EasyPC Training

Level 1, 16 Old Cleveland Rd

Stones Corner QLD 4120
Tel: 1300 63 10 40
33 Ways to Improve
your Productivity in
MYOB

33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road
Murarrie QLD 4172
Tel: 1300 63 10 40


For additional support and information regarding this or any other EasyPC Training course, visit
our website at www.easypctraining.com.au or contact us at:

Tel: 1300 63 10 40
E-mail: info@easypctraining.com.au
Level 1, Unit 4B,
333 Queensport Road North
Murarrie
QLD 4172






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33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road
Murarrie QLD 4172
Tel: 1300 63 10 40
Contents
Shortcut keys ........................................................................................................................................... 1
Command centre shortcut keys ...................................................................................................... 1
Other shortcut keys ........................................................................................................................ 1
Entering dates .......................................................................................................................................... 2
Increasing / decreasing the date .................................................................................................... 2
Selecting the date from the calendar ............................................................................................. 2
MYOB Preferences ................................................................................................................................... 3
Show the To Do list on opening MYOB ........................................................................................... 3
Find accounts by name ................................................................................................................... 3
Set default customer terms ............................................................................................................ 3
Warn for duplicate supplier invoice numbers ................................................................................ 3
Card File options ...................................................................................................................................... 4
Setting default expense account for suppliers ............................................................................... 4
Setting default layout for customer invoices .................................................................................. 5
Setting default income account for customers .............................................................................. 5
Setting prices and descriptions of services ............................................................................................. 6
Setting up your services .................................................................................................................. 6
Be reminded! ........................................................................................................................................... 7
Find out when your customer payments are due .......................................................................... 7
Find out when your supplier payments are due ............................................................................. 7
Find out what orders you are waiting for ....................................................................................... 7
Find out who you need to re-contact ............................................................................................. 7
Find out what discounts you are entitled to .................................................................................. 7
Account settings ...................................................................................................................................... 8
Adding default tax codes to accounts ............................................................................................. 8
Setting default account for receiving customer payments ............................................................ 8
Setting default account for paying supplier bills ............................................................................ 8
More information .................................................................................................................................... 9


33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -1-
Murarrie QLD 4172
Tel: 1300 63 10 40
Shortcut keys
1-9 Command centre shortcut keys
+ 1 Go to Accounts module
+ 2 Go to Banking module
+ 3 Go to Sales module
+ 4 Go to Time Billing module
+ 5 Go to Purchases module
+ 6 Go to Payroll module
+ 7 Go to Inventory module
+ 8 Go to Card File module
+ T Go to the To Do List
10-15 Other shortcut keys
+ X Cut
+ C Copy
+ V Paste
+ A Select All
+ Z Undo last action

Help

33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -2-
Murarrie QLD 4172
Tel: 1300 63 10 40
Entering dates
16 Increasing / decreasing the date
1. Click in any date field in MYOB
2. Use the + or key to increase or decrease the date one day at a time
17 Selecting the date from the calendar
1. Click in any date field in MYOB
2. Use the Space bar to open the calendar
3. Use the arrow keys at the top to change the month
4. Click on the required date


33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -3-
Murarrie QLD 4172
Tel: 1300 63 10 40
MYOB Preferences
To change the settings in MYOB, go to the Setup menu and select Preferences.
18 Show the To Do list on opening MYOB
From the Window tab choose Display To Do list when starting MYOB
19 Find accounts by name
From the Windows tab choose Select and display account name, not account number
20 Set default customer terms
From the Sales tab go to the Terms button. Enter the required standard terms.
21 Warn for duplicate supplier invoice numbers
From the Purchases tab choose Warn for duplicate PO and supplier invoice numbers on recorded
purchases

33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -4-
Murarrie QLD 4172
Tel: 1300 63 10 40
Card File options
22 Setting default expense account for suppliers
1. Go to the supplier card file
2. Go to the Buying details tab
3. Select the default account from Expense account



