perm it t ed by law, member com panies of the M YOB group are not liable for any special, consequential, direct or indirect dam ages arising from loss of function, profits or dat a resulting from your application of such inform at ion. In the event that any of t he above lim itations are found t o be unenforceable, t he M YOB member company’s liabilit y is limit ed t o t he return of any fees or monies paid for t he purchase of t he product or service.

Trademarks

M YOB®, M YOB Accounting™, M YOB BusinessBasics™, M YOB ODBC DeveloperPack™, M YOB ODBC Direct™, M YOB Prem ier™_{, BusinessBasics}™_{, ODBC DeveloperPack}™ _{and ODBC Direct}™ _{are tradem arks or regist ered} t rademarks of M YOB Technology Pt y Lt d and t heir use is prohibited w ithout prior consent.

Adobe®_{, Acrobat}®_{, Acrobat Reader}®_{, Adobe Reader}®_{, PDF}™_{, and Post Script}® _{are tradem arks or regist ered} t rademarks of Adobe Syst em s Incorporat ed.

Brio Int elligence and Hyperion Int elligence are trademarks or regist ered t radem arks of Hyperion Solut ions Corporation.

Cryst al Report s® _{is a regist ered t rademark of Cryst al Decisions, Inc. in t he United St at es or ot her countries.} M asterCard® is a regist ered t rademark of M ast erCard Int ernat ional Inc.

M icrosoft , Access, Excel, Int ernet Explorer, Office, Smart Tags, Windows and Word are regist ered trademarks or t rademarks of M icrosoft Corporation in the United St ates or other count ries.

Quicken® _{and QuickBooks}® _{are regist ered t radem arks of Intuit Inc.} VISA® is a registered trademark of Visa Int ernat ional Service Associat ion.

Ot her product s mentioned m ay be service marks, t rademarks or registered trademarks of their respective owners.

Writers

M arcia Bascombe, Hedley Finger, Suchit ra Govindarajan, Sheet al Laviena, Neil M cRobinson, Julian M adsen, Rushana Raheem an, M irjana Sicevic, Lisa Sinclair, John Wilson, Joe Zolin.

3

Getting Started

M YOB Licence Agr eem ent

IM PORTAN T–READ THIS CAREFULLY BEFORE USE. This is t he Software Licence Agreement (Agreem ent). As you have purchased the Product (consisting of the User Docum entation and the inst allat ion CD or other media containing t he Software), follow ing notification of the Licence you are now legally bound by its conditions. HOWEVER, if the Licence Agreem ent contains anything of which you were not aware prior to purchasing the Product or do not agree to be bound by, DO N OT IN STALL THE SOFTWARE but return t he Product to the reseller in its entirety and a full refund of the purchase price will be made. By installing the Software and keeping the Product you are confirming that you have purchased t he Product subject to this Licence and are bound by its provisions.

TRIAL VERSION SOFTWARE LIM ITATION. If you use t his Softw are on a trial basis prior t o purchase, then additional restrict ions govern its use. The Trial Version is intended to be used only for evaluat ion purposes and whilst you may creat e your own company data files (“ Company Files” ) you w ill have access t o your Com pany Files only for a period of 30 days from the date of creation of each Company File. Thereafter, you will be able to access the Company Files created by you only upon your purchase of the full version of the Software product licence. Upon your purchase of the full version of t he Software product licence, the restrict ions in this paragraph (Trial Version Software Limitation) shall no longer apply, but you acknowledge that your use of t he full version of the Software product licence will be conditioned on your agreeing to the t erm s of the Software Licence Agreem ent accompanying the full version of t he Software product licence.

1 Scope of Licence

M YOB Technology Pty Lt d (the Publisher), through it s local publishers and dist ribut ion agents, hereby grants to you, the original purchaser, a paid-up, personal, non-exclusive and non-t ransferable Licence t o use t he Softw are and the User Docum entation only in the region, t erritory or count ry specified on t he packaging, or in all count ries in Asia except Hong Kong and China, subject t o t he terms and conditions of t his Agreem ent .

a Activation You m ust regist er the Soft w are and activat e t he com pany files you creat e w it h M YOB. You may only access each com pany file you create for 30 days w ithout regist ering t he Softw are and act ivating t he file. After 30 days the com

-pany file w ill becom e read-only until you regist er and act ivate the com -pany file. You are ent itled t o act ivate up t o five (5) com pany files. If required, you can obtain addit ional act ivations by contacting M YOB Asia Sdn. Bhd.

b Number of Users If you have purchased:

i) a Single User Software Licence then you m ay use the Softw are on only one com put er that you ow n or operat e at a single physical location in respect of com pany files you have act ivated. You m ay transfer the Softw are from one such com put er to another that you ow n or operate provided that you do not use or perm it t he usage of t he Soft ware on m ore t han one com puter or com -put er terminal at a tim e. In the event of an upgrade or Product exchange t he Licence hereby granted is autom atically transferred t o t he new version or Products.

ii)a M ulti-User Software Licence then you m ay use t he Softw are on only one com put er net w ork that you ow n or operat e at a single physical location and only then in respect of com pany files creat ed and act ivated by you or by another licensed user. You m ay transfer t he Softw are from one com puter t o another that you ow n or operate on t his net w ork provided t hat you do not use or perm it the usage of the Softw are on m ore than the licensed num ber of com put ers or com puter t erm inals at a tim e, nor perm it the usage of the Soft-w are on m ore t han one net Soft-w ork at any one t im e, nor perm it t he Soft Soft-w are t o be used in respect of com pany files t hat you have not act ivated or have not been creat ed by you or by another licensed user.

c Upda tes and Upgrades In the event of an upgrade, updat e or product exchange, the Licence hereby grant ed is aut om at ically t ransferred to t he new version or product. All right s in respect of t he original Product shall lapse and no furt her use of these shall be perm itt ed.

d Portable or Home Computer a nd Archive Copies You may m ake a copy of the Soft w are and inst all it on eit her a portable com put er or a com put er locat ed in your hom e provided that t he copy is for your ow n exclusive use and is not oper-ated sim ult aneously w ith t he original of t he Soft ware. Ot herw ise, you m ay not copy or duplicate the Soft w are, except as necessary solely for archival purposes, Soft w are error verificat ion, or t o replace defective storage m edia, provided you keep t he original and t he copies. You m ay not alter, decom pile or disassem ble

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M YOB Prem ier v9 / M YOB Accounting v15, asia

the Soft w are. You m ay m ake copies of the User Docum entat ion up t o but not exceeding t he num ber of mult i-user Licences you have purchased.

e Tra nsfers You may not sub-license, lease, rent or lend t he Softw are or t he User Docum entation or otherwise transfer any of your right s under this Agreem ent . Subject to the prior w ritt en consent of t he Publisher and t he agreem ent of the transferee to be bound by the t erm s of t his Agreem ent, you m ay perm anently transfer t he Softw are (t ogether w it h any backup copies you have m ade) and t he User Docum ent ation. How ever, you m ay not ret ain any copies of either the Soft-w are or the User Docum ent at ion.

f Term The Licence granted in this Agreem ent is effect ive until term inated. You may t erm inat e it at any t ime by dest roying the Softw are and User Docum ent a-tion, t ogether w it h all copies, or by returning them t o t he Publisher. If you fail t o com ply w it h any t erm or condition of t his Agreem ent , this Licence w ill t erm inat e and, upon any such t erm inat ion, you agree to destroy t he Softw are and User Docum entation, together w ith all copies, or t o return them to t he Publisher. Ter-mination of this Licence shall be in addition t o and not in lieu of any other rem e-dies available t o t he Publisher.

g Protection and Security You agree to use your best endeavours and t o t ake all reasonable st eps t o safeguard t he Softw are t o ensure that no unauthorised per-son has access t o the Product and t hat t here is no unaut horised copying or dist ri-bution of the Soft w are or User Documentation.

2 Limited Warranty & Disclaimer

The Publisher w arrants that the m edia on w hich the Soft w are is recorded and the User Docum ent at ion provided w ith it are free from defect s in materials and w orkm anship under norm al use for a period of 30 days from the date of your original purchase. Except for t he lim it ed w arrant y described above, t he Softw are is sold ‘as is’, and you are assuming t he entire risk as t o its quality and performance. It is your responsibilit y to verify the result s obt ained from t he use of the Soft w are. If during the 30-day lim ited w arranty period, you discover physical defects in the m edia on w hich the Soft w are w as recorded or in the User Documentation, t he Publisher w ill replace t hem at no charge t o you, provided you ret urn the item to be replaced w ith proof of purchase t o the Publisher. THIS IS YOUR SOLE REM EDY. IN N O EVEN T WILL THE PUBLISHER BE LIABLE TO AN Y PERSON FOR AN Y DIRECT,

IN DIRECT, SPECIAL, IN CIDEN TAL, CON SEQUEN TIAL OR SIM ILAR DAM AGES, EVEN IF THE PUBLISHER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAM AGES. Som e jurisdict ions do not allow t he exclusion or lim itation of im plied w arranties or of liability for incident al or consequent ial dam ages, so t he above lim itations or exclusions may not apply t o you. This w arranty gives you specific legal rights and you may also have ot her right s t hat vary from jurisdict ion to jurisdict ion. In t he event t hat any of the above lim it at ions or exclusions are held to be unenforceable, t he Publisher’s tot al liability shall not exceed t he am ount of t he Licence fee you paid.

