Getting Started Tutorial

Welcome
ThistutorialwillintroduceyoutothemainfunctionsofyourAccountRightsoftware. YoucanusethistutorialwiththecurrentversionofMYOB AccountRightBasics.ThisproductwillbereferredtoasAccountRightthroughoutthistutorial.Note thattheimagesinthistutorialaretakenfromvariousAccountRightproducts,sotheymaynotperfectlymatchtheproductyouareusing. ThefirstpartofthistutorialprovidesanoverviewofhowtosetupyourAccountRightsoftwareandhowtonavigatethroughit.Therestofthetutorialismade upofmodulesthatteachyouhowtodospecifictasks.Youcandothemodulesinorderoryoucanskiptothemoduleyouwant.Youcanstopthetutorialat anytimeandreturntoitlater.

Bankingonpage 11 Salesonpage 17 Jobsonpage 25 Formsonpage 27 Reportsonpage 33

Your AccountRight company file

TheinformationyouenterinyourAccountRightsoftwareisstoredina filecalledacompanyfile.Yourcompanyfilecontainsallthe transactions,recordsandaccountsdatayouenterintoyoursoftware. Italsocontainsyourcustomisedforms. Yourcompanyfilesarestoredinacentrallocation,calledthe AccountRightlibrary.ThelibraryislinkedtoaspecialAccountRight folderonyourcomputer.
Ifyoureusing...
WindowsXP Windows7

Option
Recentlyopened companyfiles Exploreasample company Restoreabackupfile

Selectthisoptionto...
Toopenacompanyfileinthelist,clickthefile name.Toremoveacompanyfilefromthelist, rightclickitandselectRemovefromlist. Experimentwithasamplecompanysdata. Restoreabackedupcompanyfile. AccesstheHelpCentreandlearnaboutthenew featuresinthisversionofAccountRight.

Yourlibraryislinkedto...
C:\DocumentsandSettings\AllUsers\SharedDocuments\ MYOB\MyAccountRightfiles C:\Users\Public\Documents\MYOB\MyAccountRightFiles

HelpCentre

Forthistutorial,wewillbeusingthesamplecompanyfile.See Exploringthesamplecompanyfilebelow

Backupyourcompanyfile Youshouldbackupyourcompanyfile frequently.Backingupcreatesacopyofyourcompanyfile.Ifyour companyfileisstolenorbecomescorrupted,youcanrestoreyour latestbackupandcontinueusingyourcompanyfile.

Exploring the sample company file

Ifyoudontalreadyhaveacompanyfile,youwouldusuallycreateit beforeyoucanbeginrecordingtransactions.However,forthistutorial, youwillbeusingthesamplecompanyfileincludedwithyoursoftware. Openingtherightsamplefileforyourproduct YourAccountRight softwarecomeswithsamplefilesforallproducts:MYOB AccountRight Basics,MYOB AccountRightStandard,andMYOBAccountRightPlus. YouneedtoopenthesamplefilethatmatchesyourAccountRight product.

Starting AccountRight for the first time

WhenyoustartyourAccountRightsoftware,awelcomewindow displaysthefollowingoptions:
Option
Openacompanyfile Createacompanyfile Upgradeacompany file

Selectthisoptionto...
Openanexistingcompanyfile. Createacompanyfileforyourbusiness. Upgradeacompanyfilecreatedwithapreviousver sionofAccountRight.

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To start using the sample company file

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StartyourAccountRightsoftwareand,inthewelcomewindowthat appears,clickExploreasamplecompany.TheOpenacompany filewindowappears. ThewindowdisplaysyourAccountRightlibrary,withalistof samplecompanyfiles.

Acommandcentrewindowalwaysappearswhenacompanyfileis opened.Noticethatthenameofthesamplecompany,ClearwaterPty Ltd,appearsatthetopleftofthewindow. Nowthatthesamplecompanyfileisopen,youcanbrowsethroughthe software,explorethetransactionsthathavealreadybeenenteredand entersometransactionsyourself. Backupthesamplefile Youmaywanttobackupacopyofthe tutorialcompanyfilebeforeyoustartdoingtheexercises.Ifyoumakea mistakeduringoneoftheexercises,youcanstartoveragainby restoringthecopyofthefile. Tobackupthesamplecompanyfile,ensurethefileisopenandthengo totheFilemenuandclickBack Up.Youwillneedtospecifyalocation forthefile.

SelecttheClearwatersamplefilethatmatchesyourAccountRight productandclickOpen.TheSignonwindowforthesamplefile appears. ClickOK.Thecommandcentrewindowappears.

YOURACCOUNTRIGHTCOMPANYFILE

Getting to know your AccountRight software

Thefollowingsectiondemonstratessomecommonfunctionsof AccountRight,whichyou'llbecomefamiliarwithasyougothroughthe tutorial. Clickanicontoswitchbetweencommandcentres. Therearefourmenusatthebottomofeachcommandcentre.The optionsavailablefromthesemenusaredescribedbelow.
Select...
ToDoList

Command centres
Whenyouopenacompanyfile,youwillseeoneoftheAccountRight commandcentres.Commandcentresgiveyouaccesstoallthe functionsandtasksyoucanperforminyoursoftware. ThefollowingisanillustrationoftheSalescommandcentre.

Ifyouwantto...
recordandmanagetasksthatneedyourattention, suchaspayinginvoicestotakeadvantageof earlypaymentdiscounts. findtransactionsrelatingtoaccounts,sales,cards, jobs viewalistoftheavailablereports. viewinformationaboutthecurrentfinancialstateof yourbusiness.

FindTransactions Reports BusinessInsights

Therearetwowaystoselectanoption:

Clickthemenunametodisplaythewindowrelevanttothe commandcentreyouarein. Clickthearrow( )nexttothemenunameandselectfromalistof theavailableoptionsforallcommandcentres(notjustthe commandcentreyouarecurrentlyin).

Theselectediconrepresentsthecurrentcommandcentre,andthe flowchartdisplayedbelowtheiconsillustratesthemajortasks associatedwiththatcommandcentre.(Forexample,whentheSales iconisselected,taskssuchasEnterSalesandPrint/Email Statementstypicaltasksyouwouldcompleteinrelationto salesappearinthecommandcentresflowchart.)

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Date-entry calendars
Thecalendarsimplifiesdateentry.Forexample,supposeyoure enteringasaleandhavepromisedthegoodstothecustomeronthe lastFridayofthemonth.Ratherthanfiguringoutthedateandentering itmanually,youcandisplaythecalendarinthePromisedDatefieldof theSaleswindowandclickthedate. Todisplaythecalendar,clickthearrownexttothedatefieldorputthe cursorinadatefieldandpresstheSPACEBARonyourkeyboard.Selecta datebyclickingit.Theselecteddateappearsinthedatefield.
Thecurrentdate ishighlighted. Youcanusethe arrowkeysnext tothemonth andyearto selectadifferent monthoryear.

