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Exporting Employee information from MYOB

Export MYOB reporting data to Microsoft ExcelWe use this blog post to introduce new content for our online MYOB training courses as well as our Excel, Word and WordPress courses. This new content has been created after a MYOB Course Q&A Support request from Andrea in New Zealand.

We wrote a blog post in September 2011 about data file formats that are used in our MYOB Bank Reconciliation Training Course. In that blog post we wrote about exporting the accounts list that MYOB uses as the foundation for the company file and that all transactions are then based on. This accounts list is known in the accounting world as your Chart of Accounts.

Today we announce some new training videos for our MYOB Reporting and GST Course (code 504). It covers the exporting of Payroll information from MYOB of employee card files and Payroll information using both the Report Centre in MYOB AccountRight version 12 as well as the Import/Export wizard.

As an EzyLearn student you receive LIFETIME access to the MYOB Training Courses so feel free to login to the training site and go to the GST and Reporting Course to view videos 504301 and 504302. If you are not a student learn about what’s included in our training courses and see why hundreds of students enrol with us every year.

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Is the money really owed to you? Then pursue it!

Get paid on time using MYOB, Xero or SAASU - accounts receivable
Image from Sydney Morning Herald article about difficult payers on September 14th 2011

I was reading an article about difficult payers and the steps that some companies need to take to chase money that is owing to them and thought that this is something that every MYOB Bookkeeper needs to be aware of.

There seems to be perception (and most of the bad news seems to come from the building and construction industry) that payment of debts is something that should be stretched out as far as possible. I was discussing this concept with a colleague and was interested to find that this person believes that payments should be stretched out as long as practical. The interesting part of this conversation is that this person is a very reasonable man. He believes in long term investments and dealing with every person in a fair and reasonable manner, so it was strange for me to hear this mentality.

If you commission someone to do some work for you, shouldn’t they be entitled to be paid on the same terms that an employee is entitled to? I think so and you’ll find some skills to find out who owes you money in our MYOB Day-to-Day training course.

Here are the steps that are recommended:

  1. Charge in Advance if you can
  2. Chase money owing early
  3. Provide multiple payment options
  4. Be as up-to-date as possible
  5. Enforce your trading terms
  6. Be honest about non-paying clients
  7. Give customers an opportunity to complain
  8. Be polite
  9. Get heavy on time

A leading author of MYOB and Small Business “How to” books, Veechi Curtis says that the squeaky wheel gets the grease. So, chase money as soon as an account falls behind. Perhaps a more relevant saying is “work with the willing”. There are many people who value the work you do enough to pay you before the due date. There are customers who can afford what you do and want you to think positively of them so they pay as early as practical.

Find customers who want to be good to you!

This blog post is an introduction to articles that will be coming shortly for the continuing professional development of the bookkeeping academy so make sure you subscribe to receive updates via email.

References taken from an article in the Sydney Morning Herald on September 14th 2011.

 

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Tabs and Tables make a great resume

Microsoft Word Training Courses - Insert TablesOne of the most popular office productivity programs in the world is almost taken for granted these days as a program that everyone knows how to use, but there is a lot to learn to really master it. We’re talking about Microsoft Word of course, and we’re currently having new training content recorded for Microsoft Word 2010.

You might recall from previous posts that we offer lifetime access to our training courses. You might also recall that our Microsoft Office courses include most versions of the software so you can enrol knowing that all versions are covered. We also include access to beginners to advanced courses all for one low price! That’s our learning guarantee.

You will have the chance over the following weeks to see some of these new videos right here so stay tuned and make sure you subscribe to receive these posts via your email.

You’ll get some insights into tabs and tables. They are extremely powerful Microsoft Word tools that help you make your Word documents look professional. If you get the wording right in your resume and use your Microsoft Word skills to make your resume look good you’ll increase your chances of getting that job.

Tables are like spreadsheets

Even though you often see the borders of a table in Microsoft Word you can change the formatting so that they are invisible and this is a great way to get some structure in the content in your work document while not showing that your using tables. Tabs are also very handy but you need to remember that tabs are paragraph formatting so if you forget to apply them to each paragraph you are working in you might find the whole process very messy. There are also the option of using the default tab stops to make text line up, or setting your own (which we recommend because you can make the text line up as centres or right aligned and even to the decimal points if you are putting a pricelist together).