3 Entire Agreement

This Licence const itut es t he ent ire agreem ent bet w een the Publisher and the Licensee and any prior represent at ions, statem ent or undert aking how soever m ade are expressly cancelled. N o am endm ent or m odificat ion t o t his Licence shall be valid unless it shall be in w riting and signed by an authorised representative of the Publisher

.

Checking the Windows requirement s and package contents

5

Getting Started

1

Installing the program

First-tim e and upgrading custom ers should do these tasks to install the softw are on Window s. As this Get ting Started guide refers to both M YOB Prem ier and M YOB Accounting, the docum ent uses the term M YOB account ing software.

Checking the Windows requirements and package contents

M ake sure that each Window s com puter on w hich you intend to install this

softw are has these m inim um resources.

In addition to this Gett ing St art ed guide, the package that you purchased should contain these item s:

z M YOB Prem ier or M YOB Accounting CD z M YOB accounting softw are User Guide

z Registration Card—located at the back of this guide z M YOB training form .

Hardw are Pentium processor with 200M Hz and 32 M b RAM 50 M b free hard disk for program installation 35 M b additional disk space for each com pany file 800 x 600 screen resolution w ith 16-bit colour m inim um

Software Window s 98, 2000, M e, XP, Window s NT4 (Service Pack 6) or higher

Officelink compatibility

M icrosoft Word® 8 to 2003 M icrosoft Excel® 8 to 2003

Internet Dial-up connection for accessing M YOB Help and e-features

Netscape N avigator or Internet Explorer 5, or later QuickTim e 4 or later

Chapter 1 : Installing the program

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M YOB Prem ier v9 / M YOB Accounting v15, asia

Install M YOB accounting software

Installing M YOB accounting softw are on all versions of Window s is very sim ilar. An autorun w indow lets you install M YOB accounting softw are and other useful program s, such as Adobe Reader, and learn about support plans and other services.

The procedure in this section is for installing M YOB accounting softw are on a w orkstation to be used by one person to enter transactions into one or m ore com pany files.

M YOB Prem ier1 is a netw ork-ready application that com es w ith a single licence. How ever, if the volum e of your transactions grow s too great for one person to handle, you can purchase additional w orkstation licences so that several users can access the com pany file sim ultaneously. See the section ‘To obtain additional w orkstation licences’ in Chapter 15, ‘M anaging user accounts and com pany files’, in the User Guide. Once you’ve obtained these additional w orkstation licences, your com pany file m ust be set up for m ultiple users. See Appendix C, ‘Setting up a com pany file for m ultiple users on Window s’ in the User Guide.

To inst all M YOB account ing soft w are

1 If the security access set up on your com puter only allow s people w ith adm inistrator privileges to install program s, log in as an adm inistrator. 2 Save any open docum ents and close all other program s.

3 Insert the M YOB accounting softw are CD into the drive.

NOTE : Installing from the Windows Explorer window If an installat ion w indow does not appear, open t he CD drive—usually t he d:\ drive—in Window s Explorer and double-click autorun.exe.

4 In the w indow that appears, please proceed to the install page and follow the on-screen instructions for installation.

5 When installation is com plete, click Finish. The default brow ser displays the What’s New in This Version topic from M YOB Help.

NOTE : Looking up What’s New in M YOB Help If the brow ser did not display the What’s New in This Version help t opic, see ‘What ’s new ’ on page 15.

6 If you are installing M YOB Prem ier w ith the intention of allow ing m ultiple users to access a com pany file at the sam e tim e, repeat this procedure to install the program on each com puter in the netw ork that w ill access the com pany file.

7 Continue w ith the relevant tasks:

z If you are upgrading from M YOB Accounting v14 or M YOB Prem ier v8, you should upgrade your com pany file. See ‘Upgrading com pany files’ on page 7.

z If you are upgrading from M YOB Accounting v13 or M YOB Prem ier v7, or earlier, you need to do the follow ing.

a Upgrade your com pany file. See ‘Upgrading com pany files’ on page 7. b Activate your existing com pany file. See ‘Activating existing com pany

files’ on page 9.

c Edit your user accounts. See ‘Editing upgraded user accounts’ on page 12.

Upgrading company files

7

Getting Started

2

Upgrading from a previous version

Only custom ers upgrading from previous versions need do these tasks.

Upgrading company files

Com pany files created by previous versions of M YOB Prem ier or M YOB Accounting need to be upgraded so that they can be used w ith this version.

If you custom ised any reports, form s, letters or spreadsheets w hile using the previous release of M YOB accounting softw are, you need to copy these tem plate files from the relevant folders to the corresponding folders in the M YOB Prem ier v9 or M YOB Accounting v15 installation folder. You m ust perform all the tasks in the follow ing sections w ith each com pany file.

To upgrade your company file

1 Back up existing com pany files before upgrading them . Once a com pany file is upgraded you w ill no longer be able to open it in the previous version of M YOB accounting softw are.

2 Start the upgrade assistant.

z M YOB Premier Go to the Start m enu and choose Programs1, M YOB Premier v9, M YOB Tools, and then M YOB Premier v9 Upgrade Assistant.

z M YOB Accounting Go to the Start m enu and choose Programs1, M YOB Accounting v15, M YOB Tools, and then M YOB Accounting v15 Upgrade Assistant.

3 In the Welcome w indow, click Next.

4 In the Find File to Upgrade w indow, click Find File. Then in the Select Company File to Upgrade w indow, navigate to and click the com pany file to be upgraded, and click Open.

1 ‘To upgrade your com pany file’ below. 2 ‘Upgrade custom ised tem plates’ on page 8.

3 If you are upgrading from M YOB Prem ier v7 or M YOB Accounting v13 or earlier, you m ust also activate your com pany file. See ‘Activating existing com pany files’ on page 9.

4 If you are upgrading from M YOB Prem ier v7 or M YOB Accounting v13 or earlier, you m ust also edit your user accounts. See ‘Editing upgraded user accounts’ on page 12.

Chapter 2 : Upgrading from a previous version

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M YOB Prem ier v9 / M YOB Accounting v15, asia

In the Find File to Upgrade w indow, the path and file nam e of the selected com pany file appear below the Find File button.

The proposed path and file nam e of the com pany file as it w ill be after upgrading appear below the Save As button.

5 If you w ant to change the location or file nam e of the upgraded com pany file, click Save As. In the Save As w indow, navigate to your preferred

folder, type a new file nam e, and click Save. 6 Click N ext.

7 In the Confirm w indow, click N ext to start the upgrade.

8 In the Complete w indow, either click N ext to upgrade another com pany file or click Finish to close the upgrade assistant.

9 Continue w ith ‘Upgrade custom ised tem plates’ below.

Upgrade cust om ised t emplat es

Did you custom ise any reports, form s, letters or spreadsheets w hile using the previous version of M YOB accounting softw are? If so, you need to upgrade those custom ised tem plates so that you can continue using them in M YOB Prem ier v9 or M YOB Accounting v15. You can either do this by using the Tem plates Upgrade Assistant [option A] or by copying them m anually [option B].

To upgrade cust om ised t emplat es using t he Templat es

Upgrade Assist ant [opt ion A]

1 Start the Tem plates Upgrade Assistant. To do this:

z M YOB Premier Go to the Start m enu and choose Programs2, M YOB Premier v9, M YOB Tools, and then M YOB Premier v9 Templates Upgrade Assistant.

z M YOB Accounting Go to the Start m enu and choose Programs,2 M YOB Accounting v15, M YOB Tools, and then M YOB Accounting v15 Templates Upgrade Assistant.

2 In the Welcome w indow, click Next. The Copying Files w indow appears. In this w indow, note that the path to your previous M YOB softw are is displayed in the Source field. The path to your current M YOB softw are is displayed in the Destination field.

NOTE : If the previous version cannot be found If your previous M YOB softw are w as not installed in t he default location, a m essage m ay appear stating t hat the previous version could not be found. To m anually locat e it, click t he Browse butt on and locat e t he program folder of your previous

M YOB softw are. Click t he .exe file (for exam ple, myob.exe) and t hen click

Open. The correct path should now be displayed in the Source field.

