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myob-troubleshoot

How To: Troubleshoot MYOB Import File Issues

Sometimes errors can happen when you are trying to import MYOB files. Instead of having to go through all the trouble of finding out the problems and communicating with MYOB staff, you can first try these basic troubleshooting techniques instead:

When MYOB import file issues arise, there will usually be a summary displayed to notify users of the issue. Depending on the nature of the issue, the summary will differ. Commonly seen MYOB import file issues are errors where records contain elements that cannot be imported, warnings where records are successfully imported but with flaws, and skipped where records are not imported. You should be able to see how many information records are imported, skipped or have errors so that you will be able to resolve them.

One of the first things to do when you want to troubleshoot MYOB import file issues would be to check the import log file for details and identify the error/warning codes. The error and warning codes are used to identify the nature of issues, for example: Error -9 usually means there are duplicate item numbers in the import file. For more information on error and warning code lists, you can check out the official MYOB website for the explanations on their listing. Every MYOB import file issue will be covered in the report log you receive.

For simple errors, you can look through the report log and choose to modify information in your import file before trying to reimport them once again or relocate your original source and modify the information there instead. If it is the latter option, you will have to export it again to get everything prepared for importing. Once it’s done, you can try importing once again.

As an added tip: Make sure to do slight changes to your import file if you have to import cards, items and accounts from different software versions. Your import file should be accessible and opened with text editors since they are usually in Txt file formats. If you do not have a compatible file opening program, you can rely on the old Notepad too. Once you have opened the import file, look through the document and delete brackets and/or any spaces found in the start of the import file. Save the import file after the changes.

Understand that there will be some import fields that require manual matching as the fields exported vary between softwares. If you need to, you can open your import file with other programs like Microsoft Excel to view/update the contents. This can be an alternative method to deal with import files that have not been imported properly or to update multiple records at once. Simply open the file in other programs and choose All Files under fields of type to locate your import file. Choose the delimited option when prompted. Depending on whether you want tab or comma, you can select either and hit finish to edit your import file in other software programs.

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Entering Journal Entries In MYOB: What To Know

Learn to keep track of things and remember important factors by making journal entries in MYOB itself for your own convenience. Here’s how you can enter journal entries and what you can achieve by doing so:

Journal entries are normally used to keep track of important things, transactions that are different from the transactions your company usually deal with or unusual activities like accounts transferring funds, wrong codes being used, year end adjustments and more! You can use these journal entries to keep yourself up to speed so that you won’t have to spend time trying to get back into the swing of things again.

Access the Accounts command center and choose Record journal entry to begin recording your journal entries. Make sure to insert the GST or tax-inclusive option whenever it’s applicable and accept the general journal number that’s generated by default or enter your own custom number. You will then have to confirm the date of the journal entry. After which, you will then be able to enter whatever you need to into the journal entry section- as a general recommendation, describe the nature of your entry, the purpose of your transaction and other relevant details that can possibly help.

Remember to enter the debit account number, the amount, tax codes, credit value and other information to complete your journal entry. You can also specify how the entry is displayed in your GST report. You can usually choose between Sale or Purchase (Supply or Acquisition). Your MYOB software will then be able to allocate any GST accurately based on GST reports and GST return. If you have additional debit or credit amount, you will need to specify and repeat the steps until your total debit is the same value as total credits (out of balance = 0). Once you are done, choose Record.

If you notice that you have recorded recurring journal entries with the same format, you can save yourself some time by setting up a recurring journal template. This way, you won’t have to keep making journal entries from the beginning every time you need to record something. Templates that have been set up are usually stored in a separate area for easy retrieval so you can change the information on the template as often as needed. They will not have any effect on financial records unless you record them.

To create a recurring journal entry template, you can simply choose to create the journal entry and save as recurring. Give your template an easily distinguishable name and specify any additional information you want to. You can reuse the template by choosing Use Recurring On Record Journal Entry every time you need to.

training-resources

5 MYOB Training Resources To Depend On

It can be hard to find a beginning when you have absolutely no idea what to know about the MYOB software. Nevertheless, here is something to help get you started. Brush up on your skills and learn what MYOB can achieve for you by making use of these 5 MYOB training resources:

  1. Video tutorials

If you are more visually inclined and learn better through engaging videos, you can try video tutorials. Video tutorials are designed to bring users the visual engagement needed for maximum learning and can be a good source for those who require visualisation so there’s clarity in steps. You can find many video tutorials online but for credibility purposes, official MYOB forums and websites have made free content available via their website for all users to try out.

  1. Tutorial Sites

There are specific websites that are designed to provide knowledge and resources to others via tutorials and other content. For example, sites like Lynda and MOCDStudio offer comprehensive content for all users who would like to brush up on their skills or have questions answered. Tutorial sites are good MYOB training resources to fall back on when you’re looking to refresh your knowledge or take on new challenges.

  1. Community Forums

When in doubt, there are communities of like-minded individuals with a passion for education and trading knowledge. Sign up for some MYOB forums and communicate with other forum users, talk to professional MYOB users, and focus on practice problems together. Community forums are more or less gold mines when it comes to information- you can get updates on just about anything there. What is more notable is that you will be able to connect with other individuals who share the same interest as you have with the software and thus, will be able to broaden social circles, earning potential business opportunities.

