2.6 Additional Topics
Contents
1. This will bring up the following screen Find Transactions Seles Account Card ltem Invoice Category J Payroll Category Search By Account Y Dated From 1 07 2006 To 14 04 2006 IDH Ste Date Acct ema Cebit Credit No Matching Records Found Click Advanced to Review Filters As you can now see it is possible to search one of several options a searching by Account allows you to pull up the transactions coded to any account from the Chart of Accounts within the date range of your choice Simply click on the Account Tab at the top of the window enter the account code or choose it from the drop down menu and select the dates that you wish to view entries between b searching by Card allows you to view all transactions attached to a particular card these can be coded to many different accounts again within the date range of your choice C searching by Item will only work if you have set up the Item database for more information on this please consult the MYOB Users Manual accompanying your software MYOB Training Manual Part 2 April 2006 2 150 Processing Transactions in MYOB d searching by Invoice allows you to search by the sales invoice that the organisation has issued e searching by Bill allows you to search by suppliers invoice numbers provided you have recorded these when recording any purchases f searching by Category will only work if this has been set up For more2. Command Centres Setup Reports Window and Help Click on Lists A drop down menu will appear looking like this IPELE dit Sisem Command Centres Setup Reports Accounts Cards Activities Items Categories Tax Codes Recurring Transactions Payroll Categories Superannuation Funds Employment Classifications Custom List amp Field Names Custom Lists Sales amp Purchases Information Identifiers Pay Bills Click on Jobs The following screen will appear Jobs List Job Number Hame Cost Expenses Met Profit Loss 01101 Cricket Team 60 000 00 0 00 455 900 0008 01 102 Netball Team 40 000 00 0 00 0 00 40 000 00 Help F1 MYOB Training Manual Part 2 April 2006 2 144 Processing Transactions in MYOB As you can see it is possible to list a number of jobs To create a new one click on New The following window will appear New Job E m x Job Information C Header Job Inactive Job Detail Job Track Reimbursablez Job Number 01 101 Sub jab Of Percent Complete E Job Name CS Grant 1 Cricket Team Start Date Description Community Sport Grant 1 Cricket Team Finish D ate Manager Contact Linked Customer gt Community Sports Help F1 The job when filled out will look something like this As you can see the Job Number is based on the category that it will ultimately be linked to and t
3. QUT Queensland Government 2 6 Additional Topics 2 6 1 Category Job Costing Many organisations receive grants from various sources many of which require regular acquittals as per the grant agreement put in place at the time An optional facility exists in MYOB to enable the organisation to generate reports showing the acquittal of each grant or activity This can be broken into two distinct areas Job Costing and Category Costing By coding each revenue and expense item to a particular job or category i e grant it is possible to keep a track of revenues and expenses pertaining to each grant MYOB allows you to print off a Profit and Loss Statement for each job or grant and a Balance Sheet and Profit and Loss Statement for each Category While this sounds fairly complex once the concept is understood you will have no troubles applying this function 2 6 1 1 Category Costing Category costing is potentially more useful than Job Costing in that it is possible to produce both a Balance Sheet and a Profit and Loss Statement for each individual category that is set up a very useful feature under certain circumstances Ideally for each grant that is received by your organisation if an acquittal is required there should be a category code set up for it allowing all transactions pertaining to that grant to be tracked To activate the Category Costing option first go to the Command Screen of MYOB Alon