3 Click Start. The Tem plates Upgrade Assistant w ill first m ove the tem plates in M YOB Prem ier v9 or M YOB Accounting v15 into folders w ith the prefix ‘Old’ (for exam ple Old Forms, Old Custom, Old Letters), and then copy the tem plates from your previous version into the appropriate folders (for exam ple, Forms, Custom, Letters) in M YOB Prem ier v9 or M YOB Accounting v15.

When the tem plates have been copied, the Finished w indow appears. 4 Click Finish to close the Tem plates Upgrade Assistant.

NOTE : Templates must be upgraded on all workstations Premier users, not e t hat your custom reports, form s and let ters m ust be upgraded on every w orkst at ion t hat uses t hem , not just t he w orkst ation w here the com pany file is located.

5 If you are upgrading from :

z M YOB Prem ier v7/ M YOB Accounting v13 or earlier, continue w ith

‘Activating existing com pany files’ on page 9.

z M YOB Prem ier v8/ M YOB Accounting v14, your upgrade is com plete.

Activating exist ing company files

9

Getting Started

To m anually copy cust om ised t emplat es [opt ion B]

If you custom ised any reports, form s, letters or spreadsheet tem plates w ith the previous version, you need to copy these custom ised tem plates to the corresponding folders in the M YOB Prem ier v9 or M YOB Accounting v15 installation folder.

1 In Window s Explorer, locate the installation folder of your previous version of M YOB accounting softw are and open it (for exam ple, the folder located at C:\ M yob14). The installation folder contains these folders:

2 Open a tem plates folder for exam ple, Forms to copy custom form s.

3 Shift-click only the custom tem plate files you created.

CAUTION :Avoid overwriting standard templates The standard tem plates included w ith M YOB accounting soft ware m ay have improved feat ures. So m ake sure you select only the t emplates that you created, ignoring the old st andard tem plat es, so t hat you do not accident ally overw rite upgraded st andard tem plat es in t he v9 (or v15) installat ion folder.

4 Go to the Edit m enu and choose Copy.

5 Open the corresponding folder in the M YOB Prem ier v9 or M YOB Accounting v15 installation folder (for exam ple, the folder located at C:\ M yob15). If you are copying custom form s, this w ould be the Forms folder.

6 Go to the Edit m enu and choose Paste.

7 Repeat step 2 to step 6 for each of the rem aining folders: Custom, Letters and Spredsht.

8 If you are upgrading from :

z M YOB Prem ier v7/ M YOB Accounting v13 or earlier, continue w ith

‘Activating existing com pany files’ below.

z M YOB Prem ier v8/ M YOB Accounting v14, your upgrade is com plete.

Activating existing company files

NOT E:Premier v7/ Accounting v13 or earlier upgraders only. Follow this sect ion only if you are upgrading from M YOB Premier v7/ M YOB Account ing v13 or earlier. This sect ion does not apply if you are upgrading from M YOB Prem ier v8 or M YOB Account ing v14.

A new activation and confirm ation m ethod replaces the previous registration m ethod used. The principal differences betw een the new activation m ethod and the previous registration m ethod are: z a new 12-digit serial num ber replaces your present serial num ber z there is now a unique code for each com pany file

z a confirm ation process is carried out once or tw ice a year for the life of the file to ensure that the com pany file and serial num ber continue to m atch.

You m ust initially activate, and subsequently confirm , all existing com pany files, and any com pany files you create. You can activate and confirm com pany files m anually (M YOB Prem ier or M YOB Accounting rem inds you w hen confirm ation is due) or you can set up autom atic confirm ation. Com pany files can be used for 30 days w ithout activation but, after that tim e, becom e read-only until activated. You can still view transactions and Folder File extensions Type of file

Custom *.rpt User-custom ised reports tem plates Forms *.frm Standard and user-customised forms

tem plates

Letters *.dot Standard and user-customised M icrosoft Word word-processing tem plates Spredsht *.xlt Standard and user-customised M icrosoft

Chapter 2 : Upgrading from a previous version

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M YOB Prem ier v9 / M YOB Accounting v15, asia

print reports from a read-only com pany file but w ill not be able to enter any new transactions until the file is activated.

You can activate and confirm com pany files either over the Internet or by telephone—choose the appropriate m ethod:

z To activate a com pany file over the Internet, page 10

z To activate your com pany file by telephone, page 11.

To act ivat e a com pany file over t he Int ernet

NOTE : Before you activate a company file M ake sure you back up each of your exist ing com pany files, t hen upgrade t he original com pany files to the new dat a form at —see ‘ Upgrading com pany files’ on page 7.

1 M ake sure that you are connected to the Internet so that the M YOB accounting softw are can com m unicate w ith the M YOB activation server. 2 Start the M YOB accounting softw are and open an upgraded com pany file.

The Sign-on w indow appears. 3 Com plete the Sign-on w indow.

a Type ADMINISTRATOR _{in the User ID field. The Adm inistrator user} account is built in and corresponds to the form er m aster passw ord. b Type your previous m aster passw ord in the Password field (or leave it

blank if there w ere none).

c Click Single-user Access and click OK.

4 In the Company File Activation w indow, click the I want to activate my company file online radio button and click Continue. The Company File Activation w indow appears w henever you open a com pany file that is not activated.

5 In the Company File Activation – Online w indow, type your 12-digit serial num ber in the Serial Number field and press TAB. A unique code is g enerated in the Company File Code field.

6 Click Continue. Your serial num ber and the com pany file code are sent to the M YOB server, w hich returns a confirm ation code that activates the com pany file.

7 In the Company File Activation – Activated w indow, click OK. Consider autom ating subsequent confirm ations—see ‘To set up autom atic com pany file confirm ation’ on page 11.

8 Repeat from step 2 to activate other com pany files.

Activating exist ing company files

1 1

Getting Started

To act ivat e your com pany file by t elephone

NOT E:Before you activate a company file M ake sure you back up each of your exist ing com pany files, t hen upgrade the original com pany files t o the new data form at—see ‘Upgrading company files’ on page 7.

1 Start the M YOB accounting softw are and open an upgraded com pany file. The Sign-on w indow appears.

2 Com plete the Sign-on w indow.

a Type ADMINISTRATOR _{in the User ID field. The Adm inistrator user} account is built in and corresponds to the form er m aster passw ord. b Type your previous m aster passw ord in the Password field (or leave it

blank if there w as none).

c Click Single-user Access and click OK.

3 In the Company File Activation w indow, click the I want to activate my company file by phone radio button and click Continue. The Company File Activation w indow appears w henever you open a com pany file that is not activated.

4 In the Company File Activation – By Phone w indow, type your 12-digit serial num ber in the Serial N umber field and press TAB. A unique code is generated in the Company File Code field.

5 Call M YOB at the specified num ber and follow the instructions to receive your confirm ation code.

6 Type the code in the Confirmation Code field and click Continue.

NOTE :Once-only confirmation code Aft er you activate the com pany file, the confirm ation code cannot be used again t o act ivat e t his or any ot her com pany file. You m ust obt ain a different confirm at ion code from M YOB for each company file w henever confirm at ion is required.

7 In the Company File Activation – Activated w indow, click OK. 8 Repeat from step 1 to activate other com pany files.

9 Continue w ith ‘Editing upgraded user accounts’ on page 12.

To set up aut omat ic company file confirmat ion

If you are connected to the Internet, M YOB accounting softw are can autom atically confirm the activation of com pany files w ithout any intervention from you. If you are not connected to the Internet at the tim e confirm ation is attem pted, a w indow appears asking you to connect. 1 Open the com pany file to be autom atically confirm ed.

2 Go to the Setup m enu and choose Preferences. 3 In the Preferences w indow, click the Security tab.

4 M ark the I Prefer to Use Automated Online Company File Confirmation checkbox.

5 Click OK. The M YOB accounting softw are w ill confirm the com pany file w henever required and notify you on each occasion.

Chapter 2 : Upgrading from a previous version

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M YOB Prem ier v9 / M YOB Accounting v15, asia

Editing upgraded user accounts

NOTE : Premier v7/ Accounting v13 or earlier upgraders only. Follow this section only if you are upgrading from M YOB Prem ier v7/ M YOB Accounting v13 or earlier. This section does not apply if you are upgrading from M YOB Prem ier v8 or M YOB Account ing v14.

Version 8 of M YOB Prem ier and version 14 of M YOB Accounting introduced user accounts, a new security m easure to control w hich staff m em bers are allow ed to open a com pany file. User accounts also disallow certain transactions that staff m em bers m ust not be able to do. For exam ple, if you have set up personal cards to record details about fam ily m em bers, you m ay w ant to disallow the editing of these cards by all staff except yourself and another trusted em ployee.

User IDs and passw ords in previous releases

In M YOB Prem ier v7/ M YOB Accounting v13 or earlier releases of M YOB accounting softw are, User IDs and passw ords w orked differently to how they now w ork.