Forexample,ifareminderisscheduledforSaturdaybutyourbusiness isclosedonSaturdays,thereminderwillappearintheToDoList windowonFriday. Tosetupyourbusinesscalendar,gototheSetupmenuandchoose BusinessCalendar.

Calculators
Apopupcalculatorisavailabletosimplifycalculatingandentering numericdata,includingmoneyamounts,itemquantitiesandunits. Thecalculatorisavailableineveryfieldwhereyoumayneedto calculateanamountortotalfigure. Todisplaythecalculator,clickthearrownexttothenumericdatafield orpress=(equals)ortheSPACEBARwhenthecursorisinanumericdata field.Inthecalculator,enteryourcalculationandthenpressENTER.The resultappearsinthenumericdatafield.

Toclosethecalendarwithoutselectingadate,pressESC.

The business calendar

Youcanusethebusinesscalendartospecifywhichdaysoftheweek yourbusinessisopen,aswellasholidaysandimportantbusiness events. Aswellasbeingahandyreference,thebusinesscalendaraffectsthe ContactAlertfunctionintheToDoList.Ifyousetaremindertocalla customeronadaythatyourbusinessisindicatedinthebusiness calendarasbeingclosed,thereminderwillappearintheToDoList windowonthebusinessdaybeforethetaskisdue.

Spell-check
Whenenteringsale,purchaseoriteminformation,youcancheckyour spellinginmosttextfields,includingmemos,descriptions,addresses anditemnames. Youcanchoosetosetapreferencetoautomaticallycheckspellingor manuallycheckspelling.Tomanuallycheckspelling,clickSpell. Whenyoucheckthespellinginafield,theSpellingwindowappears. Youcanalsocustomiseyourspellingpreferences.Forexample,youcan changethemaindictionarylanguageandchooseapreferenceto ignorewordsthatincludenumbers.

GETTINGTOKNOWYOURACCOUNTRIGHTSOFTWARE

Zoom arrows
Zoomarrows,displayednexttovariousfields,allowyoutodisplay moredetailedinformationaboutaspecificentry,suchasatransaction orcustomerrecord. Abluezoomarrow( )indicatesthatyoucandisplaymoredetailed informationaboutarecordandmakechangestoordeleteit. Agreyzoomarrow( )allowsyoutodisplaymoredetailed information,buttheinformationcannotbechanged.Ifyouwantto changetheinformation,youcanreversethetransactionandreenter it.Alternatively,youcanchangeyoursecuritypreferenceselectionto makealltransactionschangeable.

Sorting
Clickonacolumnheadingtosortthelistentriesbythatheading attribute.Atrianglenexttoacolumnheaderindicateswhether thelistissortedbythatattributeinascendingordescending order.Clickagaintoreversethesortingorder.

Selection lists
Searchicons( )displayednexttovariousfieldsallowyoutoopen selectionlistscontainingrecordsthatyouhavepreviouslyentered, suchascustomersandshippingmethods,orrecordsprovidedby default.

Column resizing and arrangement

Younowresizeandrearrangethecolumnsinyourlistand transactionwindows. Toresizeacolumn,clickanddragacolumnboundarytoanew position.

Select columns
Selectcolumnsallowyoutoselectitemsfromalist.Therearetwo selecticons:theSelecticonforeachentryinthelistandthe Select/DeselectAlliconlocatedatthetopofthecolumn.

Tomoveacolumn,clickanddragthecolumnheadertoanewposition.

SelectanitembyclickingtheSelecticonnexttoit.Youcanselectall listeditemsbyclickingtheSelect/DeselectAllicon,anddeselectthem byclickingtheSelect/DeselectAlliconagain.

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About accounts
AccountsList Youcanviewalltheaccountsforyourcompanyfilein theAccountsListwindow.Youcanalsocreatenewaccountsandedit existingaccounts. TodisplaytheAccountsListwindow,gototheAccountscommand centreandclickAccountsList.TheAccountsListwindowappears.

Accountsprovideameansforgroupingsimilartransactions.For example,ifyourbusinesspaysrentfortheuseofitspremises,you wouldcreatearentaccountandthenallocateallrentpaymentstothat account. Whenyoucreateacompanyfile,youwillbeaskedtoselectadefault accountslisttostartwith.Thislistmayalreadyhavetheaccountsyou need.Ifnot,youcanchangethelisttosuityourneeds.Ifyouare unsure,askyouraccountantwhichaccountsyoushouldcreate,editor delete. Accountnumbers Eachaccountisidentifiedbyauniquefivedigit number.Thefirstdigitindicatestheaccountsclassification(for example,accountsstartingwith1areassetaccounts).Theremaining fourdigitsdetermineitslocationwithintheclassification.Thelower thenumber,thehigherupinthelistitappears.Forexample,account 11100appearsabove11200.

ABOUTACCOUNTS

Accountclassificationsandtypes Theaccountslistgroupsaccounts intoeightclassificationsAsset,Liability,Equity,Income,CostofSales, Expense,OtherIncomeandOtherExpense.Withineachaccount classificationthereisatleastoneaccounttype. Accountclassificationsandtypesarelistedinthefollowingtable.Fora descriptionofeachoftheaccounts,seetheAccountRightuserguideor helpcentre.

Classification
Asset(1xxxx)

Headeranddetailaccounts Youraccountslistconsistsofdetail accounts(theaccountstowhichyouallocatetransactions)andheader accounts.Headeraccountsgrouprelateddetailaccountstohelpyou organiseyouraccountslist. Forexample,youcouldgroupyourtelephone,electricityandgas expenseaccountsusingaUtilitiesheaderaccount.Thismakesiteasier foryoutolocatetheutilityexpenseaccountsintheaccountslistandto seeyourcombinedutilityexpenses. Yougroupaccountsbyindentingthedetailaccountslocateddirectly belowaheaderaccount.
Headeraccounts Detailaccounts

Type
Bank AccountsReceivable OtherCurrentAsset FixedAsset OtherAsset

Liability(2xxxx)

CreditCard OtherCurrentLiability LongTermLiability OtherLiability

Notethat:

Youcannotallocatetransactionstoaheaderaccount. Thebalanceofaheaderaccountisthesumofthedetailaccounts indenteddirectlybelowit. Youcanhaveuptothreeheaderaccountlevels.

Equity(3xxxx) Income(4xxxx) CostofSales(5xxxx) Expense(6xxxx) OtherIncome(8xxxx) OtherExpense(9xxxx)

Equity Income CostofSales Expense OtherIncome OtherExpense

Howyougroupyouraccountscanaffecthowtotalsandsubtotalsare calculatedonreports. Linkedaccounts Linkedaccountsprovideawayofsettingupyour softwaresothattransactionsareautomaticallypostedtotheright account. Forexample,whenyoulinkyourTradeDebtorsaccounttotrackyour receivables(theamountofmoneyyourcustomersoweyou), AccountRightwillposttheunpaidbalanceofeachsalestransactionto thataccount. Somelinkedaccountsarealreadysetupbydefault,butyoumightwant tochangethem,forexample,ifyouprefertoreceivemoneyintoa

A C C O U N T R I G H T T U T O R I A L

differentaccount.Toviewandedityourlinkedaccounts,gotothe Setupmenu,selectLinkedAccountsandselectoneoftheaccount categorieslisted. TheSalesLinkedAccountswindowisshownbelow.

