Posted on: Monday March 17th, 2014

Author: Quintin

At some point in time, we all find ourselves in a situation where we need something done, but lack the skills or experience to do it. We are forced to ask others for help, and we walk away, happy that the job is done.  In the back of our minds, you can’t help but say: “If only I knew how to do that myself.”

For most businesses, managing internal systems is often relegated to the IT department. It is seen as part of their responsibility in managing the company’s IT infrastructure. When it comes to managing a business-critical system like your ERP system, this is best managed by a user who is familiar with the system and your business processes.

When implementing any new system, a designated project lead or “Project Champion” would usually also become the Super User. Being well-versed in the system; this project champion can help staff with questions regarding processes and functionality.  As new staff joins the business, they need to be set up with the relevant access.  Occasionally, change to users’ access or the addition of information is needed.  As these areas do not have a significant impact on the system, most business prefer to have a staff member manage these themselves.

At Kilimanjaro Consulting, we strongly believe in helping business get the most from their MYOB Exo Business system. For this reason, we regularly run our Business Tools course. This one-day course is aimed specifically at those “Super Users” with the responsibility of managing their MYOB Exo Business system.  One of the first topics covered in this course, is setting up new staff members, with access to the system, including menu options. We also show you how to easily make changes to the existing menus available to users.

As you use the system, you may find that you want to record extra information about your customers, suppliers or stock items – information that is specific to your business. Another topic covered in this course is adding in “Extra Fields” – areas where you can record this extra information. You may also find that the grouping originally used for your Debtors and Creditors needs refining. Creating and modifying these groups are also covered in this course.

Managing special prices for various customers and/or stock items can be time consuming and convoluted. The system can be set up to manage this automatically. Creating debtor pricing policies can manage these special prices for your customers and/or stock items.

These are only a few of the topics covered in our Business Tools course. Other topics include:

  • Setting up audit logs to track appropriate business transactions, e.g. discounts
  • Changing output options for business forms, e.g. which printer invoices are printed on
  • Setting up Head Office and Branch structures for Debtors and Creditors

Clients that have attended this course found it invaluable in managing their MYOB Exo Business system. Here’s what some of our past attendees had to say about these courses:

…relevant and hands-on activities were good… would definitely recommend this course… “– Gail

…I learned more today than four years on-the-job experience…” – Peter

…insight for information on [configuration] with details on setting profiles…” – Maghna

Looking for more information about this course and what it covers? Visit the Kilimanjaro Consulting website and navigate to the Support & Training section. Still unsure whether this course is for you? Give our training team a call today on 1300 857 464 to discuss your training needs.