Support Note Catalogue
Internet Support
Support Notes are available on our web site: http://support.myob.com.au/
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Contents
Catalogue Section
Page
Catalogue Section
Page
Getting Started
2
Hot Keys
11
Simplified Tax System
2
Operating System
11
General Ledger
2
Printers
11
Banking
2
Other
11
Sales
3
Errors
12
Purchases
4
MYOB Accounting
13
Payroll
4
MYOB AssetManager
13
Inventory
6
MYOB Premier:
14
End of Period
7
General
14
M-Powered Services
8
Multicurrency
14
General:
8
MYOB AccountEdge
15
Accounting Terms
8
ODBC
15
Backing Up
8
Pocket Accounts
15
GST
9
MYOB PowerPay
15
Forms
11
MYOB & RetailManager
16
MYOB ReportWriter
16
0001 Page 1 of 17 Updated 4/2/05
www.myob.com.au/support/notes/ © MYOB Australia
Getting Started
No.
Name and number of pages
Summary
0001
Support Note Catalogue …… ............ A list of support notes available.
0003
MYOB Electronic User Guide …………. How to access and use the MYOB User Guide electronically
0005
Addendum 105 & 45 ....................... What documentation is in the addendum and where the addendum
can be found
0010
Program Specifications ....................... Recommended System Requirements to install and run MYOB
0013
QuickBooks Converter ....................... How to use the MYOB/QuickBooks converter to import into MYOB.
0015
Set up Tips ....................................... A step-by-step guide to setting up your data file for the first time.
0020
Initial Bank Rec. MYOB ...................... A step-by-step guide to entering your Unpresented cheques and
uncleared deposits, and preparing your Bank account for use.
0025
Initial Bank Rec 1A ............................ A step-by-step guide to entering your MYOB Unpresented cheques
and uncleared deposits as at your conversion month, and preparing
your Bank account for use in FirstAccounts.
0030
Probs Installing MAC ......................... A list of common errors encountered during Macintosh installations
and troubleshooting tips.
0040
Partnerships ....................................... How to set up up your Chart of Accounts for Partnerships and
recording profit distribution.
0045
Pre-conversion Deposit ....................... How to enter customer deposits received prior to using MYOB.
0055
Default Credit Terms .......................... Defines Default Credit Terms. Advises where to set them up and
explains the fields available that determine Credit terms that can be
assigned for customers.
0070
Converting to MYOB Mid year ……….. A guide to entering data and opening balances when starting a data
file mid financial year.
Simplified Tax System
0200
STS Frequently Asked Questions …….. A list of Frequently asked questions about the Simplified Tax System.
0205
STS and MYOB …. .............................. Information about reporting on the Simplified Tax System and MYOB.
General Ledger
0210
Statement Of Cash Flow...................... The Statement of Cash Flow report shows how your cash position has
changed over a period of time.
0300
Detail Chq/CrCrd Acc ........................ How to set up cheque accounts and credit card accounts so that you
can write cheques or deposit money using the chequebook module.
0305
Using Credit Cards ............................ How to set up your data file to record Credit Card transactions.
0310
EFTPOS Cust Pay ................................ How to set up and use the EFTPOS clearing account
0330
Track Profit Centres ............................ How to use Jobs to track individual profit centres. e.g Departments
0315
Exporting and Importing in MYOB ..... How to Export and Import; Chart of Accounts, Card files, Stock
Items,Purchases and Sales.
0316
Xport import v105 P45 ..................... How to import and export data in v10.5 and P4.5.
0320
Entering 13th Period tran .................. What the 13th period is and how to record transactions in it.
0001 Page 2 of 17 Updated 4/2/05
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Banking
0400
Bank Charges & Int ........................... How to enter Bank charges and Interest amounts into MYOB.
0405
Bounced Cheques .............................. How to record a Bounced cheque transaction, and charges.
0410
Cash flow Worksheets ........................ What a worksheet includes, excludes and how to clear and add items.
0416
Prepare a Bank Deposit slip……………. How to use the “Group with Undeposited funds” option and print the
Bank Deposit Slip
0417
Using The Prepare Bank Deposit Feature. This support note deals with the using the Prepare Bank Deposit
feature in Premier v8, MYOB Accounting and Accounting Plus v14.
0418
Creating Customer Payment Method.. Explains how to setup the default payment method used by customers
0420
Bank Deposit slips ............................. How to create a detailed Bank Deposit slip.
0425
Cash Drawer ...................................... How to collate deposits in an account,i.e. Cash Drawer, before
transferring the total for the day/week/month into the bank. This
works particularly well for high volume cash sales.
0430
Stale Cheques .................................... How to deal with a stale cheque if the cheque was written within the
current financial year, or if it was written in the past financial year.
0435
Customising Forms Express Forms ...... How to Customise your data file if you have purchased Stationery
cheques #05-022, 05-022D,05-023, 05-023D from Forms Express.
0440
Out of Balance in Bank Rec ................. Troubleshooting tips for finding the cause of Out of Balance amounts
in Bank Reconciliations.
0445
Reconciled Transactions ..................... What you can and cannot do to reconciled transactions without your
changes affecting the next Bank Reconciliation. Also describes
methods you may try if you have inadvertently made a mistake.
0446
Importing Bank Statement .. ............... Outlines how to use the new Get Statement function within MYOB
Accounting v12, Accounting Plus v12, Premier v6 and AccountEdge v2
0447
Incorrect Bank Statement Date............ This support note explains what to do if you have reconciled a bank
account with an incorrect date.
0450
Setting up Petty Cash ........................ How to set up, pay for expenses and reimburse the Petty Cash.
