Join Elizabeth Haverfield for an in-depth discussion in this video Searching cards, part of MYOB AccountRight Essential Training.
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MYB Account Right offers in depth searching of cards…with search logic, such as Start With and Contains.…To do this exercise, you will need to have completed the challenge for unit four.…In the Card List screen, click on to the All Cards tab.…This window displays summary information about…all the customers, and supplies, and employees.…We can…use the Search By Field by clicking onto the…drop down box, and nominating a variety of different filters.…
We've got First name, Last name, all the way down through the Address details.…Let's leave it on Last name Company name.…In the field beside it, which is blank, we now need to type lawyers.…We want to find all the cards,…irrespective their type, that contain the word lawyers.…Let's click on to Enter and now it nominates Harris Lawyers.…You can use the red X to close the search or clear the search.…
Let us now search our cards to find all our…customers who have a post code between 3180 and 3190.…Over to the right is…the Advanced button. We have different criterias.…
- 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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