Welcome to M.Y.O.B. Version 6.0!
Welcome to M.Y.O.B. Test Drive Version 6.0!

Click the buttons below to view important information about M.Y.O.B. thats not included in your M.Y.O.B. help files.

IMPORTANT! M.Y.O.B. support options	Upgrading from a previous version...	Customising reports
Using M.Y.O.B.s graph toolbar	Location of M.Y.O.B. files on your computer	Importing and exporting data


M.Y.O.B. announces new support options
M.Y.O.B. support options

BestWare has a variety of support plans for M.Y.O.B. You are eligible for 30 days free support after you register. After that, telephone support is available via our Extended Support Plans.

To obtain your free telephone support, youll need to register your package and obtain your customer number. You will need to quote this whenever you call for support

To register your copy of M.Y.O.B. call us on 01752 201901.


Customising reports

Click here [image] if youd like to print this topic

One of M.Y.O.B.s exciting new features in Version 6.0 is the report customiser. Using the report customiser, you can modify M.Y.O.B. reports so they contain the information and present the look you want. We encourage you to check out this powerful new tool! Below are a few notes about the report customiser you should keep in mind:

To ensure the report customiser works properly, keep in mind that a directory named CUSTOM must exist in the directory in which M.Y.O.B. is installed. (For example, if M.Y.O.B. is installed in the C:\MYOB6 directory, the C:\MYOB6\CUSTOM directory should also exist.) This Custom directory is created automatically when you install M.Y.O.B. A variety of problems may occur if this directory doesnt exist in the proper location.

If you have more than one data file in the same directory (for example, if you have two data files in the C:\MYOB6 directory), all the data files in that directory will have access to the same custom reports, regardless of which data file you used to create the custom reports.

In addition, if you have more than one copy of M.Y.O.B. on your hard disk and you want to access the same custom reports with more than one data file, be sure to use the same copy of the M.Y.O.B. program to open your data files.

When youre naming a custom report, remember to limit the reports name to eight or fewer characters. When you save the custom report, the extension .RPT will be automatically added to the end of the reports name. (Youll see this extension only if you open the CUSTOM directory in File Manager or Windows Explorer.)

When youre designing a report, keep in mind that the filters youve set up in the Report Filters window for the report may determine which fields are available in the Report Design window for the report. If the Report Design window doesnt contain all the fields you want, close the window, change the reports filters in the Report Filters window, then open the Report Design window again.

The Screen Reports window contains a number of new features in Version 6.0, most of which are explained in the M.Y.O.B. Reports and Forms chapter of your Users Guide. One feature that was added after the Users Guide was printed is the ability to zoom from a report displayed in the Screen Reports window to windows in which the information that appears on the report was entered. For example, if youre viewing invoice information on the Invoice Inquiry Report, you can zoom to the Sales window directly from the Screen Reports window. To do this, move the mouse pointer over the information to which you want to zoom; the mouse pointer will change into a magnifying glass. Click your mouse button to zoom to the window in which the information was originally entered.

If your data file is changeable, youll be able to change the information displayed in the window. When you record your changes, the Screen Reports window will reappear; however, the information in the Screen Reports window wont reflect your changes until you close the window and redisplay the report in the Screen Reports window.

Occasionally, after youve used the Report Design window to customise a report, you may notice that some of the columns are wider or narrower than they were before you customised the report. This is normal; M.Y.O.B. attempts to adjust the width of your custom reports so the reports keep a consistent size.

Detailed information about customising reports appears in the M.Y.O.B. Reports and Forms chapter of your Users Guide, as well as in your on-line help and cue cards.


Using M.Y.O.B.'s graph toolbar

When you view a graph in the Analyse Balance Sheet, Analyse Profit & Loss or Analyse Sales window, a toolbar will also appear in the window. Click the buttons in the illustration below for more information about the toolbar.

(This information also appears in your on-line help.)


Location of M.Y.O.B. files on your computer

Click here [image] if youd like to print this topic

Listed below are the names and locations of all the files that are installed on your computer when you perform a complete installation from your M.Y.O.B. diskettes. If you only partially installed M.Y.O.B., not all the files listed here will be on your hard disk.

Files located in the directory in which you installed M.Y.O.B. (for example, C:\MYOB6):

CUE1.HLP

CUSTOM folder (created when you save your first custom report)

DUNZIP.DLL

DZIP.DLL

LETTERS folder

MYOB.EXE

MYOB.HLP

MYOBRES.RES

MYOBUPG.EXE

MYOBURES.RES

README.HLP

WIDGETS.DAT

TUTOR.DAT

Files located in the C:\WINDOWS directory:

HYPRVIEW.INI

MYOB.INI

Files located in the C:\WINDOWS\SYSTEM directory:

CHARTFX2.DLL

CTL3DV2.DLL

HYPRFIND.DLL

HYPRVIEW.DLL

HYPRVIEW.HLP


Export Chart button

Click this button to create an export file of the information that appears in the window.


Copy to Clipboard as Bitmap button

Click this button to copy the contents of this window as a bitmap graphic onto your Clipboard.


Copy to Clipboard as Data button

Click this button to copy the contents of this window as actual data onto your Clipboard.


Print button

Click this button to print the graph thats displayed.


Change Colour button

Click this button to choose a colour to apply to a specific part of the graph thats displayed. After you select a colour, click the part of the graph whose colour you want to change.


3D-2D button

Click this button to change the graph to either a three-dimensional view or a two-dimensional view.


Rotate button

Click this button to rotate the graph.


