Importing Build Items
In our business, we use manually created Build Items instead of Auto-Build Items for various reasons. Some of the transactions for these manually built items take significant time to input, so I was hoping to streamline the process by importing them from an Excel file. However, I have only found the option to export/import Inventory Adjustments, which does not appear to be the same as Build Items. The inclusion of the Account Number for Inventory Adjustments appears to be the difference. I noticed that I am unable to export Build Items directly, which further leads me to believe that Build Items and Inventory Adjustments are handled differently. Could you provide guidance or confirm if there is a way to import/export Build Items more efficiently? I attach a document with two diagrams depicting the screens I am referring to.
Assigned Custom Field Names not showing on report
For employee card files, I have created a custom report to show Name, Address, Phone, Email, Notes, Emergency Contact Name, and Emergency Contact Details. I created the Emergency Contact Name, and Emergency Contact Details fields by going into Lists > Custom Lists and Field Names > Employees (see screenshot below) These field names are visible on the employee cards as below: However, when I create my custom report (Reports > Index to Reports > Card > Card List [Detail] > Card Type [Employee] and then want to show \ hide the required fields, it still shows as "Custom Field 1" etc: and so when I run the report, it comes out as below. Also, does anyone know how to delete the default report name i.e. Card List [Detail].... I've tried, but couldn't so I just moved it about the page. I can export this report to .pdf, but can't export it to excel (the option is greyed out) otherwise I could have done a find and replace for those field names. I had hoped to give each employee a copy so that they could check and update their details. My workaround for now has just been to tell them what the custom field name is for if the details aren't recorded. Thanks and regards, Narelle
Having to Authenticate everytime I log in.
Hi all, Since the latest update, every time I log in I am having to authenticate, and this could be four to five times within the 24 hour time frame. I thought authentication was only required every 24 hours and not every time. Very frustrating, as a bookkeeper, I am in and out of clients files alot during the day. Would appreciate any comments, or if anyone else has this issue? Deb
Opting out of new security changes
How can I opt out or disable the new security changes. As a small business there is myself and my wife, I don't see where a security risk. If I need an inactivity timeout to lock the device I am going to configure it on my computer not at an application level. I saw a comment that this is for Australian Tax Office compliance. If this is the case why are you forcing it onto New Zealand customers? The two factor auth was painful enough but to have to log back after 20 or 30 minutes is going to completely do my head in.
payroll card create issue
Hi there When creating a new card for an employee, there is an option to "provide access to employee benefits." As part of our process, the employee pre-fills the onboarding form, and our payroll staff then enters the card details into MYOB. We do not want the employee to have access to the self-onboarding function. However, we have noticed that even if we untick the "provide access to employee benefits" option, an email is still sent to the employee requesting them to fill out the information. This is confusing for the employee and disrupts the payroll function's ability to control the process. Could you please advise if there is any way to completely turn off this function, so the employee does not have access to the onboarding process? Many thanks Nina
Profile Security and Account
Have had some helpful advice from this team regarding the MYOB 2FA issues. Turned out 2FA taking more than 20mins to get to my email so went to my Telstra webmail website and it only took 5mins to receive Thus I was able to get access. However within my Profile under Security and Access this area is blank. What information is meant to be in here and if I had to resort to changing to a mobile instead of email for 2FA how do I do this? I couldn't see where to make the change. Thanks Rob
Annoying mannual login required every day
It's so annoying and silly that MYOB now even removed the "trust for 30 days", where we have to manually input both email address and password every single day. The silly thing is that the "trust device for 12 hours" function is used as an advantage. How do developers feel about manually login all systems you use every day? Live chat said that the removal of trust for 30 days is as per users' request. This is even more silly. the need to log in every 30 days was already a competitive DISADVANTAGE compared with other accounting systems which auto-login can be set up at the beginning of users' journey. Instead of fixing it, MYOB made it even worse by removing it. Currently: input of BOTH email and password is required everyday No setting to remember email at least No setting to custom login setting to allow users to personalize the trust on the device When some users don't need to "trust for 30 days", they could easily opt to not use that function and request "do not remind". But MYOB, on this occasion, removes this optional function for ALL users without considering the inconvenience of other users and leaves us no option but to take on this INCONVENIENCE.Time in Lieu and Annual Leave hours adjustment
Hi MYOB community Need confirmation before I proceed actioning. I have followed the necessary steps to correct the allocation of the "Time in Lieu Earned" and "Time in Lieu Accrued" tabs. Now that this has been resolved, I would like to adjust the balance of the hours. Should I create a pay adjustment or make the changes directly under the entitlement tabs, where the balance adjustment option is available? Regarding the annual leave issue, an employee who was entitled to Public Holiday Leave had this leave incorrectly left unticked in their card file. However, it was ticked when the payroll was processed, which has resulted in a deduction of hours from the annual leave balance. How should I go about correcting this?Not receiving customer payments
Hi I have had multiple transactions that have been payed by clients which they have been sent a receipt and it is now marked off as being payed in myob but I have not received these funds this has been happening for at least a week. This is also an issue that I have never had before and has just started to occur any help would be appreciated