0455
Using the Bank Register ...................... This support note explains how to use the Bank Register in MYOB
Accounting v12, Accounting Plus v12, Premier v6 and AccountEdge v2
Sales
0500
Monthly aging in FirstAccounts .......... How to set up your Customer Terms so that you can age your
receivables/payables in calendar months as opposed to 30 day blocks.
0501
Monthly Aging in MYOB .................... How to get true monthly aging in MYOB Accounting and Premier.
0505
Understanding Aging in FirstAcc ........ How Receivables and Payables are aged using the methods (1) number
of Days since Invoice date (2) Days overdue using Customer terms.
0506
Understanding Aging ......................... How aging works in MYOB Accounting and Premier in Statements and
Reports.
0507
Aging In February ……………….......... Tips on processing statements in February.
0508
Invoices Aging Incorrectly ................... Things to check if invoices are not aging correctly in MYOB.
0515
Prepaid hours ..................................... How to track prepaid hours of service (e.g. Internet hours)
0517
Factoring of Debtors .......................... How to handle the situation where your debtors are purchased by
another entity.
0520
Cash & Credit Card Sales ................... How to set up your data file in order to cope with a high volume of
Cash and Credit Card Sales. How to record reimbursements from
Merchants and merchant fees.
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0525
Contra Entries .................................... How to deal with situations were a vendor is also a customer, and you
wish to reduce the value of your debt by the value of theirs.
0530
Receivables Recon .............................. What the difference is between the Aged Receivables report and the
Receivables Reconciliation report. Explains how the receivables
reconciliation can become Out of Balance. How to find the offending
transactions causing the imbalance. And when a reported out of
balance amount is actually false.
0535
Bad Debts .......................................... How to write off the debt.
0540
Credit Notes ....................................... How to issue a credit note for a refund, stock return and Discounts.
0542
Gift Vouchers ...................................... This support note provides simple steps on how to process a gift
voucher as a transaction in MYOB.
0545
Commission for Emp – Template ........ How to use a Excel template to calculate commission for employees.
0555
Handling Customer Overpayments .... How to record the situation where a customer inadvertently pays you
more than is outstanding. How to keep the money and apply it against
a future sale, or issue a refund.
0560
Trade-ins ........................................... How to set up your Chart Of Accounts and Inventory to record Trade
Ins. Also how to record a Trade In transaction.
0565
Value Adding ..................................... How to set up your Inventory to add value to Stock for expenses
incurred in getting the item(s) to a saleable condition. e.g. a Used car
that needs work on it prior to being sold.
0575
Transferring Credits ............................ How to transfer a credit from one customer to another.
0710
Purchases and Sales to Head Office ..... How to handle the situation where purchases or sales are made to
branches or stores and these are paid by head office.
Purchases
0660
Remittance Advice for Debit Stmts ...... Outlines how to produce a remittance advice with details of which
bills have a debit note applied against.
0665
Payables Recon .................................. What the difference is between the Aged Payables report and the
Payables Reconciliation report. How the payables reconciliation can
become Out of Balance. How to find the offending transactions
causing the imbalance.
0675
Reversing Deposits ............................ How to reverse a (Paid or Received) deposit on an invoice or purchase
order.
0695
Hire Purch- GST accrual ...................... How to accommodate a Hire purchase agreement under an accrual
basis. How to record the initial purchase and subsequent installments.
0696
Hire Purch-GST Cash ......................... How to accommodate a Hire purchase agreement under a cash basis.
How to record the initial purchase and subsequent installments.
0697
Hire Purch- First Acc GST accrual ........ How to accommodate a Hire purchase agreement under an accrual
basis in FirstAccounts. How to record the initial purchase and
subsequent installments.
0698
Hire Purch-GST First Acc Cash ........... How to accommodate a Hire purchase agreement under a cash basis
in FirstAccounts. How to record the initial purchase and subsequent
installments.
0700
Printing Item Nos on Orders .............. How to customise your purchase orders to print YOUR item numbers
OR the VENDORS item numbers.
0705
Vendor Cheque Remittances .............. When you need more room than is available on the cheque remittance
for vendor payments, use the Card File Inquiry report.
0710
Head Office and Branches .................. When you record sales or purchases to seperate branches, but receive
or pay a head office.
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Payroll
0801
Showing Accruals as Liabilities ............ How to show Payroll Accruals such as Holiday Leave entitlements as a
Liability in the Balance Sheet.
0802
Multipul Employee EFTs .................... How to pay employees pay into multiple bank accounts electronically.
0803
Employee Purchases .......................... How to handle employee purchases and then reducing their next
paycheque.
0804
Reporting FBT on Payment Sum ......... Details how to report FBT on Payment Summaries
0805
Group Certificate Tips ........................ Important things to know when producing Group certificates. Explains
for both Plain Paper and continuous form Group certificates.
0806
Handling Back Pay in Payroll .............. How to handle Back Pay payments to employees in Payroll.
0807
Incorrect Super Calc ........................... Troubleshooting tips, if your superannuation is not calculating
correctly.
0808
Adjusting Super Rate to 9% ................ From 1/7/2000, the Super rate is 8%. This support note shows how to
increase the rate and the other areas affected by the change.
0809
Multiple Branches & Payment Sum ..
0810
Section 221D Variations ..................... How to set up payroll for employees entitled to a section 221D
variation.
0811
Flat Tax Deduction … ......................... Explains how to setup a flat tax rate for an employee.
0812
Adjust PAYG manually on Employee Pays . Explains how to manually adjust tax on an employee pay cheque.
0813
Entering Holiday Pay ........................... How to enter Holiday Wages in MYOB.
0814
Entering Negative Paycheques…………How to enter a paycheque for a negative amount.
0815
Salary Sacrifice–Salary employees ....... How to set up payroll for Salary employees who sacrifice a portion of
their salary as extra superannuation.
