How Do I
From MyMoney Online Help
How Do I Edit a Balance
Go to Customer Management or Invoicing and select the customer.
Click the Edit Balance icon:
Or from the Customer Management section you can right-click to edit the balance:
Either method will give you the Edit Balance window. Change the balance, enter in a reason in the <Reason for Editing> space and click the Save button.
When a balance is changed, an entry is added to the Business Register and the Ledger.
How do I understand the Product Searches on Invoices
The link below will explain how the search results can vary using the different search filters.
How do I rent an item
The link below will take you to Invoicing 
section of the program, which will guide you through the steps
How do I Hide Customers
The link below will take you to the Customer 
section of the program, which will guide you through the steps
How do I add a day
The link below will take you to the Schedule 
section of the program, which will guide you through the steps
How do I add a Customer to a Day
The link below will take you to the Schedule section of the program, which will guide you through the steps
How Do I Add a Customer to a Day
How do I Product
The link below will take you to Product Maintenance 
section of the program, which will guide you through the steps
How Do I Import Product Files
Click here for documentation of product import and requirements.
How do I make a purchase order
The link below will take you to Purchasing 
section of the program, which will guide you through the steps
How does Auto-Reorder work?
The link below will take you to the Auto-Reorder page.
How do I Reprint a Report
The links below will explain what areas of the program have options to reprint various reports and how to access other maintenance reports.
How do I add a tax code
The link below will take you to myBusiness 
section of the program, which will guide you through the steps
How to add multiple tax rates to a single tax code (ie: State + City or City + County)
What is that piece of paper next to a customer name
That icon means the customer has an open invoice, a quote, or a pending rental agreement.
How are the Terms/Rates calculated
Updated Account Agreement
When the balance changes...
Use "Rate" to calculate "Term Length"
-Divide Balance by Rate = Term Length
-Balance=$40
-Rate=$20/week
-Term Length=2 Weeks
Use "Term Length" to calculate "Rate"
-Divide Balance by Term Length = Rate
-Balance=$40
-Term Length=4 Weeks
-Rate=$10/week
Note: You may not enter in an amount less than the Minimum Payment from myBusiness > Settings > Accounts Settings > Minimum Payments
The system will default back to the minimum amount if you change it to something lower.
When you add a new customer, they will inherit the current Default Length or Minimum Payment, depending on which Use option is set.
Existing customers will not be affected by a system Minimum Payments change. They will keep their original setting whether or not they have a balance or customized settings that are different from the norm.
How Do I Add Bar Codes to my Product
Click the myMoney 
button in your program top left
Click the Product Section 
button
Click the .png){kind=small}
button
Click the Item UPC when the cursor is blinking use your scanner on the bar code of your product and it will write the Universal Product Code into the Item UPC: field
How do I troubleshoot Credit Cards
Click here for some troubleshooting tips on the credit card processing in Suite and PC Charge.
How do Returns work
When you issue a return (code R) the following happens:
- The PSA Balances will update.
- The Ledger and Items Purchased will add an entry.
- The item's inventory value will adjust.
- The Sales Report, Inventory Value Report, Returned Items and Business Register update.
- If taxes are applicable, the Sales Report and Tax Authority are updated.
- The Gross Margin by Category updates if applicable.
What happens if I change an item's Class/Sub Class
- If an item has no Class assigned to it and has generated sales, there will be no entry for it on the Items Sold By Category report.
- If that item is then assigned a class, it will show up on the Items Sold By Category report.
- If that item is then assigned another class, it will show the new class of the Items Sold By Category report.
- The Gross Margin report follows the same logic. These reports will reflect the current associations each product has.
What happens if I take a negative collection
If you take a negative collection, the following will occurr:
- Customer's balance will go up
- The Ledger will show a Debit for that amount
- If a regular collection and negative collection for the same amount was taken during the same day, there will a washout on the Sales Report
- Business Register shows a debit entry
