Index

Retainers Progress Billing Create Invoice from Purchase Action Menu Read-only File Setting Web Order Indicator Web Store Setup Tax AccountEdge Mobile Application Time Tracker for AccountEdge Expanded Note fields New Company File Assistant redesign Easy Setup Assistant redesign Check Interface redesign Retainers List report To Do List - Retainers report Retainer Transaction report Progress Billing Transaction report

Learn about your software

Manuals Online help Other resources

Where to start

Explore your software

Command centers Calendar (date entry) Business calendar Calculator Zoom arrows Search icons Select columns Mouse shortcuts Shortcut keys Default screen font Spell-check

Setting up your company file

Overview Create a company file Easy setup assistant Set up preferences Set a password for the Administrator user ID Set up accounts Enter account opening balances

Overview Set up sales Set up purchases Set up payroll

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 your inventory opening balances

Set up Business Services

Activating Business Services Set up Vendor Payments and Direct Deposits

Set up Payroll Tax Forms

Registering to use Payroll Tax Forms eFile

Set up a Web Store Manage Mobile Application Manage Time Tracker

Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions

Credit card payments using Merchant Account Service

Processing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card payments

Reconciling your bank accounts

Undoing an account reconciliation

Importing statements Analyzing your cash flow

Creating a customer card

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, subtotals, and headers in sales transactions

Recording sales with insufficient on-hand item quantities

Build, buy, or backorder items Allow negative on-hand item quantities

Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts

Credit limits Credit holds Finance charges paid by customers

Customer credits

Settling credits

Dealing with a vendor who is also a customer Accounting for bad debts Manage Retainers Progress Billing

Creating a vendor card

Entering purchases

Entering a purchase transaction Task 1: Enter information about the vendor 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 bill

Set up an accrual account for items received without a vendor bill Record items received without a bill

Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills Preparing electronic payments

Recording and settling vendor debits

Settling vendor debits

Adding finance charges paid to vendors

Paying your employees

Creating payroll categories

Wages Information window Accrual Information window Deduction Information window Employer Expense Information window Editing payroll categories

Creating employee cards

Setting up cards for 1099 vendors

Entering employee payroll information

Delete timesheet entries View timesheet reports

Processing your payroll

Task 1: Select the pay period Task 2: [Optional] Include employee timesheets Task 3: Select and edit paychecks Task 4: Record employee pays Task 5: Process payments Task 6: Print/email pay stubs

Payroll liabilities

Reviewing payroll information

Viewing pay history Viewing prior year payroll reports Viewing an employee’s accrual balances Analyzing payroll Reviewing payroll liabilities

Payroll tax forms

Billing for time

About the time billing feature Setting time billing preferences Setting billing rates Creating activities

Creating activity slips

Creating multiple activity slips

Reviewing and changing activity slips Creating time billing invoices Work in progress

Average Cost, Last Cost, and Standard Cost

Making inventory adjustments

Inventory locations

Recording inventory movements between locations

Auto-building items

Counting inventory Reviewing your inventory information Setting item prices

Customizing inventory

Creating custom price levels Creating custom lists Custom lists and inventory reports Creating brands list Brands list and inventory reports Creating custom fields

Adding a record

Adding records using Easy-Add

Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record

Combining records

Combining cards Combining accounts

Finding a transaction

Changing or deleting a transaction

Changing a transaction Deleting a transaction

Reversing a transaction

Recurring transactions

Setting up recurring transactions Recording recurring transactions Reminders

International transactions

About the multiple-currency feature

Setting up multiple currencies

Task 1: Select the multiple currency option Task 2: Set up records for foreign currencies Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and vendors

Exchange rates

Tracking currency gains and losses

Tracking realized currency gains and losses Unrealized currency gains and losses

Miscellaneous transactions

Producing reports Printing report batches

Customizing reports

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 Frequently used reports Overview of report details

Finding forms

Sending forms when you record a transaction Sending forms in a batch Advanced filters

Customizing forms

Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms

Adding and editing elements

Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands

Contact management

Creating a card

Keeping in touch with your contacts

Personalized letters Mailing labels Reminder log Other ways to keep in touch

Grouping your contacts

Identifiers Custom lists

Synchronizing cards with Microsoft Outlook contacts

Exporting your cards to your Outlook contacts Importing your Outlook contacts to your cards