  1. Blogs

Professional blogs run by MYOB professionals can also help immensely since they are most likely to contain not only practices and tutorials, but also creative ideas on how else one can make use of MYOB. Blogs run by MYOB professionals offer a sense of credibility since they possess enough knowledge to be sharing them to others. They also provide refreshing perspectives to problem solving and alternative methods, troubleshooting tips and other relevant information catered to business individuals. So if you are looking for good MYOB training resources, that can be a source to consider.

  1. Training Courses

In an effort to encourage the use of MYOB softwares, various MYOB training courses have been made available at affordable costs to corporations. If you are looking to improve and understand the software better, attending a course conducted by certified MYOB trainers are always advisable. What’s even better about this is that MYOB trainers will be able to give additional advice on how to maximise the use of MYOB as a business software so you can benefit the most out of it.

keep-in-mind

5 MYOB Invoice Tips To Keep In Mind

When it comes to preparing MYOB invoices, you want to do so as accurately and as detailed as you possibly can to save yourself from a lot of hassle. Here’s how you can make full use of MYOB invoices and what you need to remember about MYOB invoice in general:

  1. Invoice types

MYOB allows users to create and customise different types of invoices, however three of the most commonly used invoice types in MYOB are Sales invoices, Time billing invoices and Tax invoices. Sales invoices are typically the most used since it helps keep track of sales orders and billing details. They can be stored for a later date or immediately generated for customers. Time billing invoices can also be used for sales as well, though if there are recurring payments and orders, time billing invoices are generally the better recommendation. Tax invoices on the other hand are the type of invoices that are most commonly issued by suppliers. In the event that you need to issue yourself an invoice, you can do so with recipient created tax invoices. Once you know which type of invoice you are going to use, it would be clearer to proceed.

  1. Sale Invoices

The most straightforward type of MYOB invoice, sales invoices are created and personalised to keep track of sales transactions. With recent improvements, MYOB allows users to create invoices through their phones while outside with the use of their app MYOBOnTheGo. So if you want to save time and gain accessibility at any moment, you can try creating invoices using the app. To create a sales invoice, go to your sales command centre and choose Enter sales. You can then choose your customer or add a card, BUT do know that once the sales has been recorded, you will not be able to change cards if you do end up using them. Make sure to check the credit terms of your customer through the Terms arrow and enter prices inclusive of Tax/GST.

  1. Time Billing Invoices

Time Billing invoices can actually be created using 2 methods- either the Prepare time billing invoice dialog window or through the Sales window. However, it depends on what your invoice requirements contain. If you want full activity details and recording of activity slips, then the first option is better. If don’t have to record activity details or track work in progress, then you can make use of the Sales window instead. Activity slips are automatically recorded through the prepare time billing invoice window while you adjust your billing information. To charge for activities AND items on a single invoice, you will have to choose Include items on time billing options from the preference section.

To use the Sales window, choose prepare invoice and a new time billing dialog window should appear. Type in the relevant information that has been prompted and inset headers/blank line space/subtotals to group items and activities separately. Once you are finished, simply click record.

  1. Tax Invoices (Recipient created)

These types of tax invoices are issued under special circumstances where you are the purchaser/recipient of goods and services. You can issue tax invoices to yourself by printing purchase orders with a clear distinct statement that this is a recipient created tax invoice. This MYOB invoice will require purchase form modification- choose the print/email purchase order option from the purchase command center. Choose advanced filter and use the form you need before choosing customise. Delete your purchase type data field and choose a text box to type in RCTI and save.

  1. Additional tips

MYOB allows users to save the invoices and print them on form stationery. If you want to, you can also send them as an email directly or save it under PDF. However, in order to successfully send the invoice directly using MYOB, you will be required to set up your email with the software first. Make sure you have all the details in your invoices stated clearly so that there are no confusions and they can be located easily in the event of amendments.

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Working With Bank Transactions in MYOB- What To Know

Accurately and successfully manage your bank transactions in MYOB without any hesitation by remembering these important tips. There are quite a fair amount of tips you have to keep in mind when it comes to bank transactions so that you do not cause inaccuracies and errors. Do you already know of any of these factors?

Before being able to work with bank transactions in MYOB, the MYOB user is required to complete the setup for a bank feed or import their bank/credit card statements.Once they have successfully done so, their page will display transactions properly. For bank or credit card transactions, the most common step would be to match them to existing MYOB transactions on MYOB essentials or to allocate them to one of the MYOB essentials accounts. When looking for transactions from one particular account, visit transaction history is where you will want to be heading.

Before attempting to allocate or match transactions, there are some things to be checking for. You will need to see if your transaction has already been entered (invoices, bill payments etc) and match them to the corresponding transaction. If the transactions have been entered, MYOB essentials is built to automatically identify specific transactions that can be an exact match with the bank transaction. If you have to, you can turn off the auto-matching.