Changinglinkedaccounts Ifyouchangealinkedaccount,only futuretransactionsareaffected.Transactionsthathavealreadybeen recordedusingthepreviouslinkedaccountwillnotbeaffected.

NOTE :

ABOUTACCOUNTS

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Banking
Thismoduleincludesthefollowingexercises:

Task 1: Receivemoneyonpage12 Task 2: Spendmoneyonpage14 Task 3: Createarecurringtransactiononpage15

ReceiveMoney InAccountRight,thetermreceivingmoneyrefersto recordingreceiptsthatarenotpaymentsforinvoices.Thesereceipts mightincludeequityinjections,interest,adjustmentsandsoon.Use theReceiveMoneywindowtorecordortorecordthesepayments. Notethatmoneyreceivedfromcustomersforinvoicepaymentsshould berecordedusingtheSalescommandcentre. SpendMoney UsetheSpendMoneywindowtorecordpaymentsfor expensessuchaspostageorrent. Apartfromrecordingtransactionsforthethingsorservicesyoubuy andsell,youalsoneedtomanageyourongoingbusinessoperations andrelatedfinancialtasks.Thismightinvolvemakingregularpayments (likerent),buyingassetsandinjectingcapital,andreconcilingbank accounts.YouusetheBankingcommandcentreforallsuchtasks. Youwouldalsouseittorecordthechequesyouhavewritten,the chequesandcreditcardpaymentsyouhavereceived,yourcreditcard purchases,yourcreditcardpaymentsandyourATMandinternet withdrawalsandtransfers. ThismoduleshowsyouhowtousetheBankingcommandcentreto spendandreceivemoney,andsetuprecurringtransactions. BankRegister Youcanentermiscellaneouscashreceiptsand purchasesintheBankRegisterwindow.YoucanalsousetheBank Registerwindowtoreceivepaymentsforinvoicesandpaysupplierbills forpurchasesyouhavemade. FormoreinformationaboutenteringtransactionsintheBankRegister window,seeyouruserguideortheHelpCentre.

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Reconciling your bank account

Tochecktheaccuracyofyourbusinessrecords,youshouldcheckthat therecordofyourbankaccountbalancesmatchestheamountson yourbankstatements.Thistaskiscalledreconcilingaccounts. UseReconcileAccountsintheBankingcommandcentretodothis. Initialbankreconciliation Whenyoucreateyourcompanyfile,you mayneedtodoaninitialbankreconciliationif: yourbusinesstradedpriortoyourconversionmonth,and, youhaveunclearedbankingtransactionsasatthefirstdayofyour conversionmonth. Unclearedbankingtransactionsarewithdrawalsanddepositsthathave notbeenclearedbyyourbankasatthestartofyourconversionmonth. Subsequentreconciliations Thefrequencywithwhichyouneedto reconcileyouraccountsdependsonthenumberoftransactionsyour companyprocesses.Reconcilingcanhelpyoupickuperrorsmade eitherbythebankorbythepersonenteringdatainyourcompanyfile. Youcaneithermanuallyreconcilethetransactionsrecordedinyour companyfiletothoselistedonyourbankstatement,oryoucanimport anelectronicbankstatementintoyourcompanyfileandthe transactionswillbematchedautomatically. Tolearnmoreaboutbankreconciliations,seetheUserGuideorusethe HelpCentre. YoucanalsowatchaShowMeHowvideoaboutreconciling transactionsathelp.myob.com.au/showme/index.htm ShowMeHowvideosdemonstratehowtousemanyofthenew features,andrunbetweenoneandfourminutes.Notethatinternet accessisrequiredtoviewthesevideos.

Task 1: Receive money

Inthisexercise,youwillrecordadepositof$20,000cashintothe businessbankaccountthisisacashloantakenforyourbusiness.
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GototheBankingcommandcentreandclickReceiveMoney.The ReceiveMoneywindowappears. SelecttheDeposittoAccountoption.Yourchequeaccountis selectedautomatically. IntheDatefield,type06/07/2012andpressTAB.Ignoreanydate warningsthatappearnexttothefield. IntheAmountReceivedfield,type20000andpressTAB. SelectChequeinthePaymentMethodfield. IntheMemofield,typeCash Loan andpressTAB.

4 5 6

IntheAcctNo.column,clickthelisticon( )andselectBank Loansfromthelistofaccountsthatappears(youcanclickonthe AccountNamecolumntosortthelistalphabetically). BankLoansisaliabilityaccount.Thejournalentryforthis transactionwillshowthattheincreaseinthebalanceofthe chequeaccountisaresultoftheincreaseinliability.

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PressTAB.TheAmountcolumndisplays$20,000. NotethattheNTtaxcodeisusedbecausenotaxispayableon loans.

Review
Letsseehowthistransactionhasaffectedyouraccounts.
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GototheBankingcommandcentreandclickTransactionJournal. TheTransactionJournalwindowappears. ClicktheReceiptstab. IntheDatedFromfield,type01/07/2012.IntheTofield,type 15/07/2012.PressTAB.Alltransactionsrecordedbetweenthese datesaredisplayed. NotethatGeneralChequeAccounthasbeendebitedwith$20,000 andtheBankLoansaccounthasbeencreditedwith$20,000.

2 3

ClickRecord.Theentryissavedandthewindowiscleared. Notethatthebalanceofthebankaccountyouselectedatthetop ofthewindowhasincreasedby$20,000.

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Inotherwords,yourcompanyhasincreaseditsassetsby$20,000, andyourliabilitytothebankhasincreasedby$20,000.
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ClickCancel.TheBankingcommandcentreappears.

ClickClose.TheBankingcommandcentreappears.

BANKING

1 3

Task 2: Spend money

Inthisexerciseyouwillbuyalaptopandcomputermonitorfor$3,000 (includingGST)fromAcmeBusinessSupplies.
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Completetheremainingcontactdetailsasshownbelow.

GototheBankingcommandcentreandclickSpendMoney.The SpendMoneywindowappears. CheckthatthePayfromAccountoptionisselectedandis displaying11110GeneralChequeAccount. IntheDatefield,type01/08/2012andpressTAB.Ignoreanydate warningsthatappearnexttothefield. IntheAmountfield,type3000andpressTAB.

6

Whenyouhavefinishedenteringthesupplierdetails,clickOK.The SpendMoneywindowreappears. CheckthatAcmeBusinessSuppliesappearsintheCardfield.Ifnot, selectitfromthelist. Enterthepurchasedetailsforeachitemasgivenbelow. Notethatyouneedtoentereachitemonaseparatetransaction line.PressENTERtomovetothenextline.