Formatting your resume

If you are using Microsoft Word to create your resume you’ll definitely make it look better with the use of some structure, after all, it’s the structure and layout that often separates a professional looking resume from an average looking one.  If you are not sure how to create your own resume, let one of our professional partners create a professional resume for you and provide training so you know how to make any modifications yourself.

Discount Coupon for MYOB Training Courses

We also mentioned the discount coupon available to you for our online MYOB training course, but we forgot to mention that the discount coupon actually applies to all courses!

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Want to see what MYOB looks like when it’s hosted in the cloud?

Remote_desktop_connection_icon for MYOB hosted in the cloudAs part of our Continuing Professional Development (CPD) program for our Bookkeeping Academy we write and inform about products and services that will help bookkeepers build their business and job seekers learn new skills to become more employable.

We recently wrote about companies that offer MYOB hosting. This enables companies to access their MYOB datafile from no matter where they are and it also enables remote contractors to manage a companies bookkeeping from their own homes. In this blog post we include a video demonstration about how easy it is to use MYOB in the cloud.

We spoke to John from Bluewave who use to promote his MYOB hosting services under the domain MYOBinthecloud.com (we think it’s a great name because it describes the service that he offered very accurately) and he was kind enough to give us a demonstration account so that we could give a hosted version of MYOB a spin. He said that they provide hosted solutions for more than just MYOB and we were able to create an invoice and email it using Microsoft Outlook.

The MYOB version we used in this demonstration is the stable version 19 (as opposed to MYOB AccountRight version 2011 that had a lot of bad publicity). The great news about MYOB is that it’s navigation hasn’t changed significantly for at least 10 years from our experience.

If you area reading this blog post via email, click on the heading to be able to see the video). If you want to ensure that you get each update as it is published via your email feel free to subscribe. If you want to create your own blog using WordPress and Google Feedburner learn how to create it in our WordPress course.

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What is a PAYG tax table and how does it work?

ATO 2013 tax tables for online MYOB payroll training courseWe recently announced our updated MYOB Payroll Course videos and training workbook and were asked to explain PAYG tax tables in a bit more detail. We’ll explain tax tables using the data from the ATO website relating to tax tables for the 2013 financial year.

We recently witness a federal budget and there are usually some changes in each budget that relate to tax tables or tax thresholds. These tax tables simply define how much tax you pay for each threshold and the simplest way to describe it is to define the first category. This category is called the tax-free threshold and it is the level at which you don’t pay any tax. The annual pay for this level will be $18,200 from 1st July 2012 (the beginning of the next financial year). Any money you earn up to this level you don’t pay any income tax on.

Any money you earn over this tax-free threshold amount but less than $37,000 will be taxed at 19c per dollar.

The most important thing to note is that just because you earn $50,000 doesn’t mean you will be taxed at 32.5c in every dollar you earn. You’ll be charged

  1. zero for the first $18,200, 
  2. 19% from $18,200 to $37,000 and then 
  3. 32.50% for each dollar over $37,000.
Stay tuned for more bite size chunks of knowledge in the coming weeks as we evolve our MYOB Payroll training course. Make sure you subscribe to receive these posts via email.
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MYOB Payroll (Processing Pays) Workbook now available

Payroll is one of the most significant costs involved in operating a business and also represents the main form of income for Australian workers. Our MYOB course development for the coming months is focused on increasing the depth of skills taught about how to handle Payroll using MYOB accounting software.

TFN Declaration Form - MYOB (processing pays) Payroll training course and workbookThe beta version of our latest training guide for Payroll is now available as part of the 17 new MYOB training tutorial videos we have produced for the MYOB Payroll course. The videos provide the visual demonstrations for the tasks that are covered in the workbook and the workbooks provides you with step by step instructions about how to load tax tables, create employees, process pays and perform reconciliation and end of year tasks regarding payroll.

Our MYOB Payroll case study for the course involves a hair styling salon that employs staff to operate their salon. Follow their journey as new employees come on board.

There will be more to come so make sure you subscribe so you can receive these blog posts via your email. We’ll also be producing some Excel spreadsheet files for students to use regarding payroll and we’ll have some free demonstration videos as well.

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Most budding bookkeepers want to start learning MYOB at 12.30pm!

