Report: Payroll Verification - Show zero dollar amounts
Hello Developers Any chance we can get the Leave Without Pay category to show up on the Payroll Verification Report. I realise it results in a zero $$ line, that is probalby why it is not showing, but it would be most beneficial to me if it did. thanks D "Payroll Verification report and LWOP"DKP3 years agoTrusted Cover User5.2KViews21likes10CommentsSpend Money: Tabbing into the Memo field using the right arrow to take you to end of the memo
Hello Do you realise how frustrating it is when the TAB and arrow keys do not work the way they are supposed to? When you TAB down to highlight (eg Memo in Spend Money) area, you are supposed to use the right arrow key to be able to type something after what is already written there. This version of MYOB has decided not to do that and it leaves you at the begining of the memo and you have to arrow across to be able to type. This must be the only program that does this, even "Word" and outlook express use this correctly, not to mention the previous version of MYOB AccountRight Plus. Is there any chance it can be looked at and updated? Thanks for your time Kym "TAB and arrow keys"MDFServices7 years agoExperienced Cover UserOpen4.2KViews24likes3CommentsMYOB Invoices (app): Record Activity Slips (time billing)
We need to see time billing included for use on the On the go app sooner rather than later. I want to use the app! Love the idea i just need to be able to use it. "On The Go App Time Billing"MissJade884 years agoExperienced Partner16KViews25likes23CommentsPayroll: Gross Wage/Amount appearing on Pay Employee window & Pay slips
When processing payroll, I would really like to see what the gross amount is on the employee pay screen as it only diplays the Net Pay until you do a print out. "PAYROLL PROCESS'Jenb5 years agoContributing Cover UserNew9.2KViews26likes13CommentsInventory: Multiple/back up primary supplier
I purchase the same product from multiple suppliers, but I am forced to have multiple inventory for the same item because it will only input the primary supplier’s item number in my purchase order, if I don’t do this it means I risk accidently sending a PO with the wrong item numbers on it, it also means I have the same item multiple times under slightly different names in the inventory register causing all sorts of problems with things such as Auto build and stock takes. To solve this if you could add multiple suppliers in item information/Buying Details/ and not just a primary supplier, then you could have a total inventory of an Item regardless of where you brought it from, then if MYOB would automatically show the item number belonging to the supplier you have selected on the PO in your printed/emailed copy instead of your own, allowing the supply company to see their codes etc. on their copy. In addition to this having the ability to input the supplier’s item name and not just item number as I do not use theirs when I sell an item. Also if once you have chosen the suppliers name in the PO and you go to add an item, it would be nice to have the choice of only displaying items in the drop down box from that supplier and not hundreds of other items not even available from that company. I am sure you would have to have some way of averaging the cost of a product when you have purchased it from different suppliers at most likely different costs, but at least if the above changes were applied I could actually start using the inventory section of MYOB to its potential and not have it generate more work for myself. Thanks "Same Item from multiple suppliers"Sabre4 years agoCover UserOpen9.2KViews28likes12CommentsReceive Payments: Allocate payment without having an invoice
Currently when a customer makes a payment it is entered into Myob via Receive Payments and it is allocated to an invoice. If a payment is made and you do not know what invoice it is to be allocated to or there are no open invoices Myob suggests allocating it to a closed invoice which automatically creates a credit on the account. However, the problem with allocating the payment to a closed invoice is thatwhen an aged arrears report is run the credit shows up against the closed invoice. Wouldn't it be better for the credit tosit on the account but not to be allocated to any open or closed invoice? So, in the receive payments screen there could be a flag, or similar, to allocate payment to the account but not to a particular invoice. "Receive Payment from Customer Without Allocating to an Invoice"JamesT7 years agoContributing UserNew4.2KViews19likes2CommentsMYOB Team: Employee expense claims
Hi, would be great to add the ability for employees to snap a photo of their receipt and request an expense claim via the MYOB Team app. I believe this was coming back in 2020? Currently using the Roubler app which has that functionality. Thanks. "Expense claim - MYOB Team app"TrudiMelbMem2 years agoExperienced Cover UserNew662Views3likes0CommentsBank Feeds: Search/Find invoice numbers easily in the Bank Feed Screen