Inthiscolumn
AcctNo Amount

Dothis
Clickthesearchicon( )andselecttheComputer EquipmentOriginalassetaccount. Forthe: laptop,enter2000 monitor,enter1000 Leavethisfieldblank Enteranitemdescription: Laptop Monitor Clickthesearchicon( )andselectGST.

Job Memo
5

Createacardforthesupplier: a IntheCardfield,typeAcme Business Suppliesandpress TAB.TheCardlistappears. b ClickNew.TheCardInformationwindowappears. c FromtheCardTypelist,selectSupplier. d IntheCardIDfield,typeA485.

Tax

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Whenyouhaveenteredeachitem,thewindowshouldlooklike this:

Task 3: Create a recurring transaction

Ifyouhavetransactionsthatyourecordregularlyforexample,arent chequeyoucansetthemupasrecurringtransactionsandsavethem forfutureuse.Whenyousavearecurringtransaction,youcanspecify howoftenyouwantthetransactiontoberecorded,forhowlongyou wanttoscheduleit.Youcanalsodecidewhetheryouwanttoseta reminderforthetransactionorhaveitautomaticallyrecorded. Inthisexercise,youwillcreateandrecordarecurringtransactionfor yourbusinessselectricitybill.Youwillsetupthetransactionsothat youwillberemindedtorecorditeverythreemonths.
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GototheBankingcommandcentreandclickSpendMoney.The SpendMoneywindowappears. CheckthatthePayfromAccountoptionisselected. Clickthesearchicon( )andselect11110GeneralCheque Account. IntheCardfield,selectMetropolitanElectricityfromthelist. IfamessageappearsaboutusingthePayBillsfeatureifthisisfora purchase,clickOK.

2 3

4 9

ClickRecord.Thetransactiondetailsarerecordedinyourcompany file. Notethatthebalanceofthebankaccountyouselectedatthetop ofthewindowhasdecreasedby$3,000. ClickCancel.TheBankingcommandcentreappears.

IntheDatefield,type15/08/2012andpressTAB.Ignoreanydate warningsthatappearnexttothefield. IntheAmountfield,type450andpressTAB. IntheMemofield,deletetheexistingtextandtype Electricity Bill. PressTAB. Enterthetransactiondetailsasfollows:

Inthiscolumn
AcctNo Amount Job

10

6 7

8 9

Dothis
SelecttheElectricityexpenseaccount. Type450 Leavethisfieldblank.

BANKING

1 5

Inthiscolumn
Memo Tax
10

Dothis
TypeElectricity Bill SelectGST

11 12 13

IntheFrequencyfield,selectQuarterly. IntheStartingOnfield,type15/08/2012. IntheRemindAdministratortorecordthistransactionfield,select onitsduedate. ClickOK.TheSpendMoneywindowreappears. Youwillberemindedeverythreemonthstorecordthis transaction.

ClicktheSaveasRecurringbutton(atthebottomleftofthe window).

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15

ClickRecord.Thetransactionisrecordedandthewindowis cleared. ClickCancel.TheBankingcommandcentreappears.

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TheRecurringScheduleInformationwindowappears.

NotethatthetextyouenteredintheMemofield(instep 7on page 15)automaticallyappearsintheRecurringTransactionName field.Youcanchangethisifyouwant.

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Sales
Typesofsales Youcanrecordasalestransactionasaquote,an invoiceoranorder.

Aquoterecordsanestimatedpriceyouhavequotedtoacustomer. Aquotecanbechangedtoanorderoraninvoicewhenyour customerisreadytobuy.Aquotehasnoimpactonyourinventory levels. Aninvoiceisusuallycreatedwhenyoudelivertheitemsorservices thecustomerordered.Invoicescanbeopen(unpaid),closed(paid) orcredit(negativesale).Aninvoicecantbechangedtoaquoteor anorder.

TheSalescommandcentreenablesyoutorecordsalesofitemsand services,issueinvoicesandkeeptrackofwhatisowedtoyou.This moduleshowsyouhowtousetheSalescommandcentretorecord sales,createandsettlecreditnotes,receivepaymentsforsales,and payrefundstoyourcustomers. Thismoduleincludesthefollowingexercises.

SalesRegister TheSalesRegisterwindowcontainsallofyoursales transactions,organisedintofivecategories:AllSales,Quotes,Open Invoices,Returns&CreditsandClosedInvoices.Youcanviewallsalesin aparticularcategorybyclickingontheappropriatetaboftheSales Registerwindow.Youcanviewtransactiondetailsbyclickingthezoom arrow( )nexttothetransactionyouwanttoview. ToviewtheSalesRegisterwindow,gototheSalescommandcentre andclickSalesRegister.

Task 1: Createaquoteonpage18 Task 2: Convertaquotetoaninvoiceonpage19 Task 3: Sellitemsonpage20 Task 4: Createacreditnoteonpage21 Task 5: Settleacreditnoteonpage22 Task 6: Receiveacustomerpaymentonpage23 Task 7: Payarefundonpage24

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SalesLayouts Thesaleslayoutyouchoosedetermineswhatfields appearintheSaleswindow.

Ifawindowappearsshowingapreviouslycreatedquote,clickNew Sale.
4 5

ServiceUsethislayoutwhensellingservices. ItemUsethislayoutwhensellingitemsthatyouhavecreateda recordfor.Whenyourecordthesaleofitemsusingthislayout, yourinventorylevelsareaffected. ProfessionalUsethislayoutwhensellingservicesoritemsfor whichnoitemrecordhasbeencreated.Thislayoutenablesyouto assignadateandaccounttoeachindividuallineitemonthe invoice. MiscellaneousThislayoutshouldonlybeusedforadjustments andforsaleswhereaprintedformisnotneeded.

ClickLayout.TheSelectLayoutwindowappears. SelectServiceandclickOK.TheSalesNewServicewindow reappears. IntheDatefield,type01/08/2012andpressTAB.Ignoreanydate warningsthatappearnexttothefield. IntheDescriptioncolumn(inthegrid),typeSupply custom business cards andpressTAB. IntheAccountNocolumn,clickthesearchicon( )andselect Incomesales&Servicefromthelistofaccounts. IntheAmountfield,type300. IntheTaxfield,clickthesearchicon( )andselectGSTfromthe listoftaxcodes. MakesuretheTaxInclusiveoptionatthetopofthewindowis selected.

YoucanchangethesaleslayoutintheSaleswindowwhenyouentera salebyclickingLayout. Ifyouwant,youcansetadefaultsaleslayoutineachcustomercardso thatallsalestothiscustomerwillautomaticallyusethislayoutunless youspecifyotherwise.

9 10

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Task 1: Create a quote

Inthisexercise,youwillcreateaquoteforcreatingcustombusiness cardsfortheIslandWayMotel.Asthisquoteinvolvesthesaleofa service,wewillusetheServicelayout.
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GototheSalescommandcentreandclickEnterSales.TheSales windowappears. FromtheSalesTypelist,selectQuote.

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ClickSaveQuote.Thequoteissaved. Ifyouwant,youcanviewthisquoteintheQuotestaboftheSales Registerwindow.

