Pay Superannuation: Delete or hide reversed paysuper payments
There is currently no way to hide or delete authorised (or approved) PaySuper transactions so ones that need to be amended will still show as partially authorised (if 2 authorisations required) "PaySuper - delete or hide reversed paysuper payments"87KViews600likes203CommentsSetup: Add a budget
Hi Feedback from our clients tells us that many clients would like a simple budgeting feature. One suggestion was to enter in either a monthly, quarterly or yearly budgeted figure for each account and then areport to print at intervals to see how the actual expenses are comparing. "Budgeting"25KViews66likes34CommentsReports: Include account number tickbox on report filter page
The new release of AccountRight Live 2013.4 is great. However, although the Export to Excel option is now available, it only runs and exports without the account numbers. The workaround is to display the report first and then hide or unhide the account number before exporting to Excel. Wouldn't it be nice to have a tick-box on the front filter page to include or exclude account numbers for reports like the balance sheet or profit and loss? And perhaps another tick-box to include or exclude accounts with zero balances. Harry Linden Lakesview Consulting Pty Ltd "Include account number tickbox on report filter page"21KViews49likes28CommentsReports: Ability to change the font size and type in body of reports
I have recently updated our Chart of Accounts , and would like to know how to be able to have Header Accounts print in Bold text, the way they are shown on the screen. When I print off the list, all the account codes and names are in plain text. Although thesub accountsare indented, it would be good to have the header lines in bold. I'm sure there are other reports that would also benefit from this type of customisation. "Changeable fonts in reports"11KViews47likes21CommentsPayroll Activity Summary vs Payroll Register Summary report
Hi Everyone As it is the end of the payroll year we thought we do an overview of two key payroll reports that are great to use at the end of the payroll year. These can be used to ensure that you have the correct values ahead of preparing your payment summaries. If you go to Reports>>Payroll>>Employees you have two reports; Activity Summary and Register Summary. Both reports do appear identical but are drawing their information from two different locations. The Payroll Activity Summary report is looking at the actual Payroll transactions recorded in payroll, whereas the Payroll Register Summary report looks at the employee’s card – in particular, the Payroll History section of the Payroll Details tab. Ideally, both of these particular reports will match as the payroll transactions recorded will match up with the employee’s card. What if the Payroll Activity Summary and Register Summary reports don’t match? If these particular reports don’t match it is likely that the card history has been updated manually. To get them to match do follow the below instructions: Run the Activity Summary and Register summary on a per month basis, to narrow down the month(s) that the reports don’t match Once the month(s) have been determined where it doesn't balance, check the payroll transactions in those months to ensure that they have been recorded correctly When that has been checked navigate to the pay history section of the employee's card -Card File>>Cards Lists>>Employees>Select the relevant employee's card>>Payroll Details tab>>>Pay History (left-hand side) Select to Show pay historyfor that particular and overtype that value to be same as the payroll transaction recorded Rerun the relevant reports to ensure that they do match. Once you Activity Summary and Register Summary reports do match, you are in a great position to prepare your payment summaries.11KViews2likes0CommentsReport: Payroll Activity Summary - Expand report columns (pre-tax and post tax deductions...)
I find the payroll reports in MYOB don't make reconciliations as easy as what they could be i.e. all deductions/expenses are just lumped in together. My suggestion would be to use the report columns as follows: (I believe there is work being done in this area - feel free to enlighten me about it if you know) Gross Wages Salary Sacrificed Super Other Pre-Tax Deductions Post Tax Deductions Tax* Net Pay Superannuation Expenses Other Expenses * I wonder if MYOB can have an ETP process whereby the ETP tax actually shows under tax as opposed to a deduction (which can be overlooked by a client when preparing their BAS). Any updates/feedback welcome. "Payroll reports need to enable easier reconciliations"10KViews28likes11CommentsReport: Audit Trail / Session Report / Track changes by users
I would like to see a Session Report and Audit Trail style reports available in LiveAccounts. The Session Report will allow us bookkeepers / accountants to print off the list of adjustments we did and forward to the client so they can learn the best coding practices. The Audit Trail report would show which user has done what when - so we can see if/when a transaction has been adjusted and why. This allows the owners to keep track of what their employees have done as well as which transactions have been editied by their bookkeeper or accountant.10KViews49likes16CommentsReport: Job Transactions [Accrual] - Include Tax amounts
Isit possible to produce a job transaction report that includes the GST in the Debit and Credit amounts. This is needed when customers require a report on the expenses and payment that have been incurred on their job. It would alsohelps with our budgeting. Some of the transaction have GST and some transactions relate to exports and other GST free transactions so it is difficult to get an accurate picture of the current situation. "Report - Job transaction including GST'8.6KViews16likes9CommentsReports: Customer Payments
Just wondering if there is a possibility of MYOB having the ability to produce a report for Debtor payments similiar to the Supplier payment history report? I would like a report to give me payment date, the amount paid by the customer and the invoices that were offset with this payment. "Payment Listing"4.8KViews17likes7CommentsPay Superannuation: Report on who authorised each superannuation payment
Can you please create a printable/exportable report we can print to show each authorised PS with the ID and the itemised employee's super paid? This would be required to show my clients the payments processed. Currently the only report available is from the transaction journal, which when I enter the ID to show PS1 - current and press print nothing shows anyway. "PaySuper payment report"4.6KViews28likes3Comments