Sales: Preview invoice before emailing
I always preview my invoices and quotes before printing them but as we are becoming more digital and paperless, it would be great to be able to preview invoices and quotes before emailing to customers. "Add a preview buttom to emailing invoices and quotes like the printing option has"2.1KViews38likes2CommentsEmail: Ability to set senders email address for Outlook
Hi, the fact that Myobautomatically uses Default emailaccount in Outlook is totally wrong move. Lets say that we have 5 email account in OUTLOOK, default is FRED@ and the one that I need to use for Invoicing is ADMIN@. I am sending invoice via MYOB that will automatically use FRED@ in my Outlook. Does that make any sense? NO. It does not. How hard would that be to configure MYOB to be able to set whatever account in my OUTLOOK will be the MYOB account? I know that your answer is going to be this: You can set default ADMIN@ and when you use OUTLOOK without MYOB, you can choose your account FRED@ manually. This would be veryunproductive and very hard to manage. The reason why you have to make the feature ,, CHOOSE OUTLOOK EMAIL ACCOUNT,, available is that people can use appropriate outlook email account with different email signatures. 99.99% companies havemultiple emails. Please let me know what you think....:-) Have a good day Fred "Outlook Email Default for MYOB"28KViews123likes35CommentsBank Feeds: Unallocated report
Hi there, Just wanted to put up for discussion the idea of an Unallocated Bank Feed Report or at least a general ledger option the same as LiveAccounts (see discussion below). http://community.myob.com/t5/Troubleshooting-LiveAccounts/Printing-unallocated-transactions/td-p/202492 I have clients who I do bookkeeping for and need to clarify several transactions a month in AccountRight Live Plus. Currently I have to screen shot the bank feed screen and then copy that onto an email to query with the client. It would be great if you could just print a report of all transactions that have been 'fed' through to MYOB but have not yet been 'allocated' or 'ticked off'. Thankyou "Unallocated Bank Feed Report"misstams3 years agoTrusted Cover User43KViews143likes55CommentsBank Feeds: Ability to match one bank transaction to multiple myob transactions
I'm sure this would have been suggested before And I can't find it. Two+eftpos payments received in one day. Unable to match two to one? Am I missing something? If so please enlighten me. ThanksGeoff_Colwill2 years agoExperienced PartnerDone48KViews150likes82CommentsReports: Ability to create own report
Hi, I've been struggling with MYOB for a while trying to make the custom report I want and finally dropped the idea. To create a custom report: I need to open a prebuilt report, then select the field I want/don't want and then save as a custom report. Main problem is predesigned reports have a limited list of available fields to customise the report. And I lose time going from one to another to finally find the predesigned report that is close to what I need and then customise it. Even so, result is not perfect and I still have a lot of work to do on the file. I would be awesome if we could create a custom report from scratches without being linked to a predesigned one. Then we could select just the fields we need, order them the way we want and finally have a real full custom report that fits our needs ! "Full custom reports"Khman2 years agoContributing Cover UserNew16KViews86likes25CommentsPayroll: Period start and end dates
I would like a feature to set up the payroll period eg. Pay week is Monday to Sunday, payday Tuesday etc. when the pay roll is run on Tuesday the dates for the payroll start and end dates would default to the previous monday and sunday, or what ever the user has set as being the start/end dates for the payweek. "Payroll period start and end date"iClint3 years agoCover UserOpen24KViews152likes38CommentsPrepare Electronic Payments: Ability to disable Information box - Check the BSB and account numbers
Hi MYOB, Is there anywhere I can turnoff the warning "make sure BSB and Account number for Suppliers", it is very annoying? "Company BSB and Account Number check"RoniArnold8 months agoExperienced Cover UserNew9.5KViews107likes17CommentsPayroll Reporting (STP): Employee Terminations - pull the employee's termination date
When an employee is terminated on their card file the termination date should carry across into single touch payroll reporting so its doesn't have to be re-entered to notify the ATO. "Payroll Single Touch reporting"Grant_Wilson4 years agoExperienced Cover User2.7KViews33likes1CommentSpend Money: Remove the warning for Pay Bill transactions (when supplier is selected)
Hi, one of the more annoying features that I find is when MYOB wants to persistently warn me when I make a Spend Money entry that perhaps I should be using Purchases for this entry when this is not so. This annoying little warning holds me up every time. Thanks Debbie "Remove or provide an option to remove the warnings for Purchase Entries" If the cheque you are entering is a payment for a purchase that you have recorded, you should be using "Pay Bills" instead of "Spend Money"DebTraj3 months agoPartner28KViews123likes66CommentsDisplay: Increase font size
