Welcome Compliance changes
'); PAYG tax tables for 2009–2010 Labour Hire payment summary form renamed Individual non-business payment summary form has new NAT reference Reportable Employer Super Contributions (RESC) Union fees and professional association fees to be reported in specific deduction fields Payment type indicator required for Lump Sum Payment A amounts Other Income field removed New payment summary field—Exempt Foreign Employment Income New payment summary field—Total Allowances
New Features Enhanced leave payment and tracking
Introduction Automatically adjust base pay amount details when employees take leave Record leave information when you process your payroll Link multiple wage categories to an entitlement Report on employee entitlement balances
Email pay slips Updated Payment Summary Assistant ETP payment summaries Print and save payment summaries before creating the EMPDUPE file Payment Summary Verification report
Prior year reporting of payroll information Other payroll enhancements Report state or territory payroll tax New tax table validity tests Specify how you want to import timesheet data
New MYOB Help New-look command centres Add frequently used windows to a Task Drawer Publish MYOB information to iCal Publish a sale or purchase to iCal Publish a recurring transaction to iCal Publish Reminder Log Entries to iCal
Business Insights Enhanced search feature Import and export enhancements New security and audit trail features Print preview forms New form and report options Itemise your invoice statements Include debits and discounts on remittance advices Filter customer statements by statement date Save more filter settings for customised reports
Enhanced transaction editing Changes to the STS (simplified tax system) Company Data Auditor enhancement Back up your company file offsite using MobileMe Other new features and software changes Learning about your MYOB software Where to start Explore your MYOB software
Setting up your company file Command centres Task Drawer Calendar (date entry) Business calendar Calculator Zoom arrows Search icons Select columns Mouse shortcuts Shortcut keys
MYOB M-Powered Services Overview Create a company file Activate the company file Set up accounts Enter account opening balances Set up preferences Set a password for the Administrator user ID
Advanced setup Overview Set up sales Set up purchases Set up payroll Set up electronic payments
Banking Task 1: Record your bank account details Task 2: Set up a clearing account Task 3: Record the bank details of suppliers Task 4: Record the bank details of employees
Do an initial bank reconciliation Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
Create item records Enter inventory opening balances Receiving money Bank deposits Spending money Electronic payments Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Reconciling your bank accounts Importing statements Recording miscellaneous transactions Credit card transactions Analysing your cash flow
Sales Creating a customer card Entering sales
Purchases Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, headers and subtotals
Recording sales with insufficient on-hand item quantities Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Customer credits Dealing with a supplier who is also a customer Accounting for bad debts Creating a supplier card Entering purchases
Paying your employees Entering a purchase transaction Task 1: Enter information about the supplier Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding and deleting lines, subtotals and headers to purchases
Receiving items without a supplier bill Set up an accrual account for items received without a supplier bill Recording items received without a supplier bill
Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills Recording and settling supplier debits Adding finance charges paid to suppliers Creating payroll categories
Inventory Wages Information window Superannuation Information window Entitlements Information window Deduction Information window Employer Expense Information window Editing payroll categories
Creating employee cards Entering employee payroll information Timesheets Processing your payroll Task 1: Select the pay period Task 2: [Optional] Include employee timesheets Task 3: Select and edit employee pays Task 4: Record employee pays Task 5: Process payments Task 6: Print/email pay slips
Payroll liabilities Superannuation reporting Payroll tax reporting Termination payments Task 1: Process the final standard pay Task 2: Determine any outstanding entitlements Task 3: Create payroll categories for termination payments Task 4: Exclude termination payroll categories from superannuation calculation Task 5: Record the final termination pay Task 6: Enter termination details Task 7: Prepare ETP summary
Reviewing payroll information Creating items Making inventory adjustments Building items Performing stocktakes Reviewing your inventory information Setting item prices Customising inventory
Billing for time About the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips Changing and reviewing activity slips Creating time billing invoices Work in progress
International transactions About the multiple-currency feature Setting up multiple currencies
Lists Task 1: Select the multiple currency preference Task 2: Set up records for foreign currency Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and suppliers
Exchange rates Tracking currency gains and losses Miscellaneous transactions Adding a record Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records
Reports Producing reports Printing report batches Customising reports
Transactions Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports
Reports list Finding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Publishing to iCal
Forms Finding forms Sending forms Customising forms
Contact management Task 1: Display the form Task 2: Set up form properties Task 3: Adding and editing elements Task 4: Preview the customised form Task 5: Save the customised form Task 6: Print the customised form Changing the default fonts on forms
Adding and editing elements Creating a card Keeping in touch with your contacts Grouping your contacts Synchronising MYOB cards with Mac Address Book cards Customising cards Reviewing your contact information
Financial control Tracking financial information Reimbursable expenses
End-of-period procedures Step 1: Set up a job Step 2: Assign expenses to the job Step 3: Bill the customer Changing the status of a reimbursable expense
Budgets Reviewing financial information Auditing your records Month-end procedures
Managing user accounts and company files Task 1: Run the Company Data Auditor Task 2: Reconcile bank accounts Task 3: Review reports Task 4: Report and pay superannuation contributions Task 5: Report and pay payroll tax Task 6: Send customer statements Task 7: Record depreciation Task 8: Lodge your activity statement (BAS or IAS) Task 9: Lock periods
Starting a new financial year Task 1: Complete month-end tasks Task 2: Perform a stocktake Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new financial year Task 7: Optimise and verify your company file
Starting a new payroll year Managing user accounts Backing up and restoring company files Confirming activated company files Servicing your company file
Importing and exporting data Checking your company file for errors Optimising your company file Purging information that is no longer needed Troubleshooting file-locking problems
Special considerations for networked company files Preventing data entry while generating reports Storing custom reports and forms on a network Displaying up-to-date information Improving performance
Troubleshooting your company file Activation and confirmation FAQs Exporting data Importing data
Glossary M-Powered Invoices Importing from MYOB RetailManager or MYOB RetailBasics Importing an accounts list from MYOB Accountants Office
Managing import and export records AppleScripts What are M-Powered Invoices? Getting Started with M-Powered Invoices
Index of windows Entering your payee number Invoice numbers and M-Powered Invoices Setting up your invoice and statement forms Setting up the ‘How to pay’ section Setting up the Bpay payment method Setting up the Credit Card payment method Printing POSTbillpay in person payment barcodes ‘How to pay’ section requirements table
Using M-Powered Invoices