Getting Started Tutorial

About this tutorial — 2

About this tutorial

This tutorial introduces you to the principal features, functions,
and capabilities of your MYOB software. Please note that it is not Learning modules (exercises ✔)
intended to be a comprehensive guide. It is complemented by
Getting started page 4 Time billing ✔ page 44
online help and a user guide, which cover all the features of your
software in detail. Banking ✔ page 10 Stock control page 46
This tutorial includes eleven learning modules. These are themed Purchases ✔ page 20 Forms ✔ page 48
on the main functional centres of your software—the command
centres—or on other useful features or functions. Each module Sales ✔ page 28 Reports ✔ page 56
includes an introduction and most include exercises.
Payroll ✔ page 39 Jobs and profit page 61
Unless otherwise stated, the exercise modules can be completed centres ✔
independently of each other. Pick and choose only those you
need. Note, however, that the exercises within each module are
designed to be completed in order.
This tutorial is intended for use with MYOB Accounting v16 and
MYOB Accounting Plus v16.
See the following modules to learn more about your MYOB
business management software.
 About this tutorial — 3

Viewing this tutorial Use the navigation buttons of your PDF More information If you need more information, you can refer
reader to move through the tutorial. You can also go directly to an to the user guide (not available for test drive versions). The user
exercise or topic by using the contents panel located at the left- guide helps you set up and use your company file.
hand side of the screen.
For detailed information about every task you can perform, see the
If the images are not clear, try selecting 200% as the zoom in the online help. You can access online help from the Help menu.
Adobe Reader toolbar. When you purchase MYOB business management software, you
can call our Technical Support team for further assistance. See
Printing this tutorial While this tutorial has been designed to
your Getting Started guide for more information on getting
be viewed on screen, you can also print it on A4-sized paper.
technical support.
Sometimes you may need assistance that cannot be provided by a
support representative. In such a case, you can contact an MYOB
Certified Consultant to help you. We include a Certified
Consultants directory with your software—contact them and find
out more about how they can help.
 Getting started — 4

Getting started
When you make entries in MYOB Accounting, that information is To open the tutorial company file
stored in one file called a company file. This module provides
1 Start your MYOB software. A welcome window appears.
information that will help you use the company file that is set up
for this tutorial. It also provides information on creating your own 2 Click Open your company file. The Open window appears.
MYOB company file and setting up the accounts you will need to 3 Open the Tutorial folder in the installation folder.
run your business.

The tutorial company file

For the purpose of this tutorial, we have created a sample
company file. This file is called tutorial.myo.
Make a copy of the tutorial company file before starting the
tutorial exercises. If you happen to enter and record incorrect
data during the exercises, you will be able to start afresh with a
copy of the original tutorial company file. The tutorial company
file is located in the Tutorial folder. If you selected the default
options during installation, the MYOB Accounting tutorial folder
is located at C:\myob16\Tutorial and the MYOB Accounting Plus
tutorial folder is located at C:\Plus16\Tutorial.
 Getting started — 5

4 Double-click the tutorial company file. The Sign-on window

appears and the User ID field defaults to Administrator.
(The User ID identifies the user that has posted transactions
into the company file.)
5 Click OK. A data verification message appears.
6 Click Yes. Another data verification message appears.
7 Click OK and when the verification process is complete, click
OK again. A command centre window appears.

Exploring the software

The command centres Command centres group similar

functions, such as sales, purchases and banking. When you click an icon, the functions available from that
The icons at the top of the Command Centre window represent particular command centre appear in the flowchart below the
icons.
the various command centres. You can move from one command
centre to another by clicking these icons. The Sales command
The Lists menu As you set up your company file, you will be
centre is shown here.
entering details in many lists, for example, the cards list, the
accounts list and the jobs list.
 Getting started — 6

All these lists are accessible from the Lists menu on the menu bar.
search icon

Calendar Press the SPACE bar in any Date field to select a date
using the calendar.

Zoom arrows These are displayed next to various fields and

transactions. They allow you to see more information about a
transaction or record.
TAB keys Pressing the TAB key moves you from one field to the
zoom arrow
next in a window. Pressing SHIFT +TAB moves you back a field.

Shortcut keys There are shortcut keys for most windows. For
example, to access the Cards List window, press CTRL +F on your
Search icons These display a list of records you have previously keyboard. To view the available shortcut keys, have a look through
entered, such as customers or delivery methods. You can then the menus on the main menu bar. For each menu item that has a
select a record from the list. shortcut, the shortcut keys to press are displayed.
 Getting started — 7

Accounts To view the accounts list

The accounts list The transactions entered into your company 1 Go to the Accounts command centre.
file are grouped and organised using accounts. The Accounts List 2 Click Accounts List. The Accounts List window appears.
window lists each of the accounts.
When you create a company file, you have the option of
importing an accounts list from your accountant, building one
from scratch or starting off with one of the many preset accounts
lists provided. You can then customise it to suit your business by
adding the accounts you need and deleting the ones you are not
likely to use.
 Getting started — 8

Account classifications There are eight account classifications: Linked accounts When viewing the accounts list, you may have
• Asset noticed that some accounts have a tick in the Linked column.
• Liability This indicates that the account has been selected as a default
• Capital
account for a particular function. For example, in the tutorial
• Income
company file, 1-1000 Bank Account is the linked account for
• Cost of Sales
customer receipts. This means that when entering customer
• Expense
payments, this account will be the default account used for
• Other Income receiving the payments.
• Other Expense. You can view the linked functions for an account by clicking the
The Bank Account is an example of an asset account. This zoom arrow next to the account in the accounts list, and then
account is where your business keeps its operating money. This clicking the Details tab in the Edit Accounts window that
money is owned by the business and, in accounting terms, is appears.
classified as an asset.
While you can search for and select accounts based on their
account name, you also need to provide an account number when
setting up accounts. In the tutorial company file, the Bank
Account has an account number of 1-1100. The prefix 1- indicates
that it is an asset account and the number 1100 determines the
position of this account in the Accounts List window.
 Getting started — 9

