Choose Save As from the Edit menu. The Save As dialog box will
appear. Save the document using a name other than the template's
earlier name (the name we asked you to note in step 5). That way,
you'll be able to use the original template again in the future if
you wish to do so. Be sure your modified template has a .wpt
extension, and be sure to save it in the Letters folder inside your
Accounting Plus software folder.
8.
Local Disk
Master List
Upgrading Your Data File Overview
To prepare to upgrade your current data file for use on your
peer-to-peer network
To upgrade your current data file for use with MYOB Accounting
Plus
Creating a new data file Overview
To prepare to use the New Data File Wizard
To start the New Data File Wizard
To use the New Data File Wizard
Easy Setup Wizard Overview
To start the Easy Setup Wizard
To use the Easy Setup Wizard
Your Company Overview
To enter your company's payroll information
To set up your business calendar
To set up Accounting Plus to conform to the way you work
To set up Accounting Plus to help you preserve the accuracy of your
accounting entries
To automatically create business contacts
To automatically print transactions when you enter them
To customize the way you work with forms and reports
To create identifiers
To label a pricing level
To assign a pricing level to a customer card
To enter a label for a custom list
To create list entries on a custom list
To change a list entry on a custom list
To delete a list entry on a custom list
To create tax codes
To change tax codes
To remove tax codes
To create a sub-password
To change a sub-password's access rights
To remove a password
Updates/Tax Tables Table of Contents
Reinstalling MYOB Accounting Plus Overview
To reinstall MYOB Accounting Plus
Tax Updates Overview
To load tax tables
General Journal Entries Overview
To record depreciation
To find a General Journal entry
To find a recurring General Journal template
To display a list of recurring General Journal templates (and
record them, if you wish)
file:///C|/^^^^^US 10 PDFs/PDFOutput/20GJEntries-11.htm
To change a recurring General Journal template's name or
frequency
To change a recurring General Journal template's line items and
other information
To remove a General Journal entry
file:///C|/^^^^^US 10 PDFs/PDFOutput/20GJEntries-16.htm
To reverse a General Journal entry
Accounts Overview
To change an account's level
To inactivate (or reactivate) an account
To remove an account
Creating jobs - Step 1
Creating jobs - Step 2
Creating jobs - Step 3
Creating jobs - Step 4
Creating jobs - Step 5
Creating jobs - Step 6
Creating jobs - Step 7
Tip #1: Look for the Job column in transaction entry windows
Tip #2: Don't forget to assign all line items in a transaction to
the appropriate jobs
Tip #3: Remember the jobs for which you're tracking
reimbursables
Tip #1: Become familiar with how various sales types affect
reimbursements
Tip #2: Use a "placeholder item" to track reimbursements on item
sales
Tip #3: Use a special account to track reimbursements on other
types of sales
file:///C|/^^^^^US 10 PDFs/PDFOutput/14Jobs-14.htm
To bill the customer for job expenses
To reverse job expenses after they've been billed to the
customer
To find a job
To analyze your job activity
To change a job's level
To inactivate (or reactivate) a job
To remove a job
To remove a reimbursable expense transaction
Checkbook Table of Contents
file:///C|/^^^^^US 10 PDFs/PDFOutput/10SpendMoney-01.htm
To record purchases made using a company credit card
To record a payment on a credit card account
To create a recurring Spend Money template
file:///C|/^^^^^US 10 PDFs/PDFOutput/10SpendMoney-09.htm
To find a Spend Money transaction
To find a recurring Spend Money template
To display a list of recurring Spend Money templates
To change a Spend Money transaction
To change a recurring template's name or frequency
To change a recurring template's line items and other
information
To remove a Spend Money transaction
To remove a recurring template
To void a check number
To reverse a Spend Money transaction
To enter a withdrawal using the General Journal Entry window
To enter a withdrawal using the Spend Money window
To print checks
Receive Money Overview
To find a Receive Money Transaction
To find a recurring Receive Money template
To display a list of recurring Receive Money templates
file:///C|/^^^^^US 10 PDFs/PDFOutput/11ReceiveMoney-09.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/11ReceiveMoney-11.htm
To change a recurring Receive Money template's name or
frequency
To change a recurring Receive Money template's line items and other
information
To remove a Receive Money transaction
file:///C|/^^^^^US 10 PDFs/PDFOutput/11ReceiveMoney-15.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/11ReceiveMoney-17.htm