Z-Clustered Series button

Click this button to change various attributes of the data youre viewing in this window.


Zoom button

Click this button to view information in more depth.


Show/Hide Legend button

Click this button to either show or hide the graphs legend.


Show/Hide Legend Series button

Click this button to either show or hide the graphs legend series.


Vertical Grid button

Click this button to display the graph in a vertical grid.


Horizontal Grid button

Click this button to display the graph in a horizontal grid.


Edit Titles button

Click this button to change the titles that appear with the graph.


Change Text Fonts button

Click this button to change the fonts that appear in text in the graph window.


Tools button

Click this button to access a variety of tools with which you can modify the graph. The available tools allow you to view colour and pattern palettes and change legends and legend series. You can also temporarily change the information that appears in the graph so you can see what the graph would look like with different data.


Importing and exporting data

Click here [image] if youd like to print this topic

Version 6.0 significantly increases the types of information that you can import into M.Y.O.B. and export from M.Y.O.B.: you can now import and export all types of sales and purchasing transactions. (In previous versions of M.Y.O.B., only other sales and other purchases could be imported and exported.) We hope this added functionality saves you many hours of work!

The topics below provide information about importing and exporting thats not covered in your M.Y.O.B. documentation.

The import process does not check the data youre importing for duplicate ID numbers, so its possible that you may end up with transactions with the same ID numbers. For example, if your data file already has a sales transaction assigned the ID number 0001 and you import a sales transaction that is also assigned ID number 0001 into your data file, your data file will contain two sales transactions numbered 0001. This situation will occur regardless of whether youve marked the Warn for Duplicate Numbers selections in the Preferences window.

When you export M.Y.O.B. sales and purchasing transactions, any payments made on those transactions arent exported along with those transactions. Therefore, if you import sales and purchasing transaction data that youve exported from another M.Y.O.B. Version 6.0 data file, the data file into which you imported data may not be accurate if payments had been made on the transactions you imported. To correct this situation, youll need to manually enter the transactions payment information into the data file into which you imported the sales and purchasing transactions.

For instance, say you created an item invoice in data file A, and you then assigned a payment to it in data file A. When you export the item invoice information from data file A, the payment you assigned to the item invoice wont be exported. When you import the item invoice information into data file B, the item invoice will exist in data file B, but its payment information will not exist in data file B. In data file B, therefore, youll need to use the Customer Payments window to enter the item invoices payment information.

To acquire the payment information youll need to enter, print an Invoice Inquiry Report or a Purchase Order Inquiry Report from the data file from which you exported the transactions. (In the example above, youd print an Invoice Inquiry Report from data file A.)

Keep in mind, however, that youll need to perform an additional step if you also import journal entries into a data file. Payment transactions will appear as journal entries in your Nominal Journal if you import them; however, the payments wont be associated with the sales and purchasing transactions you imported. To use the example above, if you imported the payment you made in data file A into data file B, the payment will appear in data file Bs Nominal Journal, but wont be assigned to the item invoice you imported into data file B. To ensure your accounting records are correct, you must delete the payment transaction you imported from data file Bs Nominal Journal in addition to making the entry in the Customer Payments window described above.

In step 6 of the Importing QIF information section of the Maintaining Your Data chapter of your Users Guide (page 10-36), youre told that you can create new M.Y.O.B. accounts to track information about your QIF accounts. This information is incorrect; you can only choose an existing M.Y.O.B. account to track your QIF information. (If you want, you can create a new account for this purpose before you begin the QIF importing process, then choose the new account when you reach step 6.)


If youre upgrading from a previous version...

Click here [image] if youd like to print this topic

If youve been tracking job information in a previous version of M.Y.O.B., we encourage you to examine the improvements weve made to job tracking in Version 6.0!

When you upgrade your data file (as explained in your Getting Started manual), all job information youve entered in the previous version of M.Y.O.B. will still exist. Take a few moments to read the following information, which will help you learn how to work with your existing job information in Version 6.0.

All jobs you created in your previous version of M.Y.O.B. will appear as Level 1 detail jobs in Version 6.0. Initially, these existing jobs will not be set up to track reimbursable expenses; if you want these existing jobs to begin tracking reimbursable expenses, youll need to mark the Track Reimbursables selection in the Edit Job window for each job.

If you havent purged any transactions that were assigned to jobs in your previous version of M.Y.O.B., youll be able to view a comprehensive account-by-account breakdown of your job activity in the Analyse Jobs window.

If youve purged some of the transactions that were assigned to jobs in your previous version of M.Y.O.B., youll be able to view an account-by-account breakdown of your job activity in the Analyse Jobs window; however, the amounts youll see wont necessarily be the total amounts that have been assigned to each account that appears in the window. Heres what youll see:

The balance of the income account that appears at the top of the list in the Analyse Jobs window is the sum of two amounts:

1.	The total income amount applied to that account from the transactions you havent purged, and

2.	The total income amount assigned to all purged transactions assigned to the job.

Keep in mind that this account is not necessarily the same account that was used to track income from the purged transactions assigned to the job.

The balances of all other accounts in the Analyse Jobs window reflects the activity from unpurged transactions only.

If youve purged all the transactions that were assigned to jobs in your previous version of M.Y.O.B., you wont be able to view a detailed account-by-account breakdown of your job activity in the Analyse Jobs window. Instead, in the Job Opening Balances window, youll notice that the total income amount for the entire job will be assigned to the first income account in the scrolling list. If you want, you can make changes in the Job Opening Balances window so the income account balances in the scrolling list reflect the actual activity for the job.