your clients’ accounts and banking working together. online
DESCRIPTION
Your clients’ accounts and banking working together. Online. MYOB LiveAccounts. What is it? Easy to use accounting solution Available online, anytime Linked to your bank accounts Ideal for sole traders, start ups and smaller businesses. MYOB LiveAccounts. What can it do? - PowerPoint PPT PresentationTRANSCRIPT
Your clients’ accounts and banking working together. Online.
MYOB LiveAccounts
What is it?
Easy to use accounting solution Available online, anytime Linked to your bank accounts Ideal for sole traders, start ups
and smaller businesses
What can it do?
Create Invoices Track Expenses Calculate Pay Manage GST Track Banking Manage Contacts Produce Reports
MYOB LiveAccounts
Who is LiveAccounts for?
Small and simple businesses
Businesses wanting anywhere, anytime access
Businesses with little accounting knowledge
Not keen on updates and backups
Businesses new to accounting software
What are the benefits to the practice?
We can work on the same data, at the same time – no more file transfers
We can access a client’s business data whenever, wherever we need to
Linking their accounts and their banking means we get better data
Having access to current information means we can deliver proactive advice
MYOB LiveAccounts
LiveAccounts ProductOverview
Key business information at a glance
See what’s happened since the client last logged in
Key business information at a glance
Current status of who owes the client money
Key business information at a glance
The client’s top 5 expenses
Key business information at a glance
Current status of the client’s bank accounts
Easy invoicing
See who has paid and who hasn’t
Safely email or post invoices
Invoice is sent as a PDF
Get paid faster by emailing invoices to
customers
Invoice is sent as a PDF
Sent straight to the customer’s inbox
Straight-forward expense tracking
Know exactly when the client’s expenses are due
Keep a close eye on the $$$s
Snapshot on the money flowing in and
out of the client’s business
Linking your bank accounts
Linking their bank accounts means no data entry & regular payments are
automatically allocated
Managing the business contacts
Record all of the business contacts in one place
Pay yourself or your team
Pay themselves or their employees weekly,
fortnightly or monthly
Does the maths for you
Calculates tax, Kiwisaver and any additions and
deductions
Print or email payslips
Updates LiveAccounts with the pay run entries too
Easy to use reports
Over 20 reports available from Profit and Loss, Balance Sheet to GST
and more.
Available anytime Available anywhere Always up to date Always backed up
The benefits of online include:
Safe, secure and backed up
Safe Secure Backed up Password Protected
All you need for one low price
Always up to date Unlimited access Unlimited invoices and expenses Unlimited linked bank accounts Unlimited support Unlimited users Safe and backed up
$25per monthincl. GST
Getting a client started is easy
Go to myob.co.nz/liveaccountsto start a free 30 day trial
LiveAccounts Admin Centre Overview
LiveAccounts Admin Centre
Access all of your LiveAccounts clients
from one place
LiveAccounts Admin Centre
Access important information on how to
get started and rewarded
LiveAccounts Admin Centre
Create a LiveAccounts ledger for a client before
handing over to them
LiveAccounts Admin Centre
Request access or invite a business to use
LiveAccounts
LiveAccounts Admin Centre
Manage invitations to access LiveAccounts
ledgers here
LiveAccounts Admin Centre
Create as many users as you need
Getting Started
Getting Started1. Become a LiveAccounts Advisor at
myob.co.nz/liveaccounts/advisorsIt’s FREE to join!
2. Join the LiveAccounts rewards program to get rewarded for recommending LiveAccountsIt’s FREE to join!
3. Access the LiveAccounts Advisor materials for a range of promotional tools and materials
4. Promote LiveAccounts to suitable clients
More information?
• Visit the LiveAccounts websitemyob.co.nz/liveaccounts
• Chat online or send an email to the LiveAccounts team at myob.co.nz/liveaccounts/support
• Talk to your MYOB client manager or evangelist
Your clients’ accounts and banking working together. Online.