Your MYOB company file Protecting your company file As your company file contains
Your MYOB company file contains all the information that you your important accounting information, it is vital that you protect
enter in your MYOB software. While some information is stored in it against hard disk failure, data corruption and theft.
other folders on your hard drive (for example, customised reports To safeguard your company file, you should perform the following
are saved in the Custom sub-folder on your hard drive), your tasks:
transactions and records are stored in your company file.
• Back up your company file. You should regularly make
NOTE copies of your company file to ensure that if your
company file gets corrupted or stolen, you have a recent
Creating a company file using a Test Drive version of MYOB
copy of your file to continue from. You can create back up
software To assess the suitable of the software for your business,
copies of your company file by choosing Backup from the
you can create a company file for your business using a Test Drive
File menu.
version of MYOB Accounting or MYOB Accounting Plus. In this
company file, you can enter your company details and record actual • Check your company file for errors. You should
transactions. Later, if you purchase a full version of the MYOB routinely check your company file for data corruption.
software, you can continue using that file. Depending on your preference settings, you will be
prompted to verify your company file each time you open
and back up your file. You can also perform this task by
choosing Verify Company File from the File menu.
• Optimise your company file. Use the Optimisation
Assistant (accessible from the File menu) to ensure that
your company file runs as efficiently as possible.
 Banking — 10

Banking
This module shows you how to use the Banking command centre. Bank Register window From the Bank Register window you
It introduces useful banking features such as the Bank Register can enter cash sales and purchases. You can also enter payments
window, recurring transactions and bank account reconciliation. for invoices and purchases.
This module includes the following exercises: To display the Bank Register window go to the Banking
• ‘Exercise 1—Receive money’ on page 12 command centre and click Bank Register.
• ‘Exercise 2—Spend money’ on page 14
• ‘Exercise 3—Reconcile your bank account’ on page 16. a

d
 Banking — 11

a Account Selection: Use the top part of the Bank Register Recurring transactions Many business transactions recur
window to select the appropriate account, to select the periodically. You can choose to save most transactions—including
date range of the transactions you want to display in the invoices and purchases—as recurring transactions by clicking the
middle section of the window, to view the account Save as Recurring button before recording the transaction.
balance, and to import an electronic bank statement.
b Account Details: The middle section of the Bank Register
window displays all the transactions made involving the You can recall the transaction at any time, adjust its details, such
selected account for the selected period. Each transaction as the amount, and record it. You can also schedule it to be
has a zoom arrow ( ) that you can click to see the original recorded automatically.
transaction window.
When you make a recurring transaction, you set the frequency
c Transaction Details: Use the bottom part of the Bank
(weekly, monthly, etc.) of the transaction. The To Do List will
Register window to create a new transaction by selecting
remind you when the transactions is next due and will allow you
the appropriate transaction type and then entering the
to post it.
details of the transaction.
d Split button: Use the Split button to assign a transaction to
more than one account or to apply a payment to a
particular invoice or purchase.
 Banking — 12

Exercise 1—Receive money

Let’s assume you want to record a deposit of £30,000 in the
business bank account to fund the initial activities of the
company.
1 Go to the Banking command centre and click Receive
Money. The Receive Money window appears.
2 Click Deposit to Account. Your bank account appears
automatically in the adjacent field.
3 In the Date field, type 7/3/7 and press TAB. If you receive a
date warning, click OK to ignore the message.
4 Tab to the Amount Received field and type 30000.
5 Tab to the Payment Method field, click the search icon and
select Cash from the Select from List window.
6 Tab to the Memo field and type Initial funding of the
company.
7 Tab to the Acct No. column. Here you specify an account that
can explain the increase in the bank account selected at the
top of the window.
In accounting terms, you are increasing the capital or your
share of the business; therefore, the appropriate account to use
would be the Partner A Capital account.
 Banking — 13

8 Click the search icon ( ). The Select from List window Review Let’s see how this transaction affects your accounts.
appears.
1 In the Banking command centre, click Transaction Journal.
9 Double-click the capital account named 3-7000 Partner A The Transaction Journal window appears.
Capital.
2 Click the Receipts tab and, in the Dated From and To fields,
The amount of £30,000 appears automatically in the Amount
type 7/3/7.
column.
3 Press TAB. Notice that the Bank Account has been debited
with £30,000 and the Partner A Capital account has been
credited with £30,000.

In other words, your company now has £30,000 worth of

assets, and your contribution to the company (capital) has
increased by £30,000.
4 Click Close.

10 Click Record. The entry is saved and the window cleared.

11 Click Cancel to return to the Banking command centre.
 Banking — 14

Exercise 2—Spend money

You now have money to buy furniture and equipment. You buy a
desk, chair and computer for £5,500 (VAT inclusive) from Acme
Business Supplies. To complete this exercise, you’ll also need to
create a supplier card.
1 Go to the Banking command centre and click Spend Money.
2 Select the VAT Inclusive option.
3 In the Date field, type 9/3/7 and press TAB. If you receive a
date warning, click OK to ignore the message.
4 Type 5500 in the Amount field and press TAB.

5 In the Card field, type Acme Business Supplies and press

TAB .Since you don’t have a record for Acme Business Supplies,
the Select from List window appears.
6 Click the New button. The Card Information window
appears. The name of the card, Acme Business Supplies, is
highlighted in the Name field.
7 Press TAB.
8 Select Supplier from the Card Type list.
 Banking — 15

9 Complete the contact details in the Profile tab view of the 12 Click OK to close this window and then press TAB in the Spend
Card Information window as shown below. Money window. Note that the Payee field now displays the
name and address of Acme Business Supplies.
13 Enter the details of the purchase of the desk:
a Tab to the Acct No. column and press TAB once more. Since
an account is required in this field, the Select from List
window appears. Double-click the 1-4000 Office
equipment at cost asset account. You are returned to the
Spend Money window.
b In the Amount column, type 1500.
c Tab to the Memo column and type Desk.
d Press ENTER to move to the next line.
14 Enter the details of the purchase of the chair:
a Select the 1-4000 Office equipment at cost asset account.
b In the Amount column, type 500.
c Tab to the Memo column and type Chair.
10 Click the Buying Details tab and, in the VAT ID Number d Press ENTER to move to the next line.
field, type 123456789 —Acme Business Supplies’ VAT ID.
15 Enter the details of the purchase of the computer:
11 In the VAT Code field, select S (for Standard). This is the a Select the 1-4000 Office equipment at cost asset account.
default code for transactions with this supplier. Also, select the b In the Amount column, type 3500.
Use Supplier’s VAT Code option.
c Tab to the Memo column and type Computer.
 Banking — 16

Exercise 3—Reconcile your bank account

It is good business practice to reconcile your bank statement with
the corresponding account in your MYOB company file. The
frequency with which you need to do this depends on your
volume of transactions.
Reconciling ensures that the transactions entered in your MYOB
company file match those in the corresponding bank statement.
Reconciling can help you pick up errors made either by the bank
or by the person entering the data in your MYOB company file.
You can reconcile bank accounts by importing a bank statement
into your company file using the Get Statement feature or by
reconciling each recorded transaction with those on a paper
statement.
16 Click Record. The details are saved in your company file.
17 Click Cancel to close the Spend Money window.
 Banking — 17

Let’s reconcile the bank account used so far in this tutorial. In this 2 Tab to the New Statement Balance field and type 24495. This
example, assume that you are registered with your bank’s online is the closing balance value and it appears on the paper copy of
banking service and you are able to download electronic bank the bank statement or you can determine it from your bank
statements from the website. website for online banking.

