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Learn how we test new features and how to get involved. Discover what's in progress, coming soon or recently closed for your preview into new features that might be coming to our software soon!Recent Posts & Replies
Apportioning percentages
I signed up to Solo for my book keeping business and so that I could use it for myself and recomend to clients as a low cost, fuss free alternative for sole traders. I was a bit disappointed upon signing up to Solo that you cant apportion expenses. Im registered for GST and this means I have to manually calculate the GST on purchases I make where part of it is personal use. I really would have thought, being marketed to sole traders, that this would have been a consideration. It creates extra work because you have to figure out a work around. For me, I have set up an account called 'partial business expenses' and then at the end of my reporting period I've got to go through it and work out the GST and deduction for this. The alternative is to allocate, for example 'telephone' to the telephone expense account and then adjust the personal portion out. For me, its fine, Im a book keeper, I can do it (although I actually find it annoying because then I find myself wondering what is the point of the software, Im not even sure if its saving me any time in comparison to just using a *free* spreadsheet). But for clients this is frustrating because they've got to pay for the time for someone to fix this up each BAS, enter in journals to fix it etc. OR the risk is that the sole trader overclaims GST because they have no idea that they either a) need to take out the personal expenditure or b) dont know how to do this in the software. And if the argument is, its for simple sole traders who have simple businesses, i'm not sure that flies because it is marketed towards sole traders and promises to simplify things. It promises to 'track expenses, invoices and payments all in one place' and yet the expense tracking feature is so unbelievably basic. It promises to 'have GST automatically calculated for you' and 'lodge directly' but how does one do that if you cant apportion expenses? Sole traders are the ones who actually need to be able to apportion expenses because they are not separate to the entity they are trading in. It doesnt make sense and I really think this should be considered as a software upgrade soon.MYOB invoice e-mail transparency.
On the 20th of the 1st, I created and sent an invoice with a payment date of two weeks. There's no log of the client opening the first e-mail. The invoice log shows that on the 31st of the 1st the invoice was e-mailed again, which was immediately read by the client. This wasn't sent by me, as I have no two-factor authentication e-mail from that day. Why did MYOB send the e-mail a second time, 11 days later? Is it possible that there was an error on MYOB's end, and the first e-mail never sent, so the system has picked that up and tried to quietly rectify the issue?
How to reconcile payments that my clients have made directly through MYOB
How to reconcile payments that my clients have made directly through MYOB Hi, A few of my customers pay directly through myob and myob automatically receipts those invoices but when i go to bank feeds i cannot match the payments as it does not show any invoice numbers or reference relating to those invoices, and I can't just allocate it as my understanding of this then will create a duplicate transaction, so please advise how do i match these sort of payment paid directly through myob? i will need to match and allocate all from bank feeds in order to then do the bank reconciliation
Cannot sign in
Hi, for two days now I have been unable to sign in to the myob solo app. It does the whole looging in thinking thing and then just rebounds back to the sign in page. The email and pw used are 100% correct. This is NOT a user issue. This has been an ongoing problem for months, however it usually let's me back in after a few attempts, however this time it has gone on for days and it is now negatively impacting my ability to actually run my business. I cannot access my money, take payments, send invoices - nothing. I have even tried fixing it by uninstalling and reinstalling the app - yet it persists. Not acceptable MYOB!!!
Solo Trader here - Person account to Business Account and back
Hi, I am a solo trader. I am in the process of setting up my business bank account, but have been using my person bank account for income and expenses in the mean time. I have a couple questions, 1. Should I input my person bank account payments into the program, to allocate payments from? Or is there another way to do it? 2. When I do have the business account up and running, how do I allocate money being transferred to my personal account, and if need be from my personal account to the business account?
Expanding customisable heading - Sales> Invoices/Quotes
Many of the available fields used as column headers within Sales → Invoices and Sales → Quotes don’t have meaningful relevance for my business. Being able to customise these headings so they reflect information that actually matters to our workflow would be extremely valuable. For example, it would be very helpful to have Jobs available as a column header, and to be able to sort by this field. This would make it much easier to manage work in progress and quickly locate documents related to specific jobs. Customisable headings would allow businesses to tailor the interface to their operational needs, improving efficiency and usability across different industriesTax subtotal when allocating transactions
MYOB should make accurate data entry easier, not harder. When I have to grab a calculator just to total a column in the transaction allocation window, it defeats the purpose of using accounting software. A simple fix would help: when allocating amounts within a single transaction — especially when some lines are taxable and others aren’t — add a Total Tax field below the Subtotal. Clean, clear, and avoids manual calculation.
Show the ACTUAL date not "three weeks" or "one month" ago when viewing the invoice activity in the invoice portal
Since statements and reminder emails don't add to the contact log, I have to collate that information with the 'sent emails' information and/or the 'view invoice activity'. It would be nice if EVERYTHING triggered a contact log so it's all in one place, and recorded the actual date so I can use it when chasing money from customers or referring them to debt collection.Files access to employee on portal
Hi I have attached a unique pdf file on each employees profile screen. Employees can view this file / document on the contacts menu of the Acumatica app but for those that prefer to use the portal, the file button/option is not visible. how do i give access to view files on the portal.