0816
Salary Sacrifice–Hourly employees ...... How to set up payroll for Hourly employees who sacrifice a portion of
their wages as extra superannuation.
0817
Superannuation Transitional Assist....... Explains why different payroll categories appear in different windows
in the Superannuation Transitional Assistant.
0818
Salary Sacrif fixed amount 7.5/13.5..... How to setup Salary Sacrifice (fixed amount) in Premier
v7.5/Accounting Plus v13.5 or later.
0819
Salary Sacrif % amount 7.5/13.5 ......... How to setup Salary Sacrifice (By %) in Premier v7.5/Accounting Plus
v13.5 or later.
0820
Payroll Clearing Account .................... How employers that pay wages via a direct debit system or pay cash
drawing only one cheque at their bank can simplify reconciling the
Bank Account by using a Payroll Clearing Account. Without a clearing
account multiple paycheques will appear in the Bank Rec. in MYOB
while only one aggregate figure will on the bank statement.
0821
Tracking Hours Worked in Jobs ........... Using an Excel template to track the amount of hours allocated to
jobs.
0822
Changes to Superannuation reporting. Explains how to report superannuation to employees using MYOB.
0823
Changes to Super in AccountEdge ...... Explains how to report superannuation to employees in AccountEdge
v3 or earlier.
0824
Multiple Superannuation Funds........... This support note outlines a method of paying Superannuation
Guarantee (SGC) contributions on behalf of employees, who have
multiple superannuation funds.
0001 Page 5 of 17 Updated 4/2/05
If your business has more than one branch but uses the one data file
you will still be required to submit you Payment Summaries for the
individual branches. This support outlines the steps involved.
www.myob.com.au/support/notes/ © MYOB Australia
0825
Rostered Days Off .............................. How to set up Payroll to handle RDO for both Salary and Wages
Employees.
0830
Family Tax Initiative ............................ How to record the rebate for employees entitled to it.
0835
Leave Loading .................................... How to set up Payroll to handle Leave Loading on Holiday Pay and
how to record it when tax applies over the $320.00 threshold.
0840
Wage Advances and Repayments ....... How to record an advance on an employees wages and the
repayments.
0845
Changing Payroll Linked ..................... How to change payroll linked accounts set up in the payroll categories.
This may be necessary if amounts are to be posted to alternative
accounts than those that are currently linked.
0850
Jobs in Payroll ..................................... How to record payroll expenses against job numbers when there are
less than 5 jobs per pay period per employee, and more than 5 jobs
per pay period per employee.
0855
Super in WorkCover ........................... How to record WorkCover calculations where WorkCover is calculated
on Superannuation as well as gross wages.
0860
Terminating Employees ...................... How to record the termination of an employee.
0861
Tax on Termination Payments ............ How to calculate the tax applicable on Termination Payments
0865
Gross Wages appearing As Net ........... Why Gross Pay can appear as Net pay on Group Certificates and how
to correct the problem.
0870
End of Payroll Year Guide ................... Tasks involved in balancing and closing payroll financial year.
0871
Building Industry Superannuation……... The payroll module in v14 and v8 can now be setup to automatically
calculate Superannuation for the building industry.
0872
Super Guarantee Guidelines ............... A list of wage categories that should be included in the Ordinary Times
Earnings Calculation for Superannuation.
0873
Allowances in MYOB Payroll ............... How to enter employee allowances on a paycheques.
0875
Calculating Accrual %s in Payroll ........ How to set up Entitlement percentages for Holiday Leave and Sick
Leave accruals
0880
Starting Payroll Midyear ..................... How to set up payroll when you begin after the start of the payroll
year. (July 1- June 30 is the payroll year).
0882
Setting Up Long Service Leave ............ Outlines the steps to setup Long Service Leave Accrual.
0885
Sick leave (running down) .................. How to set up your payroll if you would prefer to give an employee a
certain amount of sick days for the year and then run them down,
reimbursing the entitlement on their employment anniversary.
0886
Adjust Holiday/Sick Accrual hours........ How to process adjustments to the Entitlement balances for
employees.
0890
PAYG Tax Tables ................................. A guide to why the PAYG amount that MYOB calculates may differ
from the amount the manual tax tables provided by the ATO specify.
0895
1% Medicare surcharge levy .............. What the levy is and how it is recorded in MYOB.
0896
Payment Summary ............................. If you are using MYOB v10.5 or Premier v4.5 you will need to
manually produce your Payment Summaries and will be unable to
create the empdupe file for electronic submission. This support note
explains how to do this procedure.
0897
One Cheque Multiple Pay Periods ...... How to make sure that all tax entitlements are correct when paying an
employee for multiple pay periods on one paycheques, ie. When
employee takes holiday leave.
0899
1999 Vic Payroll Tax Changes ............ How to handle the changes to Payroll Tax for employment agents in
Victoria.
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Inventory
0560
Handling Trade-Ins ............................. How to set up your Chart Of Accounts and Inventory to record Tradeins. Also how to record a Trade-In transaction.
0565
Value Adding ..................................... How to set up your Inventory to add value to Stock for expenses
incurred in getting the item(s) to a saleable condition. e.g. a used car
that needs work on it prior to being sold.
0585
Retentions .......................................... How to record and keep track of Retentions
0590
Dismantling Inventory ........................ How to dismantle an item into a number of items/ components
0900
Inventory Adj Summary ...................... What Inventory Adjustments are and how to use them.
0901
Inventory Adj Detail ........................... Which accounts are affected by inventory adjustments and how to
check inventory adjustments
0902
Labour in Items ................................... Explains how to include labour expenses to individual inventory items.