An electronic bank statement is provided with this tutorial, which

you will use in this exercise.
3 Tab to the Bank Statement Date field and type 31/3/7. Press
The statement covers the period from 01/03/2007 to TAB .
if you receive a date warning, click OK to ignore the
31/03/2007, the closing balance is £24,495 and the statement message.
includes the following three transactions:
• A deposit of £30,000
• A cheque for £5,500 Notice that the out of balance amount is –£24,495 and that
• A bank charge of £5. the two transactions you have entered appear in the scrolling
list. (Only transactions dated on or before the Bank
To reconcile your bank account Statement Date appear.)

1 Go to the Banking command centre and click Reconcile

Accounts. The Reconcile Accounts window appears.
There is only one bank account set up in the tutorial file, so
the Account field automatically displays this account.
 Banking — 18

4 Click Get Statement. The Open window appears.

5 Navigate to and select the MyBank.qif file in the Tutorial
This window shows that the statement has three transactions,
folder.
two of which were automatically matched with the
6 Click Open. transactions recorded in your company file (the £30,000
7 The Get Statement window appears. deposit and the cheque for £5,500).
8 Click OK. The Unmatched Statement Transactions window The window also shows that one transaction in the statement
appears. could not be matched—a bank charge of £5.00. Therefore the
bank’s records differ from yours by £5.00. To correct this, you
need to add the bank charge to your records.
 Banking — 19

9 Select the Bank Charge line and click Add Transaction. The 13 Click Done. The Reconcile Accounts window appears with
Spend Money window appears. three transactions marked as cleared (a tick appears for each
transaction).

Notice that the out of balance amount is £0.00. This means

that your account now reconciles with the bank’s records.
14 Click Reconcile to complete the reconciliation process for this
Notice that most of the details—the date, amount and memo account. The following window appears.
have been filled in automatically. You only need to provide the
account details that explain the transaction.
10 Click in the first row of the Acct No. column and click the
search icon ( ). The Select from List window appears.
11 Select the 6-4700 Bank charges expense account and click
Use Account. The Spend Money window now shows £5.00 in
the Amount column.
12 Click Record. The Unmatched Statement Transactions
window reappears and it now reads “All of your transactions You can click Print Report to print the reconciliation report
match!”. for your records or just click Reconcile again to finish.
15 Click Cancel to return to the Banking command centre.
 Purchases — 20

Purchases
This module shows you how to the Purchases command centre.
You use the Purchases command centre to record details of your
purchases, send purchase orders and record payments to your
suppliers.
This module also explains the different types of purchases you can
record and introduces you to the Purchases Register window.
This module includes the following exercises:
• ‘Exercise 1—Placing an order’ on page 22
• ‘Exercise 2—Record the purchase’ on page 25
• ‘Exercise 3—Pay the supplier’ on page 26.
 Purchases — 21

Purchase types When you click the Enter Purchases function

in the Purchases command centre, a new Purchases window
appears, ready for you to record your purchase.
You can record a purchase as a quote, order or purchase
transaction. Also, if you purchase stock, you can use a receive item
purchase to record the receipt of stock you have ordered but have
not yet been billed for.
You can enter a quote you received from one of your suppliers.
Then, when you are ready to make the purchase, you can simply
change the quote to an order.
The order can then be changed to a purchase when you receive the
items or services you ordered. Purchases Register window The Purchases Register gives you
quick access to all your purchase transactions, including closed
bills, debit notes and refunds. To view the Purchases Register
window, go to the Purchases command centre and click
Purchases Register.
 Purchases — 22

Exercise 1—Placing an order 4 Click the down arrow in the top left corner of the window and
choose Order.
In this exercise, you will place and order for 100 widgets from
World of Widgets at £5.50 (including VAT) each. Before you can
place this order, you will first create a record for widgets, a stock
item you purchase regularly.
1 Go to the Purchases command centre and click Enter 5 Type World of Widgets in the Supplier field and press TAB.
Purchases. The name will be matched with the card set up for this
2 Click Layout. The Select Layout window appears. supplier in the Cards List window.

3 Select Item and click OK. The Purchases - New Item window 6 Select the VAT Inclusive option.
appears. 7 Tab to the Date field and type 8/4/7. If you receive a date
warning, click OK to ignore the message.
8 Tab to the Order column and type 100 (as you are ordering
100 widgets) and press TAB.
9 In the Item Number column, type 100-101A5.
 Purchases — 23

15 Complete the Profile tab view as shown below.

10 Press TAB. As this item does not exist in your items list, the
Select from List window appears.
11 Click New. The Item Information window appears with 100- 16 Complete the Buying Details tab as shown below.
101A5 in the Item Number field.
12 Press TAB. The Name field appears.
13 In the Name field, type Widgets.
14 Select the I Buy This Item, I Sell This Item and I Stock This
Item options.
The Cost of Sales Account, Income Account for Tracking 17 Complete the Selling Details tab as shown below.
Sales and Asset Account for Item Stock Control fields
appear.
 Purchases — 24

18 Click OK to return to the Purchases window.

19 Tab to the Price column and type 5.50, which is the purchase
price of a widget.
20 Press TAB and then the down arrow key on your keyboard to
move to the Comment field.
21 Type Please deliver to warehouse.
22 In the Promised Date field, type 20/4/7 (the date you expect 23 Click Record to record the order.
to receive the goods). 24 Click Cancel to return to the Purchases command centre.
As you are only placing an order, your stock levels have not
changed. When you receive the goods (in the next exercise), you
can convert the order to a purchase.
 Purchases — 25