might be ok for younger eye's, spare a thought for the older generation. Why the hell has the ability to change fonts gone & window sizes. Now the only way to make this stupid program readable is to redoo the screen resolution, Even MS excel has the ability to zoom, might be time to dump MYOB me thinks!! "small fonts & window sizing"rusty1922 months agoTrusted Cover User64KViews178likes112CommentsOnline Invoice: Show date and time stamp (not relative dates) of sending/viewing
Can details of when an invoice is viewed by a customer please be implemented into AccountRight as it is in Essentials? This data is very helpful when customers say they didn't receive an invoice and you can provide the detail of when it was opened. Thank you :) "Date & time stamp when emailed customer invoices viewed"Deanne0014 years agoExperienced Cover UserNew2.8KViews37likes2CommentsStatements: Email or print option
As a small company the option of printing or emailing statments is a very valuable tool. However, after emailingthe customers who provide you with an email address it would be considerably easier if the same customers did not then appear as an option on the "to be printed" Statement list. Currently you have to rely on your memory as to whom you have emailed. So my idea would be to have a default option as to "email or print statements". "Statements - emailing or printing option"Jackie_Welsh5 years agoExperienced Cover User35KViews132likes55CommentsPayroll Reporting (STP): Child Support reporting
I read on a few other posts that MYOB has chosen not to include Child Support Declarations through STP Phase 2 since the ATO have said it's only optional. From a customer point of view, it would be great to eliminate another step in payroll processing, especially since MYOB is already making so many changes to accommodate STP phase 2. I find it difficult to imagine that it would have been any harder to include this than any of the other changes. Similarly, if a child support category could be set up to only calculate once net pay reaches a certain amount (similar to super guarantee not calculating until $450 wages earned, but at a rate set per employee - or I'd just set up a new category for each affected employee with their specific protected earnings amount), that would be good too. "Support for Child Support Reporting"H-TS2 years agoTrusted UserNew1.4KViews15likes1CommentRemittance Advice: Default settings
Is it possibleto have an option in MYOB where we cantick a default setting to always email remittance advices rather than changing it every time we entered the"Pay Bills screen." ? Atthe moment it always reverts back to "Remittance advice delivery status: to be printed" when you close out of the screen. Thank youA-E8 years agoExperienced Cover UserDone51KViews138likes75CommentsReconcile Accounts: Attach (actual hard copy) Bank statements
Now we can file our purchase invoices when we enter data. It would be handy to scan in bank statements alongside bank recs.Our accountatnts always want the bank statements as verification. JoC "Keeping Bank statements on File"joc2 years agoExperienced Cover User9.1KViews114likes9CommentsSetup: Print multiple forms as one print job
I used to be able to select a dozen invoices, print them to SnagIt, and get one file with 12 pages. NowI get 12 files of 1 page that have to be saved individually. Vote for this! "Print multiple forms as one print job"Mike_James3 years agoUltimate PartnerOpen46KViews158likes73CommentsPayroll Reporting (STP): Ability to delete pay events from Payroll Reporting Centre
"Allow to delete an STP entry at the ATO."JanN4 years agoExperienced Cover UserNew7.7KViews45likes16CommentsOnline Emailing: Removal of MYOB Branding
Hi Myob, I have just gone through the process of trying to set up pay direct from the link on one of our invoices. After setting up it then stated that the function is not yet released and now our emailing of orders and invoices are sent from myob instead of from our email account. This is fine however the email that is sent is branded Myob.... The link to download the invoice is also heavily branded Myob... This looks very unprofessional to see so much branding of a sent invoice for another company. If i am to continue to use this service i require the ability to format the email and also the download link page so that it looks like we are actually the invoicing company instead of Myob being so. I dont mind a small Myob text somewhere however the way it is now is verry cheeky. Thanks. Email formatting for myob direct emailing and invoice downloadingRhino7 years agoCover User8.6KViews92likes12CommentsSales/Purchases: Changing the card listed on a recorded sale/purchase
It would be super helpful if we could change the customer card on an invoice once it's been recorded! I understand why we can't change the name once a payment has been applied to it, but in the meantime it would be great to change the customer card if required. Thanks! "Changing Customer on an existing invoice"AshL2 years agoExperienced Cover User17KViews118likes31CommentsMYOB Capture (app): User access role to this sole function
