Search: Invoice by ship to address
To be able to search sales invoices via ship to address. We have a customer we invoice for thousands clients. If we can search invoices via the ship to address as this where the goods get delivered to, so when we need to search a clients invoice we have to sift through so many invoices to find it. It is time wasting and so annoying. "Ability to search sales invoices via ship to address"ALISON5 years agoCover User4.6KViews12likes4CommentsPay Bills: Search Purchase number
Hi Guys, It would be good if we could search/filter suppliers bills (invoices) in the 'Pay Bills' screen similar to the search in the Enter 'Purchase Screen'. When we pay from suppliers statements it's sometimes hard to find invoices if the dates are incorrect. Cheers Marty "Search by Invoice Number in Pay Bills Screen"MartynSaunders3 years agoCover User2.1KViews5likes3CommentsBank Feeds: Rules Report
Can we please have a report developed that givesus a easy glance at how bank feeds are set up in a easy exportable format to excel. Would be great to be able to import back into the file too. Food for thought! I am comingacross some files where users, accountants and bookkeepers have set up rules that are totallyincorrect. Currently I have to click into each rule to review them and fix them. For example recently I consulted to a client who had set up a rule for all employees to post directly to wages. That was very silly!!! I see this happen often....as part of my bank rule review I always check this now by reconciling the PAYG and Wages. It pays to review bank rules on a quarterly basis at least to pick up any errors that could be occurringand this report would make it easy for us to identify errors for the BAS as well. "Bank Feeds Rule Report"CloudMindAcc4 years agoUltimate Partner5.6KViews18likes5CommentsMultiple Customer Emails
Can MYOB Please add extra email addresses to each card. There are many customers who want invoices emailed to one address and statements to another. My suggestion is three addresses for each contact, one for general, one for invoices and 1one for statements. Similarly for supplier cards: One for general, one for accounts and one for orders.Mark_Sarachik2 years agoPartnerNew345Views1like1CommentSales: Ability to set a default form for invoices and another for quotes
I would like to set one default form for an Item Quote, and a separate default form for an Item Invoice. In other words: We have 2 Form Templates - one for quotes - lets call this one "QuoteFormat", and another for invoices - lets call this one "InvoiceFormat". These forms are slightly different At the moment we have the default set as "QuoteFormat" so that every Item sale by default prints/emails using the "QuoteFormat". Every time we have to send an invoice we need to change the form to "InvoiceFormat". This requires [unnecessary] extra clicks, it's easy to forget to do this, and certainly slows the process down - I use the latest AccountRight Live (2015.2) so it is often quite slow to display the list of available forms. An additional important benefit to this would be the ability to use the "Save to Disk" feature on Invoices - which CANNOT select a custom form other than the default (Crazy, right??) If anyone has any ideas, please post them :smileyhappy: "Separate default forms for (item) Quotes and Invoices"G_I6 years agoExperienced Partner9.2KViews19likes13CommentsIn Tray: Attach Invoice Document Directly from Purchase Window
The In Tray functionality for purchases was a great addition and is extremely useful. I'd like to suggest being able to attach the invoice to a Purchase directly from the Edit Purchase window. Currently, if I'm editing a purchase and notice that no invoice has been attached, I can't just click an"Upload File" button. I need to exit the purchase, go to In Tray, Add Document, Link to Existing Bill, find the original Purchase I was working on and then link the uploaded document. It would be extremely useful to avoid all of these extra steps and just have a one-click upload feature, similar to the Unlink button you already provide in the Edit Purchase window.Inventory: Separate item descriptions for sales and purchases
From what I can tell, creating an inventory item that has a suitable description for both sales and purchases is not achievable. If there was a tick box under the item details tab for: 'include item description on sales' OR 'include item description on purchases' it would simply solve this problem. I could then use the detailed description for sales and the profile name for purchase orders and generate my purchase orders with little effort directly from the customer sales order. "Inventory Item Details tab, separate tick boxes for sales and purchases"KP-ACE5 years agoCover User13KViews17likes18CommentsForms: (Professional) Invoices - hide zero (0.00) values on line with just date
