Payroll: Search employee pay slips by employee name
New System has lost functionality. We were able to search payslips by clicking on a particualr employee. We can now only search payslips by date. This makes it more time consuming to send adhoc payslips when staff ask for it., or when we need to retrieve payslips for other reasons. "Unable to search payslips by Staff member"
Sales: Selection list of customer to show contact name
In the new upgrade, the drop down from the Customer Name in invoices only shows the business, not the contact like it used to in the old Essentials. This means for us with multiple contacts at the one business to invoice, we cannot see which one is correct to select. The only way is to view invoice as pdf (which then saves it) and if it is wrong, we cant go and select another company/contact due to it being "saved". This is a terrible new function and incredibly time consuming; deleting the whole invoice and re-doing each time until the correct contact is found is ridiculous. **Example** Perhaps a customer comes back to you after you have issued them an invoice and want it changed to a more specific person/department/Owners Corp/Landlord etc...it can't be done and has to be deleted and re invoiced. What if the invoice was 5 pages long? Every line item cannot even be highlighted and copied, so it would need to be printed and manually entered all over again. PLEASE CHANGE BACK THIS FUNCTION! This is really adding stress to our business. So, it is 2-fold, this request. 1. Allow the option to change the customer on an invoice and 2. Show the contact for each company next to it. Please consider this!Find transactions: Include paperclip/attachment icon
Would it be possible to have a 'paperclip' icon included against a transaction that has the receipt attached, that is visible in the list of transactions, rather than having to open the whole entry to find out if there is a receipt attached? It would be much easier to then be able to track which receipts need attaching. "Paperclip icon in transaction list view"
Reconcile accounts: Only bank or credit cards in Account selection
Is it possible that when you are reconciling bank accounts and credit cards the accounts listed in the dropdown only include accounts that have the Account type 'Bank' or 'Credit card'? Very frustrating trying to find all the different bank accounts and credit card accounts when you have to scroll through the whole chart of accounts to find them. "Reconciling Bank Accounts - Account list should only show Account types 'Bank' and 'Credit card'"
Search: Select Card by ContactID
Can you please make a search funtion for the customer card ID when invoicing. We invoice to the one customer/busines's/Body Corporates that have multiple properties they own and this can only be distinguished with the card ID. This is an important function like all other myob versions as at the moment you waste countless hours scrolling though your customers card to find the correct property to invoice too!!! "CUSTOMER CARD ID"
Search: Add account colours to drop down lists to aid in searching
I would like to add colour to account listings..... Then you could colour, active account listings or account listings used by accountant..... eg.. superannuation payable one colour/ superannuation expense another. "add colour in accounts listing"
Transaction history: Show document is attached
When displaying Transaction History, you are unable to determine from this screen which transaction has an attachment attached without going into the individual transactions one by one. Suggest to have an attached document PDF icon displayed in Banking transaction history similar to Purchase history (Bills) screen. "MYOB Essentials Spend Money - Attached Document Icon not displayed in Transaction History"Sales: Add new customer - populate the name from previous search
When searching for a customer and them finding that they do not exist as yet, why does the name that you have already typed disapear in the enter new customer screen? In Myob Accountright the name stays in the window and saves retyping it again. "New Customer"Search: Contacts - By postcode
It would be really helpful if the searching option in "Esssentials Contacts" could be expanded to include using a postcode and/or suburb. I have over 900 people in my client/contact base is really difficult and ineffecient to undertake a search only within the parameters of name or phone number. "Expanding Esssentials Contacts Search Options"