Excel Online Training Course 308 - pivot table value field settingsHow do we know that most students want to start their MYOB training course at 12.30pm? We put all our course enrolment information into an Excel spreadsheet, inserted a pivot table and then filtered the data. Does that sound simple? Well it will be if you enrol into our online Microsoft Excel course.

The good news is that the video tutorial below will show you exactly what we did. If you are reading this blog as an email subscriber click on the heading to get to our blog site to watch the training video tutorial. If you want to receive these blogs posts via email, make sure you subscribe to our Employment and Productivity Training Blog.

The other good news is that when you enrol into our online Microsoft Excel Training Course you actually receive the data file that we used in this exercise so you can replicate it yourself! These figures are for enrolments into our MYOB course, Beginners, and Microsoft Office courses at our Dee Why training centre when we operated class-based training centres in Sydney.

Like all our online training courses, the Microsoft Excel training courses come with LIFETIME student access. The current course not only includes training videos, but nine training workbooks and over 40 exercise files that you can use to practice your Excel spreadsheeting skills.

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Pay today, slip tomorrow

MYOB online training courses and support - Weekly Pay Slip screen shot
MYOB Payroll screen from MYOB website

Did you know that you are required by law to provide a payslip to your employees no later than the day after payday?

We recently completed our new and revised MYOB Payroll online training course as part of our full suite of five online MYOB Training Courses (all available for one price and LIFETIME course access!) and one of the topics we cover is emailing Pay Slips (or payment advices) to employees. As part of the course we reference the FairWork Australia website which clearly states that every employer must ensure that an employee receives their pay slip no later than 1 day after being paid.

The site also goes on to explain more information about what should appear on a payment advice and they even provide some very detailed Microsoft Word templates for Pay Slips, Weekly time and wages records, employment details and leave records (very handy), roster template and time sheet. They are provide in a Microsoft Word format so you can customise them for your own business!

Need to learn Microsoft Word to modify documents? See our online Microsoft Word course outline.

If you are an existing EzyLearn online student you can see our 17 new training videos in the MYOB Payroll Training Course.

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New employees, TFN declarations and ATO requirements

TFN Declaration Form for online MYOB training courses and support including PayrollIt is now READY! The 17 new training video tutorials for our MYOB Payroll Online Training Course are now ready and on the learning site. If you are an existing EzyLearn online MYOB training student you will be happy to hear that all this new content is available to you (if you are a LIFETIME student) right now and at no extra cost.

The new videos cover these topics:

  • 505201 – Create a brand new company file using the MYOB trial version software
  • 505202 – Easy Setup Assistant for MYOB Payroll and Tax tables
  • 505203 – Creating new employee cards and setting up categories
  • 505204 – Extra Payroll settings for employee cards
  • 505205 – Superannuation information for employees
  • 505206 – Processing Payroll – Performing a pay run
  • 505207 – Processing Payroll – Editing and Deleting incorrect pay slips
  • 505208 – Processing Payroll – Editing and Deleting incorrect pays using transaction journal
  • 505209 – Processing Payroll – Understanding Payroll and the Account List
  • 505210 – Processing Payroll – Processing Payment of Payroll Liabilities
  • 505211 – Processing Payroll – Processing Payment of Salary Sacrifice
  • 505212 – Processing Payroll – Setting up a deduction for employees social club
  • 505213 – Processing Payroll – Including deductions for employees social club
  • 505214 – Payroll Reporting – Payroll Summary and Employee Register
  • 505215 – Payroll Reporting – Reconciling your Super, Wages and PAYG Taxes
  • 505216 – Payroll Reporting – Printing of EOY Payment Summaries
  • 505217 – Backing up your MYOB Data file before Closing off the Payroll year

For more information about our online MYOB training courses and student support services feel free to visit our information page. You can also enrol online for the current price and receive lifetime student membership to new training material as it is updated! Enrol today and start by 5pm tomorrow afternoon.

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Need help with Payroll and MYOB?

help with MYOB Payroll and Superannuation SG online training course and supportWe use the EzyLearn blog to inform new and existing students about new course content, tips and tricks and free training that we make available from time to time. Today we are announcing the completion of the workbook and training videos for our online MYOB training courses.

