Join Elizabeth Haverfield for an in-depth discussion in this video Viewing sales information, part of MYOB AccountRight Essential Training.
There're two commonly used methods to view sales transactions, either…through the sales register, or the sales transaction journal listing.…The sales register can display all the sales that have been entered…during a period of time for a specific customer, or for all customers.…Let's commence by clicking onto the sales register.…Immediately we can see all the customer transactions for that date range.…Let's use the search by box to nominate customer and…go to the drop down box to select Stevenson and Co.…
Immediately the two transactions appear for Stevenson and Co.…It is important however to set the date…range that we require, the 31st of January.…In this particular example our transactions don't change.…There is just the two.…But it is very important…to get your date ranges correct.…You can then use your zoom arrow to view the detail of that particular invoice.…Or cancel back, and let's close back to the main command centre.…The second method is using your transaction journal listing.…
When we click on to that, it comes straight into the sales tab.…
- 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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