Join Elizabeth Haverfield for an in-depth discussion in this video Setting up preferences, part of MYOB AccountRight Essential Training.
MYOB Account Right has eight types of preferences that can be set in a…data file to reflect the way a business would like to use the software.…When a data file is first opened, some preferences are already set.…However these can be changed, by setting preferences in…the data file Certain reminders, actions and warning happens.…To set the preferences for the company file, go to the Setup menu…at the top of the screen. Choose the Preferences.…There are eight different types of preferences.…
We have System, Windows, Reports and Forms, Banking,…Sales, Purchases, Inventory and Security.…Let's first start by looking at the Security tab.…In all the Preference tabs there are two preference types.…System-wide and User-specific.…System-wide Preferences affect all users who log into the data file,…whereas User-specific Preferences only affect the current user of the data file.…
Preferences are marked or cleared by clicking onto the check box.…We will clear the check box beside the prompt for Session Report when closing.…
- 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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