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Here is our annual reminder and ‘how to’ guide for the process you will need to follow if your end of financial year is on March 31.
12 March 2019
MYOB Exo Business 2017.1 was released Wednesday 5th July 2017, and we have summarised MYOB’s release notes.
11 July 2017
Ever wondered what reports come out of the box with Exo and if any of them would assist with your business processes? This tip will take you through the process of reviewing these reports and adding them to your Exo drop down menu for future reference.
23 May 2017
Read this tip for a step-by-step guide to set up Exo on a new PC.
04 May 2017
With so many different functions in Exo, it can be hard to keep track and remember them all, so we have created a “cheat sheet” to help make your day a little simpler.
28 March 2017
Registering MYOB OnTheGo users and connecting their iPads for the first time.
22 March 2017
In the latest version of Exo (2016.3) there is now the ability to show multiple tabs at once in the taskbar of Windows.
13 March 2017
As a user of EXO Business, I am often looking for new reports, and ask the question. Is there a standard report that can do this? Read this article to find out how to locate new reports.
30 June 2016
We have created a snapshot of what the latest release includes, what’s been resolved, and what the known issues are.
24 June 2016
Bruce Pollock follows on from our recent EXO User Community Workshop recapping the lessons learnt from many years working with the barcode & standards evangelists, GS1, and roles with software development organisations like Focus.
31 May 2016
Have you been depending on Excel as your business administration tool for ‘too long’? That’s the case for many businesses. Taking charge of stock control can be the difference between running a profitable business and a floundering one.
13 April 2016
MYOB have just released the latest version of their Employer Services software for New Zealand, 2016.1 This release includes the yearly tax rate updates, but also includes very important changes to the way Leave is processed based on the IRD directive last year for how PAYE should be calculated on Holiday Pay.
04 April 2016
With the recent release of Windows 10, and the constant “Would you like to upgrade?” messages Microsoft is sending out to our computers, we’ve had a few people interested in what versions of Microsoft software they can use with their MYOB EXO.
23 February 2016
There are several options which make it easy to email invoices to customers and we have written a step-by-step guide to make it even simpler.
27 January 2016
Has your user account become locked, which is preventing you from logging into EXO? This generally happens when either a password has been incorrectly entered too many times or, your password has expired.
30 November 2015
A tool many people forget to use is the Clarity Report Browser, this provides a full list of clarity reports in your system, and is not only a great way to see the standard reports that come with MYOB EXO, but also to review any extra reports you’ve had made for your business.
23 November 2015
At the recent community workshop session there were questions raised about audit logs. This is a summary of the Event Log and Business Alert functionality in EXO.
28 October 2015
If a user has locked themselves out of their EXO Account, the site administrator can unlock their account and reset their password using the EXO Configurator.
21 September 2015
‘We think you are due an upgrade’. Quite often as a client you may hear this, roll your eyes and think, ‘oh great, another bill will come my way if I give this the go ahead.’ – But believe us, it’s in your interest to keep up to date with the latest developments in your system.
06 August 2015
Cloud Accounting Solutions for Bigger Business. The new cloud-based business management system, MYOB Advanced is set to transform the way businesses work. Specifically designed for larger Australian and New Zealand businesses, it gives you a fully customisable platform at a convenient monthly price.
15 January 2015
Once the IRD has approved a change in Accounting basis for your GST return from Payments basis to Invoice basis, there are a few things you will need to do both on your next GST return, and in MYOB Exo Business, to enact the change.
05 September 2014
Have you ever wished there was a spell checker for MYOB EXO that works in History Notes, Notes, Job Descriptions etc?
20 July 2014
Have you often wished for easy access to your daily functions within MYOB EXO without clicking through the regular menus? From version 8.3 up you can now have shortcut menu items.
20 July 2014
Have you come to the end of the financial year and found that one or more of the accounts that you have been posting transactions to has been set up as a Balance Sheet account when it should be a Profit and Loss Account, or vice versa?
19 July 2014
When entering stock transactions it can be difficult sometimes to keep track of all the information that needs to be entered and checked. For example, you may have forgotten to enter some stock transactions before you ran your stock valuation report for the month, and entered that figure as your closing stock.
18 July 2014
Following on from a previous tip regarding reconciling monthly accounts, we focus on how to check that you have posted all transactions to the GL via the ‘Post Ledgers to GL’ feature.
18 July 2014
Have you ever wanted to filter your stock items search screen by stock group?
17 July 2014
Have you ever wished you could track a particular event in MYOB EXO, and the reason it was done? For example, why a customer was placed on “Stop Credit”? The good news is that you can!
17 July 2014
Have you wanted updatable and relevant business information available to you with which to make decisions on?
16 July 2014
It is becoming common in today’s business world to send out electronic invoices, statements and remittance advice to clients and suppliers and MYOB EXO fully meets this organisational need.