To reverse a Receive Money transactions
To reverse a receipt that was recorded on a bank deposit for
undeposited funds
file:///C|/^^^^^US 10 PDFs/PDFOutput/11ReceiveMoney-20.htm
Sales Table of Contents
To enter a blank line between line items
To assign a line item on a sale to more than one job
Entering sales - Step 5
To delete sales information
Entering sales - Step 6
To enter line items on a time billing invoice automatically
To enter line items on a time billing invoice manually
Billing for time - Step 1
Billing for time - Step 2
Billing for time - Step 3
Billing for time - Step 4
file:///C|/^^^^^US 10 PDFs/PDFOutput/04Sales-20.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/04Sales-21.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/04Sales-22.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/04Sales-23.htm
To track sales on retainer using a customer credit
To track sales on retainer using an order
To choose the forms you want to print
To choose a form layout for your sales forms
To print and reprint your sales forms
To reprint a single sale
To choose the statements you want to print
To choose a form layout for your statements
To print your statements
To find a sale
To view sales in the Sales Register
To display a list of all sales on your computer screen using the
Transaction Journal
To display a list of open sales on your computer screen using the
To Do List
To display a list of recurring sales on your computer screen using
the To Do List
To display a list of orders on your computer screen using the To Do
List
To print a list of all your sales
To print a list of your sales grouped by status
To print a list of all your recurring sales
To view a sale's history
To change a sales transaction from the Inquiry Register
window
To view the amounts you're owed
To analyze your sales activity
To change a quote or order
To change an invoice
To change a recurring template's line items and other
information
To convert a quote into an order or invoice from the Sales
window
To convert a quote into an order or invoice from the Sales
Register
To convert an order into an invoice using the Sales window
To convert an order into an invoice from the Sales Register
To remove a quote
To remove an order with no payment applied to it
To remove an invoice with no payment applied to it
To remove an order with a payment applied to it
To remove an order with a deposit applied to it, and to write a
refund check for the deposit amount.
To remove an invoice with a payment applied to it
To remove a recurring template
To reverse an invoice
To credit a customer's account for an item invoice when the
customer didn't return all the items
Customer Payments Overview
Entering customer payments - Step 1
Entering customer payments - Step 2
Entering customer payments - Step 3
Entering customer payments - Step 4
To find a customer payment
To remove a customer payment
To reverse a customer payment
To reverse a customer payment if it was recorded on a bank deposit
for undeposited funds
To handle a bounced check
To reverse a bounced check that was recorded on a bank deposit of
grouped undeposited funds
Customer Credits Overview
To apply a customer credit (from the Sales Command Center)
To apply a customer credit (from the Customer Payments
window)
To write a refund check (from the Sales Command Center)
To write a refund check (from the Customer Payments window)
To find a customer credit before it's settled
To find a customer credit after it's applied
To find a customer credit after you've written a refund check for
it
To remove an applied customer credit or a customer's refund
check
To reverse an applied customer credit
To reverse a customer's refund check
To use a customer credit to remove a customer's bad debt
file:///C|/^^^^^US 10 PDFs/PDFOutput/07Purchases.htm
To enter a blank line between line items
To assign a line item on a purchase to more than one job
Entering purchases - Step 4
file:///C|/^^^^^US 10 PDFs/PDFOutput/07Purchases-09.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/07Purchases-10.htm
Entering purchases - Step 5
To choose a form layout for your purchase forms
To print and reprint your purchases
To reprint a single purchase
To record a recurring template (from the Purchases window)
To find a purchase
To view purchases in the Purchases Register
To display a list of all purchases on your computer screen using
the Transaction Journal
To display a list of all open purchases on your computer screen
using the To Do List
To display a list of open purchases with expiring discounts on your
computer screen
To display a list of recurring purchases on your computer screen
using the To Do List
To display a list of orders on your computer screen using the To Do
List
To print a list of all your purchases
