User: Matty72 | MYOB Community

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Matty72

Experienced Cover User

Joined 8 years ago

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Re: Crediting a customer account when no remittance advice is provided
sues0204wrote: Hi Matty72, The only way I've found to do this is to firstly create a $0 value invoice for the customer. Then, when you are allocating the payment, be sure to check the Include Closed Sales check-box, so that you can allocate the payment to the zero value invoice created earlier. You can theoretically re-use this $0 invoice for this purpose repeatedly. see pic attached. Hope that helps. sues0204Thank you this approach successfully resolved the issue
3 months ago Place AccountRight: Sales and Purchases
143Views
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Crediting a customer account when no remittance advice is provided
I have a situation that arises from time to time where a customer has several outstanding invoices for the same amount and sends a payment for that amount without referencing the invoice number on the payment and without sending a remittance advice. Then the information is not provided by the customer when requested. This causes bank reconciliations to be out by the paid amount until this information is provided and the payment correctly allocated. Is there a way of applying the payment to the customer's account such that it appears as a bank deposit and as a credit on the customer's account which can later be applied to the correct invoice when the customer eventually provides remittance advice?
Solved
3 months ago Place AccountRight: Sales and Purchases
154Views
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2Comments
Re: Only require authentication once a month
Doreen_P My MYOB user access settings were already set to login with a my.MYOB account but I still have this issue of having to login again after every 12 hours.
10 months ago Place MYOB AccountRight ideas exchange
1.2KViews
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Re: Double payment to different bank accounts
Mike_JamesThank you that's great. If the customer elects to take a refund, how would this be processed such that bank account is credited and the credit is discharged from the customer's account?
10 months ago Place AccountRight: Sales and Purchases
353Views
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1Comment
Double payment to different bank accounts
We have received a double payment for an invoice from a customer. The first payment was made via PayPal and incurred a transaction fee. The invoice was marked as paid by applying this payment. Subsequently a second payment was made directly to bank account. How can this second payment be credited to the customer's account with an option to either apply it to a future invoice or to issue a refund? We are waiting for the customer to advise which option they prefer. When I go into Sales -> Receive Payments, there is no open invoice to which the second payment can be applied and the system throws the following error: "An unbalanced transaction may not be recorded" One option is to debit bank account and credit a temporary asset account but we would prefer an option that shows the credit against the customer's account rather than having it floating on the balance sheet.
Solved
10 months ago Place AccountRight: Sales and Purchases
374Views
0likes
3Comments
Re: Only require authentication once a month
jenniekandSean_DC Where is the option in my.MYOB to bypass the User ID and password needed to logon to the application and data file?
11 months ago Place MYOB AccountRight ideas exchange
1.5KViews
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Only require authentication once a month
I am using AccountRight Plus AU 2023.5.1.4. When I launch the application, my account password and a 2FA token are both required to login. There is an option to trust the device for 30 days so that the 2FA token is not required during that period. However, the password is still required and there is only an option to not require the password for a maximum of 12 hours. I don't require this level of security in my environment which is a PC that no one else uses. Ideally I would like to extend the period that a password is not required so that a password and a 2FA token are only required once per month. Is this possible to achieve?
11 months ago Place MYOB AccountRight ideas exchange
1.5KViews
10likes
9Comments
Re: Process a refund from a supplier
Ah yes I see it now:
2 years ago Place AccountRight: Sales and Purchases
596Views
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0Comments
Re: Process a refund from a supplier
There is no Settle Refund or similar button under Purchases. This is my command centre. I found it in Purchases Register.
2 years ago Place AccountRight: Sales and Purchases
610Views
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2Comments
Process a refund from a supplier
I received and invoice and an adjustment note from a supplier and registered both as purchases. The adjustment note was for a larger amount than the invoice so theaccounts payable for this supplier is showing a negative balance. I have applied the credit to the invoice.The supplier refunded the balance with a bank transfer. How can this be handled in MYOB AccountRight such that the outstanding supplier credit is discharged and the cash is debited to a bank account?
2 years ago Place AccountRight: Sales and Purchases
627Views
0likes
4Comments