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Document Manager has wrong login name
Site with multiple machines running MYOB AE v2.4.8. They have MYOB Document Manager v5.4 running in System Tray. Noticed on one machine, the username shown for Document Manager is showing a different staff member to the one logged in (see image). MYOB is logged in as the right user, have tried clicking on DM & selecting…
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Digital Signatures - Proof of authorised persons
Hi I am new to clients signing BAS and documents via MYOB Practice and would like reassurance about the validity of signatories. IF we lose access to the Practice Dashboard or close our Partner practice, a downloaded PDF of a signed BAS or document, with only a ‘signers name and date of signing’ displayed at the bottom of…
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Task Template
Hi everyone, We are currently handling Fringe Benefits Tax (FBT) work for our clients using MYOB AO / MYOB Online. However, we have noticed that there is no standard FBT template available within MYOB Online for client communication or approval purposes. We prepare the FBT return in MYOB Online, but then send it to clients…
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Client Access to upload docs
Hello, As a bookkeeper I expect my clients to present their documents to me digitally. Can you confirm if I complete a subscription to the myob software, that my clients can upload the requested documents via the software for me to access and process?
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Contributors
Can contributors send documents to the accounting practice via the portal
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Tax payment advice to clients
why do non-tax clients appear on lists for tax notices?
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No Files Available
This has happen before, but recently happening again, why is taking so long for our files to be available, should be automatically available.
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Macro worksheet
Hi Our practice uses Accountants Desktop generated cashbooks and other spreadsheets for our workpapers. These can have macro's within the file to automate actions. We are unable to upload these files to MYOB Practice or vice versa from the client as it is not a supported file. Is there a reason why these types of files are…
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Sending receipts for sale invoices
How can we send a simple receipt for tax invoices without sending the invoice again?
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Invoice Template MYOBAE
some of the computers in our office have upgraded to a new version of word- auto update, and the invoice template now shows the bpay box at the top of the screen, rather than at the bottom. it still shows at the bottom (in the remittance advice) for computers that have not updated. Any idea how we lock the bpay box in…
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Practice Alias - Emails and comments
Is there a setting so when comments are added to a task, the email sent to the client also comes from the Practice Alias? Currently, sharing a task or document sends an email from the Practice Alias. But any comments made to the task & sent as an email, display the staff member's name instead. This makes those emails less…
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MYOB PDF Manager problem on new W11 workstation
I have done a workstation install of AE/DM and PDF Manager on a new W11 workstation. Our first W11 machine on the network. When we print a tax return to this workstation, it prints literally hundreds of pages! This tied up the workstation for a few minutes, and much longer when we delete the pages. Does anyone have a fix…
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MYOB Partner Portal
Are there issues with the MYOB Portal today? I received an email to say that a client has approved their IAS. I can see approved in tasks but under the activity statements list, still showing as waiting signature. Also I have tried to send another clients BAS for authorisation and it keeps bouncing back....
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MYOB Advisory
Is this an issue that is going to be fixed? I have a number of clients who like these reports but if there is a large amount of data they just dont generate and I need to prepare manual packages which is too time consuming. Selecting a different period is an unusual work around - monthly reporting is monthly reporting - I…
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Revise Activity Statement (BAS)-MYOB Practice Online
Hey Recently i have to revised BAS which previously lodged from from MYOB AE/AO. But from 30th September, we are no longer to pre-fill, Pre-lodge & Lodge Activity Statement from MYOB AE/AO. We can't find BAS lodged from MYOB AE/AO in MYOB Practice online & therefore we are not able to Revise Lodge BAS from MYOB Practice…
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MYOB Advisory Save and Export Not Working
Happy Friday Everyone I have created my reports in Advisory and they will save. However when I go to Save and export the function seems to not be working for a certain client. All other clients are working. Naturally just no the client I need. Has this happened to anyone else and they were able to fix it?
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Tax notices still being created for clients we no longer act for.
Our MYOB Tax is continuing to create tax notices for clients that we no longer act for. Why is that? And how do we stop it happening?
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Practice Tax not worth the effort
Hi all I have just spent over 2 hours on hold with support for Practice Tax. My query was that I could not generate an invoice for the tax return I was processing in Practice Tax. I was told that they could not help me and they had to discuss with a specialist. When they came back to the call, I was informed that this…
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MYOB Practice Activity Statements - printing change
Hi all, The order of the print of the Activity Statement appears to have changed overnight. Now the Declaration is first. Is there anyway to change this back to the way it was previously. Cannot see an option to do this in any of the settings? Thanks
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No automatic Activity statements appearing in MYOB Practice manager
I have set up everything per the instructions provided, I should be seeing activity statements at the start of each month but all i get is an empty list... Any suggestions?