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Enrollment form PDF Document

M.Y.O.B. Accounting
MYOB Level 1 or MYOB Level 2 and MYOB Payroll

Course start date:06-Nov-2008
Duration:2 days
Price: $880.00 Inc GST

Overview

This course is intended for students who wish to learn how to use MYOB Version 15 to create invoices, purchase orders, manage inventory and generally operate a small business.

Prerequisites

A basic knowledge of how personal computers work and file management is recommended.

Course Outline
Lesson 1: Basic Orientation
  • Overview of MYOB
  • Staring MYOB from Windows
  • The MYOB Screen
  • Navigating the Command Centre
  • Working with the Command Centre
  • Finding Transactions
  • Company Viability
  • Exiting MYOB
  • Other Things to Know
Lesson 2: MYOB Help
  • Help Overview
  • Obtaining Context Sensitive Help
  • Searching for Specific Help
  • Learning about MYOB
Lesson 3: Creating a New Company
  • Getting Ready for MYOB
  • Creating a New Company File
  • Activating Your Company File
Lesson 4: Chart of Accounts
  • Chart of Accounts Overview
  • Starting MYOB with a Specific File
  • Modifying Existing Accounts
  • Header and Detail Accounts
  • Deleting Accounts
  • Linking Accounts
  • Checking Tax Codes
  • Preparing for Electronic Banking
Lesson 5: Opening Balances
  • Opening Balances Overview
  • Entering Opening Balances
  • Opening Balances
  • Checking your Balance Sheet
  • Checking your Profit and Loss
Lesson 6: Historical Balances
  • Historical Balances Overview
  • Changing Update Preferences
  • Entering Customer Balances
  • Entering Supplier Balances
Lesson 7: Cards
  • Cards Overview
  • Entering Customer Details
  • Entering Supplier Details
  • Changing Credit Terms
  • Choosing a Form Layout
Lesson 9: Purchasing
  • Purchasing Overview
  • Entering Bills from Suppliers
  • Raising a Purchase Order
  • Printing Purchase Orders
  • Receiving Items on Order
Lesson 10: Paying for Purchases
  • Payments Overview
  • Determining the State of your Payments
  • Finding Due Dates
  • Locating a Specific Order
  • Making Payments
Lesson 11: Selling
  • Sales Overview
  • Creating an Item Invoice
  • Checking the Sales Journal
  • The Invoice from Hell
  • Printing Invoices
  • Printing Another Invoice
  • Reprinting an Invoice
  • Entering Cash Sales
Lesson 12: Invoicing Techniques
  • More Invoicing Techniques
  • Placing Items on Back Order
  • Creating a Service Invoice
  • Viewing your Invoices
  • Raising a Credit Note
  • Settling the Credit
Lesson 13: Receivables
  • Receivables Overview
  • Applying Payments
  • Applying Payments to Multiple Invoices
  • Preparing a Bank Deposit Slip
  • Printing an Invoice Statement
  • Printing an Activity Statement
  • Analysing Sales Performance
Lesson 15: Cheques
  • Banking Overview
  • Writing Cheques
  • Recurring Cheques
  • Using a Recurring Cheque
  • Printing Cheques
  • Receiving Money
Lesson 16: Reconciliations
  • Reconciliation Overview
  • Producing a Reconciliation Report
  • Accounting For Government Fees
  • Bank Statements and the GST
  • Performing a Reconciliation
Lesson 17: Reports
  • Overview of Reports
  • Generating Reports
  • Customising Reports
  • Changing Orientation
  • Profit & Loss Reports
  • Reporting in Microsoft Excel
Lesson 18: MYOB and the GST
  • GST Overview
  • Tax Inclusive Transactions
  • Examining Tax Codes
  • Withholding GST
  • Examining GST Accounts
  • Running GST Reports
Lesson 19: Business Activity Statement
  • Business Activity Statement Overview
  • Preparing to Use BASlink
  • Creating Additional GST Account Numbers
  • Running Pre-BAS Reports
  • Setting Up BASlink
  • Entering Values Directly
  • Calculating your Income Tax
  • Calculating your Obligations
  • Creating the BAS Transaction
  • Making the Tax Payment

Optional Half Day

Lesson 8: Setting Up Inventory
  • Overview of Inventory
  • Entering Inventory Items
  • More Complex Items
  • Counting Stock and Adjusting Inventory
Lesson 14: Working with Inventory
  • Inventory on a day-to-day basis
  • Creating an Auto-Build Item
  • Checking Inventory Status
  • Auto-Building Inventory
  • Fulfilling Backorders
Print this course


MYOB Level 2

Course start date:13-Oct-2008, 08-Dec-2008
Duration:1 day
Price: $440.00 Inc GST

Overview

In this course students will learn how to customise MYOB and perform more specialised and end-of-period operations.

