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Regional Training 2011. Welcome. Agenda. 12.30pm Technical 2.00pm Afternoon Tea 2.30pm Technical 4.00pm Cell Group & FAC Meeting 4.30pm Business Development 5.00pm Nigel Thomson 5.20pm Clive Barrett 5.45pm Q&A and Awards. Technical Training. Yammer update
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Regional Training 2011 Welcome
Agenda • 12.30pm Technical • 2.00pm Afternoon Tea • 2.30pm Technical • 4.00pm Cell Group & FAC Meeting • 4.30pm Business Development • 5.00pm Nigel Thomson • 5.20pm Clive Barrett • 5.45pm 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. • Add Topics to Posts • Add your picture • Post Updates, Questions. Links, etc • Post to Followers or Groups. • Click to Follow people
Yammer – Details and followers 2. • Setup your contact details • Follow everyone – different to FaceBook “friends”. 1.
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
ATO Benchmarks • Industry Overview • Performance Benchmarks • Geographical Trends • Cash Sales Benchmarks • Input benchmarks – materials • Input Benchmarks - sales turnover • See Handout and Practical
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: • The default used is the Bill To address • Whichever address is selected currently in the Customer Card • 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: • The default used is the Bill To address • Whichever address is selected currently in the Customer Card • 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: • In AccountRight select the Help Menu > Register for updates, and enter the MYOB Serial Number • In AccountRight select the Services Menu > Register for Updates • Call MYOB Client Support to register
MYOB CC Questions 2. To Register a computer for Automatic updates you perform which of the following: • In AccountRight select the Help Menu > Register for updates, and enter the MYOB Serial Number • In AccountRight select the Services Menu > Register for Updates • 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: • True • 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: • True • False
MYOB CC Questions 4. In AccountRight you are unable to enter Sales through the Customer Card in the Cards List: • True • False
MYOB CC Questions 4. In AccountRight you are unable to enter Sales through the Customer Card in the Cards List: • True • 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: • Enter Sales • Print Jobs List • Reconcile Accounts • 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: • Enter Sales • Print Jobs List • Reconcile Accounts • View Log
MYOB CC Questions 6. When in an Employee Card you are able to print an “Entitlement Balance Details” Report: • True • False
MYOB CC Questions 6. When in an Employee Card you are able to print an “Entitlement Balance Details” Report: • True • False
Cell Group Meeting and FAC State Rep and Michelle SA Hank Middleton WA Albert De Gouviea VIC Jennifer Blainey NSW Anthony Furniss QLD 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 Influences Control
Maintaining controlGroup Scope • What CAN you control in your cash flow?
Group Scope Maintaining control • 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