Exercise 2—Record the purchase

Let’s assume that the 100 widgets arrive with an invoice from the
supplier some days later. You check that the widgets have arrived
in good condition and that the invoice matches your order. Then,
you convert the order to a purchase.
Follow these steps to convert the order you created earlier to a
purchase.
1 Go to the Purchases command centre and click Purchases
Register. The Purchases Register window appears.
2 Click the Orders tab.
3 Select Supplier from the Search By list. In the adjacent field
type World of Widgets and press TAB.
4 You know that the purchase order you recorded was dated in 5 Select the order dated 08/04/2007 and click Change to Purch.
April 2007, so type 1/4/7 in the Dated From field and The Purchases - New Item window appears.
30/4/7 in the To field. Press TAB and all orders made to this
supplier in this date range appear in the scrolling list.
 Purchases — 26

Exercise 3—Pay the supplier

You now have a purchase that is payable. If you had paid this
purchase immediately, you could have entered the amount that
you paid in the Paid Today field when recording the purchase.
However, since you are paying it later, you need to use the Pay
Suppliers function. You are paying £550 by cheque.
1 Go to the Purchases command centre and click Pay
Suppliers.
2 Press TAB to display the Select from List window and
double-click World of Widgets. The supplier details appear
and the outstanding payables for the supplier are listed.
In the Date field, type 20/4/7 (the date you received the
3 Type 27/4/7 in the Date field and press TAB. If you receive a
widgets) and press TAB. If you receive a date warning, click
date warning, click OK to ignore the message.
OK to ignore the message.
4 Type 550 in the Amount field.
6 Type 88943 as the supplier’s invoice number.
5 Tab to the Amount Applied column to allocate the payment
7 Click Record. The purchase is recorded. to the purchase and then press TAB. (It is important that the
8 Click Cancel to return to the Purchases Register window. figures in the Amount field and the Amount Applied column
match.)
9 Click Close to return to the Purchases command centre.
You have completed your first purchase and now have 100 widgets
in stock and showing in the Items List window (accessed from the
Stock Control command centre).
 Purchases — 27

6 Click Record. The purchase is settled in full, and the bank

account balance in the Pay Suppliers window is reduced by
£550.
7 Click Cancel to return to the Purchases command centre.
 Sales — 28

Sales
This module shows you how to use the Sales command centre to
enter sales, receive payments and print invoices.
It also explains the different sales layouts and types, and
introduces you to the Sales Register window.
This module includes the following exercises:
• ‘Exercise 1—Make a sale’ on page 29
• ‘Exercise 2—Analyse Debtors’ on page 32
• ‘Exercise 3—View item transaction’ on page 33
• ‘Exercise 4—Create a credit note’ on page 34
• ‘Exercise 5—Settle a credit note’ on page 35
• ‘Exercise 6—Receive customer payment’ on page 36
• ‘Exercise 7—Pay refund’ on page 38.
 Sales — 29

Sales layouts The sales layout determines the fields that appear Exercise 1—Make a sale
in the Sales window and the appearance of your forms. The layout You will now record a sale to Widget Eaters Limited of 65 widgets
you choose depends on the information you need to record (such for £11 each (VAT inclusive). As you have already purchased 100
as item quantities and prices). You can choose one of the following widgets, you have enough in stock to make this sale.
sales layouts: Service, Item, Professional and Miscellaneous.
1 Go to the Sales command centre and click Enter Sales. The
If you are using MYOB Accounting Plus, you can also charge Sales window appears.
customers using the Time Billing layout. Time Billing is
2 Type Widget Eaters Limited in the Customer field and
appropriate for service-based businesses that charge for time,
press TAB. The Select from List window appears. A record for
materials and miscellaneous services provided to clients. For more this customer does not exist so you need to create one.
information, see ‘Time Billing’ on page 44.
3 Click New. The Card Information window appears with the
Sales types You can enter a sale as a quote, order or invoice. This name of the card, Widget Eaters Limited, highlighted in the
Name field.
way you can send a quote to a customer, change it to an order
when the customer decides to buy, and then change the order to 4 Press TAB. Additional fields become available.
an invoice when the goods are sent or the services are provided. 5 Complete the fields in the Profile tab as shown on the next
page.
Sales Register window The Sales Register window gives you
quick access to all your sales, including closed sales and credits
given to customers.
 Sales — 30

12 Tab to the Deliver column and type 65 (the number of widgets

you are selling).
13 Tab to the Item Number field. As there is only one item,
Widgets appears by default. If you had more than one item,
you would need to type or select the item number.
14 Press TAB. The Price, Total and VAT amounts appear.

6 Click OK to return to the Sales window.

7 Press TAB to fill in the customer’s details automatically.
8 Tab to the Date field, type 9/5/7 and press TAB. If you receive
a date warning, click OK to ignore the message. 15 Click Record.
9 Click Layout. The Select Layout window appears. 16 Click Cancel to return to the Sales command centre.
10 Select Item as you are selling items from your stock.
11 Click OK.
 Sales — 31

Review Let’s have a look at the transaction entries recorded for

this sale.
Go to the Sales command centre and click Transaction Journal.
In both Date fields, type 9/5/7 and press TAB. The debit and
credit entries relating to the sale you just recorded are displayed:
• The first two lines debit the trade debtors account for the
sale and VAT amounts. The Trade Debtors account keeps
track of the money owed to you by your customers.
• The third entry is a credit to the income account that the
item has been linked to. The amount is the proceeds of the
sale exclusive of VAT. When you have finished reviewing these details, click Close.
• The fourth entry is a credit to the liability account used to
track VAT collected on sales.
• The final two entries are required to account for the cost of
the items sold (65 widgets multiplied by the VAT exclusive
purchase price of £4.6809 = £304.26). This amount is
transferred from your stock account to a cost of sales
account (which keeps track of costs incurred in making
sales).
 Sales — 32

Exercise 2—Analyse Debtors 3 If you want, you can filter the ageing date. Click Filters and, in
the Ageing Date window that appears, select an ageing
The Analyse Debtors window helps you track the amounts that
option. You can view your invoices by the number of days
your customers owe you. In the following exercise, you will use overdue or by the number of days since the invoice date. You
the Analyse Debtors window to view debtor information for the can also view the debtors as at a given date.
customer you created in the previous exercise.
4 In the Analyse Debtors window, click the zoom arrow ( )
1 Go to the Sales command centre. next to Widget Eaters Ltd. The Customer Detail view of the
2 Click the Analysis down arrow and choose Debtors to open Analyse Debtors window appears with the outstanding
the Analyse Debtors window. invoice.
This view shows details of each outstanding invoice, such as
the invoice number, the date it was recorded, the amount and
how old it is.
5 Click the zoom arrow ( ) next to the invoice number. The
Sale Detail view of the Analyse Debtors window appears.
This view shows a breakdown of the invoice into the total for
goods and services and the total VAT.
6 Click the zoom arrow ( ) next to the invoice number. The
original invoice appears.
7 Click Cancel to return to the Analyse Debtors window.
A complete list of your outstanding customer invoices is 8 Click Close to return to the Command Centre window.
displayed. In this case, you only have one, Widget Eaters Ltd.
 Sales — 33