0903
Inventory less than zero ...................... This support note explains what to do if you receive the message “This
will result in your inventory item showing less than zero”.
0905
Inv Linked Accounts ........................... What Linked Accounts are, and how they apply to Inventory.
0907
Inventory Value Reconciliation Report . How to reconcile inventory using the Inventory Value Reconciliation
Report.
0908
How Reconcile Inventory Works .......... Explains the differences to balancing inventory in Premier
v7/Accounting, Accounting Plus v13 to earlier versions of MYOB.
0909
Inventory Autobuild ............................ How to setup and use inventory autobuilds.
0910
Periodic Inventory .............................. What Periodic Inventory is. How to set up your inventory to use this
method, and how to record end of period adjustments required for
accurate reporting.
0911
Items Register Report .......................... Premier v7/Accounting, Accounting Plus v13 and later versions now
have an additional feature of an Items Register. This support note
gives an outline of this new feature.
0912
Items List Report ................................. How to reconcile inventory using the Items List Summary Report (this
method is used in Premier v6, Accounting/Accounting Plus v12 and
earlier versions).
0915
Inventory Change Overs ..................... How to record a changeover where an old part is handed over to a
vendor in exchange for a new or reconditioned part and the old part is
then reconditioned to sell.
0920
Consignor .......................................... How to set up your inventory to handle stock sent out to your
customers on consignment. How to track who has your stock and the
quantities and how to record sales when they happen.
0921
Consignee .......................................... How to handle inventory where you are the Consignee.
0922
Consignor – 2003 ............................... How to set up your inventory to handle stock sent out to your
customers on consignment. How to track who has your stock and the
quantities and how to record sales when they happen –
Accounting/Accounting Plus v13, Premier v7 and AccountEdge v3.
0930
I buy, I sell, I Inv ................................. A guide to selecting the right combination of I BUY, I SELL, & I
INVENTORY in your Items list. If the items are not set up correctly, it
can cause possible future problems that are difficult to amend.
0935
Tracking Stock Sent Off Site ............... How to track inventory off-site and which may return in another form.
0955
Markup Sell Prices Tax Excl Cost ......... How to upgrade item prices via Excel.
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End Of Period
0040
Partnerships ....................................... How to set up up your Chart of Accounts for Partnerships and
recording profit distribution.
0320
Enter Transactions in 13th Period ....... What the 13th is period and how to record transactions in it.
0530
Receivables Reconciliation .................. What the difference is between the Aged Receivables report and the
Receivables Reconciliation report. Explains how the receivables
reconciliation can become Out of Balance. How to find the offending
transactions causing the imbalance.
0665
Payables Reconciliation ....................... What the difference is between the Aged Payables report and the
Payables Reconciliation report. How the payables reconciliation can
become Out of Balance.
0805
Group Certificate Tips ........................ Important things to know when producing Group certificates. Plain
Paper Group certificates and continuous form Group certificates.
1000
End of Year Guide .............................. Tasks involved in closing the Financial and Payroll Years.
1005
Changing the Last Month …………….. Explains how to change the last month of a financial year in a data file
of the Financial Year.
1105
Distrib Trusts Profit ............................. How to modify Chart of Accounts for distributions to beneficiaries.
How to distribute the Income to the beneficiaries.
1110
Posting Depreciation .......................... How to post end of year provisions for depreciation.
1115
Export files for Solution 6 ................... How to Export information from your data file to send to your
accountant to use in Solution 6.
1120
Using Acc Code Conv ........................ For Accountants using Solution 6: this utility converts MYOB export
information for easy import into Solution 6.
1125
MYOB Help for Acc ............................ Information on MYOB for accountants.
1130
Consol MYOB Reports ........................ How to create a Balance Sheet or Profit & Loss report for a
consolidated entity where there are multiple data files.
M-Powered Services
1201
The Box File. ....................................... Details about the Box File automatically created with every Company
File in Premier v7.5 and Accounting Plus v13.5
1202
Backup/Restore M-Powered Service Users – Explains how the backup / restore function is affected for MPowered customers.
1203
Synchronisation Error .......................... Explains what to do if you received a Synchronisation Error.
1204
M-Powered DF cannot be found ........ This support note will explain what this error message is and the
options that are available to resolve it.
1205
Removing old Superannaution Amts ... Once activating the MYOB M-Powered superannuation Service, the MPowered Service Centre will display all previously unprocessed
superannuation amounts, this support note explains how to remove
them.
General
- Accounting Terms
1793
Simplified Accounting ......................... Handling the Simplified Accounting Method
– Backing Up
1300
Backup Principles ............................... Why backups are so important and setting up a cycle of backups.
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1305
Backup and Restore Win ..................... How to backup and restore data files on a PC.
1308
Backup and Restore AccountEdge ....... How to backup and restore using MYOB AccountEdge.
1309
Restoring a Repaired DF ...................... Explains how to restore a data file repaired from the MYOB datafile
repair team.
1310
Backup & Restore - Mac ..................... How to backup and restore data files on a Macintosh.
1315
Taking Files Home ............................... How to transfer a data file from your office computer to your home
computer.
1318
Restore Errors – Dynazip...................... Explains some errors that could occur when restoring.
1321
File Corruptions and Integrity test ...... How to perform a data file integrity test on a version of MYOB that
does not have the 'Verify Data' command
1515
MYOB Folders .................................... What the folders installed with the program contain and the
importance of backing up these folders.
- GST
1701
MYOB and the BAS ............................ An overview of the link between MYOB and the reporting
requirements ATO's the ATO's Business Activity Statement.