To print a list of your purchases by status
To print a list of all your recurring purchases
To view a purchase's history
To change a transaction from the Inquiry Register window
To view the amounts you owe
To change a quote or order
To change a bill
To change a recurring template's line items and other
information
file:///C|/^^^^^US 10 PDFs/PDFOutput/07Purchases-35.htm
To convert a quote into an order or bill
To convert a quote into an order or bill from the Purchases
Register
To convert an order into a bill using the Purchases window
To convert an order into a bill from the Purchases Register
To remove a quote
To remove an order with no payment applied to it
To remove a bill with no payment applied to it
To remove an order with a payment applied to it
To remove an order with a deposit applied to it, and to enter a
refund check from the vendor for the deposit amount
To remove a bill with a payment applied to it
To remove a recurring purchase
To reverse a bill
To create a vendor debit for an item bill when you didn't return
all the items that were on the bill
Vendor Payments Overview
To find a vendor payment or a deposit
To remove a vendor payment
file:///C|/^^^^^US 10 PDFs/PDFOutput/08VendorPay-07.htm
Vendor Debits Overview
To apply a vendor debit (from the Purchases Command Center)
To apply a vendor debit (from the Vendor Payments window)
To receive a refund check (from the Purchases Command Center)
To receive a refund check (from the Vendor Payments window)
To find a vendor debit before it's settled
To find a vendor debit after it's applied
To find a vendor debit after you've received a refund check for
it
To remove an applied vendor debit or a vendor's refund check
To reverse an applied vendor debit
To reverse a vendor's refund check
To reverse a vendor's refund check that was recorded on a bank
deposit for undeposited funds
Inventory Table of Contents
Creating items - Step 1
To create a record for an item you buy, sell and inventory
To create a record for an item you buy and sell, but don't
inventory
To create a record for an item you buy for office use only
To create a record for an item you build from components
To create a record for an item you use only as a component to build
other items
To create a record for a "service item"
To create an item whose information you copy from another
item
To create a record for an "item" that serves a special purpose on a
sale or purchase
To enter historical information about an item
To enter a description of an item
To display a picture (or change the picture you display)
To remove a link to a picture
To enter pricing level information for an item
To copy pricing level information from another item record
Creating items - Step 2
file:///C|/^^^^^US 10 PDFs/PDFOutput/17Items-19.htm
To change the price of many items at one time
To change the price of many items at one time using pricing
shortcuts
To inactivate (reactivate) items
To adjust an item's quantity and unit cost
To adjust an item's total value and unit cost
To find an inventory adjustment
Inventory Transfers Overview
To auto-build an item
To find an inventory transfer
Payroll Table of Contents
To change a wage
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-10.htm
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-11.htm
To change a deduction
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-14.htm
To change an employer expense's linked account
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-17.htm
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-19.htm
To remove a wage
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-21.htm
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-22.htm
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-23.htm
To remove a deduction
file:///C|/^^^^^US 10
PDFs/PDFOutput/12PayrollCategories-25.htm
Paychecks Overview
To choose a form layout for your paychecks
To print and reprint your paychecks
To reprint a single paycheck
To record a recurring paycheck
To find a paycheck
To display a list of all your paychecks
To display a list of recurring paychecks
To print a list of all your paychecks
To print a list of all your recurring paychecks
To analyze your payroll activity
To change a recurring paycheck's name or frequency
To change a recurring paycheck's line items and other
information
To remove a paycheck
To reverse a paycheck
To reverse a paycheck that was recorded using a previous version of
Accounting Plus (except Accounting Plus Version 9) or Premier
Version 1
Time Billing Table of Contents
Time Billing Activities Overview
Creating activities - Step 1
Creating activities - Step 2
To inactivate (or reactivate) an activity
To remove an activity
To review summary activity slip information
To change a single activity slip
To change multiple activity slips or add detail to an activity