In order to match transactions, expand the specific transaction and locate your Match transaction tab. MYOB essentials will reveal the transactions that have their amounts matching the current bank transaction amount. If you are able to locate the right match, click on it and select save. However, if you have to match one bank transaction to multiple entered transactions, then you have to use the Transactions filter and change it so that it shows all transactions.

In the event that unmatched transactions appear, use the search field options to narrow down the search so that you can locate them. Save, and the matching transaction will be displayed. If multiple transactions are a match, they will appear as Split across transactions.

On the other hand if you have to match a lot of bank transactions to one transaction (multiple payments for one bill), you can make use of the Match Transactions tab. Choose filter by all transactions and choose the transaction you want your payments to be matched to. The remaining value should be 0 when you are done.

Transactions that have not been entered like bank charges, bank interests and others can be allocated to the MYOB account. In fact, you can actually set up special rules for regular bank transactions that have the same particular descriptions for quick management.

These are all that you have to know for bank transactions in MYOB. If you have further questions, you can seek advice in official MYOB forums or approach an MYOB trainer to shed light on the queries you have.

looking-for-good-trainer

Looking For The Right MYOB Trainer- 5 Criterias They Must Meet

Choosing the right MYOB trainer to guide you through the world of MYOB is an incredibly important decision, especially when you are trying to get your money’s worth. But without any background knowledge in MYOB, it can be difficult when identifying the right choice. To make the decision process simpler, we have come up with 5 criterias the right MYOB trainer should be able to meet:

  1. Background

Before you sign up for any MYOB training course, it is best to do some research on your MYOB trainer. What kind of background do they have? Are they a certified MYOB professional? Do they have the necessary skills and understanding of MYOB? What versions of MYOB do they know? You need to know that they have at least some form of credibility before considering attending their training classes.

  1. Experience

Apart from general MYOB knowledge, the right MYOB trainer has to possess some form of understanding in tying it back to the business type of the participants. The trainer has to be able to advise participants based on their business- which areas to look out for, what else can be accomplished and how they can apply this to their everyday work. This will then further encourage participants’ interest and likeliness to continue using the software on their own as practice and for work.

  1. Class

Everyone has their own diverse learning styles, just like how different trainers have different training styles too. The right MYOB trainer for you should have a training style that best fits your learning style so you will be able to learn more effectively. When looking for the MYOB training courses, some training centers have stated curriculums and training level based classes, if possible, do some research and ask questions to get a better sense of what is going to be covered.

  1. Special arrangements

If you need special arrangements to be done, the right MYOB trainer should be able to accommodate that. For example- if you are hard of hearing or have visual impairments, it would be best to locate a trainer who can accommodate that.

  1. Resourcefulness

The right MYOB trainer should be able to further assist participants by offering some form of resources at the end of the training session. Since the process of learning about MYOB is a continuous one that relies heavily on practise, your trainer should be able to give recommendations to tutorial resources that you can access even after the day’s trainings. Like free video tutorials, forums or credible sources where they have case studies so you can continue practicing on your own.

Take a look at the trainers you have shortlisted. Are they able to fulfill all of your requirements? Are they able to meet all these aforementioned criterias? If they are able to, then you may have yourself a good choice right there.

How To: Insert Bullet Lists In Excel Worksheets

bullets-in-excel

Keep your excel data spreadsheets better organised with basic tips like inserting bullet lists into your excel worksheets and improve overall user experience for yourself or other colleagues/users. You can accomplish these pretty easily, in different methods, so here are what you should be doing when ensuring the bullet lists are inserted well:

Unfortunately, Microsoft Excel doesn’t come included with buttons to create bullet lists like Microsoft Word does. But there’s no need to worry, inserting bullet lists in Excel can still be easier than a lot of people think it is. There are actually quite a number of ways you can add bullets to your Excel worksheets, today we’ll cover two of the most commonly used methods.

Method One

The most straightforward method would be to add bullet symbols into your excel cell. Move to the cell that you want to insert bullet symbols into and double click on it. You can then either hold down ALT and 7 or hold down ALT and 9. However, if you are using a keyboard that does not have a numeric keypad, you may have to enable NUM LOCK so that you have numerics to use. You can usually do that with holding down FN and Num lock or SHIFT and numlock. If you are using models like netbooks and the like with no num lock key, then you will have to look into the mode’s documentation to understand how to enable it.

If you want to keep all the bullet points in one cell, you can use line breaks by holding down ALT and ENTER so that you will have more space to work with and consolidate information within one cell. For easy viewing, you can go a step further by adding borders around your list.

Method Two

Much like method one, you add bullet points to empty cells by clicking once. But if you want to add bullets to cells that already contain listed items, you have to double click and place insertion points to pinpoint where the next bullet appears.

To insert the bullet this way, use the Insert tab of your Excel spreadsheets. Under the insert tab, look for your text or symbols group. Click on the Symbol option that comes up. This will open up the dialog box for symbols. Under the symbols tab, you will spot a section called font. Click on it to choose between different bullet symbols until you find the style you wish to use and select Insert. Then close and add more bullets however you wish.

With these steps in mind, you should be able to make full use of bullet lists in your Excel worksheets. When done right, they can save you a lot of trouble and keep your data in check.

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