Our MYOB Payroll course has been created and you’ll soon be able to learn how to create employee cards, setup the payroll tax tables, choose wage categories, pay benefits, superannuation information, perform a payroll run, send pay slips, generate payroll advice reports, pay your SG liabilities, reconcile your super and wages payments and print out payment summaries.

Although the course has been created we are finalising the knowledge review questions that are used as part of our assessments for students who want a certificate after they complete their MYOB training course.

Did you know that our LIFETIME student membership entitles you to review the training material (including videos and workbooks) for the rest of your working life? This includes new content, so enrol now at today’s prices and have access to MYOB training course content for life!

Stay tuned for more updates in the coming week! IF you are not a subscriber, subscribe here.

 

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Accept credit cards with your iPhone, Android or iPad?

 

Accept credit cards with your iPhone, Android or iPad – Square webWhen we first started our computer training centre in Dee Why on Sydney’s Northern Beaches we used a Merchant Account from the National Australia bank and rented a credit card terminal. In this scenario there was a

  • setup fee,
  • initial deposit,
  • minimum term,
  • monthly fees and
  • transaction fees for every sale.

Plus, if you weren’t a good negotiator you would pay some ridiculous transaction fee on every sale.

Things have come a long way with the recent announcement in Australia by PayPal of their Paypal Here service that turns a smart phone into a credit card processing machine! It’s also very similar to the Square concept that has been available in the US for some time.

You now don’t need a merchant facility with a bank to receive credit card payments from customers. You can get a tiny device that attaches to your smart phone to accept credit card payments and you can just bump smart phones to transfer funds. If you are reading this blog post as an email, click on the heading to get to our blog site and watch the Paypal Video.

Paypal enables you to pay internationally by using a paypal account and that account can be attached to your bank account as well as your credit card so it may become your one payment method. We use Paypal as our payment gateway for course enrolments and as a result students can enrol from all over the world and companies can even pay with an eCheck!

With no setup or monthly fees your business could start accepting credit card payments using its own business paypal account and stay tuned for some new training material for bookkeepers using MYOB to perform bank reconciliations using a Paypal account.

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Send debt collection letters using Microsoft Word from within MYOB

LIFETIME online training course access for MYOB, Excel and WordPressAre you using the Microsoft Word templates that come with MYOB? They are a great way to combine the data in your MYOB accounting software with the layout power of Microsoft Word. It’s also a great way of avoiding the emotions involved in chasing money, particularly if it is long overdue. Using Word Templates with MYOB enable you to maintain a professional, well planned approach to your finances.

This blog post contains a new video that will form part of our MYOB online training course. This course delves into the deeper parts of MYOB using some fancy and very handy features of the software. If you are receiving this blog post via email, make sure to click on the heading to get to our blog site to access the free video.

We won’t go into too much description here as the video speaks for itself, but we want to let you know that this new suite of videos will be available for existing students for no extra charge as part of our LIFETIME online training course access feature we announced in January 2011. If you want to receive our blog posts via email, just subscribe at our blog site.

Enjoy..

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Do you have to compete against workers from Bangladesh and The Philippines?

Philippines Remote Workers and Virtual AssistantsHigh Speed Internet, Software as a service, Crowd-sourcing websites, cloud-based services. They are all making it easier for small business owners to hire workers from anywhere in the world for rates that are much lower than Australia’s minimum wage.

I have written several blog posts about these new and exciting developments because they finally give small business owners the ability to hire like many large Australian companies. Finally, your local small business can have a professional logo or website without having to pay thousands of dollars. This might not be a good thing for Australian workers though…

I was interested to read an article about the PURGING of the professions in the Sydney Morning Herald because it highlights the huge issues that might face our workforce in the decades to come. There is one thing that does stand out in all this glum scenario and that is the value of Australian Qualifications, the ability to speak English (with an Australian accent) and the value of Continued Professional Development (CPD) to be current in your knowledge.

Most importantly it is important for Australian workers to be as aware as possible about software that can greatly improve their “productivity” so you can get more done in less time.

If you are not subscribed to this blog you can do so at this link. We have some exciting new announcements and new content for both Advanced Excel and some extra features using the latest version of MYOB AccountRight Plus so stay tuned.

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Why is Continuing Professional Development (CPD) important?

Continuing Professional Development for Bookkeepers- CPD and CPETwenty years ago you could safely complete a degree knowing that your qualifications will fuel your wages (that in turn fuel your lifestyle and desires) for the rest of your life. This is no longer the case. Changes in technology are partly to blame but so too are changes in legislation and workplace practices.

