I provide professional services, how can MyBusiness Accounting Software help me?

Set up customer invoices:

Go to: Books / Making Money / Set up Customer Invoice.
You can also raise invoices from the bottom of the Contacts Detail screen, as well as from Quotes or previous invoices. You can use the Diary Chargeable Services for automatic reminders when invoicing.

Analyse your income and expenses:

You can analyse your income and expenses by setting up categories to suit your business.

Go to: Books / Income and Expense / Add sub-category. This might for instance be ‘Reports, Surveys, Research, Brochures, Logo Design'. You can then view reports by income and expense categories.

Manage Expenses:

Go to: Books / Pay Cash Out. Describe the payment as for instance, ‘Fuel' or ‘Telephone' and then link it to the category of expense, e.g. ‘Motor', ‘Cost of sales' etc... the figures will then appear in your cashbook and you will be able to run reports by expense category.

Stock Management:

Go to: Books / Price List / New Item, to set up items you sell. Put in your cost and selling prices and include a minimum reorder level.

Tracking Chargeable Time:

Go to: Price List and Add New Service Item e.g. ‘Reports', ‘Design Time'. When you use the diary to set up appointments or tasks, you can link it to a chargeable service, and MyBusiness will remind you to invoice for this in the future.

Appointment Bookings:

Set up employees in contacts so that they can have their own colour coded diary entry. This can be used to schedule appointments.

Projects:

For major projects or jobs you can create a job bag by linking activities and invoices etc... against a project.

Manage your contacts and customers:

In any contact detail page you can create Contact Notes, Reminders for follow up, Tasks, Invoices, Quotes etc... e.g. set up a reminder to ring customers in the future for anniversaries, next service etc...

Mailings:

You can set up customer mail shots for marketing or information.