Customizing cards

Card identification codes Card pictures

Reviewing your contact information

Financial control

Tracking financial information

Accounts Categories Jobs

Tracking reimbursable expenses

Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer Changing the status of a reimbursable expense

Entering budget amounts Budget Shortcuts window

Auditing your records Reviewing financial information

End-of-period procedures

Month-end procedures

Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Pay payroll taxes Task 7: Lock periods

Starting a new fiscal year

Task 1: Complete month-end tasks Task 2: Perform an inventory count 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 fiscal year Task 7: Optimize and verify your company file

Starting a new payroll year

Task 1: Process the last paychecks for the year Task 2: Print year-end payroll forms Task 3: Print vendor 1099 statements Task 4: Print payroll reports Task 5: Back up your company file Task 6: Start a new payroll year Task 7: Check that you have the latest tax tables Task 8: Optimize and verify your company file

Preparing 1099 and 1096 forms

Preparing 1099 and 1096 forms using your company file information Preparing 1099 vendor forms manually

Managing user accounts and company files

Managing user accounts Backing up and restoring company files

Confirming activated company files

Troubleshooting activated company files

Servicing your company file

Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems

Special considerations for networked company files

Preferences in a network environment Preventing data entry while generating reports Storing custom reports on a network Displaying up-to-date information Improving performance

Troubleshooting your company file

Alert messages—company file Alert messages—transactions

Importing and exporting data

Exporting data Exporting to and importing from AccountantLink

Importing Quicken (QIF) files

Managing import and export records

Networking company files

Preparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Windows host Accessing the shared company file from a workstation

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

1099 statements

printing at year-end

ABA routing number 1, 2, 3

account levels, to track financial information

Account Opening Balances window

account types

accountant, sending data to

Accounting 101 guide

accounting periods

closing

locking 1, 2

number of

accounts

adding 1, 2

adjusting to reflect work in progress

budgets for

changing

classifications

for statement of cash flows

combining

creating 1, 2

deleting 1, 2

detail

entering opening balances

exporting

to other software

finding

foreign currencies, tracking

grouping, detail

header

importing

indenting

list of

new 1, 2

numbers

opening balances

bank accounts

reconciling

for the first time

transfer money

to foreign accounts

transferring money

between accounts

types of

undo reconciliation

Accounts List window

accounts payable

analyzing 1, 2

paying

reconciling

at month-end

at year-end

reports

accounts receivable

analyzing

payments

reconciling

at month-end

at year-end

reports

accrual accounts, setting up for receiving items without a vendor bill

accrual balances, viewing an employee’s

Accrual Information window

accruals

changing

definition

linked wages category

payroll categories

changing

creating

deleting

viewing

ACH Direct. See MYOB Business Services (MBS)

activation of company files

confirming activation

automatically

by telephone

over the Internet

troubleshooting 1, 2

activities

billing rates, setting

changing 1, 2, 3

creating time billing

definition of

deleting 1, 2

exporting

importing

inactivating 1, 2

Activities List window

Activity Information window

activity slips

adjusting book value of work in progress

assigning payroll category to

changing

creating

multiple 1, 2

single

creating a slip to pay an employee

deleting

exporting

finding

importing

including in employee’s pay 1, 2, 3

multiple 1, 2

reviewing

single

using timer to create

adjustments

automatically adjusting base pay details for leave

entering in 13th period 1, 2

making at year-end

administrator account

passwords

See also user accounts

Aging Date window

aging periods, setting up

alerts 1, 2

Analysis menu (command centers)

