How can I use custom lists in my MYOB software to improve the productivity in my business?

Quite often you will need to separate out parts of your business for reporting purposes, this can be for various reasons such as reporting or maybe branch accounting or head offices MYOB has the functionality with in their software to help you gain the visibility but using custom lists.

This MYOB support article should explain the ease and use of these custom lists and how they canhelp you. If you need more MYOB help or MYOB training, or have general enquiries for MYOB Payroll or the price, please don't hesitate to contact EasyBusiness.

The custom lists are three customisable drop down lists that you can use in the items, suppliers and customer areas of your file. You can name each of these lists to be whatever you like and you can add whatever fields you like. This is where the flexibility comes in handy.

How to set up and use custom lists

The lists can be accessed by going to Lists>Custom Lists then choosing either Items, Customers, Suppliers, Employees or personal. You are able to uniquely set the value in these lists for this area.

An example could be to separate out you different types of customers. For example you may have customers you want to define by their industry type. This could be one list. Otherwise you may want to group them as well by the size of the business, another way may be to allocate if they have a head office for billing purposes.

Then when that is done you are then able to run refine reports relating to those custom lists. Such as run a sales report for businesses in a certain area. This information can be useful if you are needing to make business decisions about areas that are most profitable.

For more info about how custom lists can be of use to you and your business give us a call on 0800 160 260 or complete the form to the left and we will look forward to hearing from you.