4. As you can see a number of searching options are now available By selecting All Cards you will get a complete list of all cards entered regardless of whether they are inactive or not To view the further information attached to a particular card simply double click on the zoom arrow to the left of the name or on the name itself You will then be able to edit or add to any information already on the card If you have a large number of cards entered you can search alphabetically Simply click on the box beside the word Search and type the name or approximate name required MYOB will take you to the alphabetical listing allowing you to make your choice Alternatively if you have a large number of cards entered and you know exactly whether the required one is for a customer supplier or employee simply click on the appropriate tab at the top of the window and then type the name into the search section Once you have made your changes to the card simply click OK at the bottom of the card window 2 6 4 Making a Card Inactive An inactive card can be viewed and entered whilst in the Card File section but not in any other part of MYOB This is particularly useful if you have a supplier that is no longer to be used but you wish to retain their information or an employee who has moved on and is to no longer receive a pay cheque but will require contact at later stages to have their PAYG Payment Summary po
5. Payments ie Transaction Journal Services Print Cheques teed Centre ToDo List w Find Transactions w Reports w Analysis w MYOB Training Manual Part 2 April 2006 2 151 Processing Transactions in MYOB Once you have chosen Find Transactions you will be thrown into the Account search option however from this point you can choose to use any of the search options the results will all be the same TIP Which method you choose depends purely on personal preference the results are exactly the same 2 6 3 Using the Card File The Card File section is where MYOB stores the supplier customer employee and personal information that has been previously entered The Card File feature is used to store new information set up employee cards or manage and update information currently held there While MYOB 15 does not allow you to view all transactions attached to the card it does allow you to view any outstanding amounts owing either as an accounts payable or as a receivable whichever may be relevant It only allows you to access basic information such as address and so on To view Transactions see Section 2 6 2 Generally speaking it is unnecessary to delete old cards Past information can be very useful to keep aS you never know when you may need it again If recent transactions are attached to the card it will be impossible to delete it anyway MYOB will not allow you to If yo
6. do this simply click on the drop down menu arrow to the right of the field A window showing all of the available categories will appear allowing you to select the relevant one If the category you require is not shown you can create a new one right then and there The window will look like this Select from List Look for 01 100 Community Sports 2006 Use Category Cancel Simply click on New and a window which will allow you to fill in the relevant details will appear MYOB Training Manual Part 2 April 2006 2 137 Processing Transactions in MYOB When you have finished entering the transaction click Record Recording the payment of the transaction will normally occur on the same day using the same date You will not need to worry about categories when recording the payment as this information has already been selected when the sale was first entered Be sure however to select the correct bank account to deposit the money into when entering the payment this is particularly relevant if you operate a number of different accounts From now on when any expenses are entered that are specifically for that grant you will be able to select the relevant category in the same manner as shown for this transaction To be truly accurate and this really only applies if you are aware of exactly what projects jobs the original grant is to be applied to when entering the original Sale transaction for the grant t
7. of the modules For now we will concentrate on the tab called System Read through the window you will notice that for Category costing to function a tick must be placed beside that option It is also possible to request that Categories be either required or not required for each transaction entered Leave this at Not Required because there will be transactions entered for which there will not need to be a category added Click OK when you have finished You will be returned to the Command Centre At this point you will notice no changes these will be apparent only when you enter your first purchase sale or bank transaction For the following example we will assume that you have received a grant from Community Sports for 100 000 00 GST Community Sports require a full acquittal on this grant and so we will set up a category code for it to be assigned to 2 6 1 2 Creating a Category List Categories can be added during the course of transaction processing and this will be explained shortly however if you have an idea of how you want to organise your category listing this list can be created in advance To do this start at the Command Centre screen Along the top of the window are the words File Edit Lists Command Centres Setup Reports Window and Help Clicking on each of these will cause a drop down menu to appear Click on Lists The following menu wil
