Friday, 21 April 2017

Learn Creating an Item on MYOB

Item records are used to store details about the product, tracking the quantities you purchased and how much you have sold. You can create records for all the services you render.

These product records let you see the sales history of the items you sold or used in production, on the spot sales trends and to see which your best sellers are. Apart from products, you can also prepare the product records you offer.

What an item could be:

  • It is a tangible unit which your company may sell, buy or inventory.
  • It can be a service which your company would like to add on item invoices.

For creating an item:

  • Click Items List from Inventory command centre. You will see Items List window.
  • Then select New. On next window Item, information will appear.
  • Type a unique identifier in the Item Number field and then press Tab.
  • Now enter the name of the new product in the Name column
  • By choosing the appropriate options clearly define whether you purchase, sell or inventory this product. Account columns appear next to the products as you keep selecting the options. Depending on the selection you make these fields change.
  • During the earlier steps record the suitable accounts in the columns.
  • List additional details about the commodity in Item Details tab.
  • Enter all the buying details under Buying Details field if you are buying that product. And if you are selling that commodity then, enter the details in Selling Details.
  • Enter the required information by selecting Auto-Build if you are using that product to build other factors. Click OK.

MYOB Support New Zealand Always here to assist you with the Software 24/7.
Our professionals are here to help you anytime. Just Contact us at our MYOB Customer Support Number +64-04-8879113 for any query. Our experts are available at your service 24/7 at our number +64-04-8879113 as well. Or connect with us via live chat or by sending an email. We will get back to you with an appropriate solution.

Monday, 10 April 2017

How To Edit a Transaction Directly In MYOB?

There are two methods of editing a transaction in MYOB software, depends upon the significance of audit mode you utilize in the company. You can select the setting which will let you either change the transaction directly or through an alternative setting where entry needs to be reversed before entering correct transaction details in MYOB software. Here we will focus on how to set and maintain the security of reports where you can directly change the entries and edit the mistakes that is already entered.

How To Edit a Transaction Directly In MYOB

Before altering any transaction keep in mind that: 

You are required to determine and fix your preference to make changes in the transaction. It means you can modify the transaction if you are allowed to do so. You can easily identify the entry which can be changed with white zoom arrow (->) available next to it.

Go to Preference window and in Security tab just deselect the 'Transactions Can't be Changed; They Must be reversed' if you want to modify your transaction. You can use this option anytime if your user role permits you to change the settings.

Transactions which cannot be changed are: 

  • A bank deposit, Transfer Money or a refund cheque can't be changed once entered. These transactions can only be delete or reverse. 
  • Whatever transactions are entered during closed financial year. But there might be some adjustments you want to record in the last financial year accounts. You can modify the entries by rolling back the financial year.
  • Transactions entered during locked period. For changing, you first have to unlock the period. Keep in mind changing these details will directly affect your accounts and tax reports.

MYOB Support New Zealand for understanding the software’s. You can drop us a call if you are facing issue while accessing Contact MYOB Technical Support Number +64-04-8879113. We are available at your service 24/7. Or you can also contact us via live chat with experts or by dropping an email. We will get back to you with appropriate solution.

Read More :- Use of Find Transactions In MYOB

Tuesday, 4 April 2017

Use of Find Transactions In MYOB

In this blog, we will Support you in troubleshooting errors in your company report. How to look out for the MYOB Transaction with the help of Find Transactions and also how to fix the mistake.

The 'Find Transactions' window lets you to scan and detect the information recorded in the MYOB software earlier. For this, you can use the information which is handy. Keep in mind that this tool let you dig each and every entry in depth.

Follow The Steps To Search For a Transaction - 

  • From the flowchart section of main command center select Transactions Journal.
  • You will see different tabs consist of multiple journals in MYOB software. Pick the suitable tab for your search and enter the dates required in Date From and To columns to locate the required entry.
  • In Find Transactions enter as many search specifics you want to look out for using the details you have in your hand.
  • You can locate the transaction by using account, card, invoice, bill, category or item. It implies you can go through every single entry in detail.

How to Access the window -

  • Click Find Transactions from the bottom of any command center and press CTRL+Y on your keyboard simultaneously.
  • On the next window you can hunt for the information you are looking for like for example- searching through Card tab.
  • For sorting out use Search By and date range drop down menu. You will see the results based on your search.
You can also limit the search by: 
  • Go to the Advanced Filters window through Advanced tab.
  • Click OK after typing or choosing additional search filters. You will the matched transaction in the Find Transactions window. 

To have a clear look, you can use the (->) icon to zoom it. For quick help call on MYOB Support Number NZ +64-04-8879113. MYOB can be tricky sometimes and you can get confuse with next step. 

In those times, Get in touch with experts at Contact MYOB Support New Zealand We are here to help you 24/7.