Overview of How Quick Insert (How to Adjust Anything) works in MYOB Exo

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Have you ever want to change a large amount of data or add a large (or small) amount of data in MYOB Exo but feared you are going to have go through the tedious task of flicking through 100’s or 1000’s of the same screen over and over again? Fear not, the Quick Insert function in MYOB Exo is going to allow you to adjust or add data in the thousands if you want easily and efficiently.

Through the use of setting up Quick Insert tables in the MYOB Exo Business Essentials Configurator you can adjust debtors, creditors, stock and pretty much any piece of data within the system you wish to add or enhance.

In this video, we will look at how to:

  • Set up a Quick Insert table;
  • How to find existing Quick Insert tables in the system;
  • How to adjust existing data in the system through using Quick Insert; and
  • How to add additional data using Quick Insert.

This function can give you the power to take control of your MYOB Exo and the direction which you take the system and getting the most from the system. A word of caution, who can have access to this area of the system needs to be limited but in the hands of a responsible few you can get the system from second gear to sixth gear quality information.

By |2017-05-19T09:18:17+00:00May 19th, 2017|Videos|0 Comments

About the Author:

Brendan founded CFO Dynamics in 2010 with a vision for helping businesses maximise their financial performance by optimising their financial processes. This allows them make fully informed and superior business decisions. Better knowledge, information and processes can help businesses achieve their profit, cash flow and growth goals but also help them get through the tough times in business. Brendan’s great passion is to help people understand financial information and use it to their advantage (as you can see from all the videos on the website!) regardless of how much (or little) financial experience they have.

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