Analyze Payables window

Analyze Payroll window

Analyze Receivables window

Analyze Sales window

arrows. See search icons; zoom arrows

assets

recording depreciation

assets accounts

ATM, withdrawals

audit trail

auditing company file information

Auto-Build Information window

Auto-Build Items window

auto-building items in inventory

Automatically Adjust Base Hourly or Base Salary Details

average cost of an item

backing up

company file

setting reminder for

to MobileMe account

Backorder List window

backordering items

backorders

items purchased on

items sold on 1, 2

backup file, restoring

from MobileMe account 1, 2

bad debts, writing off

Bank Register window

Get Statement button

bank accounts

adding

checking account for MDD and MVP

deposits

for electronic payments

opening balances

reconciling

at month-end

at year-end

for the first time

out of balance amounts, correcting

bank deposits, preparing

Bank Register window

finding a transaction using

recording receipts in

recording transactions in

Split button

bank service charges, recording

bank statements

adding transactions from

importing

formats supported

out of balance amounts, correcting

reconciling

for the first time

billing for time. See time billing

billing rates, setting for

activities

customers

employees

vendors

bills

editing paid

grouping MVP payments in the Electronic Clearing Account

paying 1, 2

several at once

using the Bank Register window

using the Pay Bills window

payment notifications

pending MVP payments, processing

printing forms

receiving items without

recording

See also accounts payable

blank lines, inserting between line items

Budget Shortcuts window

budgets

allocating for accounts

allocating for jobs

choosing accounts to budget

half-yearly

monthly

quarterly

reports for

yearly

building items 1, 2

business calendar

business contacts, maintaining list of

calculator

currency

calendar

Card ID field

Card Information window

cards

adding

changing

combining

creating

customer

employee

personal

vendor

custom lists and fields

deleting

employee payroll information

exporting

finding

using advanced search filters

identification code

importing

inactivating

organizing in groups

reactivating

synchronizing cards and Outlook contacts

updating for MDD and MVP 1, 2

CaseWare

importing from 1, 2

cash wages, creating a transaction to record

categories

changing

creating

deleting

enabling allocation of

finding

setting up

tracking financial information, using

See also payroll categories

changing

titles for graphs

chargeback

charging for time. See time billing

checks

custom

customizing

entering

previewing 1, 2

printing

recurring

voiding

columns, moving and resizing in reports

combining

accounts

cards

command centers 1, 2

Company Data Auditor 1, 2, 3

Company File Confirmation window

company files

auditing

backing up

to a MobileMe account

checking for errors 1, 2

confirming

automatically

by telephone

over the Internet

desktop shortcut to

locking 1, 2

optimizing

purging unwanted data from

restoring from backups

sharing on a network 1, 2

limiting factors

troubleshooting 1, 2

unable to open

verifying 1, 2, 3, 4

company-files folder. See network

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 1, 2

troubleshooting

contact log

automatic entries

contact management

See also cards

contra accounts

contra payments

conversion month

Copy From button

cost of an inventory item

average

last

cost of sales

account for tracking

cost of sales accounts, definition

counting inventory

creating from a sale

credit card

customer paying by

handling a chargeback

paying

using MMAS

printing MMAS receipt

purchases

recording purchases 1, 2

voiding MMAS payments

See also MYOB Merchant Account Service (MMAS)

credit card statement

adding transactions from 1, 2

matching transactions with

credit control

credit holds

credit limits

credit terms

finance charges

Credit Limit & Hold window

Credit Limit Override Password window

credit limits

password, changing

prevent recording sales if customer exceeds

setting

warn if customer exceeds

credit note

credit terms

changing when recording

purchases

sales

setting

for customers

for vendors

creditors. See accounts payable

credits. See customer credits

Currencies List window

currency

accounts

adding

calculator

tracking gains and losses

See also multiple currencies

currency calculator

Currency Information window

current fiscal year

custom fields

recording card details using

recording item details using 1, 2

custom forms

adding data fields

adding images

custom checks

drawing lines on

drawing rectangles on

elements

page properties, setting

previewing

printing

removing elements 1, 2, 3

resizing elements 1, 2, 3, 4

saving

size of

tool palette

custom lists

creating 1, 2

filtering inventory reports with 1, 2

grouping items with 1, 2

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 1, 2

group with undeposited funds

See also receiving payments

customer statements

emailing

printing

sending at month-end

customers

assigning a price level to

billing rates for

cards

creating

updating

cards, creating

credit holds

credit limits

credit terms

credits

deleting

issuing 1, 2

recording

refunding by check

settling

discounts

for early payment

volume

entering credit card details

invoices

entering

payments for 1, 2

payments from 1, 2

quoting

who are also vendors

See also MYOB Merchant Account Service (MMAS)

customizing forms See custom forms

data

exporting to other software

importing

limiting access to. See user accounts

purging

data fields

adding to a form

changing font characteristics 1, 2

changing size of 1, 2, 3, 4, 5, 6

font characteristics

resizing 1, 2

data file. See company files

dates, entering with calendar

debtors See accounts receivable

Deduction Information window

deductions

definition 1, 2

paying

payroll categories

changing

creating

deleting

deleting

accounts

records

deposits

recording

in the Bank Register window

saving as recurring

depreciation

accounts for

recording

discounts

early payment discounts

giving

receiving

reversing customer payments with

volume discounts

giving

receiving

early payment discount

Edit Accounts window 1, 2

Edit Recurring Schedule window

Edit Titles tool, graphs

eFile service

electronic clearing account

setting up for MDD and MVP

electronic clearing account

grouping MVP payments in

processing pending MVP payments

electronic payments.