Our clients have multiple employees that work off site and they want to utilize the Capture App None of these employees have access to the MYOB programs the employer uses (ie they are not set up as a User in the program). I understand we will need to set each employee up as a User to be able to utilize the Capture App What User settings are recommended for these users? - Would it be easier for MYOB to create a "Role" for Capture App users only Any thoughts? "MYOB Capture App - for employees that are not currently set up as MYOB users"Screen Space
Could we PLEASE have cards that use the whole screen space instead of me going cross eyed trying to read a tiny font in fields at the top of the screen while there's a tonne of blank screen real estate just going to waste. And before you say oh just use the browser version, it has bigger font - the browser version of cards is missing a tonne of fields that we use in the desktop version every day, so we can't make the switch without losing functionality.SDuddy2 years agoExperienced UserNew526Views4likes1CommentCard: Employee - Ability to attach (PDF) file
Could we have the ability to attach PDF Files (similar to attaching a photo) to the Employee Card. In our industry we need to have things like National Police Check, Working with Children Cards ect kept on file at all times, keeping a PDF File on the employee card would help a great deal. "Attaching PDF File to Employee Card"nswsatrznurses4 years agoCover UserDone24KViews135likes32CommentsPurge: Cards
It would be great if there was a way of bulk deleting, or bulk merging of unused cards and especially items. "Bulk deleting of cards or items' Delete cardsHelen-Webley3 years agoExperienced Cover UserOpen25KViews117likes41CommentsSpend Money/Receive Money: Ability to Insert/Delete Rows (General Journals)
It would be really useful if MYOB had the ability to insert rows in Spend Money/Receive Money/General Journals transactions (you can do it in purchase/sales invoices) – it is extremely frustrating when something has been entered and a line is missing, you then need to redo a sectionof the journal if you want it in a particular order (or especially with recurring journals thatmay slightly change from month to month and you want to insert a line, but not at the bottom). This would be easily overcome with the ability to insert lines in these types of transactions. What do other people think or am I the only one that wants the order of line items to be in a specific order? "Ability to Insert/Delete rows in Spend/Receive Money and General Journals"25KViews142likes32CommentsReports: Grand Total on Superannuation reports
Could we get a "Total of All Funds", "Total of all Categories" etc field in the Superannuation Reports? So that it shows the total amount of the payment that will be required? I realise this figure is available on other reports, but it would be a useful option to have on all of them.18KViews121likes22CommentsInvoice Reminders: Attach PDF copy of invoice
Our original invoice emails are set up to attach a pdf copy as well as email the link. It would be great if this option could also be added to the automatic invoice reminders, as our customers are literally complaining that having to click the link and download a copy takes up too much time. "Attach Invoice Copy to Reminder Email"SDuddy2 months agoExperienced UserNew1.2KViews14likes2CommentsReconcile Accounts: Click and drag to select (multiple) tick boxes
Hi, can you please bring back the function that was available in the old versions of MYOB eg Premier v19, whereby you could click and drag the mouse down over the tick boxes in a Bank Reconciliation or when processing payroll? I know the feature to click and select / unselect ALL the tick boxes, but the drag and select feature was really useful for selecting / unselecting groups of transactions in one go. I get so frustrated having to click each single box!! Thanks Kate "Group Ticking of Tick Boxes"32KViews124likes88CommentsPurchases: Increase/decrease tax up or down by a cent
I frequently have to adjust the GST up or down 1 cent to match suppliers bills (invoices). What about a small UP/DOWN icon after the GST line on a Purchases - Edit Item BILL to adjust by 1 cent only? "GST rounding adjustment in bill"AndrewKShields6 years agoContributing Cover UserNew3KViews56likes1CommentForms: Statements - Due Date column
Hi,I'd really like to be able to put the due date of invoices on a statement (I have been hoping this would be implementedfor years). Some of our clients have different due datesfor different things they orderand it is never clear on a statement exactly what makes up the aging period 1, 2 and 3 or what is actually overdue.I think this would help us greatly with getting clients to pay on time and displying to them exacly what we're "harassing" them over :) The field is already there and can be used in invoices, so I'm not sure why it isn't availablein statements. I dont want to have to use another field or enter in the due date for each invoice (as some suggestions I've seen previously). Thanks "Due Date on Statement"Jesslc2 years agoCover User16KViews106likes22CommentsPayroll: Calculate superannuation for all employee regardless of age (under 18 year old included)
