Pay Bills: Additional fees field
Hi, as we pay many bills via credit card to take advantage of points earning, it would be great if there was a Credit Card Fee box to enter the charge into, similar to the Finance Charge box in the Pay Bills window. This could be linked directly to the bank fees or credit card fee expense account and would save extra processing when paying bills already entered in MYOB (as opposed to a Spend Money transaction). Currently we have to go into the supplier and add a transaction for the value of the cc fee and then go to pay bills and pay it altogether inclusive of the cc fee. A finance charge type of window for a credit card fee would be brilliant! Thanks. 'Credit card fees when paying bills"3.5KViews13likes14CommentsPurchases: Change category on closed Bills
Hi MYOB, It would be great if you were able to change categories of a purchases even after the bill has been paid. You can do it before you make a payment but once the payment is made then you cannot change it. Very frustrating. Thanks Marco. "Changing Categories of paid bills"6.2KViews16likes13CommentsPay Bills: Show Job Number
We have multiple invoices from suppliers for different jobs and when I have to reconcile my accounts sometimes the payment reference on the bank statement is the job number (as the invoice(bill) is yet to be produced ie a proforma or not available). So what I am faced with this morning is a list of 20 unpaid bills, an amount to put towards one of those bills and i'm going to have to open each bill until i find the job number that the payment is for. This happens frequently and i would be so grateful if this could be added as an option as it would save me so much time. "Job number being visible or an option to be visible when in the 'pay bills' screen would be so much more efficient for my company."Import/Export: Include Subtotals, Headers and Blank lines in the export of Sales/Purchases
Dear MYOB, Can the header, subtotal and blank lines in a salebe includedin exported / imported data? This iskey information which is being omitted off data being exported / imported from one data file to another. My client is a electricaltradesman who uses the item type sale to list materialsand labour soldand needs a section to type in notes for location and work performed that can be viewed on the screen in its interity (not hiden by expandable field). This information needs to be stable data and have the ability to beimported / exported. ' Kind regards, Vanessa Romano " Import/export sales - complete including header, subtotal & blank lines"6.4KViews17likes9CommentsIn Tray: View document without needing to open PDF
Bright ideas department to make MYOB more user friendly. The In Tray works OK. Would it be possible to preview the pdfs without actually opening them, say with a magnifying glass? I get several bills from the same entity and it'd help with identification if I could see the contents of each one without having to open the pdf. "Viewer for In Tray"4.6KViews106likes6CommentsIn Tray: Show filename of document
When viewing invoices in the intray, particularly multiple invoices from the same supplier, the thumbnails are useless. Having the file name visible would make much more snese. Either an alternate view (list etc) or having the file name displayed under the thumbnail, or on a cursur fly over style "In Tray, invoice view"11KViews37likes20CommentsSales/Purchases: Show full description line when entering a sale/purchase
It would be REALLY helpful if we could see all the lines typed in the purchase description field (as you could prior to the last update - and as you can on Invoice description field) I am unsure why it was thought to be better to just be able to read the top line - it is really NOT ! "Purchases - Item - description field now shows only one line"8.1KViews20likes17CommentsForms: Remittance Advice - Additional columns
It would be useful, if the options in customised forms gave more available fields that you could insert. I need a report that could automatically print from the pay bills screen as we record a payment, with GL accound codes & purchase information on it for authorisation purposes. The current customisation settings don't allow me to add the fields that i need, and the remittance advice doesn't hold enough information. At the moment we have to manually print a custom report for each supplier every fortnight. "Pay bills report"1KViews0likes2CommentsForms: Remittance Advice - List credits line by line
I am new to MYOB, but very unhappy with how the software deals with credit notes on remittance advices. When we pay Suppliers ( 100+ per month) we always have a mix of invoices to pay and credits to take. Whilst the system will take up the credits the Supplier is not getting the breakdown on the remit advice. The remit advice needs to show invoices line by line and ALSO credits line by line. That way the Supplier knows exactly what the total amount represents. I have discussed this issue with 2 Live Chat consultants and both have no solutions, one even suggests to "hand write" the information. The remit is supposed to be emailed so that option is not professional enough for such a well known system. My previous software package of 20 years handled this simple accounting task perfectly. Keen for feedback and also a software enhancement quickly. Given credit and invoices are entered the same way except with a negative value I am surprised this issue has not been resolved by other retailers paying suppliers years ago! "Supplier Remittance Advice needs to list credits line by line!'31KViews98likes76CommentsFind Transactions: Search by description transactional line
I'd like a search function for bills, purchase orders and the like by text in the description. At the moment the AccountRight can only search text in the memo, while most detailed information in bills are actually contained in the description. Sometime I know that I had purchased something but can't remember from which suppliers or when, a search in the description would bring that out immediately. Now I have to go through tens of bills with up to 20 lines in each of them looking for the word! 'Search bills, purchase orders by description"11KViews18likes18Comments