Training Videos

EXO Business Core

Introduction to EXO Business

Managing Debtors

Learn how Debtor accounts are set up and managed in the EXO Business system.

Managing Creditors

Learn how Creditor accounts are set up and managed in the EXO Business system.

Managing Non Accounts

Learn how Non Accounts (prospects) are set up and managed in the EXO Business system.

Managing Inventory

Learn how to manage your inventory using Stock items.

Managing Contacts

Learn how to set up and manage Contact records.

Managing Activities

Learn how to create and view Activities (tasks or appointments).

The Sales Cycle

Learn about the EXO Business sales cycle and the records that relate to it.

The Purchasing Cycle

Learn about the EXO Business purchasing cycle and the records that relate to it.

Bills of Materials

Learn about the different kinds of Bills of Materials and how to set up and use them.

The EXO Business Interface

Searching Records

Learn how to search for records in EXO Business interfaces.

Grid Interfaces

Learn about the grid interfaces (ExoGrids) that are available on many EXO Business screens.

Dashboard Interfaces

Learn about the customisable dashboard interfaces that are available in EXO Business modules.

The Education Centre

Learn what’s available in the EXO Business Education Centre.
Setup

Setting up EXO Business

The EXO URL Protocol

Learn how to create EXO URLs to link to EXO Business records from anywhere.

Using Extra Fields

Learn how to extend the EXO Business system with Extra Fields.

Setting up Menus

Learn how to set up dropdown menus.

Business Flow Menus

Learn how to create and edit graphical Business Flow Menus.

Setting up Dashboards

Learn how to create widgets and add them to dashboard interfaces.

Setting up Checklists

Learn how to set up Checklist widgets for dashboard interfaces.

Using EXO Business

Business Activity Statement

Learn how to set up and run the Business Activity Statement (BAS).

NZ GST Return

Learn how to set up and run the NZ GST Return.

Bank Feeds

Learn how to set up and use the Bank Feeds function to match bank transactions to transactions in the EXO Business database.
Add-on Modules

EXO CRM

Introduction to EXO CRM

This short overview gives an introduction to the features available in the MYOB EXO CRM module.

Contact Lists

Learn how to set up dynamic lists of Contacts for use in EXO CRM.

Opportunities

Learn about the Opportunity records that are available in EXO CRM.

Campaigns

Learn how to set up and run a marketing campaign in EXO CRM.

EXO Job Costing

Introduction to EXO Job Costing

This short overview gives an introduction to the features available in the MYOB EXO Job Costing module.

Managing Job Quotes

Learn how to create, manage and process quotes in the MYOB EXO Job Costing module.

Timesheets in EXO Job Costing

Learn how to add time costs to jobs in the MYOB EXO Job Costing module.

Costs in EXO Job Costing

Learn how to manage material costs in the MYOB EXO Job Costing module.

Purchasing in EXO Job Costing

Learn how to raise and record purchases against jobs in the MYOB EXO Job Costing module.

Job Scheduling

Learn how to schedule jobs and resources in the MYOB EXO Job Costing module.

Serviceable Units

Learn how to set up and use Serviceable Units in the MYOB EXO Job Costing module.

EXO Accountant's Assistant

Introduction for Accountants

Learn about how EXO Business can be used by accountants and external advisors.

The EXO Accountant's Assistant

This short overview gives an introduction to the features available in the MYOB EXO Accountant’s Assistant module.

Accounting Processes

Learn about accounting processes in EXO Business and the journals they produce.

EXO OnTheGo

MYOB EXO OnTheGo

Watch this quick overview of the MYOB EXO OnTheGo iPad app.