Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N. 080 893 812 and Systems Unlimited 1 Installation 2. Create Shortcut Icon.

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Presentation transcript:

Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N and Systems Unlimited 1 Installation 2. Create Shortcut Icon 3. Import “aba” file 4. Reports Generated Creating “aba” file in MYOB 5. Set up Bank Information for Company 6.Set up Bank Information in Employee Cards 7.Create ‘aba’ File Page No. MENU Details ONCE SET UP, YOU WILL ONLY NEED TO REFER TO PAGES 3 & 7.

1. Go to Start, and up to Run 2. Open: CD Drive:\ Coinage\Setup\Setup.exe If Run does not default to this go to Browse, CD Drive, Coinage folder, Setup, and finally Setup.exe (this will chose the pathway for setup). 3. Click OK 4. Click to install program Please note Please note: The Directory that the Coinage Analysis program will be placed (C:\Program Files\Coinage\). This is where you can save the “.aba” file to for easy access. If you choose another directory please take note of where it is located. 5. Click OK INSTRUCTIONS FOR INSTALLATION Page 1 (IMPORTANT: Ensure you have read the licence agreement in the CD case before installation) Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N and Systems Unlimited

1. Go to Windows Explorer, Click on Programs Folder, and double click on the Coinage Folder 2. Right click on the Coinage icon Go down to Create Shortcut 3. You will see the Shortcut icon appear on the screen, minimise Windows Explorer so that the desktop appears in the background. 4. Click on Shortcut icon and hold down the mouse button on the shortcut icon and drag it onto your desk top. You will now be able to double click this icon to use Coinage Analysis INSTRUCTIONS TO SET UP SHORTCUT ICON ON DESKTOP Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N and Systems Unlimited Page 2

Once you double click on the Shortcut icon the Coinage Analysis program will start….. 1. Click to Import your saved “aba” file 2. Select folder where “.aba” file is saved (The Default is in Program Files, in the Coinage folder) 4. Click Open This screen below will appear once the data has been imported. 5. Click OK to display Reports INSTRUCTIONS TO CONVERT THE ABA FILE Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N and Systems Unlimited 3. Click on your “aba” file Page 3

Click to view Employee Details Click to return back to Summary These reports can be printed by either, clicking on the Print icon, or by going to File and down to Print. REPORTS ARE NOW DISPLAYED Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N and Systems Unlimited Page 4 Click to Print

MYOB Setting up MYOB to use with Coinage Analysis

SET UP BANK DETAILS IN COMPANY INFORMATION Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N and Systems Unlimited Page 5 2. Click on Bank Info 4. Click on OK. 3. This information is needed for MYOB to create the ‘aba’ Coinage file, it is irrelevant in Coinage Analysis Analysis and therefore does not. need to be accurate. 1. Go to Setup, Company Information.

SET UP BANK DETAILS IN EMPLOYEE CARD Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N and Systems Unlimited Page 6 1. Go to Card File, click on Employee Tab, select employee and edit. 2. Click on Bank Info 4. This information will appear on the Employee Detail Report in Coinage Analysis. 5. Click on OK and enter this information for all your employees. Once this information has been entered for all employees, process your pays as normal. 3. This is the minimum information needed for MYOB to create the ‘aba’ file. This information is Coinage Analysis. irrelevant in Coinage Analysis.

CREATE ‘ABA’ FILE Entire contents of this document copyright Serendipity Consulting Pty Ltd A.C.N and Systems Unlimited Page 7 1. Click on Payroll 2. Click on Electronic Payments 3. Make sure the correct account is displayed. 4. Remove tick from Unprocessed Payments Only and select Payments Dated From and enter today’s date. 5. Click OK 6. Check selection and if correct Click Process. 7A. You can click OK to save in your MYOB directory. You would then need Coinage to change the directory in Coinage Analysis Analysis to locate this file. OR 7B. Alternatively, double click on C, scroll down to Programs and Coinage. The file will Coinage Analysis then appear in Coinage Analysis as in Page 3. OR 7C. Alternatively, put in a disk and change Coinage the drive to A and OK. Then in Coinage Analysis Analysis select your A drive. IN THE NEXT STEP, CHOOSE WHICHEVER OF THE FOLLOWING THREE METHODS MAKES IT EASY FOR YOU TO LOCATE THE FILE IN COINAGE ANALYSIS.