MYOB Features

 MYOB Features

Working with Transactions

Managing transactions

Using recurring transactions

Working with Transactions notes and warnings

Your Company File

Changing company files

Backing up and restoring company files

Verifying company files

Optimizing company files

Company file notes & warnings

Accounts

Choose from 100 starter charts of accounts

Get started fast with Easy Setup Assistant

View cash and/or accrual reports for P&L and Balance Sheet

Track categories for fund or division accounting

Track 4 levels of account detail

Create and track accounts for jobs and sub-jobs

Customize your own accounts

Use account descriptions to distinguish between accounts

Maintain an historical balancing account

Mark unused accounts as inactive

View by account name or account number

Set up multiple foreign currency accounts

Purchase network licenses for multi-user access

General Journal Entries

Making journal entries

Recording depreciation Accounts

Adding new accounts

Changing accounts

Deleting or inactivating accounts

Accounts notes and warnings

Banking

See a running balance and an at-a-glance view of your bank account status  from the Bank Register

Access past transactions and create new transactions from the Bank Register

Choose which funds to include on a single bank deposit

Get a report on your undeposited funds

Print a report of your new deposit to take to the bank

Open as many checking accounts as you want

Store bank account numbers for checking or savings accounts

Automatically include a payment or receipt memo, such as an account number on your checks or on customer payments

Write checks in foreign currencies

Deposit foreign currency checks

Reconcile checking accounts as of a past date

Reconcile foreign checking accounts

Reconcile local checking accounts containing foreign currency transactions

Enter interest earned and service fees from the Reconciliation screen

Drill down from Reconcile Accounts screen to original transactions

Enter bank statement date to show only transactions applicable to that date

Spending money (Spend Money window)

Spending money (Bank Register)

Deleting Spend Money transactions

Tracking owner’s expenses

Voiding check numbers

Reversing Spend Money transactions

Entering withdrawals without creating checks

Printing checks

Using electronic payments

Spend Money notes & warnings

Receive Money Overview

Receiving money using the Receive Money window

Receiving money using the Bank Register

Deleting Receive Money transactions

Reversing Receive Money transactions

Editing payment details

Using undeposited funds transactions

Printing payment receipts

Receive Money notes and warnings

Sales

Use the Sales Register to view sales status and create sales, quotes, orders

Accept payments, pay refunds, apply credits from the Sales Register

Add lines, headers, subtotals to invoices

Design professional sales invoices by adding boxes, shading, background graphics, logos and more!

Change quotes and orders to invoices and switch back and forth

Track the source of your sales

Print a receipt for anyone who gives you a payment

Create a memo for each line on an invoice for better tracking, then view a memo report

Sell goods and services in foreign currencies

Write off or carry over billable time

Enter an unlimited number of sales tax codes, including duties

Enter expenses to be automatically reimbursed from jobs

Set credit terms per customer or sale

Use expanded description fields on forms

Customize your sales forms

Attach each line item to a job

Include high resolution graphics on sales forms

Choose from Service, Item, Professional and Time Billing sales forms

Save sales forms as recurring for repeated use

Email your sales forms

Drill down from sales forms to access original information

Add phone, fax and salutation

Look up an invoice by invoice # or customer PO #

Track backorder quantity on invoice

Receive warning if duplicating Customer PO# or Vendor Invoice #

Entering sales

Making sales using the Bank Register

Handling credit card payments

Tracking work on retainer

Printing invoices, packing slips and labels

Printing customer statements

Reviewing your sales information

Converting sales

Deleting sales

Reversing sales

Sales notes & warnings

Receive Payments Overview

Receiving customer payments

Receiving customer payments using the Bank Register

Finding payments from customers

Deleting payments from customers

Reversing payments from customers

Tracking bounced checks from customers

Customer payments notes and warnings

Customer Credits Overview

Creating customer credits

Applying customer credits and paying refunds

Finding customer credits

Deleting customer credits

Reversing customer credits

Removing customers’ bad debts

Customer credits notes and warnings

CUSTOMERS

Customize data presentation and calculations for each customer and vendor, including credit terms, invoice format, shipping method, volume discount, late payment penalty, customized pricing and more.

Store 5 ship to addresses along with 3 phone, an email and web address and fax number  for each of the 5 addresses per customer or vendor

Create letters with one-click access to Microsoft® Word and let MYOB Plus fill in personalized information on letter templates, such as amount owed for collection letters

Create custom lists and fields for contacts

View a summary of contact notes

Group contacts according to identifiers

Generate mailing labels

Include a photo of your customer, vendor or employees on their contact cards

Mark unused contact cards as inactive

Purchases

Use the Purchases Register to view purchases status and create purchases, quotes, orders

Create purchases, orders and quotes

Pay bills, receive refunds and apply debits to purchases from the Purchases Register

Design professional POs by adding boxes, shading, background graphics, logos and more!