Traditionally (ie Classic and AE) it has been possibleto print lines withDates and descriptions withzero values and no amount is dislayed; merely a blank field. Now in AR2018 all zero values print as $0.00. So where a proressional layout may have numerous lines reflecting varying datesand descriptions and a single total at the bottom now each date line is showing the $0.00. It looks anything but Professional! Surely we can have an option to suppress printing zero values! "Suppressing zero values on Professional Invoice layout lines!"robcraw4 years agoExperienced PartnerOpen3.5KViews10likes4CommentsPayroll for Pacific Island nations
Please could MYOB release an old version of NZ payroll which allows the PAYE tax tables to be input by the client so that small Pacific islands companies have a payroll that they can use? Many of them use to use the Australian or New Zealand but once MYOB hard wired the tax rates in, they have to manually enter tax payable into each employee's pay every pay period.Yodama2 years agoCover UserNew258Views1like1CommentCard: Employee - Emergency Contact tab
In the Employee Card File it would be very handy to have a tab for EMERGENCY CONTACT DETAILS. Name: Relationship: Address: Mobile: Telephone: Email: At the moment I enter this information into the Card Details Notes: But this piece of information everyone should collectfrom their staff members and it would be great to have itavailable andeasily accessible! "Emergency Contact Tab for Employees"Moulds_Trucking5 years agoCover User4.4KViews22likes4CommentsImport/Export Assistant: Items - Include Quantity on Hand
Please can you once again add the option "Quantity On Hand" to the "Import/Export Assistant" when exporting the items fields. if this Could be added it would be very much appreciated. "Add "Quantity on Hand" to Import/ Export Assistant when exporting the "items" Fields"ChrisAqua4 years agoExperienced User1.8KViews5likes1CommentOnline Payments: Partial/part payment
Can we please have an option when using paydirect that the client can “part pay” an invoice. For example: my clients are required to pay a deposit several weeks prior to their booking, but they cannot pay a deposit using paydirect against their invoice because they cannot change the dollar amount. At present I have to issue 2 invoices. "Paydirect part payments"Shan1111114 years agoCover UserNew3.5KViews11likes5CommentsTimesheets: Copy to previous timesheet
MYOB currently has 'copy from previous' button. It would be useful to have a 'copy to previous' button. When you open timesheets, MYOB defaults to the current weeks timesheet based on todays date. Staff usually enter timesheets after the payweek has ended and often, accidently, enter times into the wrong timesheet. It it time consuming to copy this information into the correct timesheet. "Copy to Previous Timesheet"PioneerRigging2 years agoCover User1.9KViews7likes1CommentSales: Converted quote to take current date
Hi, I often use the quotes in MYOB and convert to invoices when they are taken up. This can sometimes be a month or two apart, unless you specifically recall to change the date the invoice will use the quote date. Really very annoying when I imagine it is an easy fix, of course remembering to update at the time of invoicing helps too, but I am used to so many programmes having an auto date function that I sometimes miss changing the date. "Automatically amend date from quote to invoice date"AWHA6 years agoCover UserOpen2.6KViews9likes3CommentsSales: Ability to add payment schedule
Hello, We run a business that requires a deposit,mulitple progress payments and a final balance (based an a percentage or the projects total). On our invoices we have to manually type using "insertblank line" a payment schedule for each indiviual invoiceeg: The deposit of $xxx is due on.... The progress of $xxx is due on.... The balance of $xxx is due on.... It would be great if we could have a payment schedulefield that is separate from the details sectionfor the required payments and their respective due dates with additional fields to record the date of receipt payment. Or if we could create our own fields, using formulas similar to excel. Also, If the payment terms can be customised, for example, we require thedeposit on agreement, progress on approval of final plans, balance on installation. Also, if the data fields could be accessed from all invoice types when customising forms. For example, adding a reference date [refdate] option to the service invoices, or a shipping address field to the professional invoices. "Invoicing: adding a Payment schedule"EmmaBilbija7 years agoCover UserNew1.8KViews12likes0CommentsSales/Purchases: Enter accounting period date
