Exo Cheat Sheet and quick tips

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.

Exo OnTheGo User Setup

Registering MYOB OnTheGo users and connecting their iPads for the first time.

Show multiple tabs at once with Windows AERO

In the latest version of Exo (2016.3) there is now the ability to show multiple tabs at once in the taskbar of Windows.

End of Financial Year in MYOB EXO

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.

Clarity Report Browser

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.

MYOB EXO 2016.2 Release

We have created a snapshot of what the latest release includes, what’s been resolved, and what the known issues are.

Scanners, Barcode Standards and MYOB EXO.

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.

Inventory Management & Your Business

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.

New Release - MYOB Employer Services (Payroll)

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.

MYOB Advanced 2015.3.7 Release

The next update of MYOB Advanced 2015.3 has been released. This update includes a small number of fixes to issues raised by MYOB partners and customers.

Is EXO compatible with Windows10 & Office365

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.

EXO Tip: Invoice Emailing

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.

How to Unlock an EXO User Account

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.

Clarity Report Browsing

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.

Did you know? Event Logs & Business Alerts

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.

How to: Reset an EXO Account & Change a User’s Password

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.

Reasons to upgrade your MYOB EXO product

‘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.

Introducing MYOB Advanced OnTheGo

The new MYOB Advanced OnTheGo app developed for iOS and Android will make it even easier to use MYOB Advanced wherever you are.

The Technology Behind MYOB Advanced

In October 2014, MYOB invested in a leading provider of cloud business management software called Acumatica and branded as MYOB Advanced in Australasia. This product empowers small and mid-sized businesses to unlock their potential and drive growth, as well as delivering a suite of fully integrated business management applications such as Financials, Distribution, CRM and Project Accounting – all powered by a robust and flexible platform.

MYOB Advanced 2015.2 Product Update

We are keeping your business up-to-date with the latest updates from MYOB to ensure your business is efficient. This MYOB Advanced 2015.2 update includes improvements to finance and customer service operations and is due to be rolled out on the 19th of May, 2015. Your subscription includes all updates and the application of those to your system, this is all managed by MYOB. So all you have to do is sit back and enjoy the new features coming soon!

Cloud Accounting by MYOB is Finally Here!

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.

NZ GST - Change of Accounting Basis from Payments Basis to Invoice Basis

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.

MYOB EXO - Spell Check Tool

Have you ever wished there was a spell checker for MYOB EXO that works in History Notes, Notes, Job Descriptions etc?

MYOB EXO Version 8.3+ - Shortcut Menus

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.

MYOB Exo - Changing Profit and Loss Accounts to Balance Sheet Accounts

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?

MYOB EXO Alter Closing Stock Values

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.

MYOB EXO - Post Ledgers to GL

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.

MYOB EXO - Filter Your Stock Items Search Screen by Stock Group

Have you ever wanted to filter your stock items search screen by stock group?

MYOB EXO - Advanced Search Feature

Have you wanted to find a specific debtor within a set of certain criteria? For example if you want to exclude all debtors with zero balance, or list the all the phone numbers which contain a certain area code.

MYOB EXO - Tracking Events

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!

MYOB EXO - Arranging Widgets in the Dashboard - Analytics

Have you wanted updatable and relevant business information available to you with which to make decisions on?

MYOB EXO - Emailing Debtor Statements

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.

MYOB EXO - Viewing the Source Transactions from a Stock Item

Want to know the simple way to view the source transaction on a stock item?

MYOB EXO - Stocktake

Do you regularly conduct a stocktake? Did you know you MYOB EXO Business has an easy to use Stocktake feature?

MYOB EXO - Stocktaking By Bin Locations

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?

MYOB EXO - Clarity Reports with Drill-down Options

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?

MYOB EXO Version 8.2 - Emailing Statements

Sending out statements to Debtors can be very time consuming and costly. Emailing statements can speed up the process and make them more affordable.

MYOB EXO Business - Adding a New Staff Member

When a new staff member begins at your organisation, you need to add them to MYOB EXO Business so they can begin their work.