If you are an accountant, working in the finance or medical professions you would know about CPD (also called Continuing Professional Education – CPE). It’s a system of providing education for professionals to keep them up to date with what is going on in their professional and this is particularly important if your profession involves advising your clients.

CPD usually involves training seminars, short courses, watching online webinars and completing assessment tasks and each one of the tasks you complete give you a certain number of points towards your total yearly point requirement. Keeping track of your attendance or the results of an exam you did at the end of completing a short course are some ways of keeping track of these points.

Why do we mention it? Because it going to become VERY important if you want to be a professional bookkeeper.

If you have completed (or plan to complete) an EzyLearn online MYOB Bookkeeping training course you will be reassured by the fact that we are currently working on tools and assessment tasks to providing you with a solution for affordable Continuing Professional Development.

You’ll also be thrilled to hear that as an accredited training provider of the Institute of Certified Bookkeepers our CPD program will provide you with points towards their CPD program.

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New Training Material: Advanced Microsoft Excel 2010 videos

Excel Online Training Course 308 - pivot table value field settingsSometimes we use the EzyLearn blog to provide some free tips from new training material that we create, like manipulating Pivot Tables we mentioned earlier in the week. Today we are announcing that 14 new training videos are now available for our advanced Microsoft Excel course (number 308).

This is the list of videos that are now available:

Video for 3.1.1 – Using AutoFilter

Video for 4.1.1 part 1 – Cleaning up data using AutoFilter

Video for 4.1.1 part 2 – Cleaning up data using AutoFilter

Video for 5.1.1 – Perform an Advanced Filter

Video for 5.1.2 – Advanced Filter using Wildcards (search text within cells)

Video for 5.1.3 – Advanced Filter for multiple search criteria

Video for 5.1.3 – Narrowing search results using Advanced Filter

Video for 6.1.1 – Inserting a Pivot Table

Video for 6.1.2 – Filtering data in a Pivot table

Video for 6.1.3 – Sort dates by month in a pivot table

Video for 6.1.5 – Changing the value field settings in a pivot table

Video for 7 – Creating pivot table charts

Video for 8.1.1 – Get months values using the Choose function

Video for 8.1.2 – Show grades for student results data using CHOOSE function

 

Our new video references match the many exercise tasks you can complete to master the skills taught in the videos. Everything you watch in the videos you can re-produce using the exercise files that come with the course. The training workbooks contain step by step instructions so you can print them out and practice where-ever you are.

If you are an existing EzyLearn student with LIFETIME access you’ll have access to these new videos and all new content that we create. Stay tuned for more updates soon as we create new videos for the other advanced Excel topics covered in courses 308 and 309. Plus we’ll show you how to create your own macros.

If you like what you read and want to enrol to take advantage of lifetime student access as well as access to all levels of Microsoft Excel for just one price, use our enrolment form. Enrol into the Excel course today and start by 5pm tomorrow (next business day).

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Live Excel Pivot-Table Stats: self-paced learning versus class-based training

Excel Course 308 - pivot table value field settings for intermediate to advanced Excel training courseWant to see some live data from when we operated our Sydney-based training centre? We conducted courses for Absolute Beginners (we call it Computer Learners now), Microsoft Word and Excel, MYOB Accounting software for bookkeeping and others. We also offered different start times and different methods of delivery including self-paced (which has evolved into online) as well as class-based training courses.

The data in this free Microsoft Excel training video is taken from our student enrolment database the same year we created our first training videos. We created these videos to make them available to students who couldn’t fit into a schedule or wanted a more personalised training experience. Want to learn more about my fond journey in computer training? Feel free to also subscribe to my small business blog while you are at that site.

If you are reading this as an email, click on the heading to get to our blog site and enjoy the free training video about Pivot Tables using Microsoft Excel (the exercise file is provided in our Excel Training Course) and shows live data of enrolments for that year. We used a pivot table to find out:

  1. The popular courses,
  2. The popular training methods
  3. The popular start times for courses.

Can you see in the video which year the data is from? Back then we had experienced trainer like Maria Landrelli and Marie Diblasio to deliver our popular MYOB Day-to-Day courses to find work as a bookkeeper.

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