Hi All I would like to see the possibility of an Accounting Date being introduced which was used to determine the period in which a Supplier invoice was posted instead of the invoice date itself. Currently if a Supplier invoice misses our EOM close, we process it in the following month and re-date the invoice to the 1st of the that month. I would rather the invoice retained it's correct date, however could be processed with an Accounting Date of the next month. if there is another way around this please let me know. Presumably this might already be a feature in a higher-level MYOB edition (eg Exo)? Cheers! "Accounting Date"Northfleet_FC4 years agoExperienced User1.6KViews8likes0CommentsSearch: Ability to search by job name
Hello One of the aspects of MYOB that I find slows me down considerably is the need to know numbers instead of being able to search by name. I was able to do this on another accounting package that I used to use. Eg. When entering invoices it would be far quicker to be able to search for "Job Name" alphabetically from job list instead of having to know/find the actual job number Also when creating a card it would be simpler to type "job materials" instead of needing to know/find the number from the chart of accounts. This feature would really save the user alot of time when entering purchase/sales/payroll information. Please consider this as I really miss this feature from my old accounting package. "Search by Job Name (Sales/Purchases/Payroll Screen) and by Account name (Sales/Purchases/Payroll Screens)'deb_acct2 years agoExperienced Cover User8.7KViews16likes9CommentsBrowser: Attachments to Cards in MYOB Business
Like its big brother AccountRight, it would be good to have the 'attachments' to card functionality carried across to MYOB Business. A very handy tool to store contracts and forms for customer, suppliers, and employees!Chuck_Mak28 days agoPartnerNew584Views3likes1CommentSpend Money: Use supplier' tax code as default
We are a builder who have a lot of various subcontractors. Most are registered for GST, but there are several who are not. As MYOB doesnt currently pick up the Supplier Card tax code, we have to just "remember" which subcontractors are not registered for GST (GNR). We are using Bank Feeds to save us time, which means we our purchases are entered as a "Spend Money" transaction (we have a rule set up). Supplier Card tax codes are not picked up in the Spend Money transactions. The following would be useful: 1. ALLOW "SPEND MONEY" USE THE SUPPLIER CARD TAX CODE: Can the "Spend Money" transaction be altered toapply and use the relevant Supplier Card tax code, rather than a default setting? Because this isnot picked up from the Supplier Card, if a subcontractor is not registered for GST (i.e. GNR) and we have to "remember" to change the tax code MANUALLY to GNR. -------------------------- OR ----------------------------------------- 2. BANK FEEDS - ADD THE ABILITY TO "ENTER AS A PURCHASE": I have been advised that the Supplier Card tax code is picked up through "Purchases" and we would need to go to"Enter Purchases", enter the payment $$ into the "Paid Today" Field and this would then use the Supplier Card tax code. We are using Bank Feeds to save us time, so doing the above steps would be going backwards for us.Can youadd the option to "Enter as a purchase" when we right click on a bank feed transaction, which would then apply the tax code from the Supplier Card to the transaction? I hope this makes sense.Thanks. "Supplier Card tax code not picked up in "Spend Money" transactions"DMG-DURAL2 years agoExperienced Cover User14KViews23likes30CommentsPayroll: Automatic journal entry to account for leave liability
I think it would be great if AccountRight could producethe journal entry required to be processed to record the value of the entitlements on the balance sheet e.g. a just like the journal entry that is printed when using BASLink, but for recording entitlements. AND/OR Click a button called"Recognise Entitlements" and it will do the journal for you to a specified date (obviously you would need to setup which entitlements you want recognised i.e. yes to Annual Leave, no to Sick Leave etc) "Automating recognition of leave entitlements"7KViews26likes9CommentsSales/Purchases: Indication of where on screen cursor is