1702
Cash and Accrual GST ......................... Explains both types of GST reporting
1703
BAS Derive from Acc .......................... How to use the Partial or Derived from Accounts method of filling out
the BAS
1704
Manual BAS Transaction ..................... Explains what information is needed to enter ATO payments or credits
1707
GST Installments Paid ………………….. Explains the three Options for reporting the BAS and also outlines the
procedure for Option 3.
1708
FirstAcc and Private Usage .................. How to make an end of period GST adjustment for private usage and
consumption of goods.
1709
Installing the Readyreckoner................ How to install the Readyreckoner
1710
Update Card File Tax Codes ............... How to use EXCEL to update customer and vendor tax codes
1711
FA3.5 Manual BAS - GST .................... How to use the GST/Sales Tax reports to fill out the BAS
1712
FA3.5 Manual BAS - PAYG ................. How to use the GST/Sales Tax reports to enter PAYG withholding
amounts on the BAS
1713
Tax Codes in GJs ................................ How to use tax codes in the General Journal Entry window
1714
GST & private use .............................. How to record purchases that include a creditable and non-creditable
component
1715
Update Item Tax/Prices ....................... How to use EXCEL to update tax codes and prices
1716
N-T & FRE .......................................... The difference between N-T and FRE tax codes
1717
Alter GNR tax code ............................ How to alter the GNR tax code
1718
Alter GN2 tax code ............................ How to alter the GN2/NOA tax code
1719
GST Private use 2003 Releases............. How to enter private use GST amounts in Premier v7 / Accounting/Plus
v13 (& later versions).
1720
WET, GST and MYOB ......................... How to record the WET amounts
1725
GST Adjustments & Disc .................... How to make adjustment notes for credits, refunds and settlement
discounts with GST
1726
Discounts and GST.............................. How to process discounts in Premier v7, Accounting / Plus v13 (and
later versions).
1730
PAYG Withholdings v9/p3 .................. How to create a report which shows both the gross amount of the
purchases and the amount withheld
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1731
PAYG Withholdings v10/P4 ................ What are voluntary withholding agreements and how to use the
voluntary withholding tax code
1732
PAYG Withholding in FAv3.1 .............. How to create a report which shows both the gross amount of the
purchases and the amount withheld
1733
Payroll PAYG in FA3.5 ......................... How to report payroll wages and PAYG withholdings inthe
FirstAccounts BASlink
1735
Input Taxed Trans .............................. Which tax codes to use for input-taxed transactions
1736
Withholdings in FA35 ......................... What are voluntary withholding agreements and how to use the
voluntary withholding tax code.
1740
GST Cellar Door Wine Sales ................ Set up tax rates for WET and GST where the wine sales have been
made at the cellar door
1741
Wine - Promotional Use ...................... How to account for WET on Wine for Promotional Use
1743
Wine Producer Rebate & Wholesale….How to set up and record the Wine Producer Rebate on Wholesale
sales.
1745
Lay-Bys with GST ................................ How to account for lay-bys
1746
Insurance Settlements & GST .............. This support note deals with accounting for insurance settlement
amounts.
1750
Line Tax on GST Invoices .................... How to customise your forms to include the line tax field and other
new GST fields
1751
Long Term Accom .............................. How to account for long-term accommodation transactions
1755
Updating Selling Matrix ..................... How to update the selling matrix where you use one or more price
levels
1760
Luxury Car Tax and MYOB Acc ........... How to enter a sale involving luxury car tax
1762
Second Hand Goods & GST ............... Outlines the issues and procedures to handle second-hand goods
under the new tax system
1765
Empl'ee Reimburse with GST .............. Outlines a procedure to track GST input credits when reimbursing
employees
1766
Employee Purchases & GST ................ Explains how to account for situations where employees purchase
goods or services from the business
1770
Import Purchase & GST ...................... How to record overseas purchases treating import costs as expense
items or part of the inventory value
1771
Deferred GST on Import ..................... How to defer GST payment on international purchases
1772
Split Purch with GST/Free ................... How to split tax between taxable and non-taxable supplies
1773
Tax Information Reconciliation ………. An overview of this report is provided, which will assist you to identify
any reported out of balances.
1774
Invoices with GST Only ...................... How to account for invoices with GST amounts only relating to a
previous purchase
1775
Neg amounts on Trans ....................... How to create transactions that include both income and expense
accounts
1776
Merchant Fees & GST ........................ How to account for GST on Credit card merchant fees
1780
GST On workcover Accrual ................. How to account for GST on Workcover – Accrual Basis
1781
GST on Workcover Cash ..................... How to account for GST on Workcover – Cash Basis
1782
GST on Workcover (SA) Accrual........... How to claim the GST included in Workcover premiums as an input
tax credit – Accrual Basis
1783
GST on Worcover (SA) Cash ................ How to claim the GST included in Workcover premiums as an input
tax credit – Cash Basis
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1784
3rd Party Insurance ............................ How to enter compulsory third party insurance premiums
1785
Yellow Pages & GST ............................ How to process transaction to Yellow pages and pay GST amount up
front.
1787
BAS Templates ................................... How to save and edit your BAS setup.
1788
Reconciling the BAS ........................... Explains how to reconcile the BAS.
1789
Additional Tax Codes .......................... Explains how to track unique transactions in the BAS.
1790
BAS Reform Guide............................... Overview of changes to BAS
1791
Accrual to Cash Basis … ...................... Explains steps involved when converting from Accrual to Cash Basis on
the BAS Statement.
1792
Cash to Accrual Basis … ...................... Explains steps involved when converting from Cash to Accrual Basis on
the BAS Statement.
