nontech-techtalk MYOB- justbeforedinner.co.nz

M.Y.O.B appears to be a popular choice for New Zealand small business and is often recommended by accountants.However learning to use it some times be tricky. Let us know how you are getting on Contact us...

(N.b. When looking at our advice regarding M.Y.O.B keep in mind the version you are using may be slightly different.)

Q. How do I set M.Y.O.B to remind me to do a follow up call?

A. Go to Card file
Select your customer
Open the tab "Contact Log"
Click "New log Entry" at the bottom
Enter the information
Then enter a reconnect date for when you want to contact them.
Press "Record"

To action the follow ups:

From the "Command Centre" go to "To Do List"
Click the "Contact Alert" tab
Then you can action your follow up that are due from there...

Q. I have allocated the wrong amount to an invoice in MYOB! How can I undo it?

That is annoying isn't it? but not too much stress. Try this: Find the payment in "transaction journal", Click "Edit" on your top menu bar. Then select "delete payment". Now you have cleared that you can go back and allocated the payment correctly.

Information on this and all other advice pages are for entertainment purposes only and justbeforedinner.co.nz (VPSolutions Ltd) disclaim all liability and responsibility for any loss or damage that may result from actions or failure to act by any person in reliance on any information provided herein.

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