Index
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

Index

A
account levels, to track financial information
Account Opening Balances window
account types
accountant
receiving accounts list from 1, 2
receiving adjustments from
sending data to
AccountantLink
receiving accounts list from accountant 1, 2
sending data to Accountants Office
Accounting 101 guide
accounting periods
number of
accounts
adding 1, 2
adjusting to reflect work in progress
assigning GST codes to 1, 2
budgets for
changing
classifications
for statement of cash flows
combining
creating 1, 2
deleting 1, 2
detail
entering opening balances
exporting
finding 1, 2
foreign currency, tracking
grouping, detail
header
importing
indenting
list of 1, 2
new 1, 2
numbering
opening balances
bank accounts
reconciling
for the first time
transfer money between
transferring funds to foreign account 1, 2
types of
Accounts List window
accounts payable
analysing
paying
reconciling accounts at
month-end
year-end
reports
reviewing
accounts receivable
analysing
payments 1, 2
reconciling
accrual accounts
setting up for items received without a supplier bill
activation of company files
after purchasing additional workstation licences
circumstances requiring
confirming activation
automatically
by telephone
over the Internet
troubleshooting
activities
billing rates, setting
changing 1, 2
creating time billing
definition of
deleting 1, 2
exporting 1, 2
inactivating 1, 2
Activities List window
Activity Information window
activity slips
adjusting book value of work in progress
changing
creating
multiple 1, 2
single
to pay an employee
deleting
exporting 1, 2
finding
multiple 1, 2
reviewing
single
timer, create using
adjustments
entering in 13th period 1, 2
importing from accountants 1, 2
making year-end
administrator account
passwords
purpose of
See also user accounts
ageing, setting up periods
alerts 1, 2
analyse payables
Analyse Payables window
Analyse Receivables window
Analysis menu (command centres)
applescripts
arrows
assets accounts
ATM, withdrawals
audit trail
auditing company file information 1, 2
Auto-Build Information window
Auto-Build Inventory window
auto-building items
average cost of an item
B
backing up
to MobileMe account
backing up, company file
backorder
items purchased on
items sold on
backup file, restoring
bad debts, accounting for
Bank Register window
Get Statement button
bank accounts
adding
deposits
opening balances
reconciling
for the first time
out of balance amounts, correcting
Bank Register window
finding a transaction using
recording transactions in
Split button
bank service charges, recording
bank statement
Get Statement button
reconciling
for the first time
out of balance amounts, correcting
bank statements
adding transactions from
importing
formats supported
billing for time. See time billing
billing rates, setting for
activities
customers
employees
suppliers
bills
editing paid
paying 1, 2
several at once
See also accounts payable
blank lines, inserting between line items 1, 2
Budget Shortcuts window
budgets
allocating for accounts
allocating for jobs
choosing accounts for
half-yearly
monthly
quarterly
reports for
yearly
business contacts, maintaining list of
Business Insights
C
calculator
currency
calendar
Card ID field
Card Information window
cards
adding
customer
personal
supplier
assigning GST codes to
changing
combining
creating for
customers
personal contacts
suppliers
custom lists and fields
deleting 1, 2
exporting
finding 1, 2, 3
identification code
importing
inactivating 1, 2
organising in groups
reactivating 1, 2
synchronising cards and Mac Address Book
categories
changing
creating 1, 2
deleting
enabling assignment to
finding
setting up 1, 2
tracking financial information, using
cheques
custom
entering 1, 2
previewing
printing
recurring
voiding
columns, moving and resizing in reports
combining
accounts
cards
command centres 1, 2
Company Data Auditor 1, 2, 3, 4
company file
creating
creating on the host computer
Company File Confirmation window
company files
activating
circumstances requiring
auditing 1, 2
backing up
to a MobileMe account
checking for errors 1, 2
confirming
automatically
by telephone
over the Internet
troubleshooting
located in a shared public folder
locking
optimizing
purging unwanted data from
restoring from backups
serial number, entering 1, 2
sharing on a network 1, 2
special considerations for shared 1, 2
unable to open
verifying 1, 2, 3
components, using to auto-build items
confirmation codes
entered during telephone
confirmation
generated during Internet
confirmation
confirmation of company files
automatic confirmation
by telephone
over the Internet
troubleshooting
contact log
contact management
See also cards
contra accounts
contra payments
conversion month
Copy From button
cost of an item
average
last
standard
cost of sales accounts
selecting for tracking
setting up
credit card
customer paying by