1800
GST general faqs ................................ Frequently asked questions relating to GST
1801
BAS general faqs ................................ Frequently asked questions relating to the BAS
1802
BASlink general faqs ........................... Frequently asked questions relating to BASlink
1803
New BASlink ....................................... Frequently asked questions relating to the integrated BASlink
application
1804
Old BASlink ........................................ Frequently asked questions relating to Excel BASlink version
1805
FAQs 2nd Edition ................................. How to check to see if you are running the latest version of BAS, what
BAS/GST reports are available in the latest version, and tasks to be
completed before and after completing the BAS.
1806
th
th
4 Quarter BAS FAQ ............................ Frequently asked questions relating to running the 4 Quarter BAS.
– Forms
1400
Copy Customised Forms … ................. How to copy individual customised forms
1401
Copy Customised Forms Folder .......... How to copy your entire customised forms folder
1455
Graphics in Forms .............................. How to use graphics in your forms. i.e. invoices purchase orders etc.
1470
Customising Forms ............................ An introduction to customising invoices, cheques and other forms.
1481
Customising Forms ............................. How to customise forms in Premier v8, Accounting v14, Accounting
Plus v14 and AccountEdge v4.
2680
Customising in forms in Just Invoices…How to customize forms in Just Invoices.
– Hot Keys
1420
BusinessBasics Hot Keys....................... Keyboard shortcut keys to functions with BusinessBasics
1425
FirstAccounts Hot keys-Win ................ Keyboard shortcut keys to functions within FirstAccounts. Win only
1430
FirstAccounts Hot keys - Mac .............. Keyboard shortcut keys to functions within FirstAccounts. Mac only
1435
MYOB Hot keys-Mac .......................... Keyboard shortcut keys to functions within MYOB Mac only
1440
MYOB Hot keys-Win ........................... Keyboard shortcut keys to functions within MYOB Win only
– Operating Systems
1325
Date Formats ..................................... How to change the Date Format in MYOB for PCs and Macintosh.
1326
Display Settings for Windows .............. Recommended window display settings for viewing MYOB
1330
MYOB Shortcuts Win 95/8 ................. How to create/edit Icons to open your data file directly in Windows 95.
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1350
Macintosh Memory ............................ Information regarding Macintosh Memory. How to allocate RAM.
1655
Windows Explorer ............................... Gives brief overview of Windows Explorer.
– Printers
1390
Printing Probs Win 95, 98, 2000 ........ Printing problems are not normally questions handled by the support
team however we have put together a troubleshooting document to
help you should you encounter printing difficulties in Win95.
1395
Printer Error Defin .............................. What Printer Errors between -5 and 5 mean, other printer-generated
error messages and how to resolve them.
1397
Reinstall a Printer Driver in Win .......... How to reinstall a printer driver in Windows 95. Always try reinstalling
the printer driver if you are having problems printing!
– Other
0150
Confirming your Company Files……….Details on confirming your company files.
1312
Upgr First Acc to v11 or P5 Wind ........ Details how to upgrade from FirstAccounts to MYOB Accounting v11
or Premier v5 on Windows.
1313
Upgr First Acc to v11 or P5 Mac.......... Details how to upgrade from FirstAccounts to MYOB Accounting v11
or Premier v5 on Macintosh.
1370
MA/MP on the same machine………….Explains how to install MYOB Accounting and Accounting Plus on the
same machine.
1398
Uninstalling/Reinstall MYOB .. ............. This support note explains how to uninstall and reinstall MYOB
programs.
1445
PPCD Content .................................... For PAC and CC members only. A list of what is contained on the
Professional Partners CD
1480
Installing QuickTime …. ...................... Details how to install QuickTime.
1490
Deleting Transactions … ..................... Explains how to delete or reverse Transactions.
1491
Deleting General Ledger Accounts ...... Explains how to delete General Ledger Accounts from the Accounts
List.
1492
Deleting Cards .................................... Explains how to delete Cards.
1500
Exporting Reports ............................... How to export a report out of MYOB so that it can be reformatted.
(See 1505 for exporting reports using OfficeLink).
1530
Electronic Payments ........................... How to creatre an ABA file to be transmitted to the bank for
processing. This support notes relates to MYOB Accounting 8 & 9 and
MYOB Premier 2.
1531
Electronic Payments v12 / p5 .............. How to creatre an ABA file to be transmitted to the bank for
processing. This support notes relates to MYOB Accounting / Plus v12,
Premier 6 and AccountEdge v2.
1532
Rejected Electronic Payments .............. How to process a rejected payment included in the Electronic
Payments process.
1540
Share Portfolio ................................... How to handle share portfolio in MYOB, updated for GST
1545
Share Dividends ................................. How to handle share dividends and dividend reinvestment plans.
1560
Downloading from Mymyob …. ......... Explains how to download from the my myob web site.
1560
Windows Explorer …........................... Outlines use of Windows Explorer
1555
User ID & Password............................. Explains new User ID & Password setup in the 2004 releases of MYOB.
1675
Not an MYOB Datafile......................... What to do if you receive the error Not an MYOB Datafile.
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Moving Datafiles b/w platforms ......... Different methods of transferring data between Macintosh and PC and
vice versa
1900
Categories........................................... How to setup and use the Categories feature within MYOB. (Premier
v7, Accounting/Plus v13 & later).
Errors
1320
Error 20 of 39 …………………………….Details what to do if the verification process detects this particular
message.
1322
Critical Error in BASLink ....................... What the error means and steps to take afterwards.
1396
RPC Stub Error .................................... Explains what this error means and steps to take afterwards.
1399
Install Shield Errors .............................. What to do if you receive an Installshield error message.
1485
Email Troubleshooting ........................ For those having difficulty using the email option within MYOB.
1504
Officelink Connection Alerts……………A listing of errors and solutions for officelink errors.
1605
Bus Errors Macintosh .......................... A description of Bus Error 1 on a Mac and Troubleshooting tips.