TIP Exercise 3—View item transaction

Analyse Creditors You can also see how much you owe your The Items Register window gives you access to transactions
suppliers. Go to the Purchases command centre and use the relating to items. When the register is filtered to show a single
Analysis tool to open the Analyse Creditors window. This window item, a running balance of the item’s quantities and value is
works in exactly the same way as the Analyse Debtors window.
displayed.
In the following exercise, you will use the Items Register window
User-defined ageing You can define your own ageing periods to view the number of widgets you have on hand and to display
instead of the standard 30–60–90 days. You can choose daily the transaction relating to the sale of widgets to Widget Eaters
ageing, or choose monthly ageing and show the ageing periods by Limited.
month name or number of months overdue. 1 Go to the Stock Control command centre and click Items
Register. The Items Register window appears.
Ageing periods are set by choosing Preferences from the Setup
menu and then clicking the Reports & Forms tab of the 2 Select Item from the Search By list.
Preferences window. 3 Type 100-101A5 in the adjacent field.
4 You know that the sale you recorded was dated in May 2007,
therefore, type 1/5/7 in the Dated From field and
31/5/7 in the To field.
5 Press TAB. The list of transactions recorded in May appear.
 Sales — 34

Exercise 4—Create a credit note

Let’s assume that five widgets shipped to Widget Eaters Limited
were damaged in transit.
You give the customer a credit note for the five damaged widgets,
which will be applied against the customer’s outstanding invoice.
If goods are returned and placed back in your stock for reselling,
you need to use the Item layout so that your stock is readjusted for
the returns.
In this case the goods were damaged, which means you won’t
place them back in stock. The cost of the damaged goods will be
allocated to an income account called Sales returns.
6 Click the zoom arrow ( ) to the left of the date to view the
1 Go to the Sales command centre and click Enter Sales.
transaction in its original window. The invoice you created to
record the sale of 65 widgets is displayed. 2 Select Widget Eaters Limited as the customer.
7 Click OK to return to the Items Register window. 3 Make sure the VAT Inclusive option is selected.
8 Click Close to return to the Stock Control command centre. 4 Click the Layout button, select the Miscellaneous layout and
click OK.
5 In the Date field, type 15/5/7 and press TAB. If you receive a
date warning, click OK to ignore the message.
6 Tab to the Description column and type Credit note for
five damaged widgets.
 Sales — 35

7 Tab to the Acct No. column and press TAB to display the Select Exercise 5—Settle a credit note
from List window.
1 Go to the Sales command centre and click Sales Register. The
8 Select 4-1000 Sales returns income account and click Use Sales Register window appears.
Account to return to the Sales window.
2 Click the Returns & Credits tab. The credit note of £55
9 In the Amount column, type -55 and press TAB. appears in the scrolling list.

10 Click Record. You have just created a credit note.

11 Click Cancel to return to the Sales command centre.
3 Select the credit and click Apply to Sale to apply this credit to
You can choose how to settle it—by applying it against the
the customer’s account balance. The Settle Returns & Credits
customer’s existing account balance or by refunding the amount.
window appears with the customer’s unpaid invoice.
You will apply this credit against Widget Eaters’ account balance
in the next exercise.
 Sales — 36

4 In the Date field, type 15/5/7 and press TAB. If you receive a Exercise 6—Receive customer payment
date warning, click OK to ignore the message.
You receive a cheque for £670 from Widget Eaters Limited as
5 Press TAB until the £55.00 credit amount appears in the payment for the widgets. Note that this is £10 more than the
Amount Applied column. amount owing. When you record this payment, you will also
record a credit for the overpaid amount.
1 Go to the Sales command centre and click Receive Payments.
The Receive Payments window appears.
2 Click Deposit to Account. Bank Account appears in the
adjacent field.
3 In the Customer field, press TAB. As you only have one
customer card, Widget Eaters Limited appears in the
Customer field and their unpaid invoice appears in the list.
4 In the Amount Received field, type 670.
5 In the Payment Method field, select Cheque.
6 In the Date field, type 20/5/7 and press TAB. If you receive a
6 Click Record to apply the credit. The invoice balance is date warning, click OK to ignore the message.
reduced by £55.00.
Note that the credit note no longer appears in the Returns
& Credits tab.
7 Click Close to close the Sales Register window.
 Sales — 37

Amount Applied

Out of Balance

9 Click Record. The following message appears.

You notice that the customer has overpaid you by £10, but you
still need to apply the whole payment to their unpaid invoice.
7 Tab to the Amount Applied column. The amount of £660.00
appears against the invoice.
8 Enter the full amount received (670) and press TAB. (The Out 10 Click OK to continue. A credit note of £10 is created.
of Balance field at the bottom of the window should now 11 Click Cancel to return to the Sales command centre.
display £0.)
You will now refund the £10 to the customer.
 Sales — 38

Exercise 7—Pay refund

1 Go to the Sales Register and click the Returns & Credits tab.
The credit note of £10 appears in the scrolling list.

4 Click Record.
The refund is recorded in your company file. You can now
send a cheque for £10 to the customer.

2 Select the credit note and click Pay Refund.

The Settle Returns & Credits window appears.
3 As we are paid the refund on 20 May 2007, change the date of
the cheque to 20/5/7 and press TAB. If you receive a date
warning, click OK to ignore the message.
 Payroll — 39

Payroll
Using the payroll feature you can record overtime rates, Payroll categories The components of an employee’s pay, such
allowances, union fees and other deductions, holiday leave, sick as wages, entitlements, deductions and taxes, are called payroll
leave and tax deductions. This module shows you how to use the categories. These are assigned to an employee’s card to create the
Payroll command centre to process pays for both wage and salary employee’s default paycheque.
earners. It also provides an explanation of payroll categories.
This module includes the following exercises: Exercise 1—Create an employee card
• ‘Exercise 1—Create an employee card’ below Before you can enter payroll details for an employee, you need to
• ‘Exercise 2—Pay your employees’ on page 41. create an employee card. The card records the general contact
details and payroll details for the employee.
Let’s assume you have just hired a full-time permanent employee,
John Smith, who is paid on an annual salary of £44,000. Mr Smith
is entitled to sick leave and holiday leave.
1 Go to the Card File command centre and click Cards List. The
Cards List window appears.
2 Click the Employee tab.
3 Click New. The Card Information window appears.
4 In the Last Name field, type Smith and press TAB. Additional
fields appear.
5 Enter the following contact details in the Profile tab.
 Payroll — 40

Note that when you select Salary as the pay basis, The Base
6 Click the Payroll Details tab. Salary wage category is selected automatically, that is, a tick is
You enter the employee details by first clicking the section placed in the select column( ).
name down the left side of the window—for example,
Personal Details—and then completing the fields. For 9 Click Entitlements and then click in the select column next to
detailed information in each section, see the online help. each entitlement.

