Join Elizabeth Haverfield for an in-depth discussion in this video Deleting cards, part of MYOB AccountRight Essential Training.
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In this video, we will learn how to delete cards.…To do the exercise, you will need to have completed the challenge for unit four.…Please note that cards can only be deleted from the…card file, if the card fits one of the following criteria.…The card has never been used in a…transaction, or the card has never been used in…a quote or an order, and there are…no recurring transactions that are linked to the card.…In the following example, Betty Smith has resigned.…In fact, she hasn't actually worked for the company.…
So, Carol has no need for the card, and there have been no transactions.…We're going to delete Betty Smith's employee card from the company file.…From within the card list, click on to the "All cards" tab to see Betty Smith.…You could also click onto the employee tab to…find Billie Smith.…You need to edit her card, so double click to open the Edit card screen.…From the menu, you click onto Edit and Delete the card.…Clicking OK returns to the main screen.…
Go back to Card List, and you will see that Betty's card has now been deleted.…
- Creating a company file
- Setting up tax codes
- Adding accounts
- Creating customer and supplier cards
- Performing a bank reconciliation
- Recording transactions
- Invoicing a customer
- Processing payments
- Entering and paying bills
- Recording cash sales
- Reconciling check accounts
Skill Level Beginner
1. Getting Started with MYOB
2. Working with the Accounts List
3. Adding Cards
4. Entering Historical Balances
5. Performing an Initial Bank Reconciliation
6. Backing Up and Restoring a Company Data File
7. Spending Money from the Cheque Account
8. Invoicing a Service Customer
9. Recording Customer Payments
10. Entering and Paying Bills
11. Receipting Cash Sales
12. Reconciling the Cheque Account
Next steps1m 56s
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