Join Elizabeth Haverfield for an in-depth discussion in this video Using a recurring transaction, part of MYOB AccountRight Essential Training.
We've already learnt how to make a recurring transaction as…a template so now we need to enter February's payment.…This will save us needing to re-key…all the information by using a recurring transaction.…Down towards the bottom left-hand corner is a button Use Recurring.…Click onto the button and we can see our template of monthly pay on insurance.…It is already highlighted…because it's blue. So let's select it.…We do want to use the next check number 147597…but our date needs to be the 15th of February.…
So let's type 15/2 and Tab. The amount is…correct, the memo is correct, the account, and even our GST.…All the other details of this recurring transaction are complete.…We only had to change the date. So simply go down to Record and click.…You've now used a recurring transaction.…
- 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
Q: Where can I download MYOB software? The link shown in "Installing MYOB onto a Windows or Mac computer" has expired.
A: As of 2/18/2014, you can download the software from http://partners.myob.com/
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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