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MYOB Advanced Field Service Management

The MYOB Advanced Field Service module delivers a complete set of functionality for Field Service operations. Streamline your processes to reduce response times and costs - giving you a competitive advantage. The Visual Calendar Board gets the right people with the right skills to the right service or job every time. Quickly capture service needs to shorten the time between call receipt and job assignment. Track resource commitments, match tasks to the best available resources and generate w...

September 26, 2020

New MYOB Advanced Release 2020

The new release of MYOB Advanced is right around the corner. You will be notified of your MYOB Upgrade date closer to the time. We wanted to take this opportunity to let you know about some of the exciting new features available in the upcoming release in October/ November 2020.Franchise ConnectorThe Franchise connector allows franchisees running MYOB AccountRight or MYOB New Essentials to share General Ledger data with a franchisor running MYOB Advanced.Ability to change Supplier on a Purchase ...

September 26, 2020

Feature updates in 2020 Releases of MYOB Exo

MYOB is continuing the ongoing development of MYOB Exo Business.  After focusing on the underlying SQL database in the 2018 and 2019 releases MYOB has returned attention to the User experience of MYOB Exo in its 2020 Releases. The key focus of the 2020.1 and 2020.2 Releases have been the introduction of a new, cleaner-looking interface....

September 26, 2020

Small actions that have big impacts

When you have a staff member taking over a new role, it is important they have comprehensive training to support them in their new position. Staff handovers are ideal – but not always possible. When staff leave an organisation they walk out the door with a lot of knowledge on the most efficient ways to use your systems. If you have a change in staff – this is a great time to address training and have a ‘Health Check’ to refresh any training, reporting or process requirements for your bus...

August 24, 2020

How much do you rely on Microsoft Excel?

Most of our clients use MS Excel as part of their business management reporting, it's a great tool and has excellent data manipulation capabilities, and most businesses have expert users on hand.  But is delivering key management information to the stakeholders of the business via Excel compiled reports high-risk or efficient? You and your Excel experts will ultimately decide in respect of the risks, and Helm can certainly help with the efficiencies.  Microsoft applications like Excel ...

July 31, 2020

Is there a cloud alternative to MYOB Exo?

Recognising the demand as business needs change MYOB decided some years ago that MYOB Exo would remain a server-based application.  In recognising changing demand for businesses whose needs are now different, or who want a true cloud-based application, MYOB released in 2015-16 a fully functional cloud-based ERP solution, MYOB Advanced Business, which has gone on to be the market-leading application in its class throughout Australia and New Zealand for businesses like the iconic Tuatara...

May 21, 2020

Introducing Helm’s multi-tenanted MYOB Exo Hosting service

With many businesses now migrating much of their core business applications to ‘off-premise’, cloud-based environments, Helm has joined up with one of Hawke’s Bay’s leading team of IT Services professionals to offer robust, secure hosting of MYOB Exo Business systems for businesses looking to remove the ongoing requirement to maintain and operate their own server infrastructure.This allows those businesses to include their core MYOB Exo Business application in a suite of business applica...

May 21, 2020

Connect confidently, anytime, anywhere

Did your systems inhibit your transition to remote working? The speed with which the COVID-19 pandemic impacted business continuity was quite startling and completely unprecedented.Did your business have the right systems to ease your transition into the enforced remote working environment, or have your systems added complexity to the issues already faced?Has your team had seamless access to the aspects of your systems they require to maintain ‘business as usual’ while in lock...

April 25, 2020

Work smarter in a new contactless environment

In recent weeks the need for most of us to work remotely has meant we are needing to ensure our systems can support this ‘new’ working environment.  Having all of your applications fully integrated not only delivers efficiencies for you, your team, and potentially other stakeholders of your business, (clients/suppliers), but also ensures you can continue to work seamlessly. With the possibility of working like this continuing for some time yet, now is an excellent time to assess how you...

April 25, 2020

End of Year Processes 2020

To assist you with ensuring that the transitioning of your End of Year processes with your MYOB Exo Business systems is as smooth as possible, the Helm team has compiled some simple notes to guide you. We encourage you to refer to your own month end processes first - as each business has a different process and Exo set up. The instructions below will help you with those next steps. If you have any questions for our team on your Year-End roll over - or indeed any other aspects of y...

March 31, 2020

Support Services Operating As Normal - COVID-19

Helm will be providing Support Services during the current enforced nationwide shutdown as normal - our team can operate from home with secure remote connectivity to our systems and yours as required.Our support lines will be manned at all times during business hours.The best method to contact us for support is to email: support@helm.co.nzSupport and Ongoing DevelopmentWhile we will certainly be providing day-to-day support services in respect of your systems as required during the shutdown...

March 26, 2020

Think your offsite backup is secure? It may not be.

One of our clients has recently experienced a total loss of data in a ransom-ware attack that penetrated their local network; destroying out not only their locally stored data – but their offsite backup as well. This has had a massive impact on their business and really stretched their accounts team as they had to perform their day to day tasks manually, as well as recreate existing records. Mark Fenwick of Glenn Cook Technologies shares how you can secure your data:The spr...

February 10, 2020

What's new in MYOB Advanced

MYOB Advanced is the comprehensive, market-leading, cloud-based ERP application providing Australian and New Zealand businesses with 'tailored' systems that add real value to their operations. Already full of functionality here is a taste of what has recently been added to the application: Run multi-currency projects allowing customers and suppliers to utilise different currencies. This means you can track a project in one currency, bill the customer in another, and bring in trans...

January 27, 2020

How will your business see in the new decade?