See MYOB Direct Deposit (MDD), MYOB Merchant Account Service (MMAS) and MYOB Vendor Payments (MVP)

emailing

forms in a batch

pay stubs

payment notifications 1, 2

in a batch

purchases 1, 2

reports

sales forms

statements

employees

accrual balances, viewing

activity slips, including in pay

analyzing payroll

bank details 1, 2

billing rates, setting

bonuses

cash payments

check payments

commissions

creating cards for

electronic payments

changing bank details for current pay

emailing, pay stubs

hours worked, entering

pay details

editing

previewing

pay history

entering 1, 2, 3, 4

viewing

paying 1, 2

payment method

payments, changing, deleting or reversing

payroll information

entering

payroll information

analyzing

viewing

payroll liabilities

clearing

paying

reviewing

printing paychecks and sending payments

recurring pay, entering

removing from the Process Payroll assistant

resubmitting failed MDD payments

sales history for

setting up

cards

in the Easy Setup Assistant

sick pay, recording

time billing information

including in employee pays 1, 2, 3, 4

timesheets

vacation pay

distributing

recording

Employer Expense Information window

employer expenses

definition

paying

payroll categories

changing

creating

deleting

end-of-month. See month-end

equity accounts

error, checking for in company file

Excel, viewing MYOB reports in

exchange accounts, tracking foreign transactions

exchange rates

changing

default

for a transaction

expense accounts

expenses, accounts for

payroll category

Export Data window

export fields

Export Summary Window

exporting data

to CaseWare

to Outlook

See also synchronizing cards and Outlook contacts

faxing

purchases

reports

sales

sales forms

file locking

multi-user mode

single-user mode

finance charges

calculating

charging

deleting 1, 2

paying

using to track late payments

financial analysis

Business Insights

reviewing financial information

Find Transaction window

Find Transactions menu (command centers)