1610
Cash and Dict File .............................. What the 'Cash file is full' and 'Dictionary file is full' error messages
mean and steps you must take.
1615
Fatal Error 1106 ................................. What the error means and steps you must take afterwards.
1620
Fatal Error 114x .................................. What the error means and steps you must take afterwards. The 'x'
stands for any errors beginning with 114, x could be 1 - 9.
1625
Fatal Error 1199 ................................. What the error means and steps you must take afterwards.
1630
Mac Unexpectedly quit ...................... What the error means and steps you must take afterwards
1635
Gen Protection Faults ......................... What a General protection fault is and broad troubleshooting tips.
1645
Macintosh System Errors .................... A list of Macintosh System errors.
1650
Windows System Errors ...................... A list of Windows System errors.
1660
Install Trblshooting ............................. For those who are having difficulty installing the program - some
alternative procedures are provided.
1670
Lock Files............................................. Explains what the Lock File error means and what to do to overcome
the error.
1671
Lock Files 2003 releases....................... Explains what the Lock File error means and how to overcome this
error when using Premier v7 (& later versions) and Accounting Plus
v13 (& later versions).
1689
Data File Corruption............................ Outlines how a data file corruption may occur and the various errors
you may receive to indicate a corruption.
1826
OffLink Run Time ............................... How to deal with the Runtime Error that may occur when using
OfficeLink with Word 97.
2099
Termination Code 1250 ….................. Explains what to do if you receive Termination Code 1250.
2106
Errors in MYOB data file .. ................... Explains details about data file corruption errors.
MYOB Accounting
1505
OfficeLink and MYOB (Excel) .............. How to use MYOB OfficeLink with Excel. Windows only.
1506
OfficeLink and MYOB (Word/WP) ....... How to use MYOB OfficeLink with Microsoft Word and Corel
WordPerfect.
1507
Uninstalling Office 97 ......................... How to completly remove Office 97 from you computer.
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1515
MYOB Folders .................................... What the folders installed with the program contain and the
importance of backing up these folders.
1550
Changing the default user ID ............. How the change the default user ID.
MYOB AssetManager Pro
2000
Overview of UCA & STS ...................... An overview of the ‘Uniform Capital Allowances System’ and the
‘Simplified Tax System’.
2010
AM and End of Fiscal Year .................. How to start a New Fiscal Year in AssetManager Pro and what happens
when the new year is commenced.
2020
Closed Dataset error ........................... Possible causes for this error and how to resolve it.
2025
Importing and Exporting for v3 .......... How to Import and Export data in AssetManager Pro version 3.
2030
New datafile errors in AM v1.5 ............ Possible causes of this error in AssetManager version 1.5 and how to
resolve it.
2035
Exporting v1.5 / import v2 … ............. Explains how to export assets from Asset Manager v1.5 and import
them into Asset Manager v2.0
2045
Useful Tax Reports for AM Pro ............. Details suitable reports within AssetManager pro to obtain tax figures.
2050
Using the Asset Count module in AM.. How to use the Asset Count module in AssetManager Pro.
2055
Changing Effective Life........................ How to change the effective life for an asset.
2060
Private Use & AM Pro .......................... How to process private use transactions in AssetManager Pro
2065
Luxury Car Tax and AM Pro ................ How to process Luxury Car Tax.
2070
Revaluing Assets in AM Pro.................. How to revalue assets in AssetManager Pro.
2075
Second Elements of Cost in AM Pro..... Details the process of entering first and second element costs.
2080
Adjustments in AM Pro........................ How to process adjustments in AssetManager Pro
2085
Software Development Pools in AM .... Explains how to setup Software Development Pools in AssetManager
Pro.
2090
Exporting Reports from AM Pro........... How to export reports from AssetManager Pro.
2095
Disposal of STS Pool assets
..………Explains the steps required when disposal of an STS Pool asset
greater than the STS pool balance
MYOB Premier
-General
1515
MYOB Folders .................................... What the folders installed with the program contain and the
importance of backing up these folders.
1550
Changing the default user ID ............. How to change the default user ID.
2100
Setting up Premier on Win95/98 ........ How to set up Premier on a Windows 95 or 98 network.
2101
Setting up Premier on Macintosh ....... How to set up Premier on a Macintosh network.
2102
Setting up TCP/IP ............................... Tips on how to set up TCP/IP to run Premier 3, it you choose to use
this transport protocol.
2103
Setting up Premier W2K ...................... Setting up Premier on Windows 2000/ME Network
2105
Premier Performance .......................... How to get the most out of Premier and your network.
2107
Premier Single User Locking ............... A list of administrative areas that can be accessed when there is only
one person in Premier.
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2108
Extensions from DAT to PRM …………. This support note will provide the outline in changing the file
extension for MYOB data files.
2109
Premier protocol ................................ How to install a network adapter.
2110
Network errors - Premier 3 ................. What happens if you recieve a network error message in Premier 3,
and how to prevent these errors.
2111
Network Termination Code 1250 ....... How to resolve Termination Code 1250 in MYOB Premier
2112
MYOB Premier and Error Codes .......... A list of Premier Error Codes, their meaning and how to resolve them.
2120
Windows 98 prob's and Realtek........... If you are experiencing problems with Premier in Windows 98, check
to see if you have a Realtek driver installed.
2121
Setting up Premier on Wind XP … ...... How to setup your Premier network on a Windows XP environment.
2122
Adding Additional Workstations …...... Explains how to enter additional workstations to Premier.
2124
Adding Additional Workstations .......... Explains how to enter additional workstations to Premier v8 and later.
2125
Virtual Redirector in Windows 95B ..... If you are using Windows 95B and are experiencing network problems
with Premier, you should read this information.