paying
purchases
credit card statement
adding transactions from 1, 2
importing
matching transactions with
reconciling
credit control
credit holds
credit limits
credit terms 1, 2
finance charges 1, 2, 3
Credit Limit & Hold window
Credit Limit Override Password window
credit limits
password, changing
prevent recording sales when customer exceeds
setting
warn when customer exceeds
credit note
credit terms
changing when recording
purchases
sales
default for sales
setting for customers
setting for suppliers
creditors See accounts payable
Currencies List window
currency
accounts
adding
calculator
See also multiple currencies
tracking gains and losses
currency calculator
Currency Information window
current financial year
custom fields
recording card details using
recording item details using 1, 2
custom forms
adding graphics and logos
custom cheques
data fields
drawing lines on
drawing rectangles on
elements of
page properties, setting
previewing
printing
removing elements 1, 2
resizing elements 1, 2, 3
saving
size of
tool palette
custom lists
creating 1, 2
filtering inventory reports with 1, 2
grouping items with 1, 2, 3
printing on purchases and invoices
custom price levels 1, 2, 3
assigning to a customer
customer credits
deleting
issuing 1, 2
recording
refunding by check 1, 2
settling
customer payments
discount for early payment
editing
group with undeposited funds
See also receiving money
customer statements
emailing
printing
sending at month-end
customers
assigning a price level to
billing rates for
cards, creating 1, 2
credit holds 1, 2, 3
credit limits
credit terms 1, 2
credits
deleting
issuing 1, 2
recording
refunding by check
settling
discounts
for early payment
volume
invoices
entering
payments for 1, 2
payments from 1, 2
quoting
who are also suppliers
customising forms See custom forms
D
data
exporting
to accountants
to other applications
importing
from accountants
from other applications
from RetailBasics
from RetailManager
limiting access to See user accounts
purging
data fields
adding to forms
changing font characteristics
changing size of 1, 2, 3, 4
resizing
dates, entry with calendar
debtors See accounts receivable
deductions
payroll categories
deleting
deleting
records
transactions
deposits
recording
recurring 1, 2
depreciation
accounts for
recording
detail
accounts
jobs 1, 2
discounts
early payment discounts
giving
receiving
volume discounts
giving
receiving
E
early payment discount
Edit Accounts window 1, 2
Edit Recurring Schedule window
emailing
forms in a batch
invoices
purchases
remittance advices
in a batch
reports
statements
employees
billing rates, setting 1, 2
sales history for
employer expenses
payroll categories
deleting
end-of-month. See month-end tasks
entitlements
payroll categories
deleting
equity accounts
error, checking for in company file
Excel, viewing MYOB reports in
exchange accounts for tracking foreign transactions
exchange rates
expense accounts
Export Data window
export fields
exporting data
to accountants
to Mac Address Book
See also synchronising cards and Mac Address Book
to other applications
F
file locking
multi-user mode 1, 2
single-user mode 1, 2
finance charges
calculating
charging
deleting 1, 2
paying
setting up
financial year
budgets for
closing
end-of-year tasks
starting
Find Transactions menu (command centres)
Find Transactions window
finding
records
transactions
finished item
fonts
changing on forms
changing on reports
default
foreign currency
adding a new currency
changing
deleting
See also multiple currencies
foreign purchases. See multiple currencies
foreign sales. See multiple currencies
forms
adding fields to
batch sending
customising
emailing
finding
printing
See also custom forms
Forms Selection - Print Statements window
freight
charging customer for
paying suppliers for
G
general journal entries
assigning categories to
creating recurring transactions for
See also journal entries
Getting Started guide 1, 2
graphics
adding to forms
changing size of on forms
See also pictures
graphs
GST
See also GST codes
GST codes
assigning to
accounts
cards
creating
GST codes. See tax codes
GST Return
previewing
H
half-yearly budgets
header
accounts
jobs
headers, using to group line items in transactions 1, 2
help
online resources
host computer
accessing shared public folder from workstations
Mac OS X
activating TCP/IP protocol on
Mac OS X
setting up host computer
Mac OS X
setting up Mac OS X shared user account
setting up shared public folder on
Mac OS X
system requirements
HTML format, saving reports in
I
iCal
publishing
invoices
purchases
recurring transactions
reminder logs
Identifiers, using to group cards
import fields
import log file
importing
statements
Bank Statement button 1, 2, 3
file formats supported
matching transactions
importing data
accounts list from MYOB Accountants Office
from accountants 1, 2
from other applications
from RetailBasics