Find Transactions window

finding

records

transactions 1, 2

finished item

fiscal periods, locking

fiscal year

budgets for

closing

starting

year-end tasks 1, 2

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

customizing

emailing

faxing

finding

preparing 1096

preparing 1099s

printing

sending in batches

See also custom forms

Forms Selection - Print Statements window 1, 2

freight

charging customer for

paying vendors for

general journal entries

creating recurring transactions for

exporting entries

to CaseWare

importing entries

from CaseWare

See also journal entries

See also journal entries

Getting Started guide

graph toolbar

Edit Titles tool

Horizontal Grid tool

graphics

adding to forms

changing size of on forms 1, 2

See also pictures

graphs

half-yearly budgets

header

accounts

jobs

headers, using to group line items in transactions 1, 2

help

online

resources

tips and troubleshooting

Horizontal Grid tool, graphs

host computer

setting up

system requirements

See also workstations

How to Upgrade guide

HTML format, saving reports in

Identifiers, using to group cards

images

adding to a form

pasting on forms

Import and Export Options window 1, 2

import fields

import log file

Import Summary window

importing

data

from Outlook

QIF files

Quicken files

statements

file formats supported

Get Statement button

matching transactions

online banking

inactivating records not used frequently

international transactions. See multiple currencies

Internet banking

importing statements

inventory

adjusting

analyzing

auto-building items

average cost of an item

changing prices of

counting

custom fields

custom lists and reports 1, 2, 3, 4

custom price levels

entering opening balances

exporting adjustment transactions

importing adjustments

insufficient quantities

item costs

locations

making transfers

moving between locations

negative on-hand quantities

opening cost values, entering

opening quantity values, entering

quantity breaks

receiving items without a bill

reconciling at year-end

recording

reports

reviewing

stocktakes, recording

transferring

viewing history

See also items

Inventory command centre

Inventory Count Sheet

printing

inventory transfers. See build items

invoices

blank lines, inserting

customizing form layout

emailing

entering

faxing

headers

inserting headers to group line items on

line items, entering

monthly aging

overdue invoices, list of

payments

previewing

printing

in a batch

printing custom lists on

recurring

subtotal, adding

time billing invoices

Item Information window

items

adding

adjusting quantities and values

asset account for tracking value of 1, 2, 3

auto-building 1, 2

average cost 1, 2

backordering

base selling price

building 1, 2

buying

counting

creating

custom lists to group 1, 2

default location

default vendor number 1, 2

deleting

expense account for tracking cost 1, 2

exporting

finding

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

changing

setting

setting custom

purchase history 1, 2

receiving without a bill

sales history 1, 2

setting up

spell check

standard cost 1, 2

standard cost of

time billing invoices, including on

transfers

using custom fields for recording details of 1, 2

items received, setting up accrual account for

Items Register window, finding transactions using

jobs

assigning expenses to

assigning to

payroll categories

purchases

Receive Money transactions

sales

Spend Money transactions

billing the customer for expenses

budget allocation

budget amounts, entering

changing

creating 1, 2

deleting

detail jobs

exporting

finding

header jobs

importing 1, 2

job-tracking tasks

opening balances, entering

setting up 1, 2

sub-jobs

tracking reimbursable expenses

using for tracking income and expenses 1, 2

journal entries

creating recurring transactions for

exporting

importing

purging

recapping transactions for

recording

keyboard shortcuts

last cost of an item

layout

customizing forms

purchases

sales

leave payments

letters

mail merge

personalized

liabilities

accounts for tracking

payroll, paying

liability accounts

licenses, obtaining extra

line items on transactions

entering for purchases

entering for sales

inserting blank lines between 1, 2

showing subtotal of 1, 2

using headers to group 1, 2

lines

change the width on forms

drawing on forms

linked accounts

electronic payment accounts

for items received

for purchases

lists

adding records to

deleting records from

inactivating records in

searching

locations, inventory

adding

changing

creating

default, changing

deleting

moving items between

primary

lock files, troubleshooting

locking periods

logos

adding to forms

changing size on forms

See also pictures

Mail Merge button

mailing labels, printing 1, 2

Match Transaction window

MBS. See MYOB Business Services (MBS)

MDD. See MYOB Direct Deposit (MDD)

merchant registration, applying for

Microsoft Outlook contacts.

See synchronizing cards and Outlook contacts

Microsoft Windows

2000

access a shared folder on

Vista

access a shared folder on

share a folder on

user account control restrictions

XP

access a shared folder on

minimum stock levels

MMAS. See MYOB Merchant Account Service (MMAS)

MobileMe

backing up to

restoring a backup from

money

See receiving money

See spending money

month-end

accuracy of records, checking 1, 2

entering budgets

locking periods

paying payroll taxes

reconcile bank accounts

record depreciation

review reports

running the Company Data Auditor 1, 2

send customer statements

monthly budgets

mouse shortcuts

multiple currencies

accounts for tracking

foreign purchases

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 realized currency gains or losses

transfer money to foreign accounts

multiple locations

multi-user mode

company file sharing

file locking 1, 2

improving performance

obtaining additional licenses

refreshing displayed data

See also network

See also single-user mode

MVP. See MYOB Vendor Payments (MVP)

MYOB Business Services (MBS)

activating

applying for 1, 2

checking accounts, selecting

learning about

overview

registering

restrictions on

MYOB Direct Deposit (MDD)

activating 1, 2

applying for

approval status

bank details

changing

entering 1, 2

checking account for electronic withdrawals

declined status

resubmitting failed payments

electronic withdrawals

identifying checking account for

learning about

paying employees, using

registering

setting up

MYOB eFile

MYOB Merchant Account Service (MMAS)

activating 1, 2

applying for

credit card sales 1, 2

learning about

printing credit card payment receipts

receiving payments

registering

voiding a credit card payment

MYOB Payroll Tax Forms

paying taxes using

registering

setting up

updating

W2 forms

electronically filing at year-end

MYOB Vendor Payments (MVP)