User IDs User IDs w ere a m eans of recording w ho perform ed particular transactions. They did not determ ine w ho could open a com pany file and perform transactions. In fact, if you opened a com pany file and

accidentally m istyped your user ID, M YOB accounting softw are accepted the m istyped nam e and stored it as a new user ID. The m istyped user ID w ould have been recorded against any transactions perform ed in that session.

M aster passwords and sub-passwords A m aster passw ord allow ed you to create passw ords, restrict transactions associated w ith each sub-passw ord, and edit or delete sub-sub-passw ords.

A sub-passw ord w as associated w ith restrictions as to w hich com m and centres could be accessed and w hich transactions could be posted. You could create different sub-passw ords w ith different restrictions profiles,

then reveal the passw ords to the appropriate staff m em bers. A sub-passw ord did not allow you to edit or delete other sub-sub-passw ords. A single sub-passw ord could be shared by different em ployees w ho w ould each have their ow n user ID for transaction tracking.

User account s

In M YOB Prem ier v8 and M YOB Accounting v14 onw ards, user accounts determ ine both w ho can open a com pany file and, once it is opened, w hat com m and centres and w indow s can be accessed and w hich transactions can be posted. Each account consists of a user ID associated w ith a unique passw ord. (That is, user IDs and passw ords are not separate as they w ere in previous releases.)

Transaction restrictions are now linked to a user account, that is, to the

com binat ion of user ID and passw ord. User account passw ords cannot be shared, as sub-passw ords previously w ere.

M YOB accounting softw are records user IDs against transactions as before but only the Adm inistrator can create user IDs. They are no longer created autom atically w hen you log on.

The special Adm inistrator account has unrestricted access to all

transactions, and can create, edit and delete ordinary user accounts. The Adm inistrator account also perm its the adm inistrator to perform other m aintenance tasks not available to ordinary users.

Editing upgraded user accounts

1 3

Getting Started

Upgrading user IDs and sub-passw ords

When you upgrade an old com pany file, the m aster passw ord is changed to the Adm inistrator account, form er user IDs to new user accounts and form er sub-passw ords to new user accounts. All new user accounts are initially inactivated to prevent em ployees from logging on before access restrictions are set up. In this procedure, you assign passw ords to the new user accounts and edit their transaction restrictions.

To edit convert ed user IDs and sub-passw ords

1 Start M YOB Prem ier or M YOB Accounting. 2 Open a converted com pany file.

3 Com plete the Sign-on w indow.

a Type ADMINISTRATOR _{in the User ID field.}

b Type your previous m aster passw ord in the Password field (leave it blank if there w ere none).

c Click Single-user Access and click OK.

4 If the Company File Activation w indow appeared, click I want to activate my company file later and click Continue.

5 If a m essage appears advising how m any days are left to activate, click OK.

6 If a m essage appears w arning that the com pany file has never been verified, click No.

7 In the m essage advising you that the converted com pany file contains previous user IDs that have been inactivated, click Yes.

NOTE :Opening the User Access window If t he M YOB accounting softw are com m and centre appears im m ediat ely, choose Preferences from

the Setup m enu, click the Security tab, and click the Password but ton.

The User Access w indow displays previous user IDs converted to user accounts and previous sub-passw ords also converted to user accounts. The user accounts derived from form er user IDs have no restrictions but user accounts derived from form er sub-passw ords preserve their restrictions. For m ore inform ation, click Help and choose Help for This Window.

Former user IDs converted t o user account s

Former sub-passw ords convert ed t o user accounts (not e t he Passw ord# prefix) Rest rict ions preserved in the selected user account (from form er sub-passw ords only)

Chapter 2 : Upgrading from a previous version

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M YOB Prem ier v9 / M YOB Accounting v15, asia

8 In the User Access w indow, edit user accounts derived from form er user IDs.

a Click a nam e (that is, form er user ID) in the User ID list and click Edit.

b In the Edit User Details w indow, clear the Inactive User checkbox. c Type a passw ord in the Password field and retype it exactly in the

Confirm Password field.

d Click the Copy Restrictions search icon ( ).

e In the Select from List w indow, choose a user account derived from a form er sub-passw ord—that is, any w ith a Passw ord# prefix—and click Use User. This is a quick w ay of adding form er sub-passw ord restrictions to an upgraded user account.

f In the Edit User Details w indow, click OK. Back in the User Access w indow, scroll the N ot Allowed / Available Functions list and note that the user has acquired the restrictions of the form er sub-passw ord. g In the User Access w indow (w hile the user is still selected in the User ID

list), further fine-tune access to functions by m arking or clearing the Not Allowed colum n next to function nam es.

h Repeat from step a for each new user account derived from a form er user ID.

Users can now log on to this com pany file w ith the user IDs and passw ords you entered, and have access to all functions except those disallow ed. 9 When all user accounts are updated in the User Access w indow, click OK.

Expanded recurring transactions options

1 5

Getting Started

3

What’s new

The new features include:

z expanded recurring transactions options (see below ) z im proved em ailing (see page 16)

z enhanced com pany file auditing (see page 17) „ audit trail tracking system

„ com pany file audit assistant

„ im proved transaction tax code reporting „ ability to send your transactions to accountants z enhanced credit control (see page 19)

z new reports (see page 20)

z m iscellaneous changes and enhancem ents (see page 21) „ easier account reconciliation

„ im proved account list layout „ other changes and enhancem ents

Expanded recurring transactions options

The Save Recurring Transactions w indow has been renam ed the Edit Recurring Schedule w indow and now offers m ore scheduling options. You can now :

z specify the duration of a recurring schedule (indefinite, until a certain date, a certain num ber of tim es)

z enter your ow n ID num ber for a recurring transaction

z choose to be alerted w hen a scheduled transaction is com ing up z choose to record a recurring transaction autom atically and be alerted

Chapter 3 : What’s new

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M YOB Prem ier v9 / M YOB Accounting v15, asia

A new Recurring Transactions List w indow (accessible by going to the Lists m enu and choosing Recurring Transactions) has been added to allow you to view and sort transactions, select and edit transaction details, update scheduling options and delete or post a transaction. This w indow rem oves the need for the Recurring Templates tab in the Sales and Purchases registers.

Improved emailing

The follow ing im provem ents have been m ade to the em ail feature.

Email cust om er st at ement s

In addition to sales and purchase form s, you can now em ail statem ents— both activity statem ents and invoice statem ents. To em ail statem ents, click Print/ Email Statements in the Sales com m and centre.

Edit default em ail subject and m essage

You can now edit the default em ail subject and m essage for a sale, purchase or statem ent. In the Email Defaults w indow (on the Reports & Forms tab of the Preferences w indow, click the Emails button) you can change the subject or m essage for all of the sales, purchases and statem ents that you send.

Alternatively, you can individually change the subject or m essage in the Review [...] Before Delivery w indow w hen preparing to send an em ail.

Send form s and st at ement s in a bat ch

You can send your invoices, statem ents and purchase orders in a batch using the Print/ Email Invoices, Print/ Email Statements and Print/ Email Purchase Orders options.

To send an invoice or a purchase order in a batch, select To be Printed, To be Emailed or To be Printed and Emailed from the Invoice Delivery Status list (Purchase Delivery Status list for purchase orders) in the transaction w indow, as highlighted below.

Enhanced company file auditing

1 7

Getting Started

When you do this, the invoice, statem ent or purchase order appears on the To Be Printed tab or the To Be Emailed tab of the Review[...] Before Delivery w indow. You can then select the invoices, statem ents or purchase orders you w ant to print as a batch, as show n in the w indow below.

Enhanced company file auditing

A range of new features have been added to help you ensure the accuracy of inform ation in your com pany file. These features are outlined below.

Com pany file audit assist ant

The Company Data Auditor is a series of w indow s that guide you through the process of perform ing a high-level integrity check of the data in your com pany file. To access the auditor, from the Accounts com m and centre, click Company Data Auditor.

There are three w indow s in the assistant:

1 The Company File Overview w indow displays basic inform ation about the com pany file such as the file nam e, version num ber, location, size, locked periods, last backup date, etc.

2 The Account Reconciliation Review w indow lists your bank and credit card accounts and the date w hen these accounts w ere last reconciled. You can reconcile these accounts from this w indow.

3 The Data Exception Review w indow allow s you to check your transactions for exceptions. You can use the auditor to:

„ reconcile invoices w ith the linked receivables account „ reconcile purchases w ith the linked payables account „ com pare item values w ith the linked inventory account „ scan for future dated transactions

„ scan for prepaid transactions „ review audit trail changes

„ check for tax am ount exceptions (sales and purchases) „ check for tax code exception (invoice and cash transactions).