It would be great if a user could easily recognise where the cursor is when entering Sale & Purchase Transactions Lines. At the present time it is difficult to quickly identify where the cursor is awaiting a value in a transaction line or even if the cursor is in a transaction line ready to accept input as the transaction is completely filled with the MYOB purple colour. It would be a great idea if a user can easily identify that he/she is in a transaction line and what field in that transaction line is awaiting input from the user. In the attached example of a 'Purchases Type Bill - Item Layout' screen there is a clue where the cursor is awaiting input. Can you recognise it? If you can thenyou have done well,but the same clue is unavailable in a 'Purchases Type Bill -Service Layout' screen. "Where am I?"Tazter7 years agoSuper Partner6.3KViews27likes7CommentsMYOB Invoices (app): Record Purchase Orders
Can you please add purchase order entry in the On The Go App. "Purchase orders in On The Go App"BWProAdvice7 years agoContributing PartnerOpen8KViews19likes11CommentsPayroll Reporting (STP): Report on ATO Reporting Categories are assigned to what categories
When setting up large files with lots of payroll categories forSingle Touch Payroll (STP) we would like to send the client and accountant a list of all the categories and ATO Reporting Category assigned for verification . Would be great if MYOB could please develop such a report, please. Would be great if we could export them out to excel through import and export menu as well "Single Touch Payroll ATO Category Report"CloudMindAcc4 years agoUltimate Partner1.9KViews10likes0CommentsSales: Warning customer is in credit when raising invoice
Hello, At the moment if a credit exists for a customer the first reminder we receive is when processing a payment, it would make more sense (to me) if the warning came when the invoice was raised otherwise that horse has already bolted, if advised earlier an adjustment by way of the credit would reduce the invoice at that point and the credit issue is resolved. As it stands if its missed and not picked up it can continue invoice after invoice, and it would be a better solution than sticky notes on the screen to remind of customers with credits. "Warning that a credit exists when raising invoice"PeterLister7 years agoExperienced Cover User4.5KViews24likes5CommentsUser Access: Administrator to be able to log out other users
It would be helpful if Administrators were able to log out other users when, for example, someone's left for the day but forgotten to log themselves out of their system. "Administrator to be able to log out other users"leejvh3 days agoCover UserOpen9.5KViews21likes5CommentsSales: Printing Backorder items
The manner in which AR 2013 prints backorder invoices needs to be changed. There is no logical reason for the backordered product to be listed with a zero quantity and zero value then listed again in the backorder section. The original invoice line should be automatically deleted if the entire quantity is on backorder. It causes unneccesary confusion the way it is and looks totally unprofessional. "Printing Backorder Invoices"Geejay7 years agoExperienced PartnerDone11KViews22likes13Comments- BIRD_PLACE4 years agoExperienced Cover User1.5KViews5likes4Comments
Setup: Retain window column layout between versions
We all have our own form layout for invoice/statementcoulum sizes, however with every update those personal sizing default to MYOB standard which have to changed back to the user setting. Could they be saved & rolled over with the updates? "Window column layout between verisons"Dave_D4 years agoCover UserOpen6.6KViews20likes9CommentsSales Register: Ability to set own default custom date range
I would love to see a user customisable setting (via preferences) that lets the user select the date range viewable in the Sales and Purchases Register, it'd also be productive to have default buttons that show "THIS MONTH", "LAST MONTH" so that you can see at a glance your register for the chosen period. ie In preferences I could set up SALES REGISTER "Custom Display" to be 7 days In preferences I could set up PURCHASES REGISTER "Custom Display to be 14 days When I'd go into SALES REGISTER (or purchases register), I would see the date range as normal, however there'd be click choices to populate these fields with either "CURRENT MONTH", "LAST MONTH" or "CUSTOM DATES" - it's painful having to type in them, especially for the week or so after a change of month. (You'd still need to be able to enter the date range you want manually, but the overall "defaults" would streamline everything. Regards Sharon "Date Selection in Sales / Purchases Register'SharonPerth6 years agoTrusted Cover User5.3KViews26likes5CommentsIn Tray: Split view document and Enter Purchase window