7 Click Personal Details and complete the fields as follows.

10 Click Taxes and enter the following tax information. Note

that the tax categories PAYE Income tax and NI Employee
Contributions have been selected automatically for the
employee.

8 Click Wages and enter the following wage information.

 Payroll — 41

Exercise 2—Pay your employees

You pay your employees on the 15th day of each month. You
process all employees in the same pay run. This pay run is for
March and will also be the first pay run in which a new employee,
John Smith, is processed.
1 Go to the Payroll command centre and click Process Payroll.
The Select Pay Period window appears.
11 Click Recurring Pay. The employee’s default paycheque
details appear. The default values are determined by the 2 Select Monthly in the Process all employees paid field.
payroll categories and values entered in the previous steps. 3 In the Payment Date field, type 15/3/7 and press TAB. If you
12 Click Pay History and enter the following information. receive a date warning, click OK to ignore the message.
4 In the Pay Period Start field, type 1/3/7 and press TAB. If a
message appears to remind you that the end date of the pay
period must be later than the start date, click OK.

Note that you only need to enter this information if the 5 In the Pay Period End field, type 31/3/7.
employee was paid by another employer this payroll year. 6 Click Next. The Select & Edit Employee’s Pay window
appears.
13 Click the Banking Details tab and select Cheque as the
payment method.
14 Click OK and then Close to return to the Card File command
centre.
 Payroll — 42

7 Click the zoom arrow( ) next to John Smith’s name. The Pay 8 Click OK. The Select & Edit Employee’s Pay window
Employee window appears with John Smith’s pay details. reappears.
9 If you want, you can review the details of your employees’
pays by:
• Clicking the zoom arrows( ) next to their names.
• Clicking Preview Pay Details.
After reviewing pay details, you are now ready to record the
pays.
 Payroll — 43

10 Click Record. A message appears informing you of the number

of paycheques that will be recorded.
11 Click Continue. A message appears informing you of the
number of paycheques that have been recorded successfully.
12 Click OK. The Process Payments window appears.

14 From this window, you can print the Payroll Earnings report
and print pay advice for your employees. However, for the
purposes of this tutorial, click Finish. You are returned to the
Payroll command centre.
You have successfully processed a pay run for your monthly
employees.
13 To print paycheques, you would click Print Paycheques.
However, for the purposes of this tutorial, click Next. The
Print Payroll Earnings window appears.
 Time Billing — 44

Time Billing
NOTE Track chargeable and non-chargeable time You can record
Time Billing is only available in MYOB Accounting Plus. chargeable hours (that is, hours you will bill a customer) and
non-chargeable hours (such as hours spent on a training course).
You can record hourly activities, such as the time you spend on a
This module shows you how to use the Time Billing command job, and non-hourly activities, such as photocopying charges and
centre to record how your time and that of your staff and travel expenses. Using the timer feature, you can time an activity
contractors is spent. while you perform it.
It also includes an exercise explaining how to record an activity.
Billing your customers You can choose to bill in 1, 6, 10, 12 and
30 minute blocks. This is an option that you can set in the System
view of the Preferences window. You also have the option to bill
an activity slip in full, in part, or to defer the whole amount until
a later date.

Multiple slip entry You can record activities performed for a

customer using the Enter Activity Slip window. Activity slips
form the basis for the invoices you send to your customers.
If you want to enter time-billing details for several customers or
employees, you can record the activities using the Multiple
Activity Slips tab of the Enter Activity Slip window.
 Time Billing — 45

Paying your employees You can pay employees for time-billing rate. You can change this rate by directly typing in the field or
activities by: by clicking the zoom arrow ( ) next to the Activity field and

• creating a timesheet entry, which can then automatically

editing the default rate for the activity itself.

create an activity slip entry 7 Type Installation at Grand Hotel in the Notes field.
• recording hours worked on an activity slip. 8 Amy decides she only wants to bill ABC Ltd for 4 hours. Type -
1 in the Adjustment field and press TAB. The revised billing
Exercise—Record an activity amount is displayed.

Your employee, Amy Kendall, wants to record the time she has
spent on installation work for ABC Ltd at the Grand Hotel. She
follows the steps below.
1 Go to the Time Billing command centre and click Enter
Activity Slip. The Enter Activity Slip window appears.
2 In the Employee field, select Amy Kendall and press TAB.
3 In the Date field, type 22/2/7 and press TAB. If you receive a
date warning, click OK to ignore the message.
4 Select ABC Ltd in the Customer field.
5 In the Activity field, select the Widget installation activity.
You are going to invoice ABC Ltd for this activity.
9 Click Record. This activity slip can now be used to invoice
6 Tab to the units field and type 5. Amy has spent 5 hours on ABC Ltd using the Prepare Time Billing Invoice function in
installation work for ABC Ltd. A rate of £25 is automatically the Time Billing command centre. See the online help for
entered into the Rate field. This is Amy’s default time-billing more information.
 Stock Control — 46

Stock Control
This module introduces some of the features you can access from
the Stock Control command centre.
You can keep track of stock on hand, automate reordering,
automatically build items from sub-items, and be reminded when
stock levels fall below preset levels. You can also record the results
of stocktakes and make stock adjustments when required. And if
you are an MYOB Accounting Plus user, you can record the
location of your stock and movements between locations.

NOTE
Stock setup exercise For an exercise on setting up an item you
stock, see ‘Exercise 1—Placing an order’ on page 22.

