MYOB Training

The objective with training is, firstly, to setup MYOB correctly and in a way appropriate to the client's specific requirements. Secondly to give the client a sound grasp of the routines they will need to follow to ensure that their datafile is accurate and up to date.

I usually carry out MYOB training at the client's premises and normally on a one to one basis. This helps to ensure that MYOB is tailored to the client's specific requirements and only the relevant parts of MYOB are covered.

Typically training for a small business takes between one and two days with a couple of subsequent sessions. Obviously the time required is dependent on the size and complexity of the business as well as the extent to which the features of MYOB are used. For example if payroll or stock recording are going to be used extra time may be required.

The first step is normally setting up the profit & loss and balance sheet account headings which will reflect any specific requirements that the client has. The next stage is to work through the various routines that are relevant to the client e.g. sales invoicing, cash received from customers, payments etc. I normally do this with the client's own data so the accounting records are brought up to date at the same time. It also means that procedures for any types of transactions that are specific to the business are covered.

After the initial training I provide any subsequent help that is required. If necessary the MYOB datafile can be emailed to me and I can then help with the benefit of having seen the file. Or alternatively I can make any amendments that are required and then email the file back.