from RetailManager
importing statements
bank statements
credit card statements
inactivating records not used frequently
international transactions. See multiple currencies
internet banking, importing statements
inventory
adjusting
analysing
changing prices of
counting
custom fields
custom lists and reports 1, 2, 3, 4, 5
custom price levels
entering opening balances
insufficient quantities on-hand
locations
minimum levels
moving between locations
negative on-hand quantities
opening cost values, entering
opening quantity values, entering
performing stocktakes
quantity breaks
receiving items without a supplier bill
reconciling at year-end
reports
reviewing
transferring 1, 2
viewing history
See also items
inventory count sheet, printing 1, 2
invoices
blank lines, inserting
customising form layout
emailing
entering
headers, inserting
line items, entering
monthly ageing
overdue invoices, list of
payments
previewing
printing
in a batch
printing custom lists on
recurring
subtotal, adding
time billing invoices 1, 2
Item Information window 1, 2
items
adding
adjusting quantities and values
asset account for tracking value of 1, 2, 3
assigning tax codes to
items purchased
items sold
auto-building
average cost 1, 2
base selling price
creating 1, 2
custom lists to group 1, 2, 3
default supplier number
deleting 1, 2
expense account for tracking cost 1, 2
exporting
finding 1, 2, 3
finished item, defined
I Buy this Item option
I Inventory this Item option
I Sell this Item option
importing
last cost 1, 2
locations
moving between locations
negative on-hand quantities
number per selling unit
opening quantities and values, entering
price levels
setting custom
prices, setting
purchase history 1, 2
receiving without a supplier bill
setting up accrual account for
sales history 1, 2
setting up
standard cost 1, 2, 3
time billing invoices, including on
using custom fields for recording details of 1, 2
Items List Summary report
Items Register, finding transactions using
J
jobs
assigning to
purchases
Receive Money transactions
sales
Spend Money transactions
budget allocation
budget amounts, entering
changing
creating 1, 2
deleting 1, 2
detail jobs 1, 2
exporting
finding 1, 2, 3
header jobs 1, 2
importing
job-tracking tasks
opening balances, entering
setting up 1, 2, 3
sub-jobs 1, 2, 3, 4, 5
using to track income and expenses 1, 2
journal entries
creating recurring transactions for
exporting
finding
importing
from accountants
purging
recording
L
last cost of an item
layout
customising forms
purchases
sales
letters
mail merge
personalised
liabilities
accounts for tracking
licences, obtaining extra
line items on transactions
defined
entering for purchases
entering for sales
inserting blank lines between 1, 2
showing subtotal of 1, 2
using headers to group 1, 2
lines
changing the width on forms
drawing on forms
linked account
for items received
for purchases
for sales
lists
adding records to
deleting records from
inactivating records in
searching
Lists menu (command centres)
locations, inventory
adding
creating
default, changing
moving items between
primary
lock files
deleting
problems with
lock files, troubleshooting
logos
adding to forms
See also pictures
M
Mac Address Book
See synchronising cards and Mac Address Book
Mac OS X
activating TCP/IP protocol on
setting up as host computer
setting up shared user account
shared public folder
accessing from workstations
setting up on host computer
Mail Merge button
mailing labels, printing 1, 2
Match Transaction window
minimum inventory levels
month-end
running the Company Data Auditor 1, 2, 3
month-end tasks
checking the accuracy of records 1, 2
entering budgets
locking periods
recording depreciation
reports
sending customer statements
monthly budgets
mouse shortcuts
multiple currencies
accounts for tracking foreign purchases
accounts for tracking foreign sales
adding a new foreign currency
currency calculator
depositing foreign currencies
exchange accounts
exchange rates
I deal in multiple currencies preference
setting up
tracking gains and losses
tracking realised currency gains and losses
transferring funds to foreign account 1, 2
multiple locations
multi-user mode
company file located in a shared public folder
file locking 1, 2, 3
improving performance
obtaining additional licences
refreshing displayed data
See also single-user mode
multi-user mode
See also network
MYOB Accountants Office
exporting data to
importing accounts list from
importing journal adjustments
N
navigation shortcuts
network
company file located in a shared folder
creating a company file
file locking
multi-user mode
single-user mode
how preferences work on a
improving performance
required hardware
shared company files
special considerations
storing custom reports on a
system requirements
New Time Billing window 1, 2
new year
starting a new financial year
O
OfficeLink
creating collection letters
creating personalised letters