Integration with purchases and sales Stock Control is

integrated with purchasing and sales. This means your stock levels
are updated as you purchase new stock and enter sales. If items are
returned to you after sale, your stock levels are adjusted
accordingly.
 Stock Control — 47

Choose stock attributes You can buy and sell in different units: build more. To save time, the conversion of the components into
for example, you can purchase by the case but sell individually. the assembled product can be automated.
You can maintain a price list of items you sell and reprice items by
percentage margins, percentage mark-ups or gross profit. Record stocktakes and adjustments You can use the Count
Stock window after a stocktake to enter the quantity of each item
Automatically reorder or backorder stock You can set a you have on hand and its value.
reorder level for each stock item. When stock on hand falls below
this level, a purchase order is created automatically and you are Record the location of your stock [MYOB Accounting Plus
reminded to place the order via the To Do List. only] You can record the location of your stock and the
movement of items between locations. For example, you could
Allow negative on-hand stock quantities and values In some record the movement of items from one location to another in the
instances, you may want to record the sale of more stock items same warehouse or across warehouses.
than you currently have on hand. A preference setting allows you
to do this. When you don’t have enough stock on hand, a sale will View historical stock levels Your software can record up to
result in a negative on-hand quantity and value. seven years history of an item. Historical stock levels can help you
identify and analyse trends in your stock levels.
Build stock from component items Each item in your
company file can consist of sub-items or sub-assemblies. For
example, a cooling unit could consist of 1 base, 2 pipes, 1 stand,
and 1 large filter. When a product is assembled, the on-hand
quantity of each component is automatically reduced. As you run
out of stock of the assembled product, you will be reminded to
 Forms — 48

Forms
Forms are the invoices, purchase orders, cheques, statements and Exercise 1—Customise a form
mailing labels that you can fax, email or print. This module
You can customise the way your forms look, for example, by
discusses the features of some form types and provides an
adding a logo or adding and removing text.
overview of customising forms.
Form templates are stored on your hard drive in a folder called
This module includes the following exercises:
Forms. This folder must always be located within the folder in
• ‘Exercise 1—Customise a form’ below which your MYOB business management software has been
• ‘Exercise 2—Print a form’ on page 55. installed.
You can have a number of templates for each form type—for
example, you could have one invoice form template for quotes
and another for invoices.
Complete the following tasks to customise a form:
• ‘Task 1—Select the form to customise’ on page 49
• ‘Task 2—Resize and move a field’ on page 51
• ‘Task 3—Format the text that appears in a field’ on page 52
• ‘Task 4—Add the business logo’ on page 52
• ‘Task 5—Save the form’ on page 54.
 Forms — 49

Task 1—Select the form to customise 4 Click Customise. The Customise Item Sales window appears.

Let’s assume you want to send Widget Eaters Limited an invoice

showing the details of their purchase.
1 Go to the Setup menu, choose Customise Forms and then
Invoices. The Customise Forms window appears.
2 In the Sale Layout field, select Item.
3 In the Form to Customise field, select MYOB’s Plain Paper
Invoice and click Use Form.
 Forms — 50

In the Customise Item Sales window you can edit the elements of the form and preview the results on screen using the buttons on the tool
palette shown below:

Add Add Draw Send to Font Print

data graphic line back properties preview

Add Add Undo Bring to Form

text rectangle front properties
 Forms — 51

Task 2—Resize and move a field

1 Resize the Company Address data field:

a Click within the Company Address field once. It is
outlined with a black rectangle.
b Position the cursor over the black square in the middle of
the lower side of the rectangle.
c Click and hold the mouse button down. The cursor
becomes a crosshairs cursor.
d Drag the cursor up to reduce the height of the company
address field by approximately half its original size.
2 Move the Company Address field:
a Click the Company Address data field and hold the
mouse button down. The pointer changes to a hand.
b Drag the mouse down and, when the field is just above the
VAT Reg. Number field, release the mouse button.
 Forms — 52

Task 3—Format the text that appears in a field

1 Double-click the Company Address data field. The Field

Properties window appears.

4 Click OK. The Field Properties window appears.

5 Click OK to return to the Customise Item Sales window.

Task 4—Add the business logo

You will now place the business logo in the space above the
Company Address field.
1 Click the picture tool in the tool palette once.
2 Click on a blank area of the form. A new field is created with a
picture frame as the default graphic.
3 Double-click in the picture field. The Field Properties window
appears showing the picture location and size.
2 Click Text Format. The Text Format window appears.
You will be importing a graphic into the form. (An alternative is
3 Change the font size and styles to those shown below. to copy the logo to the clipboard using a graphics program and
then paste it in your form by clicking Paste Picture.)
4 Click Load Picture. Select the widgets.bmp file that has been
installed in the Tutorial folder.
 Forms — 53

5 Click Open. In the Field Properties window, you will see a

preview of the image you are importing.
6 Change the Field Location to 0.45 cm from the top and
14 cm from the left and set the Field Size (the graphic’s size) to
approximately 1.2 cm high by 6.2 cm wide.

7 Click OK.
8 To see the Widgets logo on the form, resize the window.
 Forms — 54

Task 5—Save the form 4 Click Cancel to close the Customise Item Sales window. The
Customise Forms window appears.
You can now save this form to your Forms folder, which is located The form name appears in the Form to customise field.
within the folder in which your MYOB business management
software has been installed.
1 In the Customise Item Sales window, click Save Form As. The
Save As window appears. You will be prompted to give the The form will become the default form for printing item
form template a name and description. invoices (unless you have specified a form to be used for a
particular customer on the Selling Details tab of their card
2 Type Test in the Form File Name field and Tutorial
file).
Exercise in the Description field.
5 Click Cancel.
NOTE
Form changes Before you make a change to a form, you should
back up or make a copy of the form’s file (stored in the Forms folder)
to avoid accidentally replacing it or losing it.

