Recent Posts & Replies
How to terminate in STP is someone didnt work this FY?
Hi Team, We have casual employees. It happens that they dont work for months when we terminate their card. As we changed to a new FY how do I terminate an employee in STP if he hasnt worked this FY yet? His name does not come up in the 24/25 FY. I could only terminate him in 23/24 FY. Can I do that?
Missing invoices
Hello, looking for some assistance please. All of my open invoices have disappeared. Out of the thousands that have been sent out, and paid, everything is gone. Apart from two from three years ago. All my recent open ones are gone. The assistant is useless. Any help would be appreciated.
Item Information Page Missing clickable arrows
Good afternoon I used to be able to see the blue clickable arrows in the items information page which takes me directly to the items register, see snippet below, first snippet is from my desktop and the second snippet is from my colleagues. Have I accidentally switched a setting off? How can I get this setting back?
User cannot Record and Process payrun
Hi, we have two users, both on Desktop AccountRight, both with full Accountant/Bookkeeper access, but only one of them can do a full payroll pay run. The other one get the to the Employee Pays part of the Process Payroll screen, and can only Save & Close, cannot press the Record button (greyed out). What is going wrong here? Regards DamienSalesperson
Why cant you add a salesperson to the orders, quotes, sales on the web browser version. Alot of businesses want this function that was in AR and its not available on web. This is a very useful field to help businesses track sales by employees. Please look at this seriously as people have been suggesting this 9 months ago and you still havent brought this feature out.How to set up your profile on our Community Forum
Hey everyone! Here is a short guide on how to set up your profile on our Community Forum. To start, you'll want to click on your profile icon on the top right of your screen. Click onMy Settings From there you'll be able to edit your Username and fill in thePersonal Informationfields. Toupdateyour profile picture, click on the pencil icon on the top right and you'll be able to upload your own or choose from ones already available. Feel free to reach out if you have any further questions or suggestions! Cheers, Amanda.
Adding Contact Names to Email Template
Hey there I think it would be great to be able to add the contact person's name to an email template. {{contact_name}} or similar? As someone who teaches children, my customer names are all of the people I teach, and I put their parent or caregiver's name as the contact person. If the emails are being sent to the contact person's email address, why wouldn't you be able to address them in the email. Rather than, "Hi, Little John. Here is your invoice for your fees....." (Little Johnny is 5 years old and doesn't get the email.). It should instead be "Hi, Little Johnny's parent or caregiver. Here is the invoice for Little Johnny's fees.....". I know I can change the customer's name to the parent's name, but when I'm invoicing and going down my role of a couple of hundred students, the last thing I want to do is try and remember the parent or caregiver's name or surname (which is often different from the child's). This would make a lot of sense to other businesses too. If you're invoicing a business, you wouldn't address the account /contact person by the business name! What do people think?
Custom Super Payment Reference Numbers
I'm not too fond of the current standard reference numbers for the super payments. Just like the invoicing and quotes, if I changed the number to 1010, the next invoice or quote generated would automatically be 1011. Is there a way to do this for the super payments?
90 days + not showing in summary box on customer statement
On our statements the 60+ days populates the 60 days but nothing if it is over 60 days e.g. 90 or 120 days. The outstanding invoices show on the statement and the total has the figure for all the outstanding invoices but the 60+(over 60 days) does not show the amount for everything over that time. Isn't that what the ' + ' is for? I would have thought that all amounts over our terms (usually 30days AEOM) should show up correctly. Would someone know if MYOB has a way to include 90+ days in the correct box on the statements? Sad as it may be, sometimes customers just do not pay with in their terms. I hope there is a solution otherwise MYOB techs should look at the formula in the background to ensure the correct amounts are showing.
Get ready for 2023.1.500 Release
Hi All, We are fast approaching our next release. MYOB Advanced 2023.1.500 is due for release on 26 July. 2023.1.5 Sept Early Access Program (EAP) A cohort of Sept sites have been nominated for the EAP window on 11 Sept. The 2023.1.500EAPSEPT window is now available for review and customers can be added or moved until the window locks on 26 July. This will be the only 2023.1.5 upgrade window in September. From October onwards all customers will upgrade to 2023.1.5. What’s new in 2023.1.5? Payroll reports, payroll reports and some more payroll reports. 14 new/improved reports in AU 11 new/improved reports in NZ 31 Ideas Portal solved. 30 Support tickets resolved. Acumatica SP 18. Timeline for 2023.1.5 26 July: Lock the Sept EAP window 26 July: Released and available to new sites August: Update demo and implementation sites. Sites can be opted into 2024IMPUPGRADES plan. 11 August: Sept EAP cohort sandboxes available 13 August: Release webinar for consultants and support 11 Sept: EAP upgrades to 2023.1.5 Oct: All customers upgrade to 2023.1.5 Thanks, Madaleen Bothma Advanced Payroll and WFMNew Process for requesting Workforce Management Integration Routes
Hi Partner community, I'm implementing a new form to make it easier for partners to get Workforce Management sites working. This is slightly changing responsibility for site setup. What is an integration Route? Workforce Management integration with Acumatica needs an extra step set up if timesheets are going to be requested by Payroll. Previous process: Partner needed to contact Operations to have integration route set up for any new Workforce Management site. New Process: After completing the Payroll Preferences connection setup, consultant makes an API User in Workforce Management and sets a password on this new account. Details for integration are then provided to MYOB by filling in this form: https://forms.office.com/r/NtKcx0DW9x Please do not give this form out directly to customers Once integration route has been configured, MYOB will confirm and it should work.\ If you know the CompanyID of the WFM Company, please provide it, if not as long as we can identify clearly which Workforce Management company you're linking to we'll be fine (Make sure you give us the correct name). Passwords must never be disclosed in cleartext, always use PrivateBin to send passwords through. How do I know if I need to do this? This is required if you want to Import Timesheet information or Standard Hours information into Acumatica. If this is not set up, completed payruns from Workforce Management will not be visible in the Timesheet Batches ( MPPP7060 ) screen for import into Acumatica. How can I test if the Integration Route has been set up? You can test this by processing a timesheet into a Pay run in Workforce Management, and then Finalizing that payrun.Recurring invoices don't automatically email
I have phoned MYOB today to get help with recurring invoices for clients. Apparently the software cannot do this, which is astounding! It should be a a simple function for MYOB to email the invoices for me on a weekly basis. Currently I have to log in, find the invoice and mainly send it every week which is very inefficient. Please fix!Recurring Tranfers, please
Hi, I don't understand the logic behind allowing me to save a regular spend money transaction as a Recurring Transaction, but not the periodic transfer of funds between my bank accounts. I, for one, would find being able to save a transfer as recurring, a useful addition. Thanks, Steve = : ^ )