online banking, importing statements
online help
opening balances
accounts
inventory
jobs
optimizing company files
orders
converting
several orders to invoices
several orders to purchases
to a purchase
to an invoice
purchase orders
receiving items against
sales orders
overdue invoices
creating collection letters using OfficeLink
viewing list of
See also credit terms
See also credit terms, accounts receivable
overview
Troubleshooting alert and error messages
P
Pay Bills window 1, 2
pay slips
creating
payables See accounts payable
payment method, default
customer
payments
exporting
importing
making 1, 2, 3
receiving 1, 2, 3
recurring
payroll categories
deleting
finding
pending purchases. See purchases
periods, locking
personalised letters
creating
printing
petty cash
account for allocating expenses to
tracking expenses
pictures
adding to
cards
forms
changing size of on forms
removing
replacing
Portable Document Format (PDF) file
saving reports as
Portable Document Format (PDF) file, creating
purchase
reports
sales
preferences
Allow the sale of items with insufficient on-hand quantities
Allow the Sale of Items with Insufficient On-Hand Quantities
Apply Customer Payments Automatically to Oldest Invoice First
how they work on a network
I Deal in Multiple Currencies
I Prefer to Use Automated Online Company File Confirmation
If Credit Limit is Exceeded on Sale 1, 2
Prevent Data Changes During Report Generation
recommended
setting up
system-wide preferences
time billing
Transactions CAN’T be Changed; They Must be Reversed
Use Audit Trail Tracking
Use Standard Cost as the Default Price on Purchase Orders and Bills
Prepare Bank Deposit window
Prepare Budgets window
previewing
cheques
invoices
purchases
remittance advices 1, 2
price levels
assigning to customer
creating custom 1, 2, 3
prices
average cost and last cost
quantity breaks
setting
standard cost of an item
printing
cheques 1, 2, 3
forms
invoices 1, 2
in a batch
purchases
in a batch
receipts
remittance advices 1, 2
in a batch
statements
purchase activity, viewing
purchase debits, creating
purchase history, viewing for suppliers
purchase orders
creating from a sale
purchases
additional information about, entering
applying a supplier debit to an unpaid purchase
assigning job to
assigning tax to
blank lines, inserting
changing credit terms when recording
changing status of
creating from a sale
credit card
credit terms, entering
customising form layout
deleting 1, 2
emailing
in a batch
exporting
from overseas suppliers. See multiple currencies
headers, adding
history, viewing
importing
layout
paying
previewing
printing
custom lists of
in a batch
publishing to iCal
quotes
receiving items without a bill
recording
recurring 1, 2
remittance advice
sending
reports
reversing
saving as a PDF file
sending
subtotals, adding
type of, choosing
viewing list of unpaid purchases 1, 2
Purchases Register
finding transactions
viewing purchases
Purchases window
purging data
Q
quantity breaks, inventory
quarterly budgets
Quicken, data import
quotes
converting to orders or bills
converting to orders or invoices
customer
supplier
R
rates, setting time billing
realised gains and losses, tracking
sales and purchases
transfers
receipts, printing
receivables See accounts receivable
Receive Money window
Receive Payments window
receiving items without a supplier bill
receiving money 1, 2
cash payments
cheque payments
credit card payments
customer payments 1, 2
exporting transactions
grouping with undeposited funds 1, 2
importing transactions 1, 2
invoice payments
receipts
receiving payments. See receiving money
reconciled transactions, deleting
reconciling
accounts payable
accounts receivable
bank accounts
for the first time
linked inventory account
out of balance amounts, correcting
undoing
record journal entries
Record Journal Entry window
records
adding
using Easy-Add
changing
deleting 1, 2, 3
inactivating
reactivating
searching
rectangles, drawing on forms
recurring transactions 1, 2
automatically recording
changing
cheques 1, 2, 3
creating
creating from an existing entry
deleting
editing
pre-dated
publishing to iCal
purchases 1, 2
recording
multiple
single
rescheduling
responding to reminders for
sales
saving
scheduling
setting reminders for
refreshing lists in a multi-user environment
refund cheque, receiving
refund payment
refunds. See customer credits; vendor debits
registration. See activation of company files
reimbursable expenses
tracking
reminder logs
publishing to iCal
Reminders window
remittance advices
preparing
previewing
sending 1, 2
reports
batches
changing default fonts
columns, moving and resizing
custom reports
storing on a network
customising
default fonts in MYOB AccountEdge
designing
emailing
filtering information appearing on
printing
in single-user mode
purchases reports
reviewing at month-end
sales reports
saving as
comma-separated values (CSV) files
HTML files
