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TRANSACTION
A transaction is an that changes the balance of accounts. You create transaction in

your MYOB software when you record entries such as sales invoices, purchase orders
and inventory adjustments. You can search or transactions by journal, account, card,
invoice, purchase, category or job number. You can find transaction for a given date
range or conduct more sophisticated searches. For example, you could look for
cheques over a given date range where the memo contains specific words.
FINDING A TRANSACTION
There are several ways to find a transaction. The method you use depends on the
information you have at hand.
 To find a transaction using the Find Transactions windows
1. From any command centre, click Find Transactions. The Find Transactions window
appears.
2. Click the appropriate tab - for example, the Card tab to search the card.
3. Filter your search using the Search By and date range fields. For example, to search
for all transactions made during January 2006 relating to the customer Island Way
Motel, you would specify the following filters on the Card tab.
4. If you want to narrow your search further:

a. Click Advanced. The Advanced Filters window appears.
b. Type or select your additional search s and click OK.
The transaction that much your search criteria appear in the Fin Transaction window.
You can view a transaction in detail by clicking the zoom room ( ) next to it.
To find a transaction using the Sales Register window
The Sales Register window lists all open and closed invoices, quotes, orders, return
and credits.
1. Go to the Sales command centre and click Sales Register. Thee Sales Register
window appears.
2. Click the tab of the sales category you would like to view - for example Sales tab
3. Filter your search using the Search By and the date range fields.
The transaction that much your search criteria appear in the Sales Register window.
To find a transaction using the Purchases Register window
The Purchase Register window lists all open and closed invoices, quotes, orders,
return and debits.
1. Go to the Purchase command centre and click Purchase Register. The Purchase
Register window appears.
2. Click the tab of the type of purchase you would like to view - for example All
Purchases.
3. Filter your search using the Search By and the date range fields.
The transaction that much your search criteria appear in the Purchase Register
window. You can view a transaction in detail by clicking the zoom room ( ) next to it.
To find a transaction using the Bank Register window
You can use the Bank Register window to find spend money, pay bills, receive
payments and receive money transactions.
1. Go to the Banking command centre and click Bank Register. The Bank Register
window appears.
2. Specify the bank, credit card or petty cash account you used for the transaction in
the Account Field.
3. In the Dated From and To fields, enter the date range during which the transaction
was recorded.
The transaction that much your search criteria appear in the Bank Register window.
To find a transaction using the Items Register window
When the Items Register window is filtered to show a single item, a running balance
of the item’s quantities and values appears.
1. Go to the Inventory command centre and click Item Register. The Item Register
window appears.
2. In the Search By field, specify whether you want to view transactions for all items
or single item.
3. If you selected Item at step 2, type or select the item number in the field that
appears to the right of the Search By field.
was recorded.
The transaction that much your search criteria appear in the Item Register window.
To find a transaction using the Transaction Journal window
The Transaction Journal window groups all your accounting entries into six journals:
general, disbursements, receipts, sales, purchases and inventory. It also enables you to
display all transactions.
1. Click Transaction Journal in any command centre (except Card File). The
Transaction Journal window appears.
2. Click the appropriate tab - for example, the Sales tab to find a sales invoice, the
disbursement tab to find a cheque or supplier payment, and so on.
was recorded.
All transactions between (all including) these dates will be listed.
4. If you want to search for a range of journal ID number, enter the range in the ID
From and To fields.
The transaction that much your search criteria appear in the Transaction Journal
window. You can view a transaction in detail by clicking the zoom room ( ) next to it.
To find recurring transaction
1. Go to the List menu and choose Recurring Transaction. The Recurring Transactions
List window appears.
2. Locate the recurring transaction. You can:

 sort the transactions by name, type or frequency.
 Search for a transaction name, amount or due date.
CHANGING OR DELETING A TRANSACTION

If you are part way through entering a transaction, you can erase it and start again by
choosing Erase (…) from the edit menu.
Occasionally, however, you may need to make changes to or, delete transaction you
have already recorded. A transaction can be edited or deleted only if it is changeable.
A changeable transaction is identified by a white arrow ( ) next to it.
Changing a transaction
1. Find the transaction in its original transaction window.

2. Make the necessary changes and theen click OK.
Deleting a transaction
When you delete a transaction, it is permanently removed from your record. Note the
following when deleting a transaction:
Sales and purchases You can only delete a sale or purchase that does not have
payment applied to it
Group receipt transactions recorded in the undeposited fund account If you

want to delete an individual receipt that was recorded as part of a bank deposit of
receipt grounded in the undeposited fund account, you must first delete the bank
deposit.
Negative inventory You cannot delete a purchase that will result negative inventory
on-hand.
Reconciled transactions if you delete a reconciled transaction, your back

reconciliation will be out of balance.
To delete a transaction
1. Find the transaction in its original transaction window.

2. Go to the Edit menu and Choose Delete (…).
MYOB SOFTWWARE INSTALLATION PROCEDURE
1. Download the file

2. Create new folder on desktop and rename it to MYOB
3. Copy downloaded file then paste it MYOB folder
4. Right click file then click “Extract Here”
5. Open “Premier” folder
6. Run “setup” application then click “yes”
7. Click “Next” > Other countries > Accept > Typical > Next > Next > Next then wait
for the installation to be completed.

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PAGE 135-139

A transaction is an that changes the balance of accounts. You create transaction in

 To find a transaction using the Find Transactions windows

4. If you want to narrow your search further:

To find a transaction using the Sales Register window

To find a transaction using the Purchases Register window

To find a transaction using the Bank Register window

To find a transaction using the Items Register window

All transactions between (all including) these dates will be listed.

To find recurring transaction

2. Locate the recurring transaction. You can:

CHANGING OR DELETING A TRANSACTION

1. Find the transaction in its original transaction window.

Group receipt transactions recorded in the undeposited fund account If you

Reconciled transactions if you delete a reconciled transaction, your back

1. Find the transaction in its original transaction window.

MYOB SOFTWWARE INSTALLATION PROCEDURE

1. Download the file

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