8. MYOB
9. g the very top of the window you will see the words File Edit Lists Command Centres Setup Reports Window and Help Clicking on each of these will cause a drop down menu to appear Click on Setup The following menu will appear Reports Window Help Easy Setup Assistant Balances an Linked Accounts a eee Customise Forms ene Company Information 1 Business Calendar Load Payroll Tax Tables nkirun General Payroll Information Superannuation Transitional Assistant n I arrr l Ta n Now click on Preferences The following window will open MYOB Training Manual Part 2 April 2006 2 132 Processing Transactions in MYOB Preferences A BR Reports i Windows eens Banking Purchases Security Use MYOB Retail anager M Use Timeslips Accounting Link Prefer to Use Help From the Internet Rather Than My Computer War if Jobs Are Not Assigned to All Transactions System wide W Tum on Category Tracking Categories are Hot Required on All Transactions System wide For Time Billing Enter Time in Special 1 Minute Billing Units Round Timer Calculated time upto nest o Minute Increment F I nelude Items on Time Billing Invoices Include Time Billing Information in Employee s Pay r Help F1 As you can see this is the place to set up security measures and alert MYOB to your various preferences within each
10. he monies can split to show exactly how much will be applied to each project job In this case the two amounts can then be job costed allowing a very accurate report to be produced for each job showing exactly how much money has been allocated and how much has been retained In this case your original Sale transaction would look like this Sales New Service INVOICE Customer S Community Sports F Tem Ce Net 30th after EOM i Tax Inclusive Ship to Community Sports Invoice pogodi Date 18 01 2006 Customer PO H Description Acct Amount Jab Grant Community Sports 2006 Cricket Team 66 000 00 01 101 GST rant community Sports 006 Netball Team 44 000 00 01 102 S GST Salesperson Subtotal 110 000 00 Comment Freight 0 00 Ship Wia Tas GF 10 000 00 Promised Date Total Amount 110 000 00 Journal klema Sale Community Sports Paid Today 0 00 Referal Source Payment Method Cash E Details Invoice Delivery Status To be Printed Balance Due 110 000 00 E Save as peor amp Use Recurring amp oe Reimburse Category 01 100 Register Cancel Job costing will be explained in Section 2 6 1 4 MYOB Training Manual Part 2 April 2006 2 138 Processing Transactions in MYOB 2 6 1 4 Category Reports As mentioned earlier it is possible to extract both a Balance Sheet and a Profit and Loss Statement for each category entered To do this go to the Command Cen
11. he title of the job also reflects the original grant category Of course it is possible to name and number your jobs in any way that makes sense to you careful thought will make this facility an excellent way to track a grant and provide the necessary acquittal forms When you have finished filling out the information click OK You will now be returned to the previous screen allowing you to create more jobs as necessary It is also possible to delete or edit any of these jobs at this screen to delete a job hover the mouse arrow over the job to be deleted and click once with the right button on the mouse Choose the relevant option Jobs can also be made Inactive when they are no longer being used or reactivated if necessary This can be done in much the same way as deleting a job simply hover your mouse arrow over the selected job listing right click with the mouse and choose the relevant option When you have finished creating or rearranging the jobs click Close You will be returned to the Command Centre 2 6 1 7 Entering a Transaction using Job Costing To enter a transaction using job costing go to the usual Enter Purchases or Enter Sales screen depending upon which is relevant This can be found when you click on the Purchases or Sales icon on the Command Centre Enter the information for your purchase as usual For the following example we will enter a purchase one that is relevant to