I know that superannuatin is only compulsory for under 18 year olds if they work more than 30 hours a week, but it would be good if MYOB could have an option for allowing superannuation to be automatically calculated by MYOB for those employers who want to pay it to all employees. Currently, it is only automatically calculated when the pay includes more than 30 hours for the staff member. I have an under 18 who we pay superannuation for (regardless of hours worked), and so I have to remember to manually add it in to each pay. "Superannuation for under 18 year olds"62039 months agoExperienced Cover UserNew1.5KViews7likes5CommentsPayroll: Pay Employee - Ability to enter a note field (to be included in Pay slips)
Hi Gurus. Would like to submit idea that a ''note'' feature be added to Payroll so we can make annotations during the processing of payroll that will then be shown on staff Pay Advice. Back in the old days it was ok, as we would hand write notes on the Pay Slips to hand out. But now with them being emailed, i then have to either send personal emails to employees (which sometimes forget) , or chase the staff down in the car park. The notes are not major, just things like: ""Paid missed overtime from last payroll"" Just a thought Thanks Muchly "Payroll Notes"DKP4 years agoTrusted Cover UserDone16KViews94likes19CommentsMYOB TEAM Rosters
Dear Myob developers It would be great if the system would block off the days for an employee who has requested leave that particular day/s, so they dont accidentally get rostered on. At his time, once you approve an employees requested leave, you can still roster them on, on those day/s. It makes it very difficult to rememeber not to roster people on, when they applied for the leave a month ago and the roster system still allows you to roster them on. Also would be great to set split shifts in one day, as multiple employees are multiskilled and able to assit in other roles in the business, but i cant set more than 1 shift in a day. I have seen a post about this from 2021 and yet no updates have been made to accommodate this and we are in 2024. We took on this system to simplyfy rostering and timekeeping, yet these sort of things are making it more of a hassle. Please take these points into serious consideration when upgrading your sytem. Another thing to consider. I have also made the comment before about having a "PRINT ALL" option for payslips, you have a "email all" option but to print the payslips, we have to open the PDF of every employee, one by one, to print them, which is a very tedious process.NgnMotel6 months agoContributing Cover UserNew123Views1like0CommentsShow credit card surcharge on tax invoice
It would be great if the credit card surcharge could automatically display on tax invoices when customers pay bycredit card using MYOB Online Payments. When paying an invoice by credit card using MYOB Online Payments, some customers require the tax invoice to show the credit card surcharge. Currently, this has to be done manually and is a little difficult and tedious. The surcharge payment should then also be applied to the invoice when paid.AshleyM4 months agoExperienced Cover UserNew114Views1like2CommentsPrepare Electronic Payments: BPay payments
I currently use an ABA File to make multiple EFT payments and would love to be able to do the same with BPAY payments. Would it be possibleto add this as an option when setting up a Supplier's Payment details? I have to enter each BPAY payment into thecheque account, then log onto the bank and enter each BPAY individually...very time consuming! Thanks, Jenni "Multiple BPAY Payments using an ABA File"jenni3 months agoExperienced Cover User42KViews130likes76CommentsSales: Make Customer PO Number a required field for certain customers cards
Ihave several customers who state that they will not pay invoices if their purchase order number (a.k.a customer PO) is not stated on the invoice they receive. The problem is, these customers are usually large organizations, and sometimes junior staff order goods without knowing that they have to provide a purchase order number. We then get left in the lurch in terms of payment. I'm aware of the issue, so I always request a PO number, but I think it would be nice to have a failsafe so that if I hire new staff, they can't accidentally generate invoices which customers are unlikely to pay (if they forget the customer PO number). For this reason, I am wondering if a 'require customer PO' option (or similar) could be added on a per-card basis? I have called MYOB support and apparently no such feature currently exists. At the moment, we simply have to write a reminder into the card's address field, which is not a very clean solution. If anybody knows of a suitable workaround, I would appreciate the advice. Thanks, Dean "Require customer PO to record invoices for a given card"Dean_Peart3 years agoContributing Cover User14KViews74likes18CommentsPrint/Email Pay slips: Ability to email attachments
It would be really handy to be able to email attachments with Payslip eg; notices, shutdown period, termination paperwork, forms to update employee information before tax time etc... "Email attachments with Payslips"Mags7 years agoTrusted Cover UserNew3.3KViews49likes2CommentsOnline Emailing: Change the From email address