IntheCustomerfield,clickthesearchicon( )andselectIsland WayMotel.Ifamessageappearssayingthecustomerhas exceededtheircreditlimit,clickOK.

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ClickCancel.TheSalescommandcentreappears.

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Task 2: Convert a quote to an invoice

BasedonthequoteyoucreatedinTask 1: Createaquoteonpage18, yousupplythebusinesscardstoIslandWayMotel.Theypaythe chargesonthesameday. Inthisexercise,youwillconvertthequoteyoucreatedintoaninvoice andrecordthecustomerspayment.
1 2

InthePaidTodayfield,type300.

CompleteTask 1: Createaquoteonpage18. GototheSalescommandcentreandclickSalesRegister.TheSales Registerwindowappears. ClicktheQuotestab. IntheDatedFromfield,type01/08/2012.IntheTofield,type 31/08/2012.Allquotesbetweenthespecifieddatesappear.

8

InthePaymentMethodfield,selectCheque.

3 4

9 10

ClickRecord.Theinvoiceandpaymentarebothrecorded. ClickCancel.TheSalesRegisterwindowappears. Ifyouwant,youcannowviewtheinvoiceintheClosedInvoices taboftheSalesRegisterwindow.

Selectthequotefor$300totheIslandWayMotelandclickChange toInvoice.TheSalesNewServicewindowappears. IntheDatefield,type05/08/2012andpressTAB.Ignoreanydate warningsthatappearnexttothefield.

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ClickClose.TheSalescommandcentreappears.

SALES

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Task 3: Sell items

Inthisexercise,youwillsell4folderstoWidgetFactory.
1 8 9 10

Ifthedetailsarenotdisplayed,selectthenewcustomer,Widget Factory,fromtheCustomerlist. ClicktheLayoutbutton.TheSelectLayoutwindowappears. SelectItemandclickOK.TheSalesNewItemwindowappears. IntheDatefield,type01/08/2012andpressTAB.Ignoreanydate warningsthatappearnexttothefield. IntheShipcolumn(inthegrid),type4.Thisisthenumberof foldersyouareselling. IntheItemNumberfield,type0020andpressTAB.Thedescription fielddisplaysFolders. NotethatthePrice,TotalandTaxfieldsarecompleted automaticallyusinginformationfromtheSellingDetailstabofthe ItemInformationwindow.

GototheSalescommandcentreandclickEnterSales.TheSales NewServicewindowappears. FromtheSalesTypelist,selectInvoice. IntheCustomerfield,type Widget FactoryandpressTAB.As youdonthaveacardforthiscustomer,thecustomerlistappears. ClickNew.TheCardInformationwindowappears. IntheCardIDfield,typeW236. Completetheremainingcontactdetailsasshownbelow.
Inthisfield
Designation Address City State Postcode

2 3

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4 5 6

12

Dothis
SelectCompany Type23 Main Street TypeWidgetville TypeVIC Type3999

13 14

ClickRecord.Thesaleisrecordedandthewindowiscleared. ClickCancel.TheSalescommandcentreappears. Ifyouwant,youcannowviewthisinvoiceintheOpenInvoicestab oftheSalesRegisterwindow.

ClickOK.TheSalesNewItemwindowreappearswiththe customersdetailsdisplayed.

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Review
Letslookattheentriesthissalehasmadeinyourtransactionjournal.
1 2

Task 4: Create a credit note

Letsassumethatacustomer,JamesCameroncomplainsthatoneof theitemsyousoldhimwasdamagedbeforeitwasdelivered.Inthis exercise,youwillissueacreditnoteforthedamageditem. Youcreateacreditnoteinthesamewayasyoucreateasale.Theonly differenceisthatwhenyoucreateacreditnote,youentertheamount asanegativenumber. WewillcreatethecreditnoteusingtheMiscellaneoussaleslayout.
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GototheSalescommandcentreandclickTransactionJournal. IntheDatedfromandTofields,type1/08/2012andthenpress TAB.Thedebitsandcreditsofthesaleyoujustenteredshould appear(amonganyotherentries):

GototheSalescommandcentreandclickEnterSales.TheSales NewServicewindowappears. FromtheSalesTypelist,selectInvoice. IntheCustomerfield,selectCameron,James. Ifacreditlimitwarningappears,ignoreit(forthepurposesofthis exercise).Ifawindowappearsshowingapreviouslycreatedquote, clickNewSale.

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A B A

C
4 5

TheTradeDebtorsaccountkeepstrackofmoneyowedtoyouby customers.Thisaccounthasbeendebitedtwice,onceforthe amountofthesaleandoncefortheamountofGSTcollectedfrom thesale. TheMiscellaneousIncomeaccountkeepstrackofthemoneyyou havereceivedfromsellingfolders.Thisaccounthasbeencreditedfor theamountofthesale,excludingGST. TheGSTCollectedaccountkeepstrackofhowmuchGSTyouhave collected.ThisaccounthasbeencreditedfortheamountofGST includedinthetransaction.

ClickLayout.TheSelectLayoutwindowappears. SelectMiscellaneousandclickOK.TheSalesNewMiscellaneous windowappears. IntheDatecolumn,type16/05/2012 andpressTAB.Ignoreany datewarningsthatappearnexttothefield. IntheDescriptioncolumn,typeCredit note for damaged business cards. ClickintheAccountNamecolumn,pressTABandselectIncome sales&Servicefromthelistofaccounts. Asthistransactionaffectsyourincomefromsales,itisappropriate touseanincomeaccount.

ClickClose.TheSalescommandcentreappears.
9

IntheAmountcolumn,type100.0andpressTAB.Thisistheprice thecustomerwasbilledforthedamagedcards.

SALES

2 1

10

IntheTaxfield,selectGST.

IntheSearchbylist,selectCustomer,thenselectCameron,James intheadjacentfield.Allcreditnotesandreturnsforthiscustomer appear. Selectthe$100.00creditnoteandclickApplytoSale.TheSettle Returns&Creditswindowappears,displayingalistofthe customersunpaidinvoices. Youwillapplythiscreditnotetothesaledated2/05/2012. IntheDatefield,type17/05/2012andpressTAB.Ignoreanydate warningsthatappearnexttothefield. Forthesaledated2/05/2012,clickintheAmountAppliedcolumn, thenpressTAB.TheOutofBalancefield(atthelowerright)displays $0.00. Thismeansthatyouareapplyingthefullamountofthecreditnote againstthiscustomersoutstandingbalance.

11

ClickRecord.Thecreditnoteiscreated. Ifyouwant,youcannowviewthecreditnoteintheReturns& CreditstaboftheSalesRegisterwindow.

12

ClickCancel.TheSalescommandcentreappears.

Task 5: Settle a credit note

Youcanchoosetosettleacreditnotebyapplyingitagainstthe customersoutstandingaccountbalanceorbypayingarefundtothe customer. Inthisexercise,youwillapplythecreditnotecreatedintheprevious tasktowardsthecustomersoriginalinvoice,whichtheyhavenotyet paid.
1 2

ClickRecord.Thecreditisappliedandthecustomersoutstanding balanceisreduced. NotethatthecreditnotenolongerappearsintheReturns& CreditstaboftheSalesRegisterwindow.

