MYOB EXO Business

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Company Settings

Customer details and software registration information is configured at:

  • The Company section of EXO Business Config
  • The Registration section of the Configuration Assistant

Configuring Registration Information

The Registration Keys section controls the registration code entry for MYOB EXO Business modules. The registration codes are specific to the company name, the individual EXO Business product, number of users and the expiry date of the registration code.

Tip: Note the colour of the highlight bar and module. If the line is red, then the module, number of users, security code, expiry date and/or company name do not match the code given. Check that all the items match the code requested.

Modules are divided into two sections: Core and Add-on. A single registration code applies to all Core modules. Add-on modules are all separately licensed - a registration code must be supplied for each one. Registration codes can be downloaded and applied automatically, or they can be obtained from MYOB and entered manually. Both operations are performed from the Registration Keys section.

Before applying registration keys, however, it is vital to ensure that the company name is set up correctly:

  1. Click Change Name to set the company name of the system.

  2. Enter the company name on the window that appears, then click OK.

    Note: The spelling of the company name is critical for the registration code to be accepted. Ensure the name given when obtaining the registration codes from MYOB is exactly the same as entered above. Take special care with abbreviations (Limited vs. Ltd), and punctuation (Pty. vs. Pty). Incorrect spelling of the company name will cause the security code entry to be marked as

  3. If the company is the subsidiary of a larger company, click Change Parent Name to set the name of the parent company.

To enter registration information:

  1. Double-click the “EXO Business” module name.

  2. Enter the following fields:

    Max Users  The registered number of users, as per the number of concurrent licences purchased from MYOB.

    Registration Key  The registration code received from MYOB for the selected module.

    Expiry Date  The expiry date for the EXO Business module. For more information of how this will be applied to the end user, refer to the Terms and Conditions of the End User Licence Agreement.

  3. Click Save to save these settings.

Note: The EXO Business module is the only module associated with an expiry date, however generally operation of the add-on modules will not be practical without a correctly registered EXO Business product.

Tip: Specific registration codes are not required for the core modules included with MYOB EXO Business, with the exception of EXO Business Config.

Configuring Company Details

The Company Details section holds details such as the name and address of the company using MYOB EXO Business. This information is primarily used in reports for displaying the company’s contact details, but some fields also have a specific purpose in the system such as the Country and Bank Account fields.

Field

Description

Company name

Displays the company's name. Read-only in this section - the company name can be changed in the Registration section.

Postal address

Enter the company's postal address. Four lines are available.

Street address

Enter the company's street address, or tick Street address is the same as postal address to copy the postal address details.

Country

Select the country that the company operates in.

Note:  It is very important that you choose the right Country setting. This influences the tax rates to be used on the system.

Phone number

Enter a contact phone number for the company.

Fax number

Enter a contact fax number for the company.

Email address

Enter a contact email address for the company.

A.B.N.

For Australian installations, enter the Australian Business Number.

Web Site

Enter the company's web site

Tax Number

The name of the property depends on the country that the company operates in. Enter company's the tax number (e.g. GST number, VAT number).

Bank account

Enter the company's bank account number.

Business Reference Number

The Business Reference Number (BRN) uniquely identifies an EXO Business database. It is assigned by your Business Partner.

Account name

Enter the name on the company's bank account.

NZ Business Number

For New Zealand installations, enter the New Zealand Business Number.

Payee Number

This field is used for MYOB M-Powered Invoices, and is available for Australian installations only. Enter the Payee Number you obtained when you signed up for M-Powered Services.

Maximum Payment

This field is used for MYOB M-Powered Invoices, and is available for Australian installations only. This optional value applies to credit card transactions only, and is the maximum payment amount per invoice.

Biller Name/Code

This field is used for MYOB M-Powered Invoices, and is available for Australian installations only. Select the Biller Name or Biller Code to be used on M-Powered Invoices. This appears in the "How to Pay" section of the invoice.