120319 MYOB LiveAccounts internal practice presentation NZ

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Your clients’ accounts and banking
working together. Online.
MYOB LiveAccounts
What is it?
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Easy to use accounting solution
Available online, anytime
Linked to your bank accounts
Ideal for sole traders, start ups
and smaller businesses
MYOB LiveAccounts
What can it do?
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Create Invoices
Track Expenses
Calculate Pay
Manage GST
Track Banking
Manage Contacts
Produce Reports
Who is LiveAccounts for?
Small and simple
businesses
Not keen on updates and
backups
Businesses wanting
anywhere, anytime
access
Businesses new to
accounting software
Businesses with little
accounting knowledge
MYOB LiveAccounts
What are the benefits to the practice?
 We can work on the same data, at the same
time – no more file transfers
 We can access a client’s business data whenever,
wherever we need to
 Linking their accounts and their banking means
we get better data
 Having access to current information means we
can deliver proactive advice
LiveAccounts Product
Overview
Key business information at a glance
See what’s
happened since the
client last logged in
Key business information at a glance
Current status of
who owes the
client money
Key business information at a glance
The client’s top 5
expenses
Key business information at a glance
Current status of the
client’s bank accounts
Easy invoicing
See who has paid
and who hasn’t
Safely email or post invoices
Invoice is sent as a PDF
Get paid faster by
emailing invoices to
customers
Invoice is sent as a PDF
Sent straight to the
customer’s inbox
Straight-forward expense tracking
Know exactly when the
client’s expenses are due
Keep a close eye on the $$$s
Snapshot on the
money flowing in and
out of the client’s
business
Linking your bank accounts
Linking their bank accounts
means no data entry &
regular payments are
automatically allocated
Managing the business contacts
Record all of the business
contacts in one place
Pay yourself or your team
Pay themselves or their
employees weekly,
fortnightly or monthly
Does the maths for you
Calculates tax, Kiwisaver and
any additions and
deductions
Print or email payslips
Updates LiveAccounts with
the pay run entries too
Easy to use reports
Over 20 reports available
from Profit and Loss,
Balance Sheet to GST
and more.
The benefits of online include:
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Available anytime
Available anywhere
Always up to date
Always backed up
Safe, secure and backed up
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Safe
Secure
Backed up
Password Protected
All you need for one low price
Always up to date
Unlimited access
Unlimited invoices and expenses
Unlimited linked bank accounts
Unlimited support
Unlimited users
Safe and backed up
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$25
per month
incl. GST
Getting a client started is easy
Go to myob.co.nz/liveaccounts
to start a free 30 day trial
LiveAccounts Admin
Centre Overview
LiveAccounts Admin Centre
Access all of your
LiveAccounts clients
from one place
LiveAccounts Admin Centre
Access important
information on how to
get started and rewarded
LiveAccounts Admin Centre
Create a LiveAccounts
ledger for a client before
handing over to them
LiveAccounts Admin Centre
Request access or invite a
business to use
LiveAccounts
LiveAccounts Admin Centre
Manage invitations to
access LiveAccounts
ledgers here
LiveAccounts Admin Centre
Create as many users as
you need
Getting Started
Getting Started
1. Become a LiveAccounts Advisor at
myob.co.nz/liveaccounts/advisors
It’s FREE to join!
2. Join the LiveAccounts rewards program to get
rewarded for recommending LiveAccounts
It’s FREE to join!
3. Access the LiveAccounts Advisor materials for
a range of promotional tools and materials
4. Promote LiveAccounts to suitable clients
More information?
• Visit the LiveAccounts website
myob.co.nz/liveaccounts
• Chat online or send an email to the
LiveAccounts team at
myob.co.nz/liveaccounts/support
• Talk to your MYOB client manager or
evangelist
Your clients’ accounts and banking
working together. Online.
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