Prerequisites

MYOB v15 Level 1 or equivalent knowledge

Course Outline
Lesson 1: Customising MYOB
  • Overview of Customising
  • Changing StartUp and Closure
  • Changing Sales and Purchase Preferences
  • Reports and Form Preferences
Lesson 2: File Management
  • File Management Overview
  • Creating File Associations
  • Verfiying a Data File
  • Creating a Backup
  • Restoring a Backup File
Lesson 3: Security
  • Overview of Security
  • Setting the Administrator
  • Opening a File With a Password
  • Creating User Profiles
  • Work With a User Account
  • Deleting Unwanted User Profiles
Lesson 4: Data Mining in MYOB
  • Data Mining Overview
  • Creating a Custom List
  • Using a Custom List
  • Creating Custom Fields
  • Using Custom Fields
  • Creating Identifiers
  • Using Identifiers
  • Printing a List of Identifiers
  • Advanced Searching
  • Advanced Reporting
  • Custom Reports
Lesson 5: Petty Cash
  • Petty Cash Overview
  • Setting Up for Petty Cash
  • Raising a Petty Cash Float
  • Accounting for Petty Cash
Lesson 6: Credit Cards
  • Credit Card Overview
  • Spending Using a Credit card
  • Mixed GST Spending
  • Paying Bills with a Credit Card
  • Reconciling the Credit Card
  • Paying Your Credit Card Account
Lesson 7: Point Of Sales
  • Point of Sales Overview
  • Linking to Undeposited Funds
  • Creating a Generic Customer
  • Cash Sales at the Counter
  • Credit Card Sales at the Counter
  • Banking Daily Sales Revenue
  • Creating a Merchant Expense Account
  • Accounting for Merchant Fees
  • Reconciling Counter Sales with your Banking
Lesson 8: Fixed Assets
  • Overview of Fixed Assets
  • Adding a New Asset
  • Adjusting the Historical Balance
  • Allocating Depreciation
  • Making Loan Repayments
  • A Combined and Recurring Asset Transaction
  • Using a Recurring Asset Transaction
Lesson 9: Job Tracking
  • Overview of Job tracking
  • Creating A Header Job
  • Creating Sub Job
  • Creating Job Budgets
  • Using Jobs
  • Checking Job Status
  • Creating a Reimbursable Expense
  • Checking the Reimbursable List
  • Invoicing Reimbursements
Lesson 10: MYOB and Word Processing
  • Word Processing Overview
  • Sending Personalised Letters
  • Creating Individual Letters
  • Creating Mailing Labels
  • Creating a New Letter Template
  • Using a New Letter Template
Lesson 11: MYOB and Spreadsheets
  • Spreadsheets Overview
  • Sending Cards to Excel
  • Sending Sales Data to Excel
  • Formula Gotchas
Lesson 12: End of Month
  • End of Month Overview
  • Reconciling the Bank Account
  • Performing a GST Check-Up
  • Checking Customer & Supplier Balances
  • Checking your Payroll Obligations
  • Fulfilling Payroll Obligations
  • Checking the Inventory Balance
Lesson 13: End of Year
  • End of Year Overview
  • Creating Stock Take Adjustment Accounts
  • Performing Stock Take Adjustments
  • Entering Depreciation
  • Writing Off Bad Debts
  • Settling the Bad Debt
  • Understanding Prepayments
  • Pro Rata Payment Adjustment
  • Accrued Expenses
  • Starting a New Financial Year
  • Start of Year Adjustments
Lesson 14: Customising Forms
  • Overview of Customising Forms
  • Creating a New Custom Form
  • Understanding the Forms Toolbar
  • Setting Form Properties
  • Previewing a Form
  • Working with Text Fields
  • Adding a New Data Field
  • Deleting Unwanted Objects
  • Changing the Form Information
  • Working with Lines
  • Formatting Fields
  • Shading Fields
  • Inserting a Picture
  • Running the New Form
Print this course


MYOB Payroll

Duration:2 days
Price: $880.00 Inc GST

Overview

This course is intended for people who wish to lean how to set up and use the payroll features in MYOB Accounting Plus Version 15.

Prerequisites

A good knowledge of how MYOB operates. Basic knowledge of file management and Windows is recommended.

Course Outline
Lesson 1: Setting up Payroll
  • Overview of Payroll
  • Opening the Data File
  • Setting Up Basic Payroll Information
  • Understanding Payroll Categories
  • Creating a New Deduction
  • Enhancing Payroll Accounts
  • Linking Categories & Accounts
Lesson 2: Setting Up Employees
  • Overview of Employees
  • Employees in The Case Study
  • Creating an Employee Card
  • Payroll Details for Salaried Employees
  • Payroll Details for Hourly Employees
  • Entering Payroll History
  • Employee Banking Details
  • Splitting Electronic Payments
Lesson 3: Conducting a Pay Run
  • Overview of Conducting a Pay Run
  • Setting Up Bank Details for Electronic Payments
  • Paying Salaried Employees
  • Preparing Electronic Payments
  • Paying Hourly Employees
  • Printing Pay Cheques
  • Printing Payroll Advice Slips
  • Running a Summary Report
Lesson 4: Entitlements
  • Overview of Entitlements
  • Changing Entitlement Categories
  • Creating New Entitlement Categories
  • Applying Entitlements
  • Entering Carry Overs
  • Entitlements For Hourly Employees
  • Entitlements for Salaried Employees
  • Reviewing Entitlements
  • Running Entitlement Reports
Lesson 5: Payroll Information
  • Overview of Payroll Information
  • Analysing Employee Pays
  • Payroll Categories
  • Payroll Summary Reports
Lesson 7: Payroll End of Year
  • Overview of Payroll End of Year
  • Creating Payment Summaries
  • Starting a New Year
Print this course

Forsythes IT & Training provides instructor led computer training on the Microsoft Office and Adobe range of applications.
We service Newcastle, the Hunter Valley, Lake Macquarie and the Central and Northern Coasts of New South Wales (NSW) Australia. With our mobile training room we can provide a range of courses on-site at your premises.

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