RT Main Presentation

Report
Welcome
Agenda
 12.30pm
 2.00pm
 2.30pm
 4.00pm
 4.30pm
 5.00pm
 5.20pm
 5.45pm
Technical
Afternoon Tea
Technical
Cell Group & FAC Meeting
Business Development
Nigel Thomson
Clive Barrett
Q&A and Awards
Technical Training
 Yammer update
 Fuel Tax Credits – best practice
 Excel graphics
 MYOB CC Questions
 MYOB Program updates
 Practical – Using ATO benchmarks
Quick Bits – Xero Payroll
 Xero are introducing a “basic” payroll for say 2 - 4
salaried people
 Tax by pre-set amount only
 No entitlement calculations
 Pay runs OK
 See: http://blog.xero.com/2010/12/payroll-in-2011/
Quick Bits – Xero Annual Accounts
 Of particular interest to accountants
 Underlying Report Codes for all clients
 Customized Report layouts
 Branding
 See: http://blog.xero.com/2010/12/annual-reports-all-in-one/
Yammer - Features
1.
2.
4.
3.
5.
1.
Post Updates, Questions. Links, etc
4.
Add Topics to Posts
2.
Post to Followers or Groups.
5.
Add your picture
3.
Click to Follow people
Yammer – Details and followers
2.
1.
1. Setup your contact details
2. Follow everyone – different to
FaceBook “friends”.
Fuel Tax Credits – Best Practices
 Record Purchases via Items and link to Petrol Expense
type account used only for FTC
 Do a report at end of Quarter that shows litres e.g.
 “Purchases Item Summary”
 Use ATO’s “Fuel Tax Credit Calculator”
 In BAS Setup, select I claim FTC / Include FTC
 Enter amount manually or use Setup button
 Include FTC in your BAS journal/s
See ATO’s “Fuel Scheme Essentials”
Learning New Things
 Spotlight on Microsoft:
www.office.microsoft.com
 Search for “Training Roadmaps”
 Demo
 Indulge yourself – at least
 Once a month, spend at least
 Two hours
Doing your own Professional Development
Online quoting - ServiceSeeking
ATO Benchmarks
 Industry Overview
 Performance Benchmarks
 Geographical Trends
 Cash Sales Benchmarks
 Input benchmarks – materials
 Input Benchmarks - sales turnover
 See Handout and Practical
ATO Benchmarks
ATO Benchmarks
Afternoon Tea
 2.30pm - 3.00pm
Technical
 Webinars intro
 Cash flow
 Budgeting template
 How to honestly bill for 40 hours while working
30 hours
 MYOB SQL update –
Sign into community.myob.com then select this link:
http://community.myob.com/t5/MYOB-Online-Partner-Briefing/MYOB-AccountRight-2011/td-p/32037
MYOB CC Questions
1. If you are in a Customer Card that is setup for
multiple addresses and select Actions > Google
Maps, the address automatically used as the
destination is:
a) The default used is the Bill To address
b) Whichever address is selected currently in the
Customer Card
c) The default used is the Ship To address
MYOB CC Questions
1. If you are in a Customer Card that is setup for
multiple addresses and select Actions > Google
Maps, the address automatically used as the
destination is:
a) The default used is the Bill To address
b) Whichever address is selected currently in the
Customer Card
c) The default used is the Ship To address
MYOB CC Questions
2. To Register a computer for Automatic updates
you perform which of the following:
a) In AccountRight select the Help Menu > Register for
updates, and enter the MYOB Serial Number
b) In AccountRight select the Services Menu > Register
for Updates
c) Call MYOB Client Support to register
MYOB CC Questions
2. To Register a computer for Automatic updates
you perform which of the following:
a) In AccountRight select the Help Menu > Register
for updates, and enter the MYOB Serial Number
b) In AccountRight select the Services Menu > Register
for Updates
c) Call MYOB Client Support to register
MYOB CC Questions
3. You are now able to print the “Last Reconciliation
Report” from the Bank Reconciliation window by
using the Actions Menu:
a) True
b) False
MYOB CC Questions
3. You are now able to print the “Last Reconciliation
Report” from the Bank Reconciliation window by
using the Actions Menu:
a) True
b) False
MYOB CC Questions
4. In AccountRight you are unable to enter Sales
through the Customer Card in the Cards List:
a) True
b) False
MYOB CC Questions
4. In AccountRight you are unable to enter Sales
through the Customer Card in the Cards List:
a) True
b) False
MYOB CC Questions
5. Which of the following options is NOT a function
available in the Actions Menu in the Customer and
Supplier Cards:
a) Enter Sales
b) Print Jobs List
c) Reconcile Accounts
d) View Log
MYOB CC Questions
5. Which of the following options is NOT a function
available in the Actions Menu in the Customer and
Supplier Cards:
a) Enter Sales
b) Print Jobs List
c) Reconcile Accounts
d) View Log
MYOB CC Questions
6. When in an Employee Card you are able to print
an “Entitlement Balance Details” Report:
a) True
b) False
MYOB CC Questions
6. When in an Employee Card you are able to print
an “Entitlement Balance Details” Report:
a) True
b) False
Nigel and Clive
Cell Group Meeting and FAC
 State Rep and Michelle
 SA
 WA
 VIC
 NSW
 QLD
Hank Middleton
Albert De Gouviea
Jennifer Blainey
Anthony Furniss
Katrina Drew - Murphy
 Retiring FAC delegates: Charmaine Perry and
Michelle Shaban
Cell Group Meeting and FAC
 Recap: the last twelve months
 Regional marketing initiatives
 Operations & business improvements
 General
Business Development
Debbie Stanton
 You must have cash
 Effects on cashflow
 Maintaining control
 Creating a financial safety net
Importance of cash flow
 You must have cash to run your business
What effects your cash flow
Control
Influences
Maintaining control
Group Scope
 What CAN you control in your cash flow?
Maintaining control
Group Scope
 What situations outside of your control have an
impact on your cash flow
Creating a financial safety net
 What to consider first
 Methods of creating a plan
Q&A and Awards
 Q&A
 Awards
 Close

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