CompleteTask 4: Createacreditnoteabove. GototheSalescommandcentreandclickSalesRegister.TheSales Registerwindowappears. ClicktheReturns&Creditstab.

ClickClose.TheSalescommandcentreappears.

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Task 6: Receive a customer payment

Youreceiveachequeaspaymentforanopeninvoice.Theamountof thechequeis$100morethantheoutstandingbalanceoftheinvoices. Inthisexercise,youwillrecordthepaymentandclosetheinvoice.You willalsocreateacreditnoteforthe$100overpayment(thiscanlater refundedtothecustomer).
1

TheOutofBalancefieldatthebottomofthewindowdisplays $0.00

GotoSalescommandcentreandclickReceivePayments.The ReceivePaymentswindowappears. SelecttheDeposittoAccountoption.Intheadjacentfield,select GeneralChequeAccount. IntheCustomerfield,selectCameron,JamesandPressTAB.The customersunpaidinvoicesappear. IntheDatefield,type01/12/2011andpressTAB.Ignoreanydate warningsthatappearnexttothefield. IntheAmountReceivedfield,type7500.00 InthePaymentMethodfield,selectCheque.
9

5 6

ClickRecord.Amessageappears,tellingyouthatacreditnotewill becreatedfortheoverpayment.

10

ClickOK.Thecreditnoteiscreated. Ifyouwant,youcannowviewthecreditnoteintheReturns& CreditstaboftheSalesRegisterwindow.

11

ClickCancel.TheSalescommandcentreappears.

ClickintheAmountAppliedcolumnfortheinvoicedated 17/03/2011.Theamountof$7400appears. Deletethisamount,type7500andPressTAB.

SALES

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Task 7: Pay a refund

YoucanrefundcreditnotesfromtheSalesRegisterwindow.
1

GototheSalescommandcentreandclickSalesRegister.TheSales Registerwindowappears. ClicktheReturns&Creditstab. SelectCustomerfromtheSearchbylist,thenselectFootloose DanceStudiointheadjacentfield.Acreditnoteappears.

2 3

SelectthecreditnoteandclickPayRefund.TheSettleReturns& Creditswindowappears. Inthedatefield,type01/01/2012andpressTAB.Ignoreanydate warningsthatappearnexttothefield.

6 7

ClickRecord.Therefundisrecorded. ClickClose.

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Jobs
Jobscanbesetuptotrackincomeandexpensesrelatedtoservicejobs. Thisisparticularlyusefulwhenmultiplejobsareperformedforasingle customer.Whenyouenteratransaction,theappropriatejobnumber canbeassignedtoeachindividualamount.Thisenablesyouto associateseveraljobswiththevariousamountsinasingletransaction. ThismoduleshowsyouhowtousetheJobsfunctiontocreatejobsand analysejobactivity. Thismoduleincludesthefollowingexercises:

ClickNew.TheJobInformationwindowappears.

Task 1: Createajobbelow Task 2: ViewtheJobsActivityreportonpage26

3

JobsList YoucanviewallofyourjobsintheJobsListwindow.To displaytheJobsListwindow,gototheListsmenuandselectJobs. Toviewandeditinformationaboutajob,includingstartdate,finish date,percentagecompletedandcontactdetails,clickthezoomarrow ( )nexttoanyjobintheJobsListwindow.

Enterthebasicjobdetailsgivenbelow.
Inthisfield
JobNumber JobName Description LinkedCustomer

Dothis
Type4980 TypeCatalogues- Island Way TypeCustomcatalogues Clickthesearchicon( IslandWayMotel. )andselect

Task 1: Create a job

YourcompanyhasbeenhiredtocreatecustomcataloguesforIsland WayMotel.Inthisexercise,youwillsetupajobtokeeptrackofthe incomeassociatedwiththiswork.
1 4

GototheListsmenuandselectJobs.TheJobsListwindow appears.
5

ClickOK.TheJobsListwindowreappears,displayingthejobyou justcreated. Ifyouwant,youcanviewandeditthejobdetailsbyclickingthe zoomarrownexttothejobintheJobsListwindow. ClickClose. Whenyouenterasalestransaction,thisjobnumbercannowbe assignedtoanindividuallineitem.

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Task 2: View the Jobs Activity report

1

ClickDisplay.Thereportappearsdisplaysalltransactionsassigned toyourjobs,andjournalsfortheassociatedaccounts.

GototheReportsmenuandselectIndextoReports.TheIndexto Reportswindowappears.

YoucanclickthejobnumberornametoopentheJobInformation window.Toviewthetransaction,clickonanyotherfield. ClicktheAccountstabontheleft,thenclicktheJobscategoryin thelistunderSelectReports.Alistofjobrelatedreportsappears. SelectJobActivity[Detail]. IntheDatedFromfield(intherightpane),type01/07/2011and, intheTofield,type30/12/2011.

3 4

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Forms
Toaccessarangeofcustomisableforms,gototheSetupmenu,click CustomiseFormsandchoosethetypeofformyoudliketocustomise. Youcanalsocustomiseformsthroughcommandcentres.Forexample, youcancustomiseinvoicesbyclickingPrint/EmailInvoicesintheSales commandcentre. Formcustomisationtools Intheformcustomisationwindow,you usethefollowingtoolbartoedittheform:
A B C D E

Yourprintedandelectronicinvoices,cheques,statementsandmailing labelsarecalledforms. YoucancustomisethelookandcontentofmostformsinAccountRight (exceptBASforms).Youcanalsochangetheformsize,addtextlabels, drawlinesandboxes,insertgraphics,movefields,andmore.Thenyou cansaveyourcustomisedstationerysothatyoucanselectitwhenyou sendaform. Thismoduleshowsyouhowtocustomiseaninvoiceformbyadding customtext,formattingtextandaddingalogo.

NOTE : Backingupforms Whenyousetupaformtemplate,youshould backupormakeacopyoftheoriginalfiletoavoidaccidentallyreplacingit orlosingit.

A B C D E

Filemenu Customise tab Print Preview Customise options Formbody

Viewprintingandsavingoptions. Thisisthemaintabforcustomisingyourform.Youcanadd fields,formattextandselecttablelayouts. Viewyourformasitwillappearprinted.Yourformis instantlyupdatedinthistabasyoucustomise. Thisareaofthewindowiswhereyoumakeselectionsfor customisingyourform. Selectandmodifyformelementsinthissectionofthe window.Selectanelement,thenviewthepropertiesinthe Customisetab.

27

Task 1: Select a form to customise

1

ClickCustomise.TheFormwindowforthisinvoiceappears.

GototheSetupmenuandselectCustomiseForms.TheCustomise Formswindowappears.

