November 2020 Tip – MYOB Capture App

November 2020 Tip – MYOB Capture App

October 2020 – MYOB Tip

MYOB Capture App

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Included FREE with your MYOB Essentials or AccountRight subscription, scan your receipts with our app to change the way you do your expenses.

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Advatages Of Using MYOB Capture

  • Cut you data entry down as the app scans your reciepts for relvant information.
  • A central location means better organisation and less stress come tax time.
  • No more paper!

Download the app for free.

Need more help or information?

Click the link below to contact us at Plus 1.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

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If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
Email Us

October 2020 Tip – Customise Quickbooks According To Your Needs

October 2020 Tip – Customise Quickbooks According To Your Needs

October 2020 – Quickbooks Tip

Customize Quickbooks According To Your Needs

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1. Customize your Layout:

If you are more comfortable using the older version of QuickBooks and face difficulty using the new one, then — good news — you can get back the old QuickBooks look in just two steps:

  • Click View –> Top Icon Bar
  • Click Edit –> Preferences –> Desktop View

2. Customize Your Icon Bar:

You can choose which links appear in your icon bar. You can add, remove, or modify the icons according to your needs. So this way you can select the links which are your favourite or you use the most and thus boosts your efficiency.

a. To Remove an Icon

  • View –> Customize Icon Bar.
  • Select the icon you want to remove and click Delete.

b. To Add an Icon

  • View –> Customize Icon Bar.
  • Click Add.
  • Select the desired icon from the list.  Modify the label and description.
  • After that click OK.

c. To Modify an Icon

  • View –> Customize Icon Bar.
  • Select the icon you want to modify.
  • Click Edit, make your changes.
  • Click OK.

Need more help or information?

Click the link below to contact us at Plus 1.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

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If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
Email Us

September 2020 – Repeating Bills & Invoices in Xero

September 2020 – Repeating Bills & Invoices in Xero

August 2020 – Xero Tip

Short On Time? Create Repeating Bills & Invoices

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Bills

Create a new template or open an existing template:

  • In the Business menu, select Bills to pay, click the arrow next to New Bill, then select New Repeating Bill.
  • Enter or edit your information in the repeating transaction fields.

https://central.xero.com/s/article/Add-repeating-bills-or-copy-bills#Addoreditarepeatingtemplate

Invoices

Create a new template or open an existing template:

  • In the Businessmenu, select Invoices, click the arrow next to New Invoice, then select New Repeating Invoice.
  • Enter or edit your information in the repeating transaction fields.

https://central.xero.com/s/article/Add-or-edit-a-repeating-invoice-template

Need more help or information?

Click the link below to contact us at Plus 1.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

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If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
Email Us

August 2020 – MYOB AccountRight Tip

August 2020 – MYOB AccountRight Tip

August 2020 – MYOB Tip

Clearing the AccountRight Cache

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AccountRight stores data that makes operations faster, however this data can become corrupted and cause odd issues like missing or incorrect information.

A common troubleshooting step is to clear the cache files so that when your open AccountRight the next time it recreates the cached information and and can resolve issues.

 

Clearing the Cache Steps

Before continuing, please ensure that AccountRight is closed. Clearing the Cache while AccountRight is open may cause further unexpected behaviour.

1. Open your Start Menu

2. Start typing: %localappdata%

3. Open the %localappdata% folder when displayed:

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4. Open the MYOB Folder
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5. Open the AccountRight Folder.

6. Open the Version folder (E.g: 2020.2)

7. Open the Cache folder

8. Delete all files in this folder.

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Once these files are deleted, re-open AccountRight and try running the report, or performing the operation again.

Need more help or information?

Click the link below to contact us at Plus 1.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

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If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
Email Us

October 2020 Tip – Customise Quickbooks According To Your Needs

July 2020 – Quickbooks Tip

July 2020 – Xero Tip

Quickbooks shortcuts to make life easier!

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QuickBooks provides various keyboard shortcuts to make your work easier.

Here are some shortcuts:

Ctrl+A    Displays the Chart of Accounts window

Ctrl+C    Copies your selection to the Clipboard

Ctrl+D    Deletes check, invoice, transaction, or item from the list

Ctrl+E     Edit transaction selected in register

Ctrl+F     Displays the Find window

Ctrl+I     Create invoice

Ctrl+J     Open Customer Center

Ctrl+M     Memorize transaction or report

Ctrl+N     New invoice, bill, check, or list item in context

Ctrl+Q     QuickReport on transaction or list item

Ctrl+T     Open memorized transaction list

Ctrl+W     Displays the Write Checks window

Ctrl+X    Moves your selection to the Clipboard

Ctrl+Insert    Inserts a line into a list of items or expenses

Ctrl+Delete    Deletes the selected line from a list of items or expenses

Need more help or information?

Click the link below to contact us at Plus 1.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

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If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
Email Us

September 2020 – Repeating Bills & Invoices in Xero

June 2020 – Xero Tip

June 2020 – Xero Tip

Customise Your Xero Dashboard

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Did you know that you can move the panels on your dashboard around or hide them? Your dashboard is user-specific, so only you will see these changes.

To do this:

Click Edit dashboard at the end of the page.

You can then:

Click on the panel and drag it into the new position.

Click Hide or Show to remove or add a panel back to your dashboard.

Click Save Changes.

Below are examples of some items you can add and remove from your dashboard:

Panel Description
Total cashflow or Total cash in and out This shows the cash moving in and out of your organisation, based on figures in the Bank Summary Report.
Account watchlist

To display the Account watchlist panel, you need to edit an account in your chart of accounts and select the Show on Dashboard Watchlist checkbox.

The Account watchlist shows two balances:

  • This Month – balance posted to the account during the current month.
  • YTD – balance posted to the account for the financial year, to the end of the current month.

For balance sheet accounts, the YTD column will show a cumulative balance that includes all transactions posted to the account since you started using Xero.

Bank Accounts When you add a bank account, you have to option to show or hide bank accounts on your dashboard.
Invoices owed to you A summary of the invoices owing to you, and how long they’ve been owed based on the due dates of sales invoices you’ve sent to your customers (essentially an aged debtors/sales snapshot). Links through to the sales overview.
Bills you need to pay A graphical snapshot of the bills you need to pay, and when you need to pay them. Links through to the purchases overview.
Expense Claims

Depending on your user role, you’ll see a summary of all your expense claims to help you keep track of the status of claims.

Click New claim to submit a new expense claim, or select a status to view expenses with that status.

Business performance graphs If any business performance graphs are favourited, you’ll see them on your main dashboard under the heading Business performance.

Need more help or information?

Click the link below to contact us at Plus 1.

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

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If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
Email Us