About the course

The MYOB Exo Business Head Start training course delivers the skills and knowledge you need to account for the regular transactions of your business using MYOB Exo Business.

It consists of six modules that provide a complete overview of the core MYOB Exo Business Management Software. You can choose to complete all six modules, or a combination of modules that best suit your role in the business.

Course duration

Each of the six modules take half a day to complete, so it requires three days to complete the full course.

Prerequisites

  • Module 1: Getting Started must be completed prior to commencing any other module.
  • Participants should be able to operate a computer using Microsoft Windows.
  • Basic bookkeeping knowledge is recommended for those participants completing Module 5: Receivables, Payables and Reconciliation or Module 6: General Ledger (GL) and End of Period.

Once you have completed Module 1: Getting Started, any or all of the five other modules can be completed. The modules are grouped so that participants will enjoy a logical sequence of learning when they attend both the morning and afternoon sessions on any one day.

Who should attend

You should complete the entire course if you:

  • Already use MYOB Exo Business in your business and need a more comprehensive knowledge of all aspects of MYOB Exo Business.
  • Are currently working with an implementing partner to install MYOB Exo Business in your business.

If you are unable to attend the full course, check the module outlines below to see which individual modules may suit you.

Training modules

  • Module 1: Getting Started (Required)
  • Module 2: Sales & Orders
  • Module 3: Purchasing and Stock Costs
  • Module 4: Maintaining Stock
  • Module 5: Receivables, Payables and Reconciliation
  • Module 6: General Ledger (GL) & End of Period

Course outline

Click on the tabs below to see what is covered in each module of the MYOB Exo Business Head Start course.

Module 1: Getting Started

  • Understand the key features of MYOB Exo Business
  • Select and open MYOB Exo Business databases
  • Become familiar with the menu structure
  • Become familiar with account masters
  • Search for and access transactional information
  • Navigate MYOB Exo Business using function keys
  • Manipulate MYOB Exo Business views using ExoGrids
  • Enter debtors, creditors and contacts
  • Use account tabs to record additional information
  • Utilise Task Scheduler to manage daily business activities
  • Print, review and export standard reports
  • Utilise the Help function in MYOB Exo Business

You should complete this module if you work in a business that uses MYOB Exo Business and require the how-to’s, handy tips and techniques for working with MYOB Exo Business.

NOTE: This module is a prerequisite for Modules 2-6.

Module 2: Sales & Orders

  • Introduction to the MYOB 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 back orders and standing orders
  • Produce standard sales reports

You should complete this module if you process sales and produce sales reports. This highly practical module will enable you to "hit the ground running" when you return to the workplace.

Module 3: Purchasing and Stock Costs

  • Introduction to the MYOB Exo Business standard purchasing cycle
  • Purchase a non-stock item
  • Set up 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)
  • Calculate stock reorder requirements (Forecast-based POs)
  • Enter serials of purchased items
  • Prepare standard purchases reports

You should complete this module if you purchase stock/non-stock items and need to ensure that on-costs are accurately recorded.

Module 4: Maintaining Stock

  • Adjust stock quantities
  • Track and edit serial numbers
  • Conduct a stock take
  • Create kits for selling groups of stock items
  • Create bills of material (builds) for building new stock item
  • Use works orders to manufacture new stock items
  • Prepare standard stock reports

You should complete this module if you are responsible for maintaining accurate inventory and manufacture stock items.

Module 5: Receivables, Payables and Reconciliation

  •  Receive multiple debtor payments
  • Make debtor adjustments
  • Make payments to creditors (CPP)
  • Make creditor adjustments
  • Enter payments using integrated cashbook
  • Undertake a Bank Reconciliation
  • Prepare Standard Reports

You should complete this module if you maintain the financial relationship with debtors/creditors and maintain the accuracy of the monthly account.

Module 6: General Ledger (GL) & End of Period

  • Enter GL transactions
  • Establish GL Budgets
  • Review GL batches
  • Backup of data file
  • Run Foreign Exchange variance calculations
  • Post sub-ledgers to the General Ledger
  • Reconcile sub-ledgers to General Ledger
  • Roll End of Period
  • Issue statements
  • Prepare standard management reports
  • Prepare the Business Activity Statement

You should complete this module if you are the company accountant/bookkeeper that ensures information in the General Ledger are timely and accurate.

More Information

For more information, contact us.
One of our consultants can call or visit you to discuss your needs.

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