Regional Training 2011

1. Regional Training 2011 Welcome

2. 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

3. Technical Training Yammer update Fuel Tax Credits – best practice Excel graphics MYOB CC Questions MYOB Program updates Practical – Using ATO benchmarks

4. 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/

5. 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/

6. 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

7. Yammer – Details and followers 2. • Setup your contact details • Follow everyone – different to FaceBook “friends”. 1.

8. 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”

9. 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

10. Online quoting - ServiceSeeking

11. ATO Benchmarks • Industry Overview • Performance Benchmarks • Geographical Trends • Cash Sales Benchmarks • Input benchmarks – materials • Input Benchmarks - sales turnover • See Handout and Practical

12. ATO Benchmarks

13. ATO Benchmarks

14. Afternoon Tea • 2.30pm - 3.00pm

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. MYOB CC Questions 4. In AccountRight you are unable to enter Sales through the Customer Card in the Cards List: • True • False

23. MYOB CC Questions 4. In AccountRight you are unable to enter Sales through the Customer Card in the Cards List: • True • False

24. 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

25. 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

26. MYOB CC Questions 6. When in an Employee Card you are able to print an “Entitlement Balance Details” Report: • True • False

27. MYOB CC Questions 6. When in an Employee Card you are able to print an “Entitlement Balance Details” Report: • True • False

28. Nigel and Clive

29. 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

30. Cell Group Meeting and FAC Recap: the last twelve months Regional marketing initiatives Operations & business improvements General

31. Business Development Debbie Stanton • You must have cash • Effects on cashflow • Maintaining control • Creating a financial safety net

32. Importance of cash flow • You must have cash to run your business

33. What effects your cash flow Influences Control

34. Maintaining controlGroup Scope • What CAN you control in your cash flow?

35. Group Scope Maintaining control • What situations outside of your control have an impact on your cash flow

36. Creating a financial safety net • What to consider first • Methods of creating a plan

37. Q&A and Awards • Q&A • Awards • Close