MYOB Training
Flexible Options Mode and Place of Delivery Audience Size Duration
Content MYOB Software Business Management Principles
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Our MYOB training services are extremely flexible in terms of the mode and place of delivery, audience size, duration, content and complexity.
Such a range of training options affords you freedom of choice so that you get the right training in the way that you want it delivered.
Of course, if you are looking for something a little different let us know! We would love to assist you.
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| Mode and Place of Delivery |
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| Our training can be provided in a classroom type environment, boardroom, at a person's workstation, or any other type of configuration. It can be delivered inhouse at your onsite premises or offsite at an external location. |
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| Audience Size |
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Our training can be individualised on a personal one-on-one level, or maximised on a group basis to an audience of any size that can be accommodated in the training environment chosen.
We can train you one-on-one on your workstation, a team in their workspace area, or a large group in any classroom or training-type environment.
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| Duration |
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Our training can also be of any duration from a few hours to a roll-out program of continual learning covering the time frame you dictate.
We can train in short blocks of only a few hours, during set days throughout a given month, or progressively throughout the year as your circumstances dictate.
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| Content |
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Our training content can be specific or generalised, and as simple or complex as your business demands.
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MYOB Software
Our training embraces every aspect of the MYOB software across the full accounting product range and will assist you to fully harness your MYOB software’s accounting potential, business management capabilities and productivity time-saving features.
We can cover every module, function, feature, process, wizard, report, field and shortcut. Our coverage is fundamentally determined by your broad or specific business need.
Our training includes, but is not limited to, all of the following areas:
- Accounts General ledger accounts setup, creation, management and reporting; journal entries; auditing processes and reporting;
- Banking All forms of receipting and undeposited funds; all forms of payments including 'EFT' processing and online banking integration; reporting; bank deposit slip generation; bank reconciliation process; cash-based expense and income recording;
- Sales Invoicing processes; batch emailing and printing; Quote, Order and Tax Invoice form creation; all forms of receipt processing; undeposited funds clearing; contra accounts; receipt generation; recurring transactions; referral source capture and reporting; customer statement production; payment terms and credit control; quote-order-invoice sales cycle; customer database management; accounts receivable management and reporting;
- Time Billing Timesheet and activity-type time entry capture; activity log management; time based invoicing and reporting; activity code creation; WIP;
- Purchases Expense and purchase entry recording; quote-order-invoice purchases cycle and management; batch purchase order emailing and printing; Quote, Order and Tax Invoice form creation; all forms of payment processing; electronic 'EFT' funds transfer clearing and online integration to the bank; contra accounts; payment remittance advice generation; recurring transactions; shipping and logistics capture; supplier statement reconciliations; payment terms and accounts payable management and reporting; supplier database management;
- Payroll Full payroll processing, reporting and employee database management; PAYG, workcover, leave balances and superannuation capture, reporting and compliance; payroll components 'categories' setup; tax scales and TFNs; leave entitlements; batch printing and emailing of pay advices; Pay Advice form creation; payments by cash, EFT or cheque; splitting of wage into multiple bank accounts each payrun; timesheet entry capture; year-end Payment Summary, PAYG and Gross Wages Reconciliation, and ATO empdupe file production; M-Powered Superannuation ®; all levels of reporting; terminations and redundancies;
- Inventory Full inventory control, management and reporting; stock items creation; autobuild stock kitting process; stock count methodology; stock item adjustments and transfers; item pricing;
- Job and Divisional Costing Concepts explained; jobs setup, management and reporting capabilities; divisional 'categories' creation and reporting; how and when to use these processes;
- Tax GST transactional processing; BAS setup, ATO payment or refund journalising, reporting and lodgement; PAYG Instalments and Withholding; FBT; Fuel Subsidies; Tax Scales; ABNs and TFNs; Tax codes creation, capture, reporting and compliance; Tax Portal reconciliations;
- Data Management Reporting; To Do List; transactional search processes; registers;
- Customisation Custom fields and lists; identifiers; front and back end excel integration processes; report filtering and screen customisation; setup preferences; maximising drop down lists; shortcut properties; forms design; spreadsheet manipulation; linked accounts;
- Datafile Management Backup and restore process; datafile verification; datafile optimisation; company data file manager; audit reports;
- Integration MYOB link to Microsoft Office Outlook, Word, and Excel; MYOB import and export functionality; ODBC Driver; and
- End of Financial Year 'EOFY' Financial year-end rollover processes; payroll year-end rollover processes; adjusting journal entries; reports for accountants.
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Business Management Principles
Our training also covers by necessity all the underlying principles of business management, bookkeeping, reporting, payroll and tax.
These principles must be covered as they are fundamental to a complete understanding of the MYOB software and vital to your business success.
Our training also includes, but is not limited to, all of the following areas:
- Bookkeeping
- Cash Flow
- Credit Management
- GST and BAS Reporting
- Job Costing and Reporting
- Financial Reporting and Analysis
- Budgeting
- Personal Financial Management
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