Youcannowbegincustomisingtheform.
DonotclickSaveForm IfyouclickSaveForm,youwill replacetheoriginalformtemplatewithyourcustomisedform.To avoidusingyouroriginalformtemplates,saveyourcustomisedform underadifferentnamebygoingtotheFiletabandclickingSaveAs. Formoreinformation,seeTask 6: Saveaformonpage31.
NOTE :

2 3

SelecttheInvoicestabontheleft. ClickonItemandthenselectTaxInclusivePlainPaperInvoice.

Continuewithanyofthetasksbelow:

Task 2: Resizeandmoveafieldonpage29 Task 3: Addanddeletefieldsonpage29 Task 4: Formattextinafieldonpage30 Task 5: Addabusinesslogoonpage30 Task 6: Saveaformonpage31 Task 7: Printaformonpage31

NotethatyouneedtohavecompletedTask 1: Selectaformto customiseabovebeforeyoudoanyoftheseexercises.

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Task 2: Resize and move a field

Inthistask,youwillchangethesizeofatextfieldandmoveittoanew positiononthepage.Youcanusethisprocesstochangethesizeand positionofalltextfieldsonyourcustomisedforms.
1

Task 3: Add and delete fields

Youwillnowaddafieldthatdisplaysyourcompanysemailaddressand youwilldeleteafieldthatdisplaystheinvoicetype.
1

Clickonthe[CompanyAddress]field.Ablueoutlineappears aroundthefield. Thecirclesatthecornersandtheboxesinthemiddleofeachside arehandlesthatyoucanusetoresizethefield.

Deleteafield: a ClicktheInvoiceTypefield.Ablueoutlineappearsaroundthe field.

Locatethehandleatthecentrebottomofthe[CompanyAddress] field.Clickanddragthishandleupwardstoreducetheheightofthe fielduntilitisapproximatelyhalfitsoriginalheight. Asyoudragthehandle,youllnoticethatthemeasurements appearbelow.

2

PressDELETE.Thefieldisdeletedandwillnotappearinyour printedinvoice.

Addafield: a IntheCustomisetoolbar,clicktheFieldsbutton.

Clickinthe[CompanyAddress]fieldandholddownthemouse button.Thepointerchangestoamoveicon( ). DragthefielddownwardsuntilitisbelowtheA.B.N.andA.C.N fields,thenreleasethemousebutton.

TheInsertFieldswindowappears,displayingalistofthefields youcanaddtoyourform.YoucanaddeitherDataFieldsorOther Fields. b ScrolldownandfindtheEmailfield.Youwillalsoseeoptionsfor wherethefieldshouldappear.

FORMS

2 9

c d

SelectappearatthestartoftheformandclickOK. TheCustomiseItemSaleswindowappears,withtheEmailfield atthetopofthepage,overlappingwiththeCompanyName field. Youcannowmoveitandresizeithoweveryouwish.

Task 5: Add a business logo

Inthistask,youwilladdyourbusinesslogototheform.
1

Ensurethatyouhaveanimagefiletouseasthelogo.Thefilecan beinbmp,jpg,pngortiffformat. Inthetoolbar,clickthePicturebutton( appears. ).TheOpenwindow

Thefieldwillnowappearinyourprintedform.

Navigatetothefolderthatcontainsyourimagefile,clickonthefile andthenclickOpen. Clickanywhereontheform.Thepictureappearsatthetopthe form.

Task 4: Format text in a field

Inthistask,wewillnowformattextinaformfield.
1

Clickthe[CompanyName]field.Youwillbeusingthecontrols groupedunderFieldpropertiestoformatthisfield.

Makethefollowingselectionstochangethesizeandstyleofthe text: a Changethefontsizeto22pt. b CentrealignthetextusingtheCentreAlignicon( ).

6

Setthepositionofthepictureusingthetoolsgroupedunder Placement: a InthetopHorizontalPositionfield,type13 b InthebottomVerticalPositionfield,type0.2

Ifyouwant,youcanmakefurtherchanges.SeeFormcustomisation toolsonpage 27.

AlignthelogototheCompanyName: a Selectthepicture,thenholddownCTRLandselectthe [CompanyName]field. b ClickAlignandthenselectAlignTop.

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Task 6: Save a form

Inthistask,youwillsaveyourcustomisedform.
1

IntheSelectedFormforSalefield,selectTest.

Whenyouhavefinishedcustomisingyourform,gototheFile menuandclickSaveAs.TheSaveFormAswindowappears. IntheNamefield,typeTest. IntheDescriptionfield,typeTutorial Exercise. ClickSave.Aconfirmationmessageappears. ClickOK.TheFormwindowreappears. Toclosetheform,gototheFilemenuandchooseExit. ClickOK.TheAdvancedFilterswindowappears. TheformyoucreatedisnowlistedintheSelectedFormforSale field.
6

2 3 4 5 6 7

ClickOK.TheReviewSalesBeforeDeliverywindowreappears.An invoiceforasaletoCameron,Jamesislisted. Clickintheselectcolumn( )nexttotheinvoice.

Task 7: Print a form

Youwillnowprintaninvoiceusingthecustomisedtemplateyou createdinthepreviousexercises.
1

GototheSalescommandcentreandclickPrint/EmailInvoices. TheReviewSalesBeforeDeliverywindowappears. ClickAdvancedFilters.TheAdvancedFilterswindowappears,with theToBePrintedtabopen. IntheSalesTypefield,selectItem. ClickSelectedandselectCameron,Jamesintheadjacentfield. Ifyouhavespecifiedadefaultforminthecustomerorsupplier card,thisformappearsselected.

8

3 4

Ifyouwant,youcanprinttheinvoicebyclickingPrint.Selectyour printeroptions,thenclickPrint. ClickCancel.TheSalescommandcentreappears.

FORMS

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Reports
Youcanviewdetailedinformationaboutdifferentaspectsofyour businessbygeneratingreports. Thismoduleshowsyouhowtodisplay,customiseandemailreports.It includesthefollowingexercises:

Task 1: Display a report

Inthisexercise,youwilldisplayareportthatlistsalloftheaccountsin yourAccountsListandtheirbalances.
1

Task 1: Displayareportbelow Task 2: Customiseareportonpage34 Task 3: Emailareportonpage35

GototheReportsmenuandselectIndextoReports.TheIndexto Reportswindowappears. ClicktheAccountstabontheleft,thenclicktheAccountscategory inthelistunderSelectReports.Alistofaccountsrelatedreports appears.

IndextoReports TheIndextoReportswindowcontainsalistofall reportsavailableinyourAccountRightsoftware.Reportsareorganised intothefollowinggroups(representedbythetabs):Accounts,Banking, GST/SalesTax,SalesandCard.Youcanalsodefinecustomreports, whicharestoredintheMyCustomReportstab.

33

SelectAccountsList[Summary]andclickDisplay.TheReport Displaywindowappears,displayingtheAccountsListSummary report.

IntheDatedFromfield,type1/09/2011andintheTofield,type 30/09/2011.

ClickClose.TheIndextoReportswindowreappears.

ClickRunReport.Thereportappears.Thereportlistsall transactionsthataffectedyourchequeaccountfortheperiod. ClicktheInsert/Modifytab.Youcanusethecontrolsinthistabto changetheappearanceofthereport.