activating 1, 2

applying for

approval status

bank details, entering

checking account for electronic withdrawals

declined status

resubmitting failed payments

electronic payments

grouping in the Electronic Clearing Account

processing

electronic withdrawals

identifying checking account for

learning about

paying vendors, using

pending payments, processing

recording payments

registering

setting up

updating vendors’ cards for 1, 2

navigation shortcuts

network

company file located in a shared folder

file locking

multi-user mode

single-user mode

hardware required

how preferences work on

improving performance

shared company files

factors affecting how they work

setting up

shared public folder

setting up

storing custom reports on

system requirements

See also shared public folder

New Time Billing window

new year

starting a new fiscal year

starting new payroll year

OfficeLink

collection letters, creating

personalized letters, creating

online banking, importing statements

Online Error Notification window

resubmitting failed payments

MDD

resubmitting failed payments

MVP

online help

opening balances

accounts

items

jobs

optimizing company files

orders

changing

an order to a bill

several orders to bills at once

several orders to invoices

to an invoice

purchase orders, entering

Outlook contacts.

See synchronizing cards and Outlook contacts

overdue invoices

creating collection letters using OfficeLink

viewing list of

See also credit terms

overview

Troubleshooting alert and error messages

passwords. See administrator account, user accounts

Pay Bills window

Pay Employee window

pay history for employees, viewing

Pay History section

Pay Liabilities window

pay stubs

emailing

printing

payables See accounts payable

paychecks

previewing details

printing 1, 2

prior year reports

See also payroll

paying bills, sending payment notifications

paying employees 1, 2

See also payroll

payment method default

employee

payment notifications

emailing

previewing 1, 2

printing

sending in a batch

payments

electronic

setting up MYOB Merchant Account Service (MMAS)

using MYOB Merchant Account Service (MMAS)

exporting

importing

making 1, 2, 3

receiving 1, 2, 3

recurring

payroll

accrual balances

activity slips

including in employee pays

analyzing

automatically adjusting base pay details for leave

categories 1, 2

earnings, printing

employee information, entering

liability payments

pay history, reviewing

pay stubs

emailing

printing

paychecks

prior year reports

printing paychecks

processing pays 1, 2

removing employees from

reports

reviewing 1, 2

setting up

using the Payroll Easy Setup Assistant

taxes

loading tax tables

timesheets

changing details during pay run

excluding from a pay run

verifying details

payroll categories

finding

payroll categories

accrual

creating

linked wages category

base hourly

automatically adjusting for leave payments

base salary

automatically adjusting for leave payments

calculated value

changing 1, 2

creating 1, 2

deleting

editing

reviewing 1, 2

Payroll Category List window 1, 2

payroll checks. See paychecks

Payroll Details tab

payroll liabilities

clearing

paying

electronically

using MYOB Payroll Tax Forms

reconciling at month-end

reconciling at year-end

reviewing

payroll taxes

paying

using MYOB Payroll Tax Forms service

using Payroll Liabilities window

payroll year

starting new year

when to close

year-end tasks 1, 2

PDF. See Portable Document Format (PDF) file

pending purchases. See purchases

pending sales. See orders

periods

closing

locking 1, 2

personalized letters

creating

printing

petty cash

accounts, allocating expenses to

expenses, tracking

replenishing

pictures

adding to

cards

forms

changing size of on forms 1, 2

removing

replacing

Portable Document Format (PDF) file

saving purchases as

saving reports as

saving sales as

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 Use Timesheets for ... and My Week Starts on ...