Chapter 3 : What’s new

1 8

M YOB Prem ier v9 / M YOB Accounting v15, asia

If an exception is found, a link to a relevant exception report is provided. The follow ing exception reports have been added to help the audit process. For m ore inform ation on each report, see ‘N ew reports’ on page 20.

z Receivables Reconciliation Exceptions report z Payables Reconciliation Exceptions report z Inventory Value Reconciliation Exceptions report z Future Dated Transactions report

z Prepaid Transactions report z Audit Trail report

z Transaction Tax Code report

Audit t rail t racking syst em

A new tracking system has also been added to track specific transactional, tax, account and system changes m ade to your com pany file. To use this feature, m ark the Use Audit Trail Tracking preference in the Security tab of the Preferences w indow. You can then print an Audit Trail report w hich lists all the changes recorded in a specified date range.

The transactional, tax, accounts and system changes that are recorded are outlined below :

Transactional • deletion of transaction • change of card selection • change of ID # • change of date

• change of am ount on any line • change of account on any line • change of item selection • change of job selection.

Tax • deselection of tax on any line of a sales or purchase transaction • change of tax code for a sales or purchase transaction • change of tax am ount for a sales or purchase transaction

• addition of transactions with a tax code other than the default code for the selected card or account (invoices only, not orders or quotes)

• addition of transactions with a changed taxable am ount • change of the linked account selection in any of the Tax Code

Information w indows.

Account • change of the current account num ber • change of the account's opening balance • addition of a new account

• deletion of an account.

System • change of the linked account selection in any of the Linked Accounts window s

• change to the lock periods security preference. (A change to the lock period date, as well as the selection/ deselection of the preference, are tracked.)

• change to the Transact ions CAN ’T be Changed; They M ust be Reversed preference

Enhanced credit control

1 9

Getting Started

Improved t ransact ion t ax code report ing

The new Transaction Tax Code report lists all transactions w ith both the default tax code and the entered tax code for each transaction.

In addition to this report, you can now filter the Tax Code Exceptions reports to view a list of transactions w here the default tax code has been changed and w here no tax code has been entered.

Send your t ransact ions t o account ant s

The recent acquisition of Solution 6 m eans that you can now w ork w ith your accountant m uch m ore efficiently. If your accountant has M YOB Accountants Office, you can use the new Send to Accountant feature to send (via em ail or disk) a listing of all your transactions to your accountant.

Your accountant can quickly and easily im port those transactions into their system s to audit and produce financial reports.

Enhanced credit control

You can now control credit by setting and enforcing credit lim its, and placing custom er accounts on hold.

If you are logged in as the Adm inistrator you can set your preferences to enforce credit lim its:

z w arn users before recording a sale that w ill exceed a custom er’s credit lim it

z prevent certain users from recording a sale that w ill exceed a custom er’s credit lim it. When you use this preference, you set an override passw ord to allow approved users to record the sale.

You can also put a custom er’s account on hold. This prevents users from recording further sales to the custom er. You m ay, for exam ple, w ant to put a custom er account on hold w hen the custom er’s account is overdue. You set credit holds by m arking the Place this customer on Credit Hold checkbox in the new Credit Limit & Hold w indow (click the Credit Limit & Hold button in the Selling Details tab of the custom er’s card).

Chapter 3 : What’s new

2 0

M YOB Prem ier v9 / M YOB Accounting v15, asia

New reports

The follow ing reports are added for this release.

z Receivables Reconciliation Exception report displays the total of all the balances for all your custom ers and the current balance of the linked debtors account, and com pares them . If the com parison show s an out-of-balance am ount, any entries to the linked debtors account that have been generated by a journal entry or a Receive M oney transaction are displayed.

z Payables Reconciliation Exception report displays the total of all the balances for all your suppliers and the current balance of the linked creditors account, and com pares them . If the com parison show s an out-of-balance am ount, any entries to the linked creditors account that have been generated by a journal entry or a Spend M oney transaction are displayed.

z Inventory Value Reconciliation Exception report displays the total of all on-hand inventory values and the current balance of the linked inventory account, and com pares them . If the com parison show s an out-of-balance am ount, any entries to the linked inventory account that have been generated by a journal entry or a cash transaction are displayed.

z Audit Trail report lists transactional, tax, account or system changes m ade to your com pany file. For m ore details on the specific changes that are recorded, see ‘Enhanced com pany file auditing’ on page 17. z Future Dated Transactions report lists transactions dated later than the

current date.

z Prepaid Transactions report lists all transactions (excluding deposit paym ents) that have a paym ent date prior to the date of the invoice or purchase.

z Transaction Tax Code report lists all transactions w ith both the tax code assigned to the transaction and the default tax code. Also see

‘Im proved transaction tax code reporting’ on page 19.

z Recurring Transactions List report displays the nam es of the recurring transactions and for each one, provides the type, the frequency of posting, the date last posted, the next due date for posting, the kind of alert you receive and the num ber of posts rem aining on the schedule. In addition to these new reports, the follow ing enhancem ents have been m ade to existing reports.

z Im proved drill dow n in the Accounts ListSummary and Accounts List Detail reports. You can now display the transactions that m ake up an account balance by clicking the balance in the report.

z Job report im provem ents include the follow ing:

„ a subtotal by job filter has been added for activity, custom er and em ployee slip tim e billing reports

„ header jobs now appear on the Jobs List report and detail jobs are grouped under their header jobs

„ additional report fields in the Jobs List report. These include: Header/ Detail, Sub Job Of, Job Description and Reim bursable.

M iscellaneous changes and enhancements

2 1

Getting Started

M iscellaneous changes and enhancements

Easier account reconciliat ion

The follow ing changes now m ake the account reconciliation process easier:

z You can view a list of your bank and credit card accounts and the date these accounts w ere last reconciled in the Account Reconciliation Review w indow of the Company Data Auditor. You can also reconcile these accounts from this w indow.

z You can view a previous reconciliation report. When you highlight Reconciliation Report in the Index to Reports w indow and click Customise, the Advanced Filters tab is displayed. Select the account for w hich you w ant to show a previous reconciliation and then enter the date of the previous reconciliation in the Statement Date field. z Transactions selected for reconciliation in the Reconcile Accounts

w indow are now shaded to m ake it easier to see w hich transactions have been selected and w hich transactions are still outstanding. z If your bank offers dow nloadable statem ents via the Internet, you can

use the new Get Statement function in the Reconcile Accounts w indow to bring these statem ents into M YOB Accounting and M YOB Prem ier and autom atically m atch statem ent transactions against those in M YOB Accounting and M YOB Prem ier.

Improved account list layout

The Accounts List w indow now includes a colum n displaying the tax code assigned to an account. Also, shading has been added to alternate lines of inform ation to m ake it easier to view accounts.

Ot her changes and enhancem ent s

z When you record a sale or purchase you can now choose the printing stationery you require. Click Print and choose either your default form or another form from your form s list.

z N ew invoice form fields allow you to print the total quantity of item s included on an item invoice and the total tim e billed on a tim e billing invoice.

z The M YOB Prem ier file extension has been changed from ‘.prm ’ to ‘.m yo’. This change has been m ade to avoid conflicts w ith other program shortcuts.

z Scroll-w heel m ouse support has been added. For exam ple, for reports that contain m any lines you can now use the scroll-w heel m ouse functionality to scroll through the report.

Chapter 3 : What’s new

2 3

Appendix A Support and training options

W hat w e offer

M YOB offers a range of support services to assist you in m aking the m ost of your softw are. This section contains inform ation on the various support options that are available for your M YOB accounting softw are.

W hat M YOB Technical Support covers

Our Technical Support staff can offer assistance w ith installing, using and troubleshooting your M YOB accounting softw are.

Please note that this support covers only the usage, com m ands and functions of the softw are. Support cannot be given for problem s arising from hardw are or operating system faults, incom patible hardw are or softw are, or netw ork faults or m isconfigurations. Contact your reseller, consultant or a professional advisor about these kinds of problem s.

Get t ing ready t o call

Assistance is only available to registered custom ers of M YOB Asia Sdn. Bhd. and M YOB Singapore Pte. Ltd.

1 Note dow n w hat you did and w hat happened w hen the problem occurred. Record the w ording of any m essage that appeared. M ake copies of any com pany files involved, then try to reproduce the problem . 2 Gather the follow ing inform ation about your com puter and your M YOB

accounting softw are:

z the com puter type, m odel and processor.

z the version of the operating system (to find out, right-click the M y Computer icon and choose Properties; the General tab of the System Properties w indow displays the version).

z the version of your M YOB accounting softw are (to find out, start your M YOB accounting softw are, go to the Help m enu and choose About M YOB productName).

z the serial num ber of your M YOB accounting softw are.

3 Have paper and pen ready to record any instructions or advice given by the Technical Support representative.

4 Call w hile sitting at your com puter w ith your M YOB accounting softw are running, ready to follow any instructions and advice from the

representative.