January 2020 is here and marks the start of a new decade. Often the start of the year is when business owners reflect on the past year and set goals for the new year. Being the start of a new decade, now is a better time than ever, to consider strategically where you want your business or organisation to be placed in 2029, or even 2025.Do you have the right tools and systems to support the achievement of your goals, or are you doing things much the same as you did in 2010?Are...

January 13, 2020

How much does it cost your business to pay an invoice?

Paying your accounts can be an expensive business – just how expensive can be quite a shock. Of course, it’s a necessary task, but it does use precious resources for no real return and it makes sense to look at a way to minimise this cost to your business both financially and in terms of staff time. According to ABBYY New Zealand, the average cost of paying an invoice here is $15 per invoice. At first glance this seems excessive, but a quick Google search shows that it stacks up with estima...

October 16, 2019

MYOB Exo license special

MYOB is offering Helm clients 40% discount off any additional Exo Job Cost or Exo CRM licenses purchased from now until 30 September 2019.Contact Dean to take advantage of this offer and/or discuss any of you other license requirements.Discount applies only to the purchase of Exo Job Cost and Exo CRM licensesDiscount offer will not apply to any other special pricingDiscount does not apply to Annual License FeesOffer is available on orders submitted by Helm to MYOB by 5.00pm 3...

August 28, 2019

MS Power BI - Powerful Data Visualisation integrated with your MYOB Exo database

MS Power BI is a super flexible data visualisation tool that makes it is to create good looking, meaningful, analysis snap-shots of any aspects of your business. This is an effective way to ensure your team always has access to information, helping them with their roles.  MS Power BI achieves this by integrating and sourcing data direct from your MYOB Exo database/s. If you are interested in establishing your own Power BI reporting suite get in touch with the Helm Support tea...

August 26, 2019

Exo Analysis Tabs - Dynamic data at your finger-tips

Not many Exo users are aware that all Analysis Tabs on core system records within your Exo application, (including Debtors, Creditors, Stock, GL and Jobs) are user-definable Dashboards.  This means that you and your team could be accessing dynamic, real-time data direct from those screens, bypassing the need to seek out separate reports.Contact our Support team to discuss how your system can have similar Dashboard Widgets readily applied. ...

August 21, 2019

A successful Exo Lab August webinar

We had an excellent turnout for our August Helm Exo Lab, check out what we covered below.  Focus on MYOB Exo Reporting Tools Exo Business AnalyticsCustomisable Analysis Tab Widgets on Exo recordsExo Sales Analysis DesignerOther integrated reporting options and toolsAn introduction to integrating your Exo system MS Power BI. You can register your interest in the November Lab, and receive a copy of the August recording by emailing Felicity here....

August 9, 2019

August Exo Lab - Register now

This 90 minute MYOB Exo workshops is designed to help you get the most out of your MYOB Exo system. Our August session will be via webinar only so you won’t have to leave your warm offices. REGISTER NOW 8 August 2019 - 9.30am - 11.00am CONTENTTips & Tricks - to help you everyday New MYOB Exo Releases - Demonstration of releases and improvements MYOB Exo Reporting Tools Introduction to MS Power BIAnalytics DemoAccount Screen Analysis TabSales Analysis DesignerOther supportive rep...

July 11, 2019

MYOB Advanced Bank Feeds Now Available

Now, at the push of a button you can import your bank and credit card transactions into MYOB Advanced, making reconciliation a breeze. See how you can save valuable time and ensure accuracy with MYOB’s Bank Feeds here.Bank feeds is available as part of your current MYOB Advanced subscription with no extra cost to you. Get started with bank feeds in MYOB Advanced today.NB: To use bank feeds in MYOB Advanced, you will need to have registered for a two-factor authenticati...

May 29, 2019

May Exo Lab Success

Thank you to those who attended our first Helm Exo Lab. Our next Lab will be in August, we'll let you know as soon as registrations open.Some feedback on the day from Chris at Wheelco:“… this morning’s webinar was awesome.  Learnt a few things along the way, reinforced some things I’ve been doing and gave me some good ideas going forward. Please keep them coming...”In our May session we presented:Tips and Tricks to help you everydayForeign Currency Exchange and best...

May 29, 2019

New Tools: Forecast 5 + Special Offer

Forecast 5 is a powerful tool that can streamline and greatly improve the accuracy of your current forecasting facilities.  Features include:Integration with MYOB Exo and MYOB AdvancedMulti-CurrencyInventoryWagesMultiple Bank AccountsFixed Assets and LoansReports and SchedulesActual v BudgetExtend up to 15 YearsDepartmentsContract RetentionsConsolidations, and more.If you would like a demonstration of this software please contact Dean.Special Offer:  Helm is cu...

May 23, 2019

New client site Prestige now Live

Hastings based building services provider, Prestige Limited, successfully cut-over to their new, cloud-based MYOB Advanced Business solution last week.Prestige Limited are a family owned business operating throughout the central North Island. Established in 1995, they are now a fully resourced multi-trade building company employing more than 200 Trade specialists.Prestige needed a smart financial system that was accessible from anywhere, that enabled integration with the...

May 20, 2019

Fine tune your Foreign Exchange Processes

Get the most out of Exo and fine tune your Foreign Exchange operating procedures to make this step easier than ever before. Jackie Watts from our Support Team presented an overview of Helm’s new Foreign Exchange operating procedure package during the May Helm Exo Lab, a tool that greatly assists clients with Foreign Exchange transactions. Helm's package includes the supply and implementation of: Detailed Task sheet of recommended MYOB Exo operating processesSupply and implementation of cu...

May 13, 2019 Posts 1-25 of 55 | Page next
 

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