33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -5-
Murarrie QLD 4172
Tel: 1300 63 10 40
23 Setting default layout for customer invoices
1. Go to the customer card file
2. Go to the Selling details tab
3. Choose the required default print layout from Sale layout

24 Setting default income account for customers
1. Go to the customer card file
2. Go to the Selling details tab
3. Select the default account from Income account

33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -6-
Murarrie QLD 4172
Tel: 1300 63 10 40
Setting prices and descriptions of services
25 Setting up your services
Use the Inventory module to set up your services in MYOB to set prices and descriptions of those
services
1. Go to the Inventory module
2. Go to Items List
3. Click on the New button
4. Enter a number / short name for the service
5. Press Tab
6. Enter the long name for the service
7. Click to select the check box: I Sell this item
8. Choose the relevant income account for this service
9. Go to the Selling details tab
10. Enter the price in Base selling price
11. Choose the appropriate tax code then OK



33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -7-
Murarrie QLD 4172
Tel: 1300 63 10 40
Be reminded!
Use the To Do List as a reminder tool to check outstanding receipts, payments, orders and more.

26 Find out when your customer payments are due
From the A/R tab, view which customer receipts are due
27 Find out when your supplier payments are due
From the A/P tab, view which supplier payments are due
28 Find out what orders you are waiting for
From the Orders tab, view which orders are still outstanding / yet to be invoiced
29 Find out who you need to re-contact
From the Contact Alert tab, view which customers and suppliers are to be re-contacted
30 Find out what discounts you are entitled to
From the Expiring Discounts tab, view which supplier discounts are available

33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -8-
Murarrie QLD 4172
Tel: 1300 63 10 40
Account settings
31 Adding default tax codes to accounts
For each account in the Accounts list, go to the Details tab and select the default tax code
32 Setting default account for receiving customer payments
1. Go to the Setup menu
2. Go the Linked accounts
3. Go to Sales accounts
4. Select default account for Bank account for customer receipts
33 Setting default account for paying supplier bills
1. Go to the Setup menu
2. Go the Linked accounts
3. Go to Purchases accounts
4. Select default account for Bank account for paying bills

33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -9-
Murarrie QLD 4172
Tel: 1300 63 10 40
More information
If you would like to learn many more of these tips and tricks to make your use of MYOB even more
productive, consider attending our 2 day comprehensive MYOB course. The detailed course
content for this course can be found on the following page.
EasyPC Training also provide onsite MYOB training, consultancy and bookkeeping services. For
more information regarding any of these services, please contact us on 1300 63 10 40 or by email
at info@easypctraining.com.au



33 Ways to improve your
productivity in MYOB

EasyPC Training
Unit 4, 333 Queensport Road -10-
Murarrie QLD 4172
Tel: 1300 63 10 40
MYOB Day-to-day Course Content (2 Days)
Bookkeeping basics
Profit and Loss
Balance sheet
Debits and Credits
Using MYOB
MYOB accounting products
Navigating around MYOB
Company information
MYOB settings
Accounts list
Understanding the accounts list
Adding new accounts
Editing accounts
Deleting / de-activating accounts
Linked accounts
Tax codes
Understanding tax codes
Adding new tax codes
Deleting tax codes
Card files
Customer card files
Supplier card files
Purchases
Enter Bill or Spend Money?
Entering cash purchases
Entering credit purchases
Using the Purchases Register
Using the To Do List
Payables report
Paying suppliers
Viewing the Bank Register
Sales
Enter Sales or Receive money
Entering cash sales
Entering credit sales
Using headers and subtotals
Using the Sales Register
Printing customer invoices
Using the To Do List
Receivables report
Printing customer statements
Receiving customer payments
Printing customer receipts
Viewing the Bank Register
Banking
Preparing a bank deposit
Reconciling the bank account
Using the Bank entry screen
Reconciling the credit card
Setting up a Petty Cash system
Reconciling the petty cash
BAS
Setting up the BAS
GST reports
Reconciling control accounts
Checking transactions
Competing the BAS
Printing the BAS
Entering the ATO payment / receipt
Reconciling the GST accounts