12. hose transactions assigned General Journal to the selected category Jobs Activity Summary Activity Detail Budget History OfficeLink History 0fficeLink Job Transactions Job Exceptions Cash Transactions Job Exceptions Invoice Transactions Profit amp Loss Ej Reimbursable Expenses Budget Analysis Jobs List Categories As you can see there are a number of available options To view a Profit and Loss Statement double click on the report name and then make the relevant selections Your screen will look like this Report Customisation Profit amp Loss Advanced Filters Report Fields Dated From May To April 1705 2005 To 30 04 2006 Financial Year Next year Fy 2006 Select the job from the list available when you click on the drop down menu arrow to the right of the field If wishing to view only one job un tick the others available Select the months that you wish to view the transactions for and then make sure that the financial year is correct Click Display Your report will look something like this MYOB Training Manual Part 2 April 2006 2 148 Processing Transactions in MYOB Report Display Dated From MERAM To 30 04 2006 Redisplay Alpha Chart of Accounts Job Profit amp Loss Statement May 2005 through April 2006 14 04 2006 2 08 25 PM Account Name Selected Period 01 101 CS Grant 1 Cricket Team Income Grants State Op Recurrent 60 000 00 T
13. in a Balance sheet the selected month will show everything up to and including that month Make sure that the financial year is correct Your Balance Sheet will look something like this MYOB Training Manual Part 2 April 2006 2 140 Processing Transactions in MYOB Report Display a 5j fx Redisplay View Print Preview Alpha Chart of Accounts Category Balance Sheet As of January 2006 14 04 7006 Page 1 1 47 35 PM Account Name Selected Period 01 100 Community Sports 2006 Assets Accounts Receivable 110 000 00 Total Assets 110 000 00 Liabilities GST Payable 10 000 00 Total Liabilities 10 000 00 Net Assets p100 000 00 Equity Current Year Surplus Deficit 100 000 00 Total Equity 6100 000 00 ey a e HL cutonie avets tise Help F1 Print Send To As you can see the category ID and name is shown at the top of the report allowing you to see accurately exactly what the report is referring to This report is obviously shorter that your full Balance Sheet as it is only showing those transactions which have been coded to that category If you want to print the report simply click on the Print button at the bottom of the report window To exit the report click close To view a Profit and Loss Statement again double click on the report name in the report index The following screen will appear MYOB Training Manual Part 2 April 2006 2 141 Processing Transactions in MYOB Re
14. information on this please see Section 2 6 1 Category Job costing g searching by Job will only work if this has been set up For more information on this please see Section 2 6 1 Category Job Costing h searching by Payroll Category allows you to see what transactions have been entered against any of the categories set up when the employee cards were set up Again these can all be accessed by means of the drop down menu and within certain date ranges Option 2 The second way to find a transaction is to access all of these options by using the options at the very top of the screen under File Edit Lists Command Centres etc To do a search click on the word Command Centres and choose from the drop down menu which area you wish to search in for example Accounts Your screen should look something like this dit Lists Feet Setup Reports Window Help Accounts Command Centre Ctl 1 Accounts List Record Journal Entry Ctri s Company Data Auditor Banking Sales Time Billing F F F Purchases F F F MoneyController Payroll a Transfer Money Inventory Card File Transaction Journal i Inventory Card File BASlink Accounts Send to Accountant M Powered Services Centre To Do List Analyse Balance Sheet eee Analyse Profit amp Loss e Analyse Jobs Find Transactions Prepare Electronic
15. l appear MYOB Training Manual Part 2 April 2006 2 133 Processing Transactions in MYOB i MOTT Edit ihes Command Centres Setup Reports nma Jobs Tax Codes Recurring Transactions SE Payroll Categories Superannuation Funds Employment Classifications Custom List amp Field Names Custom Lists Sales amp Purchases Information P Identifiers Click on Categories The following window will appear Categories List Category ID Mame Help F1 As you can see it is currently completely empty This can be changed Think carefully about how many grant categories you are likely to be listing and how you would like to identify them Are they likely to be repeated year after year or will they be a complete once off Do you need to include a date in the name of the category or not If you will be listing more than 10 categories you will need to take this into account when devising the category ID MYOB Training Manual Part 2 April 2006 2 134 Processing Transactions in MYOB For the purpose of this exercise our grant from Community Sports is the first of a number that we expect to receive We are also expecting to receive at least 12 grants this year so will list the category ID s accordingly To create a new category click on New The following window will appear As you can see there is space to enter the appropriate Category ID this can be numerical alphabetical or a c