Upgrade Support

If you have upgraded from an earlier version or another M YOB product, you are entitled to 30 days of Upgrade Support from the date you received your softw are.

You can telephone, fax or em ail us for help for 30 days from the date you register your new softw are. If you have difficulty w orking w ith the m anual or online help system , Upgrade Support w ill help get your M YOB softw are ‘up and running’ on your com puter.

For Upgrade Support, please call the corresponding phone num ber for your area, M onday to Friday from 9.00am –6.00pm and Saturday from 9.00am –1.00pm .

Appendix A : Support and training options

2 4

M YOB Prem ier v9 / M YOB Accounting v15, asia

z M alaysia: 1300 88 6962 z Singapore: (65) 6479 1619

At tim es w hen the support w orkload is heavy, it m ay be a w hile before a Technical Support Representative can assist you. Priority telephone support is available for a sm all investm ent —see ‘Cover Plan’ below.

M YOB Cover Plan

M YOB offers an optional technical support plan called M YOB Cover Plan. The M YOB Cover Plan provides you continuous technical support from M YOB Asia Technical Support Staff via phone, fax and em ail, w hich is valid for a year.

The other benefits of subscribing to Cover Plan include:

z Free softw are updates (if there is a release during your subscription period), ensuring your softw are runs efficiently and is alw ays com pliant w ith the latest operating softw are

z Technical support notes on the w eb

z Exclusive M YOB Cover Plan subscriber discounts on M YOB training and w orkshops

z M YOB Countdow n Privilege Card—Use your card and get instant discounts at over 80,000 retailers in 25 countries w orldw ide

z M YOB M arketPlace—a quarterly m ailer w here you can advertise your products and services to all M YOB users in M alaysia and Singapore z Tips & Techniques booklet on how to m ake the m ost of your M YOB

accounting softw are.

M YOB EduServices

z Enhance your M YOB softw are and business skills by attending our M YOB EduServices training courses and w orkshops. M YOB training courses w ill help you fam iliarise yourself w ith the specific features and tools in M YOB softw are to enter your day-to-day transactions. M YOB w orkshops are designed for you, the business ow ner, to m anage your business better.

z Courses vary in length from half to full day and concentrate on giving you the instruction, hands-on experience and confidence to m anage your accounts w ith M YOB softw are. M YOB EduServices courses are available in M alaysia (Kuala Lum pur, Penang or Kuching) and Singapore.

z For m ore inform ation, please call (603) 8991 0104 for M alaysia or (65) 6479 5779 for Singapore. Alternatively, em ail training@m yob.com .m y for M alaysia and training@m yob.com .sg for Singapore.

2 5

Appendix B

Assistance from consultants

We at M YOB realise that your purchase of M YOB softw are w as based on a careful decision to m aintain a dependable record of your com pany’s accounting. After m aking such a decision, you probably also w ant to ensure your com pany’s accounting inform ation is set up, recorded and m aintained properly in M YOB accounting softw are.

If you are looking for local, personalised assistance and advice beyond that w hich you find in the learning tools in the M YOB accounting softw are Help Library or from M YOB’s support services, you should consider beginning a partnership w ith an M YOB Certified/ Qualified Consultant in your area. Here are som e answ ers to frequently asked questions about m em bers of the M YOB Certified/ Qualified Consultants Panel.

W hat is t he Cert ified/ Qualified Consult ant s Panel?

Although M YOB accounting softw are is easy to use, there has alw ays been a dem and from our users for local softw are experts or consultants to help them im plem ent and utilise our products quickly and easily. All our users are proficient in running their ow n businesses, but m any lack the tim e or accounting and com puter acum en to autom ate their m anual accounts. Consultants can also help tailor our products to suit the specific requirem ents of your business.

This dem and w as the catalyst behind the form ation of the Certified/ Qualified Consultants Panel.

The panel consists of independent consultants across Asia w ho have exhibited a certain level of know ledge, skill and experience in our products. Certified/ Qualified Consultants have to m eet stringent criteria in order to be adm itted to the panel.

M YOB provides a continual flow of inform ation, resources and know ledge to ensure that Certified/ Qualified Consultants are kept up to date w ith the latest product developm ents, techniques and tips. We support

Certified/ Qualified Consultants by prom oting their services to our users.

W ho are Cert ified/ Qualified Consult ant s?

The panel consists of professionals w ho provide a w ide array of services and include:

z bookkeepers z accountants

z com puter consultants z trainers

z value added resellers z business advisers

Appendix B : Assistance from consult ants

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M YOB Prem ier v9 / M YOB Accounting v15, asia

W hat services do Cert ified/ Qualified Consult ant s of fer?

M YOB’s technical support team w orks closely w ith Certified/ Qualified Consultants to provide a com plete support solution for you as the user of our softw are products. Our technical support team provides answ ers to general questions concerning the use of our softw are via phone, fax and em ail. Certified/ Qualified Consultants offer a broader range of services w hich m ay include:

z on-site services

z dem onstrations of the softw are z installing the softw are

z analysing the accounting needs of your business z custom ising the softw are to suit your business z bookkeeping services.

The range of services w ill differ for each Certified/ Qualified Consultant depending on their qualifications and business focus. Certified/ Qualified Consultants recom m end that, in addition to using their services, you should purchase M YOB Cover Plan so that answ ers to operational questions are only a phone call aw ay.

How do I locat e a Cert ified/ Qualified Consult ant in m y

area?

In m ost areas throughout the region, you w ill be able to find a

Certified/ Qualified Consultant w ho can assist you. There are a num ber of w ays you can find a local M YOB Certified/ Qualified Consultant:

z If you have access to the Internet, you can find a frequently updated list of all Certified/ Qualified Consultants at http:/ / w w w.m yob.com .m y for M alaysia and Singapore.

z If you plan to call M YOB Technical Support w ith a question about M YOB accounting softw are, you can ask your Technical Support

Representative to provide a list of Certified/ Qualified Consultants in your area.

How can I find a Cert ified/ Qualified Consult ant w ho’s

right for m e and my business?

When choosing a consultant to w ork w ith you, it is im portant that you feel com fortable w ith them and feel that they are the right choice for your business. The follow ing suggestions should help:

z Read the consultant’s business description z Speak to the consultant

z Discuss, w ith the consultant, your business and w hat sort of help you are looking for

z Ask them relevant questions about w hat they can offer you.

Consultants have different levels of experience and qualifications and they offer a varying range of services at different prices, so m ake sure you identify w hat is im portant to you.

W hat is it like t o w ork w it h a Cert ified/ Qualified

Consult ant ?

With som e up-front preparation, entering a partnership w ith an M YOB Certified/ Qualified Consultant can be an efficient and rew arding experience for your com pany. Detailed below are som e suggestions for w orking w ith a Certified/ Qualified Consultant.

Before t he first m eet ing:

To serve you best, a Certified/ Qualified Consultant w ill need to know details about your business, including the products and services you buy and sell, the com puter equipm ent you currently use, the num ber of em ployees you have, and your general expectations of a com puterised accounting system such as M YOB accounting softw are. We recom m end that you prepare this inform ation before your first m eeting w ith a Certified/ Qualified Consultant.

z Be sure the Certified/ Qualified Consultant know s everything about your com pany that you think m ight be pertinent to a discussion about your com pany’s business activity.

2 7

Getting Started

(Keep in m ind that the Certified/ Qualified Consultant w ill probably be w orking w ith your com pany’s confidential financial inform ation w hen he or she assists you.)

z Create an outline of your expectations. What do you expect a

Certified/ Qualified Consultant can achieve w orking w ith you and your business?

z Be sure you explain how m uch tim e you w ant to spend at the first m eeting.

z Prepare your questions for the Certified/ Qualified Consultant in w riting so you are sure you rem em ber to ask everything. Your em ployees can benefit a great deal from your relationship w ith a Certified/ Qualified Consultant. Be sure to consider their training needs.

z If your com pany already em ploys an accountant, consider discussing the Certified/ Qualified Consultant’s role w ith your accountant.

During the first meet ing:

z Review the list of expectations that you created before you set up the m eeting to ensure the Certified/ Qualified Consultant is prepared to m eet your expectations.

z To get the m ost return on your investm ent, designate an em ployee to answ er the telephone at your com pany w hen the Certified/ Qualified Consultant is helping you.

z M ost likely, a num ber of issues w ill arise during your m eeting. Be prepared to take notes and w rite dow n questions as you proceed through the m eeting.

z Continually review your progress through the m eeting, and be sure to keep your goals and objectives in m ind w hile you w ork.

z At the conclusion of the first m eeting, be sure to schedule and set an agenda for the next m eeting im m ediately.

