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Training Content Areas |
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Module 1: Getting Started |
Module 2: Sales and Orders |
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Understand the key features of MYOB Exo Business
Select and open Exo Business databases
Be familiar with the menu structure and account masters
Search for and access transactional information
Navigate Exo Business using function keys
Manipulate Exo Business views using ExoGrid
Enter debtors, creditors and contacts
Use account tabs to record additional information
Utilise Task Scheduler to manage daily business activity
Print, review and export standard reports
Utilise the Help function in Exo Business |
Introduction to the Exo Business standard sales cycle
Enter sales orders and discounts.
Process a sales order and generate invoices.
Email /Print invoices.
Selling kits
Receive and allocate payments
Search for invoices
Edit invoice reference fields
Generate credits
Access auto order templates for customers
Process backorders and standing orders
Produce standard sales reports |
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Module 3: Purchasing & Stock Costs |
Module 4: Maintaining Stock |
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Introduction to the Exo Business standard purchasing cycle
Purchase a non-stock item
Setup a new stock item (stock groups, min max etc)
Raise purchase orders (stock cycle)
Receive items into stock
Cost stock items and on-costs (inwards goods)
Enter creditor invoices (stock and non-stock)
Calculate stock reorder requirements (Forecast based PO’s)
Enter serials of purchased items
Prepare standard purchases reports |
Adjust stock quantities
Track and edit serial numbers
Conduct a stocktake
Create kits for selling groups of stock items
Create bill of materials (builds) for building new stock items
Use works orders to manufacture new stock items
Prepare standard stock reports |
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Module 5: Receivables, Payables & Reconciliation |
Module 6: GL & End of Period |
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Receive multiple debtor payments
Make debtor adjustments
Make payments to creditors (CPP)
Make creditor adjustments
Issue statements
Enter payments using integrated cashbook
Undertake a Bank Reconciliation
Prepare the Business Activity Statement
Prepare standard reports |
Enter GL transactions
Establish GL budgets
Review GL batches
Backup the data file
Run Foreign Exchange variance calculations
Post sub-ledgers to the General Ledger
Reconcile sub-ledgers to General Ledger
Roll End of Periodv
Prepare standard management reports. |