MYOB EXO - Creating a Branch/Head Office Relationships

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.

MYOB EXO - How to Upload a Widget - Analytics

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.

Exosoft Timesheet Manager - Multiday Entries

This tip is for those of you who use Exosoft Timesheet Manager in conjunction with MYOB Exo Job Costing.

Exosoft - Timesheet Manager Shortcut Keys

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.

MYOB EXO - Completing Your GST Return

Click on Reports at the top of the MYOB EXO Business menu and scroll down to Tax Reports—> NZ GST Return

MYOB EXO - Replace or Register DLL File

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.

MYOB EXO - Transaction Date Reverts to Another Date

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?

MYOB EXO - Paying Holiday Pay For More Than One Period

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.

MYOB EXO - Deleting Debtors Banking Batches

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?

MYOB EXO - String Truncation When Raising Credit Note

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?

MYOB EXO - Creating Duplicate Lines on a Creditor or Debtor Invoice

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.

MYOB EXO - Cashing Up Holiday Pay

Have you had an Employee request holiday pay cash up?

MYOB EXO - Setting Up a New EXO Shortcut on a Desktop

Do you have a PC or Laptop that you wish to set up a shortcut for MYOB EXO on?

MYOB EXO - Extra Stock Levels Columns in Stock Item Details 1

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?

MYOB EXO - Unsold Stock Items

Ever wanted to know what stock you’ve had sitting unsold for a long time?

MYOB EXO - General Ledger Report Parameters

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?

MYOB EXO - Creating a New General Ledger Budget

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.

MYOB EXO - Average Cost Adjustment for Stock

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).

MYOB EXO - Reversing Allocations

Have you ever wanted to alter a transaction and needed to un-allocate it?

MYOB EXO - Backing Up Your Database

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?

MYOB EXO - Archiving Sales and Purchase Orders

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.

MYOB EXO - Narratives

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.

MYOB EXO - Customer Pricing Methods

Have you wondered how to set up various pricing levels for your Customers in EXO?

MYOB EXO - Additional Sales Order Function

Did you know that you can create Laybys and recurring Sales Orders in EXO?

MYOB EXO - Invoice Search

This handy tip features a shortcut for the searching of Debtor and Creditor Invoices from your Main EXO Menu!

MYOB EXO - Emailing Invoices and Statements

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!

MYOB EXO - GL Trial Balance Tree

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.

MYOB EXO - Contact Details

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.

MYOB EXO - Help Us Help You

Requesting support via email. What do we need from you?

MYOB EXO - Custom Filter Searching

Did you know that you can create your own Custom Filters in MYOB EXO to filter the records displayed in an MYOB EXO search?

MYOB EXO - Inactive Accounts and Debtor Stop Credit

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?

MYOB EXO - Clarity Report Exporting

Did you know that MYOB EXO can output your clarity reports to a variety of end destinations e.g. PDF, Excel and Word

Check Who Is Logged Into MYOB EXO

Ever wondered how you can check who is logged into EXO at times when you don’t have enough licences available?

MYOB EXO - How to Drill Down from Clarity Reports via the Details Tab

Do you ever need to find out more information about an account or a transaction that’s listed in the report you are running?

MYOB EXO - End of Month Procedures

Have you checked that you have reconciled your Debtors, Creditors and Stock to GL before finalizing your monthly accounts?

MYOB EXO - Custom Buttons

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.

MYOB EXO - Forecast Based Purchase Ordering

Would you like to generate stock orders automatically?

MYOB EXO - Copying Stock Codes

Have you ever wondered if you can copy an existing stock code rather than creating a brand new code?

MYOB EXO - Changing Stock Codes

Have you ever wondered if you can change an existing stock code rather than creating a brand new code?

MYOB EXO - Extra Search Fields

Did you know that you can add extra search columns to search grids and transaction screens?

MYOB EXO Business Version 8.2

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.

MYOB EXO - Sales Analysis Designer

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.

MYOB EXO - More on ‘Grid Ordering and Exporting’

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.