Training

The search box opens over whatever you are looking at. Type a job number, a customer, a stock code or a supplier part number and press Enter.

Sales at the top, then supply, then the money. Settings is always last.

Type in the box above a table and it narrows as you type. Click a column heading to sort by it.

A price file landing, stock going under, an invoice MYOB would not take — it all lands there.

Everything on the form is on the board within a second of saving.

Phone, the products site, the marketing site, a reseller. It is the only way to know which ones are worth doing.

Website companies, plumbers, SEO approaches. Declining costs nothing and no quote number is used.

Accepting is what creates the quote and its number — and that number is the email folder and the server folder.

An enquiry with no next action is an enquiry nobody is chasing.

The price resolves off the list that code sits on, at the customer's tier. The basis column shows exactly which discount was applied.

Bronze through Platinum. A Gold customer gets 22% on Plymoth and 11% on ductwork — the ladders are not the same.

Aerovent fans, electrical, a turnkey package. Press Write in a line, type it, price it. It never touches stock.

The quote is filed in Sent Items with the acceptance link on it. Nothing has to leave the building.

A job is raised, stock is committed, and a draft invoice is waiting behind it.

Every line is matched against what we already carry, before anything changes.

Renumbered means their number moved and ours did not. That is the whole trick — our stock code never changes.

Most match once the dots and dashes come out. The ones matched on description only need a person to confirm.

Prices update, the old supplier reference is kept as an alias, and every old order still opens.

Anything the system could not place stays on the file for someone to deal with. Nothing is guessed.

Goods in euros, converted at the rate on the order.

A 40 foot high cube costs what it costs. It is spread across the lines by each one's share of the cubic metres on board.

Measured, supplier, estimated, missing. Anything missing falls back to apportioning by value, and says so.

It is claimable, so it is left out. Including it overstates what every unit cost.

Which is why the margin on a job is the real margin and not a guess.

One row per field. What it is called here, what it is called in AccountRight, and how long it is allowed to be.

Change the number and the whole system revalidates. Nobody has to rebuild anything.

The preview lists every record that would be truncated or refused, before anything is sent.

Both go across. They are why AccountRight is the target and not MYOB on the web.

Payments are reconciled in MYOB. What returns here is the fact of payment and the date.

Pick what you are counting, how to break it down, and over what period.

The one that cannot be run in MYOB on the web. Two clicks here.

Same numbers, split by cost centre, customer, product line or tier instead.

It gets pinned to the top of Reports for everyone. No exporting, no spreadsheet.