Appendix B : Assistance from consult ants

2 9

Appendix C

Registration

First-tim e custom ers should register their softw are before they begin using it.

Registering your software

You need to register your softw are so that you can: z activate any com pany files you create

z receive Installation Support

z join and receive any softw are updates w hich m ay becom e available during your m em bership.

NOT E:Registration required for activation M YOB accounting soft w are allow s you t o enter data into a new com pany file for a trial period of 30 days. Aft er 30 days, the com pany file w ill becom e read-only. You w ill be able to view transactions, print reports and export dat a, but not enter transactions. Aft er you activat e the company file, you w ill be able to ent er transactions—but you need to be registered before you can act ivat e files.

Inform at ion required for regist rat ion

You need to gather the follow ing inform ation before registering: z serial num ber from your installation CD

z part num ber from your installation CD z product version num ber

z date of purchase z contact nam e

z organisation or com pany nam e, or trading nam e z telephone num bers

z em ail address

z postal address (including PO boxes) w here m ail is norm ally delivered—if applicable

z business type, for exam ple, service, m anufacturing, w holesale, retail, etc.

z operating system —Window s 98, M e, N T, 2000 or XP.

First -t im e users

z If you live in M alaysia, com plete the form M YOB Registration—M alaysia. z If you live in the Philippines, com plete the form M YOB Registrat ion —

Philippines.

z If you live in Singapore, com plete the form M YOB Registration—

Singapore.

z If you live in a country other than those above, say Brunei, com plete the form M YOB Registration— Internat ional.

Users upgrading from previous versions

If you are upgrading from a previous version, regardless of w here you live, com plete the form M YOB Premier v9 / M YOB Accounting v1 5 Upgrade.

Chapter C : Registrat ion

3 0

M YOB Prem ier v9 / M YOB Accounting v15, asia

To regist er by t elephone

Contact your nearest M YOB representative. Please quote your M YOB accounting softw are serial num ber:

To regist er by f ax

Fax the com pleted registration card to your nearest M YOB representative. We w ill fax and m ail you confirm ation of your registration.

z M alaysia: (603) 8991 0177 z Singapore: (65) 6479 3778 z Philippines: (632) 712 6446 z International: (603) 8991 0177

To regist er by m ail

Fill in and m ail the registration card to your nearest M YOB representative: z M alaysia—M YOB Asia Sdn. Bhd.

Lot L5-i-1, Enterprise 4, Technology Park M alaysia, Bukit Jalil, 57000 Kuala Lum pur, M alaysia.

z Singapore—M YOB Singapore Pte. Ltd.

315, Alexandra Road #04-01B, Perform ance Centre, Singapore 159944.

z Philippines—BCS Systems & Technologies, Inc.

2A H& M Building, 13-15 Linaw Street, Sta M esa Heights, Quezon City 1114, Philippines.

z International—M YOB Asia Sdn. Bhd.

Lot L5-i-1, Enterprise 4, Technology Park M alaysia, Bukit Jalil, 57000 Kuala Lum pur, M alaysia.

To regist er by email

Em ail all details on the registration card. z M alaysia: registration.m y@m yob.com z Singapore: registration.sg@m yob.com z Philippines: m yob_adbcs@tri-isys.com z International: registration.m y@m yob.com

After w e have received your registration details, w e w ill em ail you confirm ation of your registration.

Country Phone number Available times

M alaysia (603) 8991 0166 Select Option 1

M onday to Friday—9.00 am to 6.00 pm Saturday—9.00 am to 1.00 pm Singapore (65) 6479 2409

Select Option 1

M onday to Friday—9.00 am to 6.00 pm Saturday—9.00 am to 1.00 pm

Philippines (632) 448 5128 to 34 M onday to Saturday—8.30 am to 5.30 pm International (603) 8991 0166

Select Option 1

M onday to Friday—9.00 am to 6.00 pm Saturday—9.00 am to 1.00 pm

MYOB Registration -

Malaysia

When you register you will receive your registration number. This must be entered into MYOB Accounting / Premier in order to continue using your data file.

All sections must be fully completed before MYOB can process your registration.

Please print all information clearly. Thank you!

Date of purchase

Company/Organisation name

(Please show the main name to register your software)

Trading as (If different than the above registration name)

Contact name

Address - (No PO boxes please)

State Postcode

Phone (Please include area code)

Fax

Email

Organisation from whom you purchased MYOB software.

Detach and complete this form and fax to (603) 8991 0177, or fold, seal, attach postage & post.

• Important • Operating System - Tick the operating system you use (Tick one only):

Windows 98 Windows 2000 Windows ME Windows XP

Windows NT

Processor and speed (i.e. Pentium 4 @ 800MHz): __________________________________________

Printer:

Laser/Inkjet (Plain paper) Dot - matrix (Continuous) None

Business type. Please tick one:

Finance / Real Estate Education Government Manufacturing

Trading Services Wholesale / Retail Transportation

Construction / Storage Other (please specify) ____________________________________

How did you learn of MYOB products?

Product review Reseller Consultant Friend

Exhibition Colleague Accountant MYOB User

Advertisement Other. Please specify ______________________________________

Serial number:

DO NOT REMOVE

MYOB Accounting

DO NOT REMOVE

MYOB Premier: Single User

DO NOT REMOVE

MYOB Premier: Multi-User

Authorised signature and company stamp

STAMP

MYOB Registration Card

MYOB Asia Sdn. Bhd.

Lot L5-i-1, Enterprise 4,

Technology Park Malaysia, Bukit Jalil,

57000 Kuala Lumpur,

Malaysia.

IMPORTANT

Complete this card and send it

to us today.

Published and distributed in Asia by: MYOB Asia Sdn. Bhd. (Company No. 510950H)

Seal along edges

Fold here Fold here

MYOB Registration -

Philippines

When you register you will receive your registration number. This must be entered into MYOB Accounting / Premier in order to continue using your data file.

All sections must be fully completed before MYOB can process your registration.

Please print all information clearly. Thank you!

Date of purchase

Company/Organisation name

(Please show the main name to register your software)

Trading as (If different than the above registration name)

Contact name

Address - (No PO boxes please)

State Postcode

Phone (Please include area code)

Fax

Email

Organisation from whom you purchased MYOB software.

Detach and complete this form and fax to (632) 712 6446, or fold, seal, attach postage & post.

• Important • Operating System - Tick the operating system you use (Tick one only):

Windows 98 Windows 2000 Windows ME Windows XP

Windows NT

Processor and speed (i.e. Pentium 4 @ 800MHz): __________________________________________

Printer:

Laser/Inkjet (Plain paper) Dot - matrix (Continuous) None

Business type. Please tick one:

Finance / Real Estate Education Government Manufacturing

Trading Services Wholesale / Retail Transportation

Construction / Storage Other (please specify) ____________________________________

How did you learn of MYOB products?

Product review Reseller Consultant Friend

Exhibition Colleague Accountant MYOB User

Advertisement Other. Please specify ______________________________________

Serial number:

DO NOT REMOVE

MYOB Accounting

DO NOT REMOVE

MYOB Premier: Single User

DO NOT REMOVE

MYOB Premier: Multi-User

Authorised signature and company stamp

STAMP

MYOB Registration Card

BCS Systems & Technologies, Inc.

2A H&M Building, 13-15 Linaw Street,

Sta Mesa Heights, Quezon City 1114,

Philippines.

IMPORTANT

Complete this card and send it

to us today.

Published and distributed in Asia by: MYOB Asia Sdn. Bhd. (Company No. 510950H)

Seal along edges

Fold here Fold here

MYOB Registration -

Singapore

When you register you will receive your registration number. This must be entered into MYOB Accounting / Premier in order to continue using your data file.

All sections must be fully completed before MYOB can process your registration.

Please print all information clearly. Thank you!

Date of purchase

Company/Organisation name

(Please show the main name to register your software)

Trading as (If different than the above registration name)

Contact name

Address - (No PO boxes please)

State Postcode

Phone (Please include area code)

Fax

Email

Organisation from whom you purchased MYOB software.

Detach and complete this form and fax to (65) 6479 3778, or fold, seal, attach postage & post.

• Important • Operating System - Tick the operating system you use (Tick one only):

Windows 98 Windows 2000 Windows ME Windows XP

Windows NT

Processor and speed (i.e. Pentium 4 @ 800MHz): __________________________________________

Printer:

Laser/Inkjet (Plain paper) Dot - matrix (Continuous) None

Business type. Please tick one:

Finance / Real Estate Education Government Manufacturing

Trading Services Wholesale / Retail Transportation

Construction / Storage Other (please specify) ____________________________________

How did you learn of MYOB products?

