MYOB Accounting Plus 18 Tutorials
MYOB Basics / Lists
Subtitles of the Movie (MYOB Accounting Plus 18 / MYOB Basics / Lists)
Any accounting program such as MYOB has to organise and sort massive amounts of information. Any time you do anything MYOB needs to record it and store it. It then also needs to be able to make all of this information easy for you to find. You don't want to have to sort through a huge pile of unrelated stuff just to find one sale that you made six months ago. To help with this MYOB uses Lists and each one of these Lists group similar items together. Let's look in the Menu here and we can see that MYOB uses a lot of Lists. Now, during normal use we don't usually access these directly. These Lists are integrated into other areas of the software so that we can access items quickly when we want them. For example, say we're going to make a sale. In the Main Window we would choose Sales and Enter Sales. The first thing we need to do is choose the Customer that we're making the sale to. We would normally do this either by starting to type a name here or by clicking the button here. When we do this, our Customer List comes up. We can now select a Customer, or if we can't find them in the List we can add them using the New button at the bottom. And this is how we usually work with Lists in MYOB. The software will present us with an option to look through the correct List when we need it. So, we're currently looking at the contents of our Customer List. We can also view the same exact list from the Menu. Choose Lists, and the Customers are located in the Cards List. Don't worry about not knowing what Cards means just yet because we're going to cover that very shortly in another lesson. We select Cards and then the Customer tab is the same List. So, what other kind of Lists do we have? Well, first we have Accounts, Activities, Items, Jobs, and Categories. Next, we have Tax Codes. The Tax Codes List allows us to quickly select the tax that we need to apply to a sale without manually typing it in. When you're entering a Sale you'll see a Selector appear here, so we can choose from there. Again, it's integrated into the process of creating a sale. Recurring Transactions is the same. In the Sample File provided with MYOB there's a transaction that happens every month. You'll see an option in most Transaction Windows that gives you the option to either add that transaction to the list, or select an existing recurring transaction to work from. The next group deals with your employees: Payroll Categories, Superannuation Funds; and Employment Classifications, and these work in the same way as well. When you make a Superannuation contribution you'll be asked to choose from the contents of this List. We're going to skip Custom Lists, Fields, and Identifiers At this stage, because we're going to cover them in the next lesson, so let's move on to Sales and Purchases information. We have: Comments; Shipping Methods; Referral Sources; and Payment Methods, and just like the Customers and Tax Codes from earlier on in this lesson, they determine the options that appear in the Sales and Purchases Windows. So, we'll go back to making a new sale and the Comments Field will appear here, the Shipping Method here, and the Referral Source and Payment Method here. So, with the exception of Custom Lists that wraps up the subject of Lists in MYOB. As I mentioned before, we don't usually access these directly from the Menu, but it's good to know where they all are and how to access them quickly if you want to add or edit List items. So, let's move on to the next lesson.
Tutorial Information
| Course: | MYOB Accounting Plus 18 |
| Author: | Rick Martin |
| SKU: | 34040 |
| ISBN: | 1-935320-75-0 |
| Release Date: | 2009-09-25 |
| Duration: | 9 hrs / 130 lessons |
| Work Files: |
Yes |
| Captions: | No |
| Compatibility: |
Vista/XP/2000, OS X, Linux QuickTime 7, Flash 8 |
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