16 July 2014
Want to know the simple way to view the source transaction on a stock item?
16 July 2014
Do you regularly conduct a stocktake? Did you know you MYOB EXO Business has an easy to use Stocktake feature?
16 July 2014
Is your Stock Take proving to be a mammoth task? Did you know you can use Bin (or Shelf) locations in EXO to further define Stock Item locations?
16 July 2014
Have you ever found that some of the reports you read have more information than you want initially but you still want the option of having access to that information?
16 July 2014
Sending out statements to Debtors can be very time consuming and costly. Emailing statements can speed up the process and make them more affordable.
16 July 2014
When a new staff member begins at your organisation, you need to add them to MYOB EXO Business so they can begin their work.
16 July 2014
Are any of your debtors or creditors part of a head office and branches group or are part of a franchise? If the answer is yes then you can track and work with this relationship within MYOB EXO Business.
16 July 2014
Every industry has different information needs. Often the problem is sorting the information into something that is well presented, understandable, applicable and able to be shared.
16 July 2014
This tip is for those of you who use Exosoft Timesheet Manager in conjunction with MYOB Exo Job Costing.
15 July 2014
Timesheet Manager is a fast entry system for manual timesheets that allows staff to process their own timesheets electronically as well as admin staff keying manual timesheets. Timesheet Manager is part of our TimeTrak suite of products.
15 July 2014
Click on Reports at the top of the MYOB EXO Business menu and scroll down to Tax Reports—> NZ GST Return
15 July 2014
If MYOB EXO has been upgraded to a new version, all users will need to have the ExonetLib.dll file replaced. If MYOB EXO is being installed on a PC for the first time, the ExonetLib.dll file will need to be copied onto the PC and registered.
09 July 2014
Have you ever changed the date in an MYOB EXO Business transaction entry screen only to find that the system has reset it to the default date?
08 July 2014
If staff are taking annual holidays that cover more than one pay period, and they want paid in advance, it’s important to set options to ensure correct tax calculations.
07 July 2014
When you go into the Debtor’s Banking Batch utility, do you find you have an ever-increasing collection of batches with no transactions and a Zero total Amount in them?
04 July 2014
When entering a credit note against a Creditor have you ever come across the situation where the credit will not save, and you instead get a ‘String or binary data would be truncated’ message on the screen?
03 July 2014
Have you ever wanted to enter the same line item more than once on a creditor or debtor invoice? MYOB EXO Business has a shortcut method to do just that. Once the code has been repeated you can adjust the other columns as needed.
02 July 2014
Have you had an Employee request holiday pay cash up?
01 July 2014
Do you have a PC or Laptop that you wish to set up a shortcut for MYOB EXO on?
01 July 2014
Did you know you can add extra columns in the EXO grid on the Stock Levels grid found in Details 1 screen on a stock item?
24 June 2014
Ever wanted to know what stock you’ve had sitting unsold for a long time?
24 June 2014
Did you know you can alter the formatting of the General Ledger Reports so that the information in them is less cluttered, more relevant and in a template style you can use with ease?
17 June 2014
Have you wanted to keep track of when sales have reached a goal amount or costs has reached a limit? Using a budget to keep track of your key performance indicators gives you a great bench mark to measure against.
12 June 2014
Do you have to re-value your stock on hand? Often during the course of time some stock items may decrease in value (e.g. an item may have been superseded by a newer model).
04 June 2014
Have you ever wanted to alter a transaction and needed to un-allocate it?
01 June 2014
Would your data survive a significant fire or theft? Do you know whether your MYOB EXO Databases are being regularly backed up? And if so, are these running successfully and is a copy being taken offsite?
08 May 2014
Did you know that you can archive Sales and Purchase Orders? Archiving records removes them from your immediate search selection and helps maintain an efficient organisation of data.
N.B. Archived records are not deleted but stored in separate archive tables; they can be viewed in the future from a MYOB EXO report.
07 May 2014
MYOB EXO has a range of features to allow you to store different types of narratives against transaction headers and lines. The narratives can be applied to Sales Orders, Purchase Orders, Debtor Invoices, Creditor Invoices and Stock items.
07 May 2014
Have you wondered how to set up various pricing levels for your Customers in EXO?
05 May 2014
Did you know that you can create Laybys and recurring Sales Orders in EXO?
04 May 2014
This handy tip features a shortcut for the searching of Debtor and Creditor Invoices from your Main EXO Menu!
03 May 2014
Want a quick and cost effective way of sending copies of invoices and statements to your Customers? EXO has the facility to email these directly to your clients!
02 May 2014
Did you know that MYOB EXO has a Trial Balance Tree? It is a quick and easy way to see the Trial Balance for any month for any branch and then to drill down into the account to see the transaction detail.