Task 2: Customise a report

Inthisexercise,youwillcustomiseareportbychangingthefontand styleofthetext,selectingwhichfieldstoinclude,andrearrangingthe layoutofthefinalreport.
1

GototheReportsmenuandselectIndextoReports.TheIndexto Reportswindowappears. ClicktheBankingtab.Alistofbankingrelatedreportsappears, organisedintocategories. SelecttheChequesandDepositscategoryandthenselectBank Register.Apreviewappears. ClickAdvanced(ontheright).TheClearwaterPtyLtdBank Registerreportwindowappears,withtheFilterstabopen. Clickthesearchicon( )nexttotheAccountsfield.TheSelect fromListwindowappears. Clicktheselecticon( )toselectGeneralChequeAccount,then clickOK.TheReportsCustomisationBankRegisterwindow reappears.

Forexample,youcanclickonthereporttitleorcompanynameand thenchangethefont,colourorbackgroundcolour.Youcanalso controlwhatfieldsappear,andinserttextboxes,picturesand shapes.

Vieworiginaltransactions Youcanviewfulldetailsofa transactionshownonareportbyclickingonthetransaction
TIP :

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10

Youcanalsorearrangecolumns.Forexample,tomovetheIDNo. column: a PositionthecursorovertheIDNo.heading.Thecursorchanges toapointer. b ClickanddragtheIDNo.headinguntilitistotherightofthe Dateheading,thenreleasethemousebutton.

5 6

ClicktheFilterstab. IntheDatedFromfield,type1/01/2011andintheTofield,type 30/11/2011. ClickRunReport.Thereportreappearswiththenewdata. ClicktheFiletabandthenclickSend.

7 8

11

ClickonthePrintPreviewtabtoseehowthecustomisedreport willlooklikewhenprintedorexportedtoPDF.

Savingcustomisedreports Youcansaveyourcustomised reportsbygoingtotheFiletab,clickingSaveAsandgivingitanewname. YoucanaccessyourcustomreportsintheCustomtaboftheIndexto Reportswindow.

NOTE :

SelectthePDFicon.TheEmailInformationwindowappears.

Task 3: Email a report

Inthisexercise,youwillemailthereporttoyouraccountant.
1

GototheReportsmenuandselectIndextoReports.TheIndexto Reportswindowappears. ClicktheGST/SalesTaxtab.Alistofrelatedreportsappears, organisedintocategories. SelecttheGSTReportscategoryandthenselectGST[Summary Accrual].Apreviewappears. SelectDisplay.Thereportappears.

10

Toemailthereport,youwouldselectorenterthenameofthe personyouwanttoemail(enteringanewnamewillrequireyouto createanewcard).Then,youwouldcheckorentertheiremail address,typethesubjectandmessageandclickSend. Forthepurposesofthistutorial,however,clickCancelandclose thereportwindow.

REPORTS

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Learning more about AccountRight

AccountRightisaccompaniedbycomprehensiveinformationresources tohelpyoulearnaboutyoursoftware.

Help Centre
TheHelpCentreisacomprehensiveresourcethatdescribesall functionsandfeaturesofyoursoftware.Italsoincludeswindow descriptionsandtipsforhelpingsolvecommonproblems. TheHelpCentreisinstalledwhenyouinstallyoursoftware,however werecommendyouusetheonlineversionofhelpifyouareusually connectedtotheinternet.Theonlineversionofhelpisupdated regularlybetweenproductreleasesandmaycontainnewhelptopics relevanttoyou.

Manuals
MYOBprovidessupportingdocumentationtohelpyouinstallanduse AccountRight.Thesedocumentsareprovidedaspartofthesoftware CDyoupurchased,orcanbedownloadedfromtheMYOBwebsite. NotethatyouneedaPDFviewertoviewthemanuals. GettingStartedguide TheGettingStartedguideisprovidedto firsttimeusersofAccountRight.Itcontainsinformationonhowto installandregisterthesoftwareandhowtoobtaintechnicalsupport.A printedversionofthisguideisprovidedwiththeAccountRight softwareCD. ReleaseNotes TheReleaseNotesareprovidedtoexistingusersof AccountRightsoftware.Theyexplainhowtoupgradeyoursoftware anddescribenewfeaturesandsoftwarechanges. UserGuide TheUserGuideintroducestheprincipalfeatures, functionsandcapabilitiesofyourAccountRightsoftware.Itisdesigned tobeusedasareferenceforeverydaytransactionentryandperiodic tasks,suchasissuinginvoices,makingpaymentsandendofperiod processing. TheuserguideisprovidedasaPDFontheAccountRightsoftwareCD, andisalsoavailabletodownloadfromtheMYOBwebsite.Notethatall ofthecontentintheuserguideisavailablethroughtheHelpCentre.

To use the online help version

1 2

Openyourcompanyfile. GototheSetupmenuandchoosePreferences.ThePreferences windowappears. SelecttheIPrefertoUseHelpFromtheInternet,RatherThanMy ComputeroptionandclickOK.

To display the Help Centre

Inanywindow,presstheF1key. Inanywindowotherthancommandcentrewindowsclickthe helpicon( )andchooseHelpforthisWindow. ChooseSearchfromtheHelpmenu. Gotohelp.myob.com.au

37

Help in AccountRight windows

OpeningtheHelpCentrefromanywindowotherthancommand centrewindowsdisplaysdescriptionsorproceduresrelevanttothat window.ClickHelp ( )andchooseHelpforthisWindow,TellMe AboutorSearch.

Help in fields
Youcanchoosetodisplayashortdescriptionofbuttons,textfields, columnsandcommandcentreitemswhenyouhoverthemouseover them.

Theseoptionsaredescribedbelow.
Select
Helpforthis Window TellMeAbout Search

Ifyouwantto
seeadescriptionofthewindow,whichincludeslinks totopicsthatgiveyoutipstosolvingcommon problemsanddirectyoutoothersourcesofhelp. displayalistoftopicsthattellyouhowtoperform varioustasksinthewindow,orotherrelatedtasks. searchthehelpusingkeywords.

Toturnfieldhelponoroff,gototheSetupmenuandselect Preferences.InthePreferenceswindowthatappears,gotothe WindowstabandselectordeselecttheShowFieldHelpWhen HoveringOveraFieldoption.

Show Me How videos

ShowMeHowvideosdemonstratehowtousemanyofthenew features,andrunbetweenoneandfourminutes.Notethatinternet accessisrequiredtoviewvideos.

Help in command centres

YoucanviewhelpforacommandcentrebygoingtotheHelpmenu andselectingHelpforthisWindow.TheHelpCentredisplaysa descriptionofthecommandcentreanditsvariousfunctions.

To view Show Me How videos

1

GototheHelpmenuandselectLearningCentre.TheHelpCentre appears. IntheVideossection,clickViewallvideos.Alistofavailable videosappearsinyourbrowser. Clickthevideoyouwanttoview.

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