16. ndow Your finished screen will look like this MYOB Training Manual Part 2 April 2006 2 146 Processing Transactions in MYOB Purchases New Service dl Supplier Ge Amart All Sports Ship to oF Alpha Chart of Accounts Hire of Bowling Machine Deposit Comment Ship Wia Promised Date Journal Memo Purchase Amart All Sports Bill Delivery Status Terms Ge Net 30th after EOM Register Bele W Tas Inclusive gt 1970172006 Supplier Inv H Amount Job 300 00 01 101 300 00 0 00 arar 300 00 40 00 300 00 Category 01 100 Notice that both the job and category fields have now been filled in Be aware as well that Job does not have to be filled in If the purchase that you are entering does not need this kind of distinction MYOB will accept the entry with neither Job nor Category information 2 6 1 8 Job Reports Once a number of entries have been made it is possible to obtain a number of different reports for Job costing To view these click on Reports at the bottom of the Command Centre and choose Accounts Jobs Section It will look like this MYOB Training Manual April 2006 2 147 Scroll down through the options until you come to the Part 2 Processing Transactions in MYOB Index to Reports Seles GST Sales Tax Time Accounts Banking Sales Bilina Purchases Payroll Inventory Card f Custom A P amp L report totaling only t
17. ombination thereof Use tab to move through the fields Also note that a category can be made Inactive once it ceases to be of relevance it can also be reactivated if necessary Fill the information in and click OK once finished Categories List Aai Fdit Category Seles Category Information Category ID 01 100 Inactive Category Category Name Community Sports 2006 i Grant 2006 100 000 Help F1 7 Help F1 Pririt You will be returned to the previous listing screen which will allow you to continue to add categories if desired or edit your new one Click close when you have finished It is possible to delete a category if you need to simply hover your mouse arrow over the category you wish to remove and click the right side button on your mouse A small screen with two options will appear one of which is Delete Category MYOB Training Manual Part 2 April 2006 2 135 Processing Transactions in MYOB 2 6 1 3 Entering Transactions using Categories We will now enter the receipt of the grant mentioned earlier In MYOB this is a Sale transaction so go to the Command Centre and click on the Sales icon then on Enter Sales The following screen will appear Sales New Service INVOICE Customer Terms Description Salesperson Comment Ship Wia Promised Date Journal Wema Referal Source Invoice Deliver Status E Save as Recurring t Use Rec
18. otal Income 60 000 00 Expense Equipment Hire Lease e472 73 Total Expense a Net Profit Loss 959 527 27 Seles VIEW Print Preview Page 1 Year to Date 60 000 00 60 000 00 D4 2 3 p42 f3 Poo 927 27 oe Customise save As Send To As you can see the Job ID and name are shown at the top of the report so that you can see easily what the report relates to This report looks a little bare very little information has been added but you get the idea If a job has been linked to a category this kind of report will allow you to quickly see exactly what the expenses and revenues in the Profit amp Loss Statement for the category are broken up into lf you want to print the report click Print at the bottom of the window To close simply click Close MYOB Training Manual April 2006 2 149 Part 2 Processing Transactions in MYOB 2 6 2 Finding Transactions Occasionally it will be necessary to locate transactions that have taken place in the past There are two ways to do this Option 1 At the bottom of the Command Centre you will find the following words To Do List Find Transactions Reports and Analysis For the purpose of this section we will focus on Find Transactions Note that the wording at the bottom of the screen remains the same regardless of which option you have chosen from the Command Centre Click on the wording Find Transactions
