Join Elizabeth Haverfield for an in-depth discussion in this video Reviewing customer payments, part of MYOB AccountRight Essential Training.
In this video, we will look at the two methods that can…be used to review customer payments,…the Transaction Journal Listing and Sales Register.…The Transaction Journal keeps a record of all transactions that could…be used to check whether the transaction has been paid or not.…In the following example, Carol can't remember if Harris Lawyers paid $550.…To find out,…let's look at the receipts in the Receipt Transaction Journal.…
Ensure that your date range is set from the 1st of January to the 31st of January.…We can roll down the list and see that we have…got Harris Lawyers who paid $550 on the 21st of January.…You can drill down to look at the information in more detail by clicking.…Cancel back and Close back to the main Command Center.…The other method is to go to the Sales Register.…We can see all the customers but let's use this Search By box to…change, by clicking onto this and choosing Harris Lawyers.…
At the moment, all the sales are shown from the 1st of January to the 31st…of January, but the invoice that we're looking…
- 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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