slip
To remove an activity slip
To adjust your books to reflect work in progress
Card File Table of Contents
Cards Overview
To remove a card
file:///C|/^^^^^US 10 PDFs/PDFOutput/21BusContacts-02.htm
To find any business contact
To find a list of people you need to recontact
To remind yourself to do a task
To track the usage of a company car
To track business travel
To remove business contacts
file:///C|/^^^^^US 10 PDFs/PDFOutput/28YourDataFile-01.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/28YourDataFile-02.htm
Your Data File Overview
To create a data file while MYOB Accounting Plus is running
To create a data file when MYOB Accounting Plus isn't running
To change the name of your data file
To move a data file
To make a backup
To restore a backup
To verify your data file
To optimize a data file
To import account, item, card, General Journal entry, activity,
activity slip, sale and purchase information
To import QIF information
To export account, item, card, General Journal entry, activity,
activity slip, sale, and purchase information
To export company information, accounts and journal entries to
CaseWare
To export data for use in personalized letters
To export a list of customers who have unpaid invoices
Import and Export Fields Table of Contents
Import and Export Fields Overview
Cards Fields
Account Fields
Items Fields
file:///C|/^^^^^US 10 PDFs/PDFOutput/32AppendixFields-07.htm
Time Billing Sales Fields
Journal Entries Fields
Working with your data file on a network Overview
To print a report showing entries identified by user IDs
To print a report showing your entries for the session
To automatically print a report showing your entries for the
session
To set up MYOB Accounting Plus so on-screen information is updated
automatically
To update on-screen information manually
Networking with MYOB Accounting Plus Overview
An introduction to networks
What is a network?
Network topologies
Putting it all together
Constructing your peer-to-peer network
Optimizing your network to ensure that Accounting Plus runs at peak
performance
Setting up your network software
Checking and installing network protocols
Installing MYOB Accounting Plus and creating a data file
Setting up file sharing, mapping network drives and creating
shortcuts
Optimizing Accounting Plus to ensure it's running as fast as it
can
Multicurrency Table of Contents
To update foreign currencies
To print the Currency - Unrealized Gain/Loss Report
To record unrealized gains and losses
To automatically reverse your General Journal entry from the
previous month
To manually reverse your General Journal entry from the previous
month
To transfer funds from a U.S. account into a foreign account
To transfer funds from a foreign account into a U.S. account
Month-end Procedures Table of Contents
Month-end Procedures Overview
To print a balance sheet for budget analysis
To review your budget
To review cash flow
To purge closed invoices
To view purged information using the Sales Journal -- if you purged
detail only
To purge closed bills
To view purged information using the Purchases Journal -- if you
purged detail only
To purge journal entries
To purge activity slips
To purge business contacts
To reconcile an account
To reconcile an account for the first time using Accounting
Plus
To print the Tax Liabilities Report
To close an accounting period
file:///C|/^^^^^US 10 PDFs/PDFOutput/26Year-endProc.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/26Year-endProc-03.htm
file:///C|/^^^^^US 10 PDFs/PDFOutput/26Year-endProc-04.htm
Reports Table of Contents
file:///C|/^^^^^US 10 PDFs/PDFOutput/22Reports-01.htm
To choose a font for a specific report or form
file:///C|/^^^^^US 10 PDFs/PDFOutput/22Reports-06.htm
To filter a report
To design a report
To format a report
To save a report as a custom report
To display a report on your computer screen
To print a report
To save a report as a file on a disk
To create a report batch
To print a report batch
To change a report batch
To remove a report batch
Report Finder
940 Report
941 Report
Analyze Purchases [Vendor Spreadsheet]
Analyze Sales [Activity Spreadsheet]
Analyze Sales [Customer Spreadsheet]
Analyze Sales [Item Spreadsheet]
Analyze Sales [Salesperson Spreadsheet]
Balance Sheet [Spreadsheet]
Profit & Loss [Spreadsheet]
Profit & Loss [with Year to Date]
Purchase History by Vendor [OfficeLink]
Bill Inquiry
Purchases Register [Quotes]
Sales Register [Quotes]
Sales Tax [Detail]
To Do List [Orders to be Shipped & Received]
To Do List [Overdue Contacts]
To Do List [Payables]
To Do List [Receivables]
Trial Balance [Detail]
Trial Balance [Summary]
Vendor Payment History
Collecting Money: Who, How Much, and How Long
Customer Sales: Who, What, and How Much
Looking at Jobs: Are you Making a Profit?