19. our created Job 01 101 the purchase of 10 new cricket balls for the new season Your screen will look like this MYOB Training Manual Part 2 April 2006 2 145 Processing Transactions in MYOB Purchases New Service a BILL ad Supplier Ge Amart All Sports Teme Oo Net 30th after EOM W Tax Inclusive Ship to Alpha Chart of Accounts Purchase 00003678 Date 19 01 2006 Supplier Invi 3678 Description AcctH Amount Job Hire of Bowling Machine Deposit 6 0320 300 00 Subtotal 300 00 Comment Freight 0 00 Ship Yia Tax G parar Promised Date Total Amount 300 00 Journal Memo Purchase Amart All Sports Paid Today 0 00 Bill Delivery Status To be Printed Balance Due 300 00 E Save as Recurring w Use Recurring Category z Help FI Pri Cancel At this point you can enter the relevant Job Code To do this click on the drop down menu arrow to the right of the Job field A window will appear showing all available jobs looking like this Select from List Look for 01 101 CS Grant 1 Cricket Team CS Grant 1 Netball Team Now you can select the relevant job Do this by double clicking on the selected job or by clicking on the heading once and then on Use Job at the bottom right of the window The job will now be filled in If you then go on to link the expense to a category as well choose the relevant category at the bottom right of the Enter Purchase wi
20. port Customisation Profit amp Loss Categories jai Advanced Filters Report Fields Finishing Dated Fror May To April 1705 2005 To 30 04 2006 Financial ear Mest fear Fy 2006 Unlike the Balance Sheet a Profit and Loss Statement will allow you to view just one month of transactions or for several months Select the months that you wish to view and make sure that the Financial Year is correct Click Display The report should look something like this MYOB Training Manual Part 2 April 2006 2 142 Processing Transactions in MYOB EER Report Display Ta 30 04 2006 Dated From URTSRANIE Redisplay View Print Preview Alpha Chart of Accounts Category Profit amp Loss Statement May 2005 through April 2006 14 04 2006 Page 1 1 51 45 PM Account Name Selected Period Year to Date 01 100 Community Sports 2006 Income Grants State Op Recurrent Total Income 100 000 00 100 000 00 100 000 00 100 000 00 Expense Equipment Hire Lease Total Expense Net Profit Loss 2200 00 200 00 99 800 00 2200 00 200 00 99 800 00 i T Customize Save As Send To If you with to print the report click Print at the bottom of the report window To close the report click on Close 2 6 1 5 Job Costing Job Costing is similar to Category Costing but with an important difference You cannot view a Balance Sheet for a Job and for this
21. reason is not quite as useful in this sense However from the point of view of a nonprofit organisation where multiple projects service programs or exercises will be accomplished with the money from one grant job costing will be very useful especially if each project requires its own acquittal As we covered in the previous section on Categories it is possible to set up any number of categories It is also possible to set up a huge number of jobs if planned carefully these can be numbered to be a subset of each grant that they are attached to We will continue with the example of the Grant previously used in the Category Costing section This was for the sum of 100 000 from Community Sports allocated to Category 01 100 Assume that there are 2 projects to be funded by this one grant one for 60 000 another for 40 000 A Job code can be set up for each project so that as expenses are allocated to each project they can be both job costed and categorised MYOB Training Manual Part 2 April 2006 2 143 Processing Transactions in MYOB 2 6 1 6 Creating a Job List There are two ways to create a list of jobs depending upon how much information you have available to you before you start inputting your transactions If you know exactly how many jobs you will require jobs can be set up in advance of transactions being entered At the very top of the Command Centre screen you will find the words File Edit Lists
22. sted out To make a card inactive simply go into the Card File section select the card and tick the box marked Inactive Card to the top right of the window The following message will appear MS MYOB Accounting You have indicated that this record i macte It wall no longer display in Select From List options To make this record active again just deselect the checkbox As you can see it is possible to reactivate the Inactive card To get rid of the message simply click OK If you want the card to remain inactive make sure the box is still checked and click OK at the bottom of the card window You will be returned to the main screen MYOB Training Manual Part 2 April 2006 2 154 Processing Transactions in MYOB 2 6 5 Help Unfortunately it is beyond the scope of this manual to provide detailed instructions on every MYOB function and for this reason we would like to direct your attention to another aid to assist you MYOB has a very useful Help function built into the software It is very similar to the Microsoft Office Help system and is relatively easy to navigate around To access the help command click on the Help button on the top right hand corner of the menu at the top of the screen You have also been provided with a basic MYOB manual with your software This is another very helpful resource and worth a look MYOB Training Manual Part 2 April 2006 2 155 Processing Transactions in