It would be handy to be able to view an invoice that is in the in tray so you can enter the details in the enterpurchases window. Currently I have to save the invoice to the desk top to be able to enter the informaiton from the invoice. Even checking the amount has been transcribed over correctly of the invoice number. The intray is working very well for me but this would make it work even better. Thanks Raelene "Viewing invoices in In Tray"Raelene5 years agoExperienced Cover User8KViews15likes11CommentsJobs: Increase job name character limit
The length of the Job Name field is too short, and doesnt allow us to enter a suitable name. Would be better if would allow 80-100 characters. "Job Name - length of name string is too short" 30 Character 2018.2Trav99995 years agoExperienced PartnerNew2.1KViews10likes1CommentReports: List of Payroll Category
Hi, I can't seem to find any way to print a basic report of current Payroll Categories info. I have just updated all the hourly rates for each payroll category from the Fairwork Australia pay guides and would like to be able to print a report that I can check against the guides to ensure I haven't made any data entry errors otherwise Ihave to open each payroll category and check it individually. "Payroll Categories'OysterFarmer10 months agoCover UserNew2.9KViews12likes4CommentsSales/Purchases: Include a Categories column on Enter Sales/Purchases window
Please could we have a Categories column in the Enter Sales and Enter Purchases windows. Our company has three branches that we need to report on individually as well as a group. At the moment when we receive supplier invoices from for example telephone companies, IT providers etc we need to split the bill across the three branches or cost centres, currently to do this in myob we have to enter the bill three times, once for each branch/category/cost centre at the apportioned amount. The categories function would be so much more useable to companies if you could split bills for example across categories in a single record entry. "Categories Column in Sales and Purchases"PrincessYachts6 years agoCover User18KViews26likes24CommentsCards: Lock the card name from changes
Is there a way to be able to tick a box to provent the name field in a customer, supplier or employee card being deleted or changed by mistake? Say you go into a card to look at phone numbers or details that dont come up in the main cards list, and without looking or realsing you hit a key on the keyboard and change the name then you click ok to exit and not cancel. You end up with a single letter named card file. This has happened to me when working with other people who use the cards to look up details. I then have to look for a sale or purchase to re-enter the cards name again. Can you have a way to lock/unlock the card from changes? "Customer & Supplier Card Field Lock/Unlock Function"DM218 years agoCover UserNew2.3KViews13likes0CommentsGet Statement: Rule set up
Please could we be able to apply rules to Imported Statements in one of 2 ways Either - let us import statements into the Bank Feeds window so that the Rules functionality will apply Or - add the rules functionality to the Get Statement window (from either Bank Register or Bank Reconciliation) We get many clients who give us accounts just once per year and it's all retrospective. It's very frustrating having to code a years worth of transactions knowing the functinality exists elsewhere in the product, and fully exists in a competitor product "Bank Feeds - Transaction Rules"Murray_McKenzie2 years agoUltimate Partner11KViews23likes19CommentsForms: Pay slip - Separate PAYG and other tax amounts
I think that an option showing the STSL element separate to to PAYG witholding should be available. Employees need to be shown how much of their withholding tax is going towards their student loans. "Tax description on PAYSLIPS for employees"522Views2likes0CommentsTimesheets: Copy From Standard
Timesheets currently has a "Copy From Previous" option, which is pretty useful. But sometimes the previous timesheet is so far from their standard hours it isn't worth doing. I would love for there to be an option to set up "Standard Hours" for the week (or better yet, to be able to chose a fortnightly or monthly option), and add "Copy from Standard Hours" alongside the"Copy From Previous" option.DominiqueK3 years agoExperienced UserNew763Views2likes1CommentPayroll: Process Payroll - Add employee to existing saved pay run
