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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 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...

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...

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...

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...

What does it take for a business to succeed?

The Helm team shares MYOB’s belief that today’s successful businesses establish meaningful connections between their systems, data and people - (both inside and outside the business); connecting people with the right information at the right time. Doing this well will greatly assist in defining that business’ success and will lead them to becoming a ‘Connected Business’. There are four key dimensions that define the capabilities required to becoming a Connected Business ...

MYOB Advanced deployed for Napier business - Triple P Logistics Ltd

Napier based logistics services provider, Triple P Logistics Ltd, successfully cut-over to their new, cloud-based MYOB Advanced Business solution in April. Seeking strong Inventory and Order Management processes to accommodate the varied nature of their many clients’ product lines, the Triple P Logistics team were attracted to MYOB Advanced due to its ability to be readily customised to suit their unique requirements, including the automated collation of their Handling and ...

ezyCollect Webinar success

Thank you to the ezyCollect team who presented at our recent webinar, and of course a huge thank you to all who attended.  ezyCollect is a debtor management solution and accompanying payment gateway that easily integrates with MYOB Exo and MYOB Advanced so managing accounts receivables becomes an automated breeze.  If you missed the webinar but would like to learn more about how to increase your cashflow and significantly reduce your debtors then please watch a recorded version of...

Ensure your team are experts

Throughout 2019 Helm will be running several 90 minute MYOB Exo workshops, free of charge, to help you get the most out of your MYOB Exo system. These will be presented as a physical workshop in Hawke’s Bay, and via a webinar for our non-Hawke’s Bay based clients....

Because you deserve to be paid on time - Free webinar

If you would like to understand how you can revolutionise your accounts receivable processes and accelerate your cash flow, please join us for a complimentary webinar. In this 30-minute webinar, you'll learn how to make collecting money fast, easy, and highly predictable. We'll cover: The top reasons for late payments and how you can overcome them How to shorten the invoice-to-cash process so you get paid faster How to add Pay Now links to reminders and invoices so customers click and pay A...

Welcome to Felicity

We welcome our new Service Delivery Manager - Felicity Jackson. Felicity has experience in project delivery across the FMCGs, Transport and Telecommunications industries. She is originally from Hawke's Bay and has a passion for technology, change management and training. Felicity has jumped straight into this new pivotal role and will be the principal liaison between you, our clients, and our Implementation and Support team on our project work with you....

Discount offer on additional User licenses

Do you have enough User licenses for your MYOB Exo or MYOB Advanced system going into the new Financial year? MYOB is offering the following discounts on the purchase of addition licenses from now until 29 Mar 2019:MYOB Exo Business10% discount on any additional User or Module license, or15% discount on any two or more licenses purchased.  MYOB Advanced Business10% discount for 12 months on the subscription for any additional licenses.  *The above offers cannot be used in con...

Fully integrated apps to connect all areas of your business

We partner with many other fully integrated software applications that can connect all areas of your business, including:Cashflow ForecastingFreight IntegrationInventory OptimisationMobile Warehousing tools, and more.Check out our Solutions page here, for more software applications.  You can contact Dean to discuss what areas of your business you wish to optimise and we will have the right option for you....

Helm Holiday Hours 2018 - 2019

As another busy year comes towards its conclusion, we wish to advise that the Helm office will be closing over the holiday break as follows: Close:    Friday 21 December 2018 - 4pm Open:    Monday 7 January - 8.30am We thank you for your continued support and custom, trust that you and your team will have an enjoyable break, and look forward to working with you in 2019.For emergency assistance over the holiday period please call Dean on 027 4884 024....

MYOB Exo Latest Releases and 2019 Pricing Update

MYOB’s ongoing development of the Exo Business application has continued through 2018 with the recent release of the 4th and 5th substantive upgrades for the year; MYOB Exo Business v2018.4 and last week v2018.5.  These releases include the following: Underlying technology updates and enhancements that are behind the scenes to support prioritised issues and enhancements A new exonetlib.dll which is not backwards compatible Business Services v1.5 required for Exo OnTheGo & Exo API Cha...