Prevent Data Changes During Report Generation

Prompt for Data Backup When Closing

system-wide preferences

time billing

Transactions CAN’T be Changed; They Must be Reversed 1, 2

Use Audit Trail Tracking 1, 2

Use Standard Cost as the Default Price on Purchase Orders and Bills

Warn if Customer has an Outstanding Credit Before Applying Payment

Prepare Bank Deposit window

Prepare Budgets window

Prepare Electronic Payments window 1, 2

previewing

checks 1, 2

pay details

payment notifications 1, 2

purchase forms

sales forms

price levels

assigning to customer

creating custom 1, 2, 3

prices

average cost of an item

last cost of an item 1, 2

quantity breaks

setting

standard cost of an item 1, 2

printing

checks 1, 2, 3

end-of-year forms

forms

invoices

in a batch

pay stubs

payment notifications

in a batch

purchases

in a batch

receipts

statements 1, 2, 3

prior year paychecks

reports

problems, troubleshooting

Process Payments window

Process Payroll window

public folder. See network

purchase activity, viewing

purchase orders

creating from a sale

entering from sales window

purchases

additional information about, entering

applying a vendor debit to an unpaid purchase

assigning job to

changing credit terms when recording

changing status of

choosing type of

creating a debit

credit card

credit terms, entering

customizing form layout

deleting 1, 2

emailing 1, 2

in a batch

entering

exporting

faxing

from overseas vendors. See multiple currencies

grouping MVP payments in electronic clearing account

headers, adding

history, viewing

importing

inserting blank lines in

line items on, entering

orders

paying

payment notifications

pending MVP payments, processing

previewing 1, 2

printing

custom lists of

in a batch

purchase orders

purchase activity, viewing

quotes

receiving items without a bill

recording

in the Bank Register window

recurring 1, 2, 3

reports

reversing

reviewing purchase information

saving as PDF

sending

spell check

subtotals, adding

type of, choosing

viewing list of unpaid purchases 1, 2

See also MYOB Vendor Payments (MVP)

purchases history

Purchases Register

Purchases Register window

finding transactions

viewing purchases

Purchases window 1, 2

showing subtotal of line items

using headers to group line items

purging data

QIF files, importing

quantity breaks, inventory

quarterly budgets

Quicken files, importing

quotes

changing

to orders or bills

to orders or invoices

customer

vendor

rates, setting time billing

realized gains and losses, tracking

sales and purchases

transfers

recapping transactions

receipts

printing

MMAS credit card payments

receivables See sales

Receive Money window

Receive Payments window

receiving items, without a vendor bill

receiving money 1, 2

cash payments

check payments

credit card payments

customer payments 1, 2

definition of

exporting transactions

grouping with undeposited funds

credit card

MMAS credit card

importing transactions

invoice payments

receipts

recording in the Bank Register window

receiving payments. See receiving money

reconciled transactions, deleting

reconciling

linked inventory

out of balance amounts, correcting

payables

receivables

Record Journal Entry window

adjustments, manual

records

active

adding

using Easy-Add

changing

deleting 1, 2

inactivating

reactivating

rectangles, drawing on forms

recurring transactions

automatically recording

changing

checks

copying an existing transaction

creating

deleting

deposits

duplicating

editing

finding

pre-dated

purchases

recording

multiple

rescheduling

responding to reminders for

sales

saving

saving a payment as

scheduling

setting reminders for

refreshing lists in a multi-user environment

refund check, receiving

refund payment

refunds. See customer credits; vendor debits

Reminders window 1, 2

reports

adding fields to

batches

changing

creating

deleting

printing

changing fonts on

columns, moving and resizing

custom reports

storing on a network

customizing

designing

emailing

faxing

filtering information appearing on

filtering using wildcards

printing 1, 2

when several users active

purchase 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

saving custom

sending

using custom lists as filters 1, 2

viewing in Microsoft Excel

Reports menu (command centers)

