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Welcome
Agenda
12.30pm
2.00pm
2.30pm
4.00pm
4.30pm
5.00pm
5.20pm
5.45pm
Technical
Afternoon Tea
Technical
Cell Group & FAC Meeting
Business Development
Nigel Thomson
Clive Barrett
Q&A and Awards
Technical Training
Yammer update
Fuel Tax Credits – best practice
Excel graphics
MYOB CC Questions
MYOB Program updates
Practical – Using ATO benchmarks
Quick Bits – Xero Payroll
Xero are introducing a “basic” payroll for say 2 - 4
salaried people
Tax by pre-set amount only
No entitlement calculations
Pay runs OK
See: http://blog.xero.com/2010/12/payroll-in-2011/
Quick Bits – Xero Annual Accounts
Of particular interest to accountants
Underlying Report Codes for all clients
Customized Report layouts
Branding
See: http://blog.xero.com/2010/12/annual-reports-all-in-one/
Yammer - Features
1.
2.
4.
3.
5.
1.
Post Updates, Questions. Links, etc
4.
Add Topics to Posts
2.
Post to Followers or Groups.
5.
Add your picture
3.
Click to Follow people
Yammer – Details and followers
2.
1.
1. Setup your contact details
2. Follow everyone – different to
FaceBook “friends”.
Fuel Tax Credits – Best Practices
Record Purchases via Items and link to Petrol Expense
type account used only for FTC
Do a report at end of Quarter that shows litres e.g.
“Purchases Item Summary”
Use ATO’s “Fuel Tax Credit Calculator”
In BAS Setup, select I claim FTC / Include FTC
Enter amount manually or use Setup button
Include FTC in your BAS journal/s
See ATO’s “Fuel Scheme Essentials”
Learning New Things
Spotlight on Microsoft:
www.office.microsoft.com
Search for “Training Roadmaps”
Demo
Indulge yourself – at least
Once a month, spend at least
Two hours
Doing your own Professional Development
Online quoting - ServiceSeeking
ATO Benchmarks
Industry Overview
Performance Benchmarks
Geographical Trends
Cash Sales Benchmarks
Input benchmarks – materials
Input Benchmarks - sales turnover
See Handout and Practical
ATO Benchmarks
ATO Benchmarks
Afternoon Tea
2.30pm - 3.00pm
Technical
Webinars intro
Cash flow
Budgeting template
How to honestly bill for 40 hours while working
30 hours
MYOB SQL update –
Sign into community.myob.com then select this link:
http://community.myob.com/t5/MYOB-Online-Partner-Briefing/MYOB-AccountRight-2011/td-p/32037
MYOB CC Questions
1. If you are in a Customer Card that is setup for
multiple addresses and select Actions > Google
Maps, the address automatically used as the
destination is:
a) The default used is the Bill To address
b) Whichever address is selected currently in the
Customer Card
c) The default used is the Ship To address
MYOB CC Questions
1. If you are in a Customer Card that is setup for
multiple addresses and select Actions > Google
Maps, the address automatically used as the
destination is:
a) The default used is the Bill To address
b) Whichever address is selected currently in the
Customer Card
c) The default used is the Ship To address
MYOB CC Questions
2. To Register a computer for Automatic updates
you perform which of the following:
a) In AccountRight select the Help Menu > Register for
updates, and enter the MYOB Serial Number
b) In AccountRight select the Services Menu > Register
for Updates
c) Call MYOB Client Support to register
MYOB CC Questions
2. To Register a computer for Automatic updates
you perform which of the following:
a) In AccountRight select the Help Menu > Register
for updates, and enter the MYOB Serial Number
b) In AccountRight select the Services Menu > Register
for Updates
c) Call MYOB Client Support to register
MYOB CC Questions
3. You are now able to print the “Last Reconciliation
Report” from the Bank Reconciliation window by
using the Actions Menu:
a) True
b) False
MYOB CC Questions
3. You are now able to print the “Last Reconciliation
Report” from the Bank Reconciliation window by
using the Actions Menu:
a) True
b) False
MYOB CC Questions
4. In AccountRight you are unable to enter Sales
through the Customer Card in the Cards List:
a) True
b) False
MYOB CC Questions
4. In AccountRight you are unable to enter Sales
through the Customer Card in the Cards List:
a) True
b) False
MYOB CC Questions
5. Which of the following options is NOT a function
available in the Actions Menu in the Customer and
Supplier Cards:
a) Enter Sales
b) Print Jobs List
c) Reconcile Accounts
d) View Log
MYOB CC Questions
5. Which of the following options is NOT a function
available in the Actions Menu in the Customer and
Supplier Cards:
a) Enter Sales
b) Print Jobs List
c) Reconcile Accounts
d) View Log
MYOB CC Questions
6. When in an Employee Card you are able to print
an “Entitlement Balance Details” Report:
a) True
b) False
MYOB CC Questions
6. When in an Employee Card you are able to print
an “Entitlement Balance Details” Report:
a) True
b) False
Nigel and Clive
Cell Group Meeting and FAC
State Rep and Michelle
SA
WA
VIC
NSW
QLD
Hank Middleton
Albert De Gouviea
Jennifer Blainey
Anthony Furniss
Katrina Drew - Murphy
Retiring FAC delegates: Charmaine Perry and
Michelle Shaban
Cell Group Meeting and FAC
Recap: the last twelve months
Regional marketing initiatives
Operations & business improvements
General
Business Development
Debbie Stanton
You must have cash
Effects on cashflow
Maintaining control
Creating a financial safety net
Importance of cash flow
You must have cash to run your business
What effects your cash flow
Control
Influences
Maintaining control
Group Scope
What CAN you control in your cash flow?
Maintaining control
Group Scope
What situations outside of your control have an
impact on your cash flow
Creating a financial safety net
What to consider first
Methods of creating a plan
Q&A and Awards
Q&A
Awards
Close