September Licensing Special for Helm Clients

Do you need to increase the number of Users who can access your EXO Job Cost and/or EXO CRM modules? Now is the time to do so as MYOB is offering Helm clients a 40% discount on the purchase of any EXO Job Cost and/or EXO CRM User licenses purchased before 26 September. Discounted pricing   RRP Discounted Price EXO Job Cost  $2,598 $1,559 EXO CRM $1,358 $815Take advantage of this discount offer now by contacting Dean, see T&C's below....

Enhanced security for MYOB Advanced

Updates to MYOB advanced are carried out throughout the year with minor upgrades every one or two months and one major upgrade every year. The planned upgrade for September is the major update for this year.  There isn’t anything in particular that you need to do for these updates except be aware that they are occurring.  The update will take place overnight (between the 12am and 4am) so you will be unable to log in during this time.There are three major changes with this release: 1....

Expand the functionality of your MYOB Exo based systems

More and more of Helm’s clients are recognising the value of expanding the functionality of their MYOB Exo based systems. This is achieved through the addition of fully integrated and certified ‘Add-On’ solutions that address some of the specialty functions of their business operations.  Thus improving productivity, efficiency, and access to key data. Helm has business partner relationships with a growing range of such applications including the following favourites, so give...

What is Cloud ERP and the benefits to business

Cloud computing (“the cloud”) is one of the leading technology topics in the world. Cloud computing uses the internet to provide shared computing resources and storage of records or documents. The term covers everything from emailing or photo sharing on a commercial service like Google to hosting the entire computing infrastructure of a global corporation from remote data centers. The Cloud is particularly valuable to small and medium-size businesses (SMB’s) because it provides access to f...

An updated MYOB Exo - v2018.2

In the first half of the year MYOB released two new versions of the MYOB Exo Business application: v2018.1 in March 2018 and v2018.2 in May 2018. These releases include the following new features and more: Ongoing interface updates and enhancements to usability and performanceUnallocated Credits in the Creditors Payment Processor to limit risk of over payment to suppliersNew Stock Movements window, which includes the ability to import stock movements into the system in bulkSeveral standard repor...

Sound business reasons to move to cloud computing with MYOB

Why is cloud computing the future? Back in 2009, a huge 80% of midmarket companies preferred a solution installed on-premise, but that has changed drastically. Since 2010, adoption of cloud computing has been on the rise for small and medium-size businesses, with more and more businesses seeing it as the most cost-effective, flexible and fastest way to deploy and support their IT infrastructure and business applications without the need for significant capital investments and staffing increases....

Welcome to the Helm team Jackie

In April 2018 we welcomed Jackie Watts to our Consulting team. A qualified accountant with 15 years experience, Jackie spent 10 of these at an Invercargill CA firm, then the following five as management accountant for a large manufacturing business using MYOB Exo.  She was heavily involved in the implementation process and subsequently as a user.  This great experience means Jackie has fit right in to our Exo Support Team, and has also dived into the MYOB Advanced Business application,...

Calculating your ROI on an ERP

Suppose you are considering a new ERP system and the total cost is $30,000.  Let’s assume that the system will save the company $150,000 over the next 5 years. What’s the expected return on this investment (ROI)? There are a couple of ways to calculate the ROI. One method is that the return on this investment is 500% and a second method would be a 80% gain, if you prefer to look at it that way. Remember, though, that the $30,000 is the total cost of the system for the entire 5-year peri...

End of Year Financial Processes

31 March is the end of the financial year for many of us. In order to assist you with ensuring that transitioning your end of year processes with your MYOB EXO Business systems is as smooth as possible, the Helm team has compiled some notes of end of year procedures, in order to provide the best data for the preparation of your Financial Statements. Click here to download our suggested end of year procedure, (which may differ slightly from client to client) - we still advocate timely processing ...

January newsletter - Exo release ~ Market position

Happy New Year!  We trust that you all had an enjoyable holiday period and have returned in better shape than two of our Helm team members, as you will see later in this communication. In this newsletter we provide key features of the MYOB EXO v 2017.3 release, and share success in market position of MYOB. If you have any questions on items in our January newsletter, please get in touch. Here's to a successful 2018....