23. tre and click on Reports at the bottom of the screen Select Accounts Scroll down the available list of reports until you come to the Category section It will look like this Index to Reports Sales i re Purchases Payroll Inventory Card Custom Accounts Banking ries A listing of all accounts and their balances Jobs List Categories Activity Summary Activity Detail Categor Transactions Profit amp Loss Balance Sheet General Ledger Summary General Ledger Detail History OfficeLink Categones List Audit Trail Audit Trail Report Session Report Recurring Transactions General Joumal Entries Transter Money Recurring Transactions List View Sample Customize Help F1 Print As you can see there are a number of options with regard to Category reports Each will give specific details of what has been going on but for now we will concentrate on the Balance Sheet and the Profit and Loss Statement To view a Balance Sheet simply double click on the report name The next screen that appears will look like this MYOB Training Manual Part 2 April 2006 2 139 Processing Transactions in MYOB Report Customisation Balance Sheet Categories all F Advanced Filters Report Fields Selected Period January As DF 31701 2006 Financial Year Next Year F 2006 As you can see it is possible to select the category that will be shown on the report You can also set the selected period
24. u do not want a card used your best option will be to make it inactive this will be explained later In the case of an employee card the card can be made inactive and a termination date entered for good measure When at the Command Centre click on the Card File icon The following screen will appear MYOB Training Manual Part 2 April 2006 2 152 Processing Transactions in MYOB Alpha Chart of Accounts Command Centre CARD FILE ae A Accounts Banking Time Billing Purchases Frint Mailing Labels Create Fersonalised Letters To Do List w Find Transactions w Fayroll Inventor Card File Contact Log Reports w Analysis w As you can see there are a few options available to us here however we will concentrate on the ones offered in Cards List Click on the words Card List The following options will appear Cards List Customer Employee Search Found T REWE Card ID CG Amat All Sports GC Bills Repair Shop Pty Ltd Community Sports CG GIO Insurance c Judy Bloggs h acintosh Nicola Mone Mane Antoinette Books FE NewLogEnty 4 Letter AJ Log Hew MYOB Training Manual April 2006 2 153 Personal Seles Advanced Phone Mumber Type Curent Balance Of 3397 1983 OF S389 9873 Supplier 300 00 Supplier 0 00 Customer 110 000 00 Supplier 0 00 Supplier 520 00 Employee Customer Part 2 Processing Transactions in MYOB
25. urring Se Reimburse Help F1 Pri Journal Layout Register Invoice H Date Customer PO H Subtotal Freight Tas Total Amount Paid Today Payment Method Balance Due Bei W Tax Inclusive Amount Job Categor Cancel Although the window looks the same as usual you will notice that an extra option is now available at the bottom right hand of the screen You will be able to select a category once you have entered the customer name Fill out the window as usual with all the details of the sale Using the example of the 100 000 GST grant from Community Sports our completed window will look something like this MYOB Training Manual April 2006 2 13 6 Part 2 Processing Transactions in MYOB Sales New Service INVOICE Customer Ge Community Sports F Tems Net 30th after EOM W Tax Inclusive Ship ta Community Sports Invoice 00000002 Date 18 01 2006 Customer PO H Description Acctt Amount Job Grant Community Sports 2006 4 1040 110 000 00 Salesperson Subtotal 110 000 00 Comment Freight 0 00 Ship Via Tas G 10 000 00 Promised D ate Total Amount 110 000 00 Journal Memo Sale Community Sports Paid Today 0 00 Referral Source Payment Method Cash 3j Detail Invoice Deliver Status To be Printed Balance Due 110 000 00 Categor 01 100 Cancel You will notice that the category section at the bottom of the window has been filled in To
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