Purchase goods and services in foreign currencies

Look up purchase by PO # or by vendor invoice #

Select credit terms by vendor or by individual purchase order

Track backorder quantity on purchase orders

Drill down from purchases

Email purchases to vendors

Purchases

Entering purchases

Making purchases using the Bank Register

Printing purchases

Reviewing your purchase information

Converting purchases

Deleting purchases

Reversing purchases

Purchases notes & warnings

Pay Bills

Paying vendors

Paying vendors using the Bank Register

Finding bill payments

Deleting bill payments

Reversing bill payments

Pay Bills notes & warnings

Vendor Debits

Creating vendor debits

Applying vendor debits

Finding vendor debits

Deleting vendor debits

Reversing vendor debits

Vendor Debits notes & warnings

Payroll

Set up your payroll easily with predefined income, deductions, accruals, and employer expenses - or define your own

Set employees pay as hourly, salary or non-cash wages

Automatically calculate payroll taxes

Include Year to Date on Payroll stub

Use virtually limitless wage, deduction and accrual categories

View 16 payroll reports

Purchase a payroll support plan to maintain current payroll tax tables

Inventory

Use the Items Register to see an inventory audit trail of how you arrived at current inventory status

Price the same item differently with 30 different prices per item, including 6 user named  price breaks and 5 user defined quantity breaks

Define 3 user named item fields per item - searchable on reports

Define 3 user named lists

Place a high resolution graphic of item on item card

Create item numbers with up to 30 alphanumeric digits

Use the Copy From button for easy transfer of item information

Buy, build or backorder low stock items automatically

Build finished goods from components

Track sales tax per inventory item

Receive low inventory warning

Mark unused items as inactive

Adding new items

Changing items

Deleting or inactivating items

Inventory notes & warnings

Transfer Inventory Overview

Transferring inventory

Auto-building items

Transfer Inventory notes & warnings

Analyzing Inventory Overview

Adjust Inventory Overview

Adjusting inventory

Counting inventory items

Adjusting item quantities and unit costs

Adjusting item total values and unit costs

Adjust Inventory notes & warnings

Cards

Adding customer cards

Adding vendor cards

Adding employee cards

Adding personal cards

Finding cards

Changing cards

Deleting or inactivating cards

Cards notes and warnings

Business Contacts

Creating business contacts

Finding business contacts

Suggestions for using the Contact Log

Removing business contacts

Business Contact Notes

Jobs

Adding new jobs

Finding jobs

Reviewing your job information

Changing jobs

Deleting or inactivating jobs

Changing and deleting reimbursable expenses

Jobs notes & warnings

Track jobs and sub-jobs

Track Job revenue, direct costs, expenses, P&L

Use up to 15 digits for job numbers

Set a preference to require job numbers on all cash transactions

Import and export your jobs list

Refer to a Jobs Exception report to locate transactions that did not get a job allocation

Categories

Creating categories

Assigning transactions to categories

Using reports to track information by categories

Categories notes and warnings

TO DO LIST

Access a single location to view all money owed and due,, ,

recurring transactions

Set your company file preferences to show you your To Do List upon opening

contact and inventory alerts

and expiring discounts

Reports

Profit & Loss Statements and Trial Balance reports

Access over 177 reports, including Statement of Cash Flows,

View reports according to cash or accrual based accounting

Customize and save reports

Create reports containing the exact fields you need out of a selection of fields

Send reports Microsoft® Excel for 'what if' analysis, then save for future use

Create a favorite reports menu

View reports on-screen the way you like

Reports

Finding reports

Choosing settings that affect all reports and forms

Creating a custom report

Choosing what you want to do with the report

Reports notes & warnings

Graphs

Displaying graphs

Using advanced graph tools

Graphs notes & warnings

Printing

Printing

Choosing printer settings

Printing notes & warnings

Emailing

Emailing

Emailing forms and reports

Faxing a form or report

Emailing: notes and warnings

OfficeLinks

Viewing reports in Microsoft Excel

Creating personalized letters using OfficeLinks

OfficeLinks templates for personalized letters ......

OfficeLinks notes and warnings

OfficeLinks templates for Excel

Month-end Tasks

Month-end Tasks Overview

Reviewing your trial balance

Reviewing and adjusting budgets

Reviewing cash flow

Reviewing items’ order status

Purging information that’s no longer needed

Reconciling accounts

Using statements downloaded from the Internet

Paying payroll taxes

Closing accounting periods (Optional)

Month-end notes & warnings