Are you looking to make the most out of your MYOB Advanced Cloud ERP? With regular updates introducing new features and functions, it can be challenging to keep up with all the ways you can streamline your workday.
Our comprehensive "How To" webinar offers valuable tips and tricks that can save you time and improve your experience with MYOB Advanced. Start using these tips today by watching the webinar now.
In this video, I will walk you through a few tips and tricks that will help you use MYOB Advanced more efficiently.
How to Change the Look and Feel of MYOB Advanced
Shortcuts and visual cues provide some of the easiest ways to streamline your most common work tasks, and MYOB Advanced is so flexible that each user can customise their personal views and shortcuts to improve their own workflows.
Add a website to your dashboard (watch)
Adding the website of a supplier or another commonly visited website directly to your MYOB Advanced home dashboard can save time.
Change the colours on your MYOB Advanced screens (watch)
If all your MYOB Advanced screens look the same, it can be hard to tell which company (or test company) you’re working in. By changing the colours in your different companies, you will always know which company you’re working in.
Optimise your screen layouts and access data faster
Each user can develop their own layouts to boost their productivity.
Rearrange grids and create filters (watch)
There are 2 ways to rearrange the columns in your grid reports. You can also filter the information on your screen, so you only see what’s relevant to your current inquiry. Best of all, your grid rearrangements are personalised to you – every member of your team can view the same grid differently!
Create custom tabs (watch)
Each screen provides a series of tabs that help you view specific data. On a Sales Order screen, a specific tab could display all the credit card transactions.
Save time with repeat orders
Copy and paste an order / create order templates (watch)
Often, you’ll have a customer who makes the same order at regular intervals. Instead of creating their order from scratch each time, you can either copy/paste an order or create document templates.
Store helpful documents within Advanced (watch)
You can easily drag and drop documents directly from your computer files into MYOB Advanced. This helps you use Advanced more efficiently because it creates a single lookup point for your team to find important documents with the universal search.
Refresh Excel spreadsheets with updated MYOB Advanced data (watch)
Many business leaders know that they can download their MYOB Advanced data into Excel, but few of them know that they can then refresh their Excel spreadsheet with up-to-date MYOB Advanced data.
Simplify your month-end close by setting the date (watch)
Closing the books at the end of the month always requires you to enter data past month-end. This tip makes it easy to ensure that your entries will remain in the month they belong in, instead of the current month.
Shortcut Keys in MYOB Advanced
If you are used to keyboard shortcuts from previous systems you’ve used, or if you simply dislike wasting the time it takes to move around your mouse, you will love these keyboard shortcuts.
View the full list of shortcuts here.
Watch the video overview of the below shortcuts (watch)
- Quick filter with Ctrl+F
- Remove a filter with Shift+F
- Look up data with F3
- View all fields in a grid on a single screen in Form View with F4
- Jump your cursor to the universal Search field with Ctrl+Q
Improve Your Report Writing or Report Design Skills
The DAC Schema Browser in MYOB Advanced shows all the granular metadata you need to build impressive reports. The Inspect Element function helps you understand how to build relational tables.
Report writing and design with the DAC Schema Browser (watch)
Access More Tips & Tricks Resources
There are many great resources available to help you use MYOB Advanced more efficiently. Of course, you are always welcome to reach out to our team at Verde, but you can also explore your ERP’s capabilities by visiting the following sites.
MYOB Community site
MYOB Academy
We’ve put together a library of MYOB Advanced videos to help you learn the most useful tips for time-saving and efficiency. Subscribe to the YouTube channel where these videos are listed and click the bell icon when you subscribe to receive notification of new videos when they are posted.
Be sure to review our previous blogs, our MYOB Advanced Support Page and our User Interface Enhancement Page.
MYOB Advanced Cloud ERP offers a powerful midmarket ERP for companies seeking complete data visibility for better decision-making. It offers exceptional accounting, finance, and operational data, and integrates with many popular third-party tools. With sufficient training and tips and tricks such as these, you will master the system quickly and gain exceptional value from it.