Owing Money: Who, How Much, and How Long
Item Sales: What's Selling and Who's Buying
Items: What's Here, What's Promised, What's on Order
Moving Your Data to a Spreadsheet for Analysis
Analyzing Your Cash Flow
Analyzing Income and Expenses
What's a Report Batch?
Graphs Table of Contents
To make details stand out in a pie graph
To use the graph toolbar
file:///C|/^^^^^US 10 PDFs/PDFOutput/24Graphs-06.htm
Forms Table of Contents
To add a check form between two stubs
To print your item numbers on an item purchase
To change the size of your labels
To change the position of your labels
Printing Table of Contents
To email a report
To save an sale or purchase as a PDF file that you can attach to an
email
To save a report as a PDF file that you can attach to an
email
To send an email message using the Card Information window
To fax a sale or purchase
To fax a report
OfficeLink Table of Contents
OfficeLink Templates - General Ledger Tab
OfficeLink Templates - Checkbook Tab
OfficeLink Templates - Sales Tab
OfficeLink Templates - Purchases Tab
OfficeLink Templates - Payroll Tab
OfficeLink Templates - Inventory Tab
OfficeLink Templates - Card File Tab
To send personalized letters to multiple people in your Card
File
To send personalized letters to a single person or company
To send personalized letters to customers who have unpaid
invoices
To choose an OfficeLink template for personalized letters
Apology letter
Backorder letter
Blank letter
To view OfficeLink field codes
To modify Microsoft Word templates
To modify Corel WordPerfect templates
Keyword: errors, error messagesTroubleshooting Alert Messages Table
of Contents
Keyword: errors, error messagesTroubleshooting Alert Messages
Overview
A network error xxx has occurred.
A network error xxx has occurred. Unable to send message to
yyy
An error occurred when/while...
Another user is currently backing up this data file. Unable to sign
on at this time; please try again later.
I cannot find the MYOB Accounting Plus data file named Widgets,
Inc..
Index 32
MYOB Accounting Plus was unable to register on the network. Please
restart your computer to restore network services.
Network services are not available.
Network services, which are required for multi-user access, could
not be initialized...
No more than 10 data files in any folder may be opened at one
time.
Someone else has already signed on with the same User ID...
Termination Code...
The data file you have selected is a BESTBOOKS data file...
The data file you have selected is an MYOB data file...
The file you have chosen is not an MYOB Accounting Plus data
file.
The data file you have selected is Version x. MYOB Accounting Plus
requires Version y files...
The data file you have selected is customized for (country). This
version of MYOB Plus is for use in the United States.
The file name may not contain an `!'. Please choose a different
name.
The path to the file may not contain an `!'. Please choose a
different folder.
This file is damaged and cannot be used.
Unable to access data file
Unable to open file; file may be locked or in use, or access
privileges may be incorrect...disk may be full.
WARNING: You have room to store only x more characters of
information on your disk.
You have reached the maximum number of simultaneous users allowed
under your MYOB Accounting Plus Workstation License...
file:///C|/^^^^^US 10 PDFs/PDFOutput/34alerts-26.htm
You can't start MYOB Accounting Plus or open a data file
You can't find your company's data file
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