30 April 2014
Are you utilising the MYOB EXO contacts menu to its full potential? There are a range of functions available from the Contacts menu to enhance your business requirements! Contacts are also a useful tool for storing Customer and Supplier details.
16 April 2014
Requesting support via email. What do we need from you?
15 April 2014
Did you know that you can create your own Custom Filters in MYOB EXO to filter the records displayed in an MYOB EXO search?
15 April 2014
Do you have old customers/suppliers that you don’t want to appear on your Debtor/Creditor Search screen? Do you have customers that you don’t want to sell to until they’ve paid their bill?
14 April 2014
Did you know that MYOB EXO can output your clarity reports to a variety of end destinations e.g. PDF, Excel and Word
02 April 2014
Ever wondered how you can check who is logged into EXO at times when you don’t have enough licences available?
01 April 2014
Do you ever need to find out more information about an account or a transaction that’s listed in the report you are running?
24 March 2014
Have you checked that you have reconciled your Debtors, Creditors and Stock to GL before finalizing your monthly accounts?
12 March 2014
Did you know that we can create ‘Custom Buttons’ for you in your MYOB EXO Toolbar? The Custom Button can be defined to execute external applications (e.g. Excel, Word, Exosoft Programmes) or run EXO reports.
02 March 2014
Would you like to generate stock orders automatically?
24 February 2014
Have you ever wondered if you can copy an existing stock code rather than creating a brand new code?
18 February 2014
Have you ever wondered if you can change an existing stock code rather than creating a brand new code?
18 February 2014
Did you know that you can add extra search columns to search grids and transaction screens?
30 January 2014
MYOB has brought out an exciting new upgrade, focusing on streamlining the reporting functions and providing a user friendly interface in which it takes timely data and transforms it into usable information.
21 January 2014
If you have renewed your MYOB EXO Licence since 1 April 2010, you can now access some additional features that previously had to be purchased separately! This article focuses on the Sales Analysis Designer.
29 November 2013
One of our previous articles explained how you can order and export grids from MYOB EXO. In that tip we focused on exporting a Debtors list from the Debtors search screen.
29 November 2013
Are you running EXO Clarity reports with the same parameters on a regular basis?
29 November 2013
Would you like to save some time? This article features instruction on how to bypass the MYOB EXO login screen.
26 November 2013
Did you know that you can view an invoice from withing Job Costing?
26 November 2013
Do you get sick of creating the same job in Job Costing when 90% of the time they are all the same, but for different clients?
26 November 2013
MYOB EXO enables you to enter any number of budgets to compare against your Profit & Loss. You can key your budget figures directly into MYOB EXO but it is much easier to prepare them on a spreadsheet first and then use the Import Budget feature.
18 November 2013
Did you know that you can use the ‘Find’ function in EXO to enable a quicker search through records?
15 November 2013
Have you locked your EXO Account? Unable to log in?
15 November 2013
Did you know that you can look up Purchase and Sales Order History by simply clicking on one button within the respective screens?
14 November 2013
Why you should be using History Notes in EXO rather than just Notes.
14 November 2013
EXO 8.1 is now officially supported on 64-bit Operating Systems, Microsoft Office 2010 and Windows 7.
13 November 2013
The end of your financial year may be approaching faster than you think it is!
13 November 2013
If you are responsible for setting up or editing Stock Locations then there are a few check boxes that you should NOT tick without consulting us first!
13 November 2013
The start of a new financial year signals time to update your Management Report for the upcoming year.
13 November 2013
This function is useful if you have created transactions which reverse other unreconciled transactions and you do not want them to appear on your Bank Reconciliation. This is a method of ‘tidying up’ your Bank Reconciliation.
13 November 2013
Have you ever needed to trace transactions on your bank reconciliation back to their source?
08 November 2013
Do you need a quick and easy way of duplicating a debtor invoice or generating a credit note for a debtor invoice?
08 November 2013
Two new modules are now included in MYOB EXO Finance - Subscription Billing and Direct Debit Processing
Utilising these MYOB EXO Finance functions can help you automate your key business processes and significantly reduce administration time associated with processing.
07 November 2013
Did you know that you can select multiple stock items at once?
05 November 2013
Have you ever considered the cost of posting your monthly statements?
05 November 2013
Direct Debits are a highly efficient means by which your business can establish the authority from your customers to deduct funds from their bank account to settle outstanding debt.
05 November 2013
Have you ever wondered where MYOB EXO comes up with the price listed on a Sales Order or Debtor Invoice?
05 November 2013
Don’t get hooked with fraudulent emails - part 3
30 September 2019
Don’t get hooked with fraudulent emails - part 2
29 August 2019
Don’t get hooked with fraudulent emails - part 1
07 August 2019
How to protect yourself from cyber-attacks
31 May 2019
Exosoft Tip: Invoicing via JIBE
18 March 2019
Exosoft Tip: Markups in JIBE
14 March 2019