residence code, entering for an employee

restoring a backup 1, 2

from MobileMe account 1, 2

returns. See customer credits; vendor debits

reversing transactions

voiding MMAS credit card payments

rounding time in time billing

sales

analyzing

analyzing activity

assigning tax code to a sale 1, 2, 3

changing status of

choosing type of

creating purchase orders from

deleting 1, 2, 3

emailing 1, 2

in a batch 1, 2

entering 1, 2

exporting 1, 2

faxing

history, viewing for item, customer or employee

importing

income account for tracking sales

insufficient on-hand item quantities

invoice

layout

MMAS credit card receipts

orders

printing 1, 2

in a batch 1, 2

quote

recording in the Bank Register window

recording with insufficient item quantities

recurring 1, 2

reports

reversing

reviewing information about

reviewing unpaid

saving as a PDF file

spell check

to overseas customers. See multiple currencies

viewing list of unpaid sales

voiding MMAS credit card payments

Sales command center

Sales Register

Sales Register window

finding transactions using

viewing and editing sales in

Sales window

sample company, exploring the

search icons

Select & Edit Paychecks window

select columns

Select Employees to Pay window

Set Item Prices window

Settle Returns & Credits window

Settle Returns & Debits window

shared public folder

accessing from workstations

setting up on host

See also company files; host computer; network

shortcuts

keyboard

mouse

shortcuts, making shortcuts to the company file

single-user mode

file locking

when required

See also multi-user mode

social security number, entering for an employee

spell check

Spend Money window

spending money 1, 2

bill payments

definition

electronic payments

exporting transactions

importing transactions

petty cash

sending payment notifications

transactions

recording

Split button

standard cost

starting a new fiscal year

starting a new payroll year

statements

customizing

emailing

importing 1, 2

printing 1, 2, 3

itemized invoice details 1, 2

reconciling

out of balance amounts, correcting

sending at month-end

stock. See inventory; items

sub-jobs 1, 2, 3, 4

subtotal, showing in transactions 1, 2

Synchronize Cards window

synchronizing cards and Outlook contacts

export cards to Outlook contacts

import Outlook contacts to cards

including custom fields 1, 2

when you use a PDA 1, 2

system requirements

host computer

network

tabs, using in lists

Tax Code Information window

tax codes

assigning to

purchases

sales 1, 2

changing 1, 2

consolidating

creating

deleting

exporting

setting up

tax tables, loading

taxes

change amount assigned to

purchases

sales

paying using the Pay Liabilities window

text fields

adding to forms

changing font characteristics of

changing size of on forms 1, 2

description of 1, 2

thirteen accounting periods

time billing

activities

creating

definition

deleting

finding

activity slips

creating

including in employee pays 1, 2

multiple 1, 2

single

adjusting accounts to reflect work in progress

changing

entering a start time before current system time

including items on invoices

invoices 1, 2

preferences

rounding time

setting billing rates for activities

timer 1, 2

resetting

using special billing units 1, 2

work in progress

timesheets

changing details during pay run

deleting

employee

entering timesheets for

entering details

excluding from a pay run

including in a pay run

paying employees from

report

setting up

time billing information, entering

unpaid hours

clearing

deleting

reporting

To Do List

making vendor payments from 1, 2

To Do List menu (command centers)

tool palette 1, 2

Transaction Journal window

transactions

adding from bank or credit card statement

changing 1, 2

creating recurring

deleting 1, 2, 3, 4, 5

finding 1, 2, 3

identifying user who entered

importing

from bank or credit card statement

Pay Bills transactions

matching during statement importing

recapping

recurring

reversing 1, 2

types that can be imported

unchangeable 1, 2

Transactions CAN’T be Changed; They Must be Reversed preference

transfer inventory. See building items

Transfer Money window

transferring money

troubleshooting 1, 2, 3

troubleshooting problems

unchangeable transactions 1, 2

uncleared transactions, matching

undeposited funds

deleting transactions 1, 2

grouping

cash transactions with

payments

preparing bank deposit of

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

vendor debits

creating

deleting

recording

refund checks

settling

vendor number, entering default for an item

vendors

bank information for 1, 2

billing rates, setting

bills

entering

paying

payment notifications

cards, creating 1, 2

credit terms, changing when recording a purchase

debits

deleting

recording

refund checks

settling

discounts

early payment

volume

entering discounts

grouping MVP payments in the Electronic Clearing Account

orders

paying 1, 2

several bills at once

payment notifications

pending MVP payments, processing

purchase history, viewing

purchases

quotes

receiving items without a bill

recording order received from

resubmitting failed MVP payments

updating cards for MVP 1, 2

who are also customers

See also MYOB Vendor Payments (MVP)

verify company file 1, 2, 3

View Contact Log window

voiding checks

volume discounts

giving

receiving

wages

cash wages, creating a transaction to record

definition

payroll categories

changing

creating

deleting

See also payroll, employees

Wages Information window

warnings 1, 2

withdrawals, ATM

work code, entering for an employee

work in progress

adjusting accounts to reflect

tracking

workstations

accessing shared public folder from

extra licenses, obtaining

See also host computer, network

year

fiscal

payroll

starting new fiscal year

starting new payroll year

year-end

entering budgets

fiscal

adjustments, entering

optimizing company file

providing information to your accountant

reconciling accounts

reconciling inventory

starting new year

tasks

payroll

1099 statements, printing for vendors

printing reports

printing tax forms

starting new year

tasks

year-end tasks

adjustments in 13th period

yearly budgets

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