3 Click OK.
 Forms — 55

Exercise 2—Print a form

Note that to print a sample invoice, you need to have completed
the exercises in ‘Sales’ on page 28.
Let’s use the form you have customised and print the item invoice
you created earlier in the tutorial. As this invoice has been paid,
you need to set the filters to display closed invoices.
1 Go to the Sales command centre and click Print/Email
Invoices.
2 Click Advanced Filters and select Closed in the Sales Status
field.
3 Click Ok.
4 In the Advanced Filters window, click OK. The Review Sales
Before Delivery window appears, with the Widget Eaters’ 6 Click Print to choose your printer options and print the
invoice listed in the To Be Printed tab. invoice using the customised form.
Notice that from this window you can select how many copies
of the invoice you want to print.
5 Select the invoice for printing by clicking in the column next
to the invoice number.
 Reports — 56

Reports
This module explains how to view, customise and print the reports Batch reports If you want, you can save a batch of reports,
available in your MYOB business management software. which you can print in one go.
This module includes the following exercises:
View reports in Microsoft Excel You can open any report in
• ‘Exercise 1—Preparing and sending a report’ on page 57 Microsoft Excel by clicking the Send To button when viewing the
• ‘Exercise 2—Email the report’ on page 60. report (or from the Index to Reports window) and choosing
Excel.
Index to Reports All reports are listed in the Index to Reports
window, which you can access from the Reports menu or from the Working with report information You can save a report as a
Reports option in the Command Centre window. PDF (Portable Document Format) file, an HTML file and a text file.
You can do this by clicking the Send To button when viewing the
report (or from the Index to Reports window) and choosing the
appropriate file format.
If you save a report as a text file, you can use a spreadsheet or
similar program to open the file and work with the information.
PDF files can be viewed using Adobe Reader.
If saved in HTML, reports can easily be displayed in a web browser.
 Reports — 57

Email or fax reports You can email or fax reports by clicking

the Send To button when viewing a report (or from the Index to
Reports window) and choosing Email or Fax.

Design your own reports Change the order of fields and select
which fields you want to print. Print for ranges of dates such as a
week, month or a number of months. Choose the font to use for
each part of the report.

Exercise 1—Preparing and sending a report

Now that you’ve entered a few transactions into the tutorial file,
generate a report showing details of these transactions. Note that 3 Highlight the Bank Register report and click Customise. The
to display the report, you need to have completed one of the Report Customisation - Bank Register window appears.
previous modules.
Assume that your accountant wants a report from you that shows
your bank account transactions for a given period.
1 Go to the Reports menu at the top of the screen and choose
Index to Reports. The Index to Reports window appears.
2 Click the Banking tab to view the list of the bank-related
reports.
 Reports — 58

6 Click 1-1000 Bank Account in the list.

4 Click the Accounts search icon ( ). The Select from List 7 Click OK. The bank account number appears in the Accounts
window appears. field.
5 Click the select icon ( ) in the column on the left so that no
accounts are selected.

8 Type 1/3/7 and 30/6/7 in the Dated From and To fields.

9 Click the Format button. The Report Format - Bank Register

window appears. This window allows you to change the look
of the report.
 Reports — 59

10 Complete the fields as shown below.

The Src field will not appear when you display the report.
14 Click Display. The report appears on screen, displaying all
transactions that affected the account in the given period.

11 Click OK. The Report Customisation - Bank Register window

reappears.
12 Click the Report Fields tab. This view allows you to remove
columns from, and add columns to, the report.
13 In the Available Fields column, click in the select column
( ) next to Src to clear this selection.
 Reports — 60

NOTE Exercise 2—Email the report

Viewing original transactions You can view the full details of a Assume that your accountant wants you to send the report via
transaction shown on a report by clicking the transaction. email.
1 Click Send To in the Report Display window and choose
Email.
15 Position the cursor over the Memo/Payee heading. Notice
that the pointer changes to a hand.
16 Click and drag the Memo/Payee field to position the entire
column after the ID No. column, as shown below.

2 In the Email window you would enter your accountant’s

NOTE
email address, the subject and message. For the purposes of
Saving customised reports To save any report customisation this tutorial, press Cancel instead of Send.
that you do, click Save As in the Report Display window. Give the
customised report a new name and description. To re-use the 3 Click Close to return to the Index to Reports window and
customised report, access it by clicking the Custom tab of the Index click Close again to return to the command centre.
to Reports window.
 Jobs and profit centres — 61

Jobs and profit centres

This module introduces you to the jobs feature. You can use this Edit Job window The Edit Job window displays information
feature to keep detailed records of your jobs and profit centres. You about the job, such as the start date, percentage completed, finish
can also set budgets by account for each job, track job expenses for date and so on.
customer reimbursables and analyse profit and loss for jobs.
The module also provides an explanation of the Jobs List and Edit
jobs windows.
This module includes the following exercises:
• ‘Exercise 1—Allocate an expense to a job’ on page 62
• ‘Exercise 2—View job activity’ on page 63.

Jobs List window The Jobs List window shows a summary of

your jobs including income, cost, expenses and net profit figures.
You can view your jobs list by choosing Jobs from the Lists menu.
View details of a job by clicking the zoom arrow ( ) next to it.
If you want to create a job, click New in the Jobs List window and
then enter information about the job in the New Job window.
 Jobs and profit centres — 62

Exercise 1—Allocate an expense to a job 8 Tab to the Description column and type Sub-contract of
electrician.
Let’s assume that you are in the process of installing 50 water
filters at ABC Ltd. This job has already been set up in your 9 Tab to the Acct No. column and click the search icon ( ).
company file. 10 Select 5-3000 Sub-contractors cost-of sales account and click
Use Account to return to the Purchases window.
Let’s assume also that in order to install the water filters at ABC
Ltd, you sub-contracted an electrician for which you were billed 11 Tab to the Amount column and type 200.
£200 including VAT. You will allocate this expense to the job. 12 Tab to the Job column and click the search icon ( ).
1 Go to the Purchase command centre and click Enter 13 Double-click job 4980. The expense is now allocated to this
Purchases. The Purchases - New Item window appears. job. The Purchases window should appear as shown below.
2 Select the VAT Inclusive option.
3 Select the Service layout for this purchase.
4 Type EZ Electricians as the supplier and press TAB. The
Select from List window appears.
You don’t have a record of this supplier and so you cannot
select it from the list. For the moment, you don’t want to fill
out a supplier card in full so you’ll use the Easy Add feature.
5 Click Easy Add. The supplier now appears in the Supplier
field. You have created a card for EZ Electricians.
6 In the Date field, type 12/2/7 and press TAB. If you receive a
date warning, click OK to ignore the message.
14 Click Record and then click Cancel to close the window.
7 Type 668 as the supplier’s invoice number.
 Jobs and profit centres — 63

Exercise 2—View job activity 2 If you want to see the details of the job, click the zoom arrow
( ) next to it. Click OK to return to the Jobs List window.
Monitoring activities helps you identify job profitability, cost
overruns, income and expenses. You can, for instance, print a job 3 Click Close when you have finished.
profit and loss statement, analyse your budget and view job
income and expenses as they accrue. In this exercise, you’ll view a
summary of job 4980 in the Jobs List window.
1 Go to the Lists menu, and choose Jobs. The Jobs List window
appears.
The window contains a summary of job 4980 with income,
cost, expenses and net profit figures.