New in BusinessBasics v2

Design your own forms with the creative forms designer. Pick the layout that's right for your business, then choose from a list of form fields and design options to create invoices, statements, and other forms that reflect the style and professionalism of your business.

Insert your logo, watermark, or other background image using virtually any file format, and add borders and shading to the fields on your forms. The snap-to grid makes aligning fields and other elements automatic, and when you've completed designing your form, you can save it and print in color.

• Cash based and accrual based reports
• Balance sheet and Profit & Loss
• Customer ledger report
• Statement of cash flows
• Profit & Loss budget analysis

New report field selection criteria, the addition of the memo field and other new design fields to reports, and the ability to create a favorites list of frequently viewed reports let you create the exact reports you need and quickly access the reports you want with outstanding report management.

View your reports exactly how you want with a new report display that lets you resize and drag & drop columns, scroll horizontally on reports, freeze headers when scrolling through a multi-page report, and more.

• Improve immediacy of cash flow and save time and effort by batch emailing all your statements, invoices, and quotes to send all at one time
• Now email statements as well as invoices
• Choose a specific email address from the 5 for each customer, or email to an address from another customer
• Create a custom default subject line and message for emails
• Choose a default invoice delivery system for each customer; email, print, or both email and print

• Scroll wheel support lets you easily scroll through your reports and transactions
• Choose directly from the invoice window which of your custom sales invoices you want to print with the new Print Button drop down menu that now includes a list of all your custom forms
• Enter data quicker with right-click menus
• Warnings prevent you from accidentally closing out of the bank register

• Shading of entries as you clear them in your bank statement reconciliation window lets you more easily see what you’ve already checked and what remains to be cleared
• Warnings prevent you from wrongly reconciling your bank statement with an incorrect date
• Reconciliation report lets you choose the date from which to report your bank reconciliation

• Regularly scheduled checks, invoices, depreciation entries and other scheduled transactions are expertly managed from a single location
• View your list of recurring transactions, complete with 13 frequencies, post dates and amounts
• Authorize your software to record your recurring transactions automatically, or have your software notify a particular person of transaction due dates
• Select multiple cards to which to copy information to create a recurring invoice for many customers, or a recurring purchase order for many vendors at one time
• Pop-up reminders tell you when it’s time to cut a check or record an invoice

• Sales and payments are recorded and processed at one time
• Process transactions while on the road through the Payments Gateway website
• Use the MYOB Payments Gateway to run reports and see if credit card receipts have been deposited into your account
• Run reports to see which transactions were sent for a specific day
• Optional service. Additional fees apply.

If you most often choose a particular card type (individual or company), your MYOB software will remember the type and default to it during your session.

BusinessBasics will default to the sales type you are most often using (invoice, quote) within a session, so that you don’t have to make a new selection each time you create a new sale.

A new Payment button located on the sales invoice brings up the Receive Payments window completely filled out. Then either click the Receive All button or pay only a portion of the amount due.

Creating new accounts is easier than ever as MYOB gives you a drop down selection of easily recognizable account types, such as Bank, Credit card, Cost of sales, etc. and automatically provides the correct first digit of the number.

Keep important account information handy for each general ledger account, including notes, bank account numbers, routing numbers, bank name and more.

Version 2 makes accounting easier and more flexible. If you view your accounts by number, you’ll automatically be pointed to the most logical account type for your transaction. If you view your accounts by name, they’ll be easy to find by sorting them first by account type and then alphabetically within the type.

While reconciling your statement, enter bank fees or interest earned in the new Deposit Adjustment window, and see the entries on your bank statement for easier reconciliation.

Save customer payments in the new Undeposited Funds account, then pick and choose which to include on your deposit. Helpful in grouping deposits by credit cards payments only, or check or cash payments so your BusinessBasics deposits match your bank statements. Also helpful for adding any fees associated with a deposit.

• 15-digit job numbers for greater flexibility in creating descriptive job numbers
• Import and Export your Jobs List

• Quickly find out why receivables are out of balance or incorrect
• Track discrepancies in all reconcilable accounts
• Easily locate transactions that were accidentally future dated
• Find pre-paid transactions

• Easily locate changes made to your company file
• Know who made the change, what the change was and when it was made

• MYOB Calculator: Need to do some fast figuring? Just hit +, -, = or the space bar on an amount field to bring up a calculator. The MYOB calculator will automatically enter the final figure.
• MYOB Calendar: Now there’s three short cuts for entering a date:hit + or – to increase or decrease the date,type in the day of the current month and let BusinessBasics fill in the month and year, or hit the space bar to bring up the calendar and choose the date for BusinessBasics to enter.

• Answer “How do I?” questions more explicitly with our expanded Help system
• Tell Me How gives a list of topics pertinent to the window in which you’re working
• Tips & Troubleshooting will offer advice on how to get the most out of BusinessBasics with answers for situations that are not straightforward or common
• Help for This Window gives an overview of a given window

An integrated online service to process your payroll, MYOB Full Service Payroll offers a complete service from payroll processing and reporting to tax payments and direct deposit of payroll checks. Additional fees apply. Learn more.