Forum Discussion
Hi FFR,
We appreciate your prompt response and the update you've provided. We also extend our apologies for any inconvenience this may have caused. Now, regarding your concerns,
- No confirmation pay slip has been emailed. In this case, the summary of customer statements is typically sent to the original sender. If you haven't received anything, please check your spam email.
- Need to change the user type? By default, only users assigned the Administrator or Accountant/Bookkeeper role can adjust preferences. If the option is grayed out, please verify the email address used during login and ensure the correct role is assigned to your name.
- Bank Balances not visible on the Dashboard. The new MYOB Essentials platform displays bank account balances for accounts with bank feeds. It shows both the Bank feed balance and the calculated balance. Other bank accounts won't be listed. To access balances for those, running the General Ledger detail report is recommended. For quick access, you can save it as a favorite report.
- Purchases owing figure doesn't match unpaid bills. The unpaid bills report shows bills up to the selected date and should match the Accounts payable account on the Balance Sheet. If they differ, consider running the Payables reconciliation exceptions report from Reporting>>Exception dashboard to check for exceptions.
- Can't change item account name? Once an item is set up, making changes is straightforward. Any modifications apply to future transactions. From the sales menu, select items, find the item you want to edit, make your changes, and save. Clearing your cache can also help resolve certain issues and optimize your device's performance.
- Customer Payment (receive money report). When working with the Customer transactions report, filter the date range without changing the date from and to. Export it as a PDF for a better view with more report details.
- Incorrect GST to pay figure on the Dashboard. The GST payable amount displayed on the dashboard can be misleading. It represents the GST collected this quarter minus the GST paid in this BAS quarter, not the total owed at the end of the last quarter. Clicking the GST to pay link will show the transactions that contribute to this amount.
I hope I was able to addressed all concerns. Should you require further assistance, don't hesitate to reach out again. We're here to help.
Regards,
Earl
Hi Earl,
Thanks for your reply but no you haven't addressed most of my concerns!! my responses are below.
- No confirmation pay slip has been emailed. In this case, the summary of customer statements is typically sent to the original sender. If you haven't received anything, please check your spam email. Your response is odd as you can clearly read that my issue is with "No longer receiving a copy of Employee payslips and there is no tick next to the Employee to note they have been emailed" and yet your reply relates to Customer Statements????? my staff advised yesterday they had not received their payslips and I had no way of knowing if they had been sent!!
- Can't change item account name? Once an item is set up, making changes is straightforward. Any modifications apply to future transactions. From the sales menu, select items, find the item you want to edit, make your changes, and save. Clearing your cache can also help resolve certain issues and optimize your device's performance. Another odd response, I clearly state that while I am entering an item into a "Purchase Invoice" (Not sales) previously I could change the GL Account name for that item at the time (I am not looking to permanently change this) See Screenshot which shows Account is locked.
- Need to change the user type? By default, only users assigned the Administrator or Accountant/Bookkeeper role can adjust preferences. If the option is grayed out, please verify the email address used during login and ensure the correct role is assigned to your name. As mentioned I am the Owner and have full Administrator rights, the Email address is correct and yet the option to change the user type is grayed out??
- Purchases owing figure doesn't match unpaid bills. The unpaid bills report shows bills up to the selected date and should match the Accounts payable account on the Balance Sheet. If they differ, consider running the Payables reconciliation exceptions report from Reporting>>Exception dashboard to check for exceptions. I have run the exception report and there are no exceptions and the figures don't match
- Customer Payment (receive money report). When working with the Customer transactions report, filter the date range without changing the date from and to. Export it as a PDF for a better view with more report details. Your response does not help at all, as I mentioned there are transactions missing, where are they and how do i find them?
This is the 4th time I have reached out for support with all of these issues, I have Phoned and waited 6 hours, Chatted, created support requests through my account (requests were closed with no action or response) and now this Group and I still don't have any resolutions, clearly there are glitches in the system since the upgrade, I need someone to look into this for me and stop with the generic responses that don't relate to my issues!!
- Earl_HD8 months agoMYOB Moderator
Hi FFR,
I'm sorry to hear about the difficulties you've encountered. I'd be more than happy to assist you with this. Could you please provide us with additional information about the issue you're facing?
Looking forward to hearing from you soon!
Thank you!
Earl- FFR8 months agoExperienced User
Hi Earl
I am confused!! what more additional information could you possibly require? did you read my very lengthy reply at all? I have explained in detail what the issues are to you and multiple MYOB staff.
- FFR8 months agoExperienced User
This is unbelievable!! I logged these support requests and all of them have been closed with no resolution or communication at all, what the hell is going on?
Why can't I get actual support with resolutions? I am getting the run around from you, my account support requests and everyone I talk to over the phone, and this has been going on since the upgrade over 3 weeks ago, and don't give me the garbage about how you're sorry and understand my frustration and how you're happy to help blah blah blah, if thats the case why am I still waiting for a resolution 3 weeks later!!
I need you to get someone with knowledge to contact me to get these issues resolved ASAP!!
- Mike_James8 months agoUltimate Partner
Hi FFR , one issue I can comment on, the old Essentials program allowed you to change the gl code on an item line, but this has been changed to standardise the behaviour across all the sme programs.