Product review Reseller Consultant Friend

Exhibition Colleague Accountant MYOB User

Advertisement Other. Please specify ______________________________________

Serial number:

DO NOT REMOVE

MYOB Accounting

DO NOT REMOVE

MYOB Premier: Single User

DO NOT REMOVE

MYOB Premier: Multi-User

Authorised signature and company stamp

STAMP

MYOB Registration Card

MYOB Singapore Pte. Ltd.

315, Alexandra Road #04-01B,

Performance Centre,

Singapore 159944.

IMPORTANT

Complete this card and send it

to us today.

Published and distributed in Asia by: MYOB Asia Sdn. Bhd. (Company No. 510950H)

Seal along edges

Fold here Fold here

MYOB Registration -

International

When you register you will receive your registration number. This must be entered into MYOB Accounting / Premier in order to continue using your data file.

All sections must be fully completed before MYOB can process your registration.

Please print all information clearly. Thank you!

Date of purchase

Company/Organisation name

(Please show the main name to register your software)

Trading as (If different than the above registration name)

Contact name

Address - (No PO boxes please)

State Postcode

Phone (Please include area code)

Fax

Email

Organisation from whom you purchased MYOB software.

Detach and complete this form and fax to (603) 8991 0177, or fold, seal, attach postage & post.

• Important • Operating System - Tick the operating system you use (Tick one only):

Windows 98 Windows 2000 Windows ME Windows XP

Windows NT

Processor and speed (i.e. Pentium 4 @ 800MHz): __________________________________________

Printer:

Laser/Inkjet (Plain paper) Dot - matrix (Continuous) None

Business type. Please tick one:

Finance / Real Estate Education Government Manufacturing

Trading Services Wholesale / Retail Transportation

Construction / Storage Other (please specify) ____________________________________

How did you learn of MYOB products?

Product review Reseller Consultant Friend

Exhibition Colleague Accountant MYOB User

Advertisement Other. Please specify ______________________________________

Serial number:

DO NOT REMOVE

MYOB Accounting

DO NOT REMOVE

MYOB Premier: Single User

DO NOT REMOVE

MYOB Premier: Multi-User

Authorised signature and company stamp

STAMP

MYOB Registration Card

MYOB Asia Sdn. Bhd.

(International)

Lot L5-i-1, Enterprise 4,

Technology Park Malaysia, Bukit Jalil,

57000 Kuala Lumpur,

Malaysia.

IMPORTANT

Complete this card and send it

to us today.

Published and distributed in Asia by: MYOB Asia Sdn. Bhd. (Company No. 510950H)

Seal along edges

Fold here Fold here

MYOB Accounting v15 / Premier v9 Upgrade

When you register you will receive your registration number. This must be entered into MYOB Accounting / Premier in order to continue using your data file. Your 30 days of upgrade support also begins when you register. To gain ongoing priority support, you can also purchase MYOB Cover Plan.

All sections must be fully completed before MYOB can process your registration.

Please print all information clearly. Thank you!

Date of purchase

Company/Organisation name

(Please show the main name to register your software)

Trading as (If different than the above registration name)

Contact name

Address - (No PO boxes please)

State Postcode

Phone (Please include area code)

Fax

Email

Organisation from whom you purchased MYOB software.

Detach and complete this form and fax to (603) 8991 0177, or fold, seal, attach postage & post.

• Important • Operating System - Tick the operating system you use (Tick one only):

Windows 98 Windows 2000 Windows ME Windows XP

Windows NT

Processor and speed (i.e. Pentium 4 @ 800MHz): __________________________________________

Printer:

Laser/Inkjet (Plain paper) Dot - matrix (Continuous) None

Business type. Please tick one:

Finance / Real Estate Education Government Manufacturing

Trading Services Wholesale / Retail Transportation

Construction / Storage Other (please specify) ____________________________________

How did you learn of MYOB products?

Product review Reseller Consultant Friend

Exhibition Colleague Accountant MYOB User

Advertisement Other. Please specify ______________________________________

Serial number:

DO NOT REMOVE

MYOB Accounting

DO NOT REMOVE

MYOB Premier: Single User

DO NOT REMOVE

MYOB Premier: Multi-User

Authorised signature and company stamp

STAMP

MYOB Accounting and Premier

Upgrade Card

MYOB Asia Sdn. Bhd.

Lot L5-i-1, Enterprise 4,

Technology Park Malaysia, Bukit Jalil,

57000 Kuala Lumpur,

Malaysia.

IMPORTANT

Complete this card and send it

to us today.

Published and distributed in Asia by: MYOB Asia Sdn. Bhd. (Company No. 510950H)

Seal along edges

Fold here Fold here

4 1

Appendix D

Cover Plan

If you w ant to purchase an M YOB Cover Plan subscription, com plete the appropriate application form .

z If you live in M alaysia, com plete the form M YOB Cover Plan - M alaysia. z If you live in Singapore, com plete the form M YOB Cover Plan - Singapore. z If you live in the Philippines, call (632) 448 5128 to 34 M onday to

Appendix D : Cover Plan

4 3

Getting Started

Lot L5-i-1, Enterprise 4, Technology Park Malaysia, Bukit Jalil, 57000 Kuala Lumpur, Malaysia.

Tel: (603) 8991 0166 Fax: (603) 8991 0177

MYOB Certified Consultant

Please list the Certified Consultant’s name:

_____________________________________________________________________

1 year of MYOB Cover Plan

RM390* -

MYOB Accounting

RM650* -

MYOB Premier

(1 to 2 licences)

RM900* -

MYOB Premier

(3 licences)

We will automatically add any remaining introductory support to your MYOB Cover subscription.

* Prices subject to change without notice.

MYOB Accounting v15 Serial Number

___________________________________________________________________________

MYOB Premier v9 Serial Number

___________________________________________________________________________ Your Serial Number mustbe given in order to join the MYOB Cover Plan. Your Serial Number can be found on the back of the CD sleeve, the base of the box, or inside the front cover of this Getting Started Guide.

Address - (No PO boxes please)

State Postcode

Phone (Please include area code) Fax

Email

Signature and Company Stamp Date

Fax or Mail to MYOB or your Certified Consultant. This form can be folded, sealed, postage applied and mailed ‘as is’. Please ensure that any payment (if paying by cheque) is securely enclosed before posting.

STAMP

MYOB Cover Plan Card

MYOB Asia Sdn. Bhd.

Lot L5-i-1, Enterprise 4,

Technology Park Malaysia, Bukit Jalil,

57000 Kuala Lumpur,

Malaysia.

IMPORTANT

Complete this card and send it

to us today.

Published and distributed in Asia by: MYOB Asia Sdn. Bhd. (Company No. 510950H)

Seal along edges

Fold here

315, Alexandra Road #04-01B, Performance Centre, Singapore 159944. Tel: (65) 6479 2409 Fax: (65) 6479 3778

MYOB Qualified Consultant

Please list the Qualified Consultant’s name:

_____________________________________________________________________

1 year of MYOB Cover Plan

S$210* -

MYOB Accounting

S$330* -

MYOB Premier

(1 to 2 licences)

S$525* -

MYOB Premier

(3 licences)

We will automatically add any remaining introductory support to your MYOB Cover subscription.

* Prices subject to change without notice and include 5% GST.

MYOB Accounting v15 Serial Number

___________________________________________________________________________

MYOB Premier v9 Serial Number

___________________________________________________________________________ Your Serial Number mustbe given in order to join the MYOB Cover Plan. Your Serial Number can be found on the back of the CD sleeve, the base of the box, or inside the front cover of this Getting Started Guide.

Address - (No PO boxes please)

State Postcode

Phone (Please include area code) Fax

Email

Signature and Company Stamp Date

Fax or Mail to MYOB or your Qualified Consultant. This form can be folded, sealed, postage applied and mailed ‘as is’. Please ensure that any payment (if paying by cheque) is securely enclosed before posting.

STAMP

MYOB Cover Plan Card

MYOB Singapore Pte. Ltd.

315, Alexandra Road #04-01B,

Performance Centre,

Singapore 159944.

IMPORTANT

Complete this card and send it

to us today.

Published and distributed in Asia by: MYOB Asia Sdn. Bhd. (Company No. 510950H)

Seal along edges

Fold here

Fax: (603) 8991 0177

Email: info.my@myob.com

Website: www.myob.com.my

Kuching Office

Phone: (6082) 240 240

Fax: (6082) 250 335

SINGAPORE

MYOB Singapore Pte. Ltd.

(Co. Reg. 200104210H)

315, Alexandra Road #04-01B, Performance Centre, Singapore 159944.

Phone: (65) 6479 5779

Fax: (65) 6479 3778

Email: info.sg@myob.com

Website: www.myob.com.sg

Authorised Distributor:

PHILIPPINES

BCS Systems & Technologies, Inc.

2A H&M Building, 13-15 Linaw Street, Sta Mesa Heights, Quezon City 1114, Philippines.

Phone: (632) 448 5128-5134

Fax: (632) 712 6446