Hi All, I have a few clients that I run their large payrolls and from time to time you get half way through and find that they have not given me the details of a new employee. In the past this was a pain if you did not check everyone on the list and confirm they were already set up. You would get half way through and when you then discovered that and employee was missing, you had to scrap the entire run, then when you had the new employee's details you would start all over again. When MYOB added the feature to save a pay run and come back to it I thought it would eliminate this problem. It seems it does not. Because you cannot add a new employee during a pay run, I saved the run, then after I added the new employee and went to resumed the run, I could not access the new employee so I still have to cancel and start all over again. MYOB, could we please have a change to this so that the software will assist us to have a smoother workflow rather than cause us to have to start all over again. Thanks, Alan "Returning to a saved pay run is not as good as it should be"AlanT14 days agoUltimate Partner6.8KViews18likes10CommentsBank Feeds: Ability to enter an end date filter
Can the bank feeds have an end date when working through them. A lot of us can be doing 3 months at a time and would like to process to a certain date. You can do various sorts, but everything shows "Bank feeds closing date needed"Seabreese2 years agoPartnerDone2KViews5likes2CommentsInventory: Items List - Include Average cost column
Please can we have access to all the columns from the inventory master file. In particular I would like the "average cost" column to be added, when managing inventory it's important to be able to see both "last cost" and "average cost" Thanks in advance. "Inventory: Items List, make more columns available from chooser"2.2KViews5likes1CommentTimesheets: Allow for entries to be .60 decimals (1 minute = 1 decimal)
When entering staff time sheets why can't MYOB have the option to be in .60 decimal places to stop the converstion into .100 decimal. This is not only time consuming but is open to human error. Your headings indicate Totaal hours, when it is not actually in hours? The time card sheet need to be looked at and refined for companies with many jobs and many staff to make this a simple data entry process, which it currently is not. "Time sheet entry in .60 decimals"Bounce4 years agoCover UserOpen5.5KViews18likes5CommentsInventory: Set Item Prices - Increase by a percentage ( % )
As I understand things currently to do a % price increase across all Items requires export of Item data as a txt file, make adjustments to prices in Excel, then re Import back into MYOB. This is quite complex for many users and from my experience not a smooth, simple or seemless process. I experienced data errors and required considerable time and support from MYOB suport staff. MYOB should have a price adhjustment "Wizard" to manage this process which is a common requirement in any accounting system and handled far better by other Desktop based accounting software packages. (eg. Pastel Partner/Sage). "Increase prices for all items by a %.'IainDavis2 years agoCover UserNew2.2KViews11likes1CommentStatements: Automatically email statements to customers with outstanding invoices
some accounting systems can do this automation per my heading above - why is it not in MYOB? are there others out there who want this included? MYOB, will you include this function soon? It should have options for - all clients with outstanding invoices at a given date, or at every month end - clients with no payment activity - and date range option re how far back the statement summary should include please advise MYOB ...?? "Automation of monthly statements for clients with outstanding invoices"MKNZ7 years agoCover User2.6KViews19likes1CommentForms: Set default form via Customise Form window
We are continually asked how to make a particular invoice the default one. It would make sense to have a default button somewhere in the customise form screen to be able to select one of the list as the default form. "Default invoice layout"Helen-Webley7 years agoExperienced Cover UserOpen4.8KViews22likes4CommentsReport: Inventory Value Reconciliation - Exclude 0.00 items
Could you please add an option to include/exclude zero balances as is possible in the Accounts Receivable Reconciliation Report and Accounts Payable Reconciliation Reports "Inventory Reconciliation Report"Helen-Webley4 years agoExperienced Cover User8.6KViews20likes7CommentsReports: Ability to run Analysis reports easier (like Analysis button)
Please, please could we have back the quick drop down reports which were on the bottom right of the screen in 19.5. They were so easy and quick to get very quick reports. I'm sure that this must have been asked before. "'Analysis reports"Helen-Webley6 years agoExperienced Cover UserOpen4KViews22likes4CommentsPayroll: Ability to attach files to payslips before emailing
Hi Can we get the ability to attach a file to payslipsbeforesending them? Thank you "attchment to Payslips"ActionCranes3 years agoExperienced Cover UserNew6.1KViews14likes4Comments