PDF files
simple text files
tab-delimited values files
sending
using custom lists as filters 1, 2
viewing in Microsoft Excel
Reports menu (command centres)
restoring a backup
RetailBasics, importing data from
RetailManager, importing data from
returns. See customer credits; vendor debits
reversing transactions
S
sales
assigning tax code to a sale 1, 2
batch printing
changing status of
choosing type of
deleting 1, 2
emailing
in a batch
entering 1, 2
exporting 1, 2
history, viewing for item, customer or employee
importing
income account for tracking sales
insufficient on-hand item quantities
invoice
layout
orders
previewing 1, 2
printing 1, 2, 3
in a batch
publishing to iCal
quote
recurring 1, 2
reports
reversing
saving as a PDF file
to overseas customers. See multiple currencies
viewing list of unpaid sales
Sales command centre
Sales Register window
finding transactions using
viewing and editing sales in
Sales window
sample company, exploring the
search icons
select columns
serial number
entering into company files
while activating by telephone
while activating over the Internet
Set Item Prices window
Settle Returns & Credits window
Settle Returns & Debits window
shared public folder
accessing from workstations
Mac OS X
setting up Mac OS X shared account on host
setting up on host computer
Mac OS X
sidebar list
single-user mode
file locking
when required
See also multi-user mode
See also network
Spend Money window
spending money 1, 2
bill payments
definition
exporting transactions
importing transactions
petty cash
sending remittance advice
transactions
recording
Split button
standard cost of an item 1, 2
Starting a new financial year
statements
customising
emailing
printing
reconciling
out of balance amounts, correcting
sending at month-end
sub-jobs 1, 2, 3, 4, 5
subpasswords. See user accounts
subtotal, showing in transactions 1, 2
superannuation
payroll categories
deleting
supplier debits
deleting
recording
refund cheques
settling
suppliers
billing rates, setting
bills
entering
paying
cards, creating 1, 2
credit terms
changing when recording purchase
debits
deleting
recording
refund cheques
settling
discounts
early payment
volume
orders
paying 1, 2
several bills at once
purchase history, viewing
purchases
quotes
receiving items without an invoice
who are also customers
Sync menu (command centres)
synchronising cards and Mac Address Book
Conflict Resolver window
resetting the synchronisation
Sync Alert window
Synchronise Cards window
system requirements
host computer
network
workstations
T
Tax Code Information window
tax codes
assigning to
items purchased
items sold
purchases
sales
changing
deleting 1, 2
exporting
importing
See also taxes
taxes
change amount assigned to
purchases
Receive Money transactions
sales
Spend Money transactions
taxes. See GST codes
TCP/IP protocol, activating
Mac OS X
text fields
adding to forms
changing font characteristics of
changing size of on forms
thirteen accounting periods
time billing
activities
creating
definition
deleting
activity slips
multiple 1, 2
single
adjusting accounts to reflect work in progress
including items on invoices
invoices 1, 2, 3
preferences
using special billing units
work in progress
To Do List
making supplier payments from 1, 2
To Do List menu (command centres)
tool palette
tracking employees’ time. See time billing
Transaction Journal window
transactions
adding from bank or credit card statement
changing
create recurring from an existing entry
deleting 1, 2, 3
exporting
finding 1, 2, 3
identifying user who entered
importing 1, 2
from bank or credit card statement
matching during statement importing
recurring 1, 2
reversing
unchangeable 1, 2
Transactions CAN’T be Changed; They Must be Reversed preference
transferring
inventory
money
troubleshooting 1, 2
U
unchangeable transactions 1, 2
uncleared transactions, matching
undeposited funds
deleting transactions
grouping payments 1, 2
Undo Last Reconciliation window
Use Recurring button
user accounts
creating
listing active users
managing
maximum licensed number reached
passwords
purpose of
restricting access to windows and functions
See also administrator account
user IDs. See user accounts
V
verify company file 1, 2
View Contact Log window
void cheque
volume discounts
giving
receiving
W
wages
payroll categories
deleting
warnings 1, 2
withdrawals, ATM
work in progress
adjusting accounts to reflect
tracking
workstations
accessing shared public folder from
Mac OS X
activating TCP/IP protocol on
Mac OS X
obtaining extra licences
See also network
Y
year
financial 1, 2
year-end
financial 1, 2
year-end tasks
adjustments in 13th period
entering budgets
financial 1, 2
entering end-of-year adjustments
optimising company file
provide information to your accountant
reconcile accounts
reconcile inventory
start a new financial year
yearly budgets
Z
zoom arrows

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