2130
MYOB Premier 3 Upgrade Checklist ... What you need to know and do to upgrade to Premier 3.
2205
Time Billing Work in Progress ............. How to reflect the Work in Progress for services provided in the
Financial Statements
2210
Time Billing Rounding ........................ Overcoming the possible rounding issues on Time Billing Invoices
2215
Activities and Items on Invoices .......... How to invoice Items and Services on Time Billing Invoices.
-Multi Currency
2300
Exchange Rates .................................. How to calculate exchange rates.
2310
Multiple Control Account ................... How to setup Multiple Control Accounts
2320
T/fer from 1 currency A/C to another .. Outlines steps to transfer funds from one foreign currency to another.
2330
Multi currency Contra ......................... How to process contra transactions when using multi currency.
MYOB AccountEdge
2123
AccountEdge 3 and OS X Network...... Details how to setup AccountEdge 3 on a OS X network.
Pocket Accounts
2405
Hot Sync Speed................................... Explains how to increase the speed of a Hot Sync
MYOB PowerPay
2500
PowerPay Set Up Tips ......................... What you need to know to get your PowerPay data file set up!
2501
Imprt Card Details PP6 ....................... How to import Employee information into PowerPay.
2505
Including Super in WorkCover. ........... How to include Super in the Workers Compensation calculation.
2510
PowerPay-End Of Year Routine ........... Steps to take at the end of a Payroll Year in Power Pay
2512
Carrying over RDO Accrual ….. ........... Explains how to carry over RDO Accruals.
2515
Tracking Rostered Days Off ................ How to track Rostered Days off in MYOB PowerPay
2520
Importing Pay Details into PP ............. How to import pay information into MYOB PowerPay.
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2530
Dealing With PPS and Tax Rates ......... How to handle contractors who pay PPS tax or employees using
different rates of tax eg flat 15%.
2535
Upgrading to Version 4 (MAC) ........... How to upgrade to Version 4.0 of PowerPay on the Macintosh.
2536
Upgrade to v5 from v3 (WIN) ............ How to upgrade to v5 of PowerPay from v3 or PayCheque Pro in
Windows.
2540
Backup/Restore, Compact (Mac) ........ Backup/Restore and Compacting procedures for Mac.
2541
Backup/Restore, Compact (Win) ........ Backup/Restore and Compacting procedures for Windows.
2545
Employee Purchases in PowerPay ....... How to handle purchases made by your employees and deducting
them from their next paycheque.
2550
Employee Reimbursements ................ How to reimburse employees in their paycheque
2555
Setting up Salary Sacrifice .................. How to set up Salary Sacrifice Superannuation in MYOB PowerPay
2560
Paying Employees by Bank Transfer .... How to setup PowerPay to handle Direct Credits to the employee's
bank account.
2565
Splitting Employee's Pay ..................... How to pay employees in more than one bank account, or both cash
and cheque.
2570
Export Files at Finalise Pay .................. How to create the Export files, eg Bank Transfer file, when finalising
the pay run.
2575
Terminating Employees ...................... How to terminate employees in PowerPay
2580
Holiday Pay and Tax ........................... How to pay Holiday Pay in advance for a number of periods in one pay
and calculating the correct tax in PowerPay.
2585
Adjustment Pay Runs .......................... How to create and use Adjustment and Additional Pay Runs.
2591
PPay Leave Adjustments ...................... How to adjust an employees leave balance.
2595
Tax adjustments in PowerPay .............. How to adjust the amount for tax deducted in MYOB PowerPay.
2600
PP tax tables update ........................... Update tax tables and how to add a tax scale
2605
PPay transfer to MYOB ....................... Creating a transfer file that can be imported into MYOB accounting
software
2610
PPay 4D Tools Check Fix ..................... How to run the 4D Tools program to fax errors within PPay
2611
PPay – 4D Compact Wind/Mac ........... Explains how to compact the PPay datafile.
2615
PAYG in PPay on BAS .......................... How to retrieve the information from PPay required for reporting on
the BAS.
2620
PPay Adjusting Super to 9% … ........... Explains how to increase your superannuation % in PPay.
2622
PPay PubHol in Adv v6 ….................... Details paying public Holiday’s in advance.
2625
NEX Tax Scale ..................................... Explains how to alter the NEX tax scale so that the PAYG is withheld
correctly.
2626
Changes to Super Reporting ............... Explains the changes to reporting Superannuation and explains how
this can be completed in PowerPay.
Support Notes relevant for RetailManager & MYOB Accounting
2730
Accounting Export ……………………. How to setup RetailManager to export your sales/purchases
information to MYOB Accounting software.
2731
Accounting Export Troubleshooting .. How to overcome problems that may occur when exporting
accounting information from Retail Manager and when importing into
MYOB Accounting Software.
2738
Updating Accounting Export Update… How to change auto import details in RM if MYOB Accounting is
upgraded.
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2744
Importing Stock into RM from MYOB… Instructions on how to import inventory items from MYOB
Accounting to RetailManager
2745
Importing Cards into RM from MYOB. Instructions on how to import supplier, customer and staff cards from
MYOB Accounting to RetailManager
ReportWriter
2450
ReportWriter Support Options............. This support note provides information on the support MYOB is able
to offer & provides information on alternative means of support for
issues MYOB Technical Support cannot assist with.
2452
ReportWriter Table Structures.............. Provides information on MYOB Table Structures.
2453
ReportWriter Performance ................... Shows you some areas of ReportWriter which allows you can maximise
the performance of the program.
2454
ReportWriter Sending Reports ............. Explains how to send reports from ReportWriter
2458
ReportWriter Connections ................... Explains how to utilise an existing ODBC connection to an MYOB data
file and provides an overview on connecting to a different MYOB
database/data source.
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