Welcome Agenda 12.30pm 2.00pm 2.30pm 4.00pm 4.30pm 5.00pm 5.20pm 5.45pm Technical Afternoon Tea Technical Cell Group & FAC Meeting Business Development Nigel Thomson Clive Barrett Q&A and Awards Technical Training Yammer update Fuel Tax Credits – best practice Excel graphics MYOB CC Questions MYOB Program updates Practical – Using ATO benchmarks Quick Bits – Xero Payroll Xero are introducing a “basic” payroll for say 2 - 4 salaried people Tax by pre-set amount only No entitlement calculations Pay runs OK See: http://blog.xero.com/2010/12/payroll-in-2011/ Quick Bits – Xero Annual Accounts Of particular interest to accountants Underlying Report Codes for all clients Customized Report layouts Branding See: http://blog.xero.com/2010/12/annual-reports-all-in-one/ Yammer - Features 1. 2. 4. 3. 5. 1. Post Updates, Questions. Links, etc 4. Add Topics to Posts 2. Post to Followers or Groups. 5. Add your picture 3. Click to Follow people Yammer – Details and followers 2. 1. 1. Setup your contact details 2. Follow everyone – different to FaceBook “friends”. Fuel Tax Credits – Best Practices Record Purchases via Items and link to Petrol Expense type account used only for FTC Do a report at end of Quarter that shows litres e.g. “Purchases Item Summary” Use ATO’s “Fuel Tax Credit Calculator” In BAS Setup, select I claim FTC / Include FTC Enter amount manually or use Setup button Include FTC in your BAS journal/s See ATO’s “Fuel Scheme Essentials” Learning New Things Spotlight on Microsoft: www.office.microsoft.com Search for “Training Roadmaps” Demo Indulge yourself – at least Once a month, spend at least Two hours Doing your own Professional Development Online quoting - ServiceSeeking ATO Benchmarks Industry Overview Performance Benchmarks Geographical Trends Cash Sales Benchmarks Input benchmarks – materials Input Benchmarks - sales turnover See Handout and Practical ATO Benchmarks ATO Benchmarks Afternoon Tea 2.30pm - 3.00pm Technical Webinars intro Cash flow Budgeting template How to honestly bill for 40 hours while working 30 hours MYOB SQL update – Sign into community.myob.com then select this link: http://community.myob.com/t5/MYOB-Online-Partner-Briefing/MYOB-AccountRight-2011/td-p/32037 MYOB CC Questions 1. If you are in a Customer Card that is setup for multiple addresses and select Actions > Google Maps, the address automatically used as the destination is: a) The default used is the Bill To address b) Whichever address is selected currently in the Customer Card c) The default used is the Ship To address MYOB CC Questions 1. If you are in a Customer Card that is setup for multiple addresses and select Actions > Google Maps, the address automatically used as the destination is: a) The default used is the Bill To address b) Whichever address is selected currently in the Customer Card c) The default used is the Ship To address MYOB CC Questions 2. To Register a computer for Automatic updates you perform which of the following: a) In AccountRight select the Help Menu > Register for updates, and enter the MYOB Serial Number b) In AccountRight select the Services Menu > Register for Updates c) Call MYOB Client Support to register MYOB CC Questions 2. To Register a computer for Automatic updates you perform which of the following: a) In AccountRight select the Help Menu > Register for updates, and enter the MYOB Serial Number b) In AccountRight select the Services Menu > Register for Updates c) Call MYOB Client Support to register MYOB CC Questions 3. You are now able to print the “Last Reconciliation Report” from the Bank Reconciliation window by using the Actions Menu: a) True b) False MYOB CC Questions 3. You are now able to print the “Last Reconciliation Report” from the Bank Reconciliation window by using the Actions Menu: a) True b) False MYOB CC Questions 4. In AccountRight you are unable to enter Sales through the Customer Card in the Cards List: a) True b) False MYOB CC Questions 4. In AccountRight you are unable to enter Sales through the Customer Card in the Cards List: a) True b) False MYOB CC Questions 5. Which of the following options is NOT a function available in the Actions Menu in the Customer and Supplier Cards: a) Enter Sales b) Print Jobs List c) Reconcile Accounts d) View Log MYOB CC Questions 5. Which of the following options is NOT a function available in the Actions Menu in the Customer and Supplier Cards: a) Enter Sales b) Print Jobs List c) Reconcile Accounts d) View Log MYOB CC Questions 6. When in an Employee Card you are able to print an “Entitlement Balance Details” Report: a) True b) False MYOB CC Questions 6. When in an Employee Card you are able to print an “Entitlement Balance Details” Report: a) True b) False Nigel and Clive Cell Group Meeting and FAC State Rep and Michelle SA WA VIC NSW QLD Hank Middleton Albert De Gouviea Jennifer Blainey Anthony Furniss Katrina Drew - Murphy Retiring FAC delegates: Charmaine Perry and Michelle Shaban Cell Group Meeting and FAC Recap: the last twelve months Regional marketing initiatives Operations & business improvements General Business Development Debbie Stanton You must have cash Effects on cashflow Maintaining control Creating a financial safety net Importance of cash flow You must have cash to run your business What effects your cash flow Control Influences Maintaining control Group Scope What CAN you control in your cash flow? Maintaining control Group Scope What situations outside of your control have an impact on your cash flow Creating a financial safety net What to consider first Methods of creating a plan Q&A and Awards Q&A Awards Close