Hi there. Had a client today getting some feedback from customers/suppliers etc about when an email (sent from AR Live mail) arrives into the inbox it has the email address "accountright@apps.myob.com" This wouldn't normally be a problem but some people are copying this email address when writing a reply, why they do this we do not know (instead of just hitting reply). If this is able to somehow be replaced with the reply address so that it looks like the "reply to" email address actually sent the email (?!) then that would go a long way in fixing a headache for the client. Thought we would throw the suggestion in here in case others find their customers doing this and maybe would benefit from a change. :) Thanks "Emailing from new AR Email system, shows confusing email address in customers inbox.."Tana5 years agoMYOB ModeratorNew7.6KViews76likes13CommentsPay Bills: Additional fees field
Hi, as we pay many bills via credit card to take advantage of points earning, it would be great if there was a Credit Card Fee box to enter the charge into, similar to the Finance Charge box in the Pay Bills window. This could be linked directly to the bank fees or credit card fee expense account and would save extra processing when paying bills already entered in MYOB (as opposed to a Spend Money transaction). Currently we have to go into the supplier and add a transaction for the value of the cc fee and then go to pay bills and pay it altogether inclusive of the cc fee. A finance charge type of window for a credit card fee would be brilliant! Thanks. 'Credit card fees when paying bills"TrudiMelbMem5 months agoExperienced Cover UserNew3.5KViews13likes14CommentsSingle payment received for multiple customers
We usually receive a single payment for multiple sales for different customers. Currently from bank feeds, we have been receving money into Undeposited funds account and then in bank register under undeposited funds account, we receive payment for each of the client and close sale one by one. I suggest if a feature could be implemented where from bank feeds when you receive payment, you should be able to allocate it to different customers right there or any quicker way as we receive a single payment sometimes for 50-60 customers. ThanksSky13 months agoExperienced UserNew705Views4likes4CommentsIn Tray: Set folders to store documents in
When I post an invoice or purchase through the "In Tray" module I can only bring in the actual file but I would like to set up folders showing different months (eg. February 2020 or March 2020 to find an apprioate invoice quickly rather than have to go through all the files to find the right one. "Folders inside card files using the In-Tray function"2KViews28likes4CommentsInventory: Items List - Include Committed and On order columns
Inventory list should have not only SOH but also columns for committed and quantity on order. This would be super helpful instead of having to drill into each item. Also when entering orders it should show available stock so you know when you have run out of stock. "Inventory:Claro2 years agoExperienced UserNew6.7KViews32likes19CommentsBank Feeds: Rules - Ability to match description of bank transaction with that of the invoice number
Our business receives hundreds of small payments each month from hundreds of different customers. Our customers are well trained to include the Invoice Number in the payment reference field, which then comes into MYOB on the bank feed. What we'd like is a bank feed rule that is smart enough to match the number in the payment reference field against an open invoice number, and if the invoice amount also matches, then create a Receive Payment against the invoice ready for Approval. This would save us a large amount of time each month. "Bank Feed Rule for Invoice Number to Receive Payment"John4564 years agoContributing Cover User4.4KViews53likes3CommentsSales/Purchases: Recode transactions in bulk with different tax code
An option to recode GST allocation, Account Allocation and Client/Supplier Card would be very helpful - for users with Administrator/Accountant access only. A competitor's program has a very simple process to re-code items which have been incorrectly recorded. It is very easy to correct data entry mistakes and saves a lot of time by accounting staff making corrections. (Eg: A client recently had 5 months worth of entries entered as a non-GST registered business and was then advised to backdate the GST registration. If we had a recode option like other programs, this would have taken less than a minute. As each entry had to be corrected it took 2 days work - an unnecessary expense to the client had they been using a different program.) "Bulk amendments and re-coding"Jodi_12 years agoPartner13KViews64likes16CommentsCard File: ABN Status column
I would like to see an extra column when you display the supplier cards. The extra column I am suggesting would be to show ABN status. Currently you have to go into the card to see the ABN status whether green, red or orange. I would like at a quick glance to see the status of ABN's and be able to filter as per colour. To take it a step further if we could hover over the ABN status on the cards list to see GST registration would be extremely helpful. "Supplier Cards | ABN Status"KnobelTam2 years agoExperienced PartnerNew1.5KViews10likes3Comments