Loving the Control, Shift F functionin AccountRight Live - Wow what a great feature MYOB. Would be great to have the same function work in the BANK FEED screen. I have a client that sends out hundreds of subscriptions orders for the same amount and the subscribers businesses have very similar names. The subscribers pay detailing their order number (invoice number) on the payments. I have been using the Control, Shift F Function through the sales register to locate the order number easily and apply the payment to the correct subscriber however I have to go between the two screens. It would be great if MYOB could incorporate the sales/purchase register into the Bank Feeds screen, with the ability for the screen to stay displayed on the page. Perhaps sitting to the right hand sideof the Bank Feed screen. Having the ability to close down the the sales/purchase register screen if you dont want it displayed.CloudMindAcc4 years agoUltimate Partner19KViews28likes24CommentsPayment Summaries: Amendments
A request in the payroll, to includetheoption to create an amended Payment Summary file, so that we can upload corrected empdupe files to the ATO. Would be great to see this option included in a future release, as at this time of year, there is a need to send revisions when sorting our incorrect Payment Summaries for clients. Cheers Pam Chilman Registered BAS Agents 91342008 ********************************************************************************************** AMC Training Centre Australian Management Control Pty Ltd A.B.N. 65 066 670 353 Ph: 02- 6215 9700 Fax: 02- 6285 4889 http://www.ausmanagement.com.au Passionate about training! Street: First Floor 32 -38 Townshend Street Phillip ACT 2606 Postal: PO Box 3654 Weston ACT 2611 Australia "Payment Summary amendment"PamC7 years agoExperienced PartnerDone11KViews29likes12CommentsIn Tray: Notification of new of document
Just thinking it would be great if they system could visually show that there is a new document in the intray (say from a linked supplier). Something like the green cloud could turn purple if there's a new document in there.AHJS11 months agoExperienced Cover User1.4KViews10likes4CommentsEmail: Ability to set variable fields [Name]
You can set the default email messagefor sending out statements, quotes, etc., but what we need is a way to insert fields, so that the emails can work like a mail merge. E.g."Dear [[Name]]", where [[Name]] would automatically be replaced with that company's contact's name, which would be stored in the MYOB database. One of the problem with thegeneric emails that we currently send out, is that they sometimes look like spam (to the recipient's spam filtering software and sometimes to the recipient themselves). Could also be useful if you could use fields in the default email subject also. (We're using AccountRight Premier 19). "Fields in default email"Happiness3 years agoCover User11KViews30likes16CommentsCard: Customer - Aged Receivables Analysis
You have previously suggested that if we want the Analyse Receivables feature to be added to AR2012, then we need to create a new thread. Here it is. What we have now is nothing like what was in V19. We want it back so that when we click on an amount in the overdue month a new screen opens with a list of all unpaid invoices and the number of days they are overdue, not a list of all transactions dating back to 206. "Analyse Receivables"jen16154 years agoContributing Cover User10KViews31likes13CommentsPurchases: Convert multiple purchase orders to one bill
Would be awesome if multiple purchase orders could be converted to one bill. We have a couple of suppliers that we use frequently during the month, and we issue a different purchase order number each time. They then send one bill at the end of each month listing the PO number and items. Takes ages to reenter each purchase order onto the bill, could be great if they could be selected to be converted to one billYoungone5 years agoExperienced Cover UserNew2.1KViews8likes1CommentForms: Ability to rearrange column order easily
Hi, I have come across another bizarre customising forms operation. To be able to change/rearrange the order in which columns print in tables when customising forms. I read the support notes and It took half an hour to move one column, I got it to work but only because I gave up, saved the form then it just moved! I needed detailed instructions which one of the Myob community forumn moderators posted for me-see below. I am sure this is not the easiest or most logical way of doing this. To move a column you'll need to be in the customise forms screen, and then: 1. Select the table by left clicking on it.*. 2. Grab the column you want to move by clicking and holding down the left mouse button in the heading area. 3. Drag it to the left or right to reposition the column. *Importantly, do not choose Edit Table, or double click on the table so that you are editing the text in the columns. If you can type into the column headers, then choose the Table Layout button at the top of the columns screen, highlight and make sure Edit Table is not ticked. Or something like that - thanks again Will. Would it be easy to reprogram so that you could use the area where you show/hide columns to change or arrange their print order then? Thanks guys - know you must be very busy. Ta, Julia Berkhout "Easier way to rearrange column order in tables when customising forms please vote if you agree"6.3KViews31likes3CommentsCard: Customer - Show outstanding invoice by click on balance
In Premier 19 you could click on the arrow next to a customers A/R balance and it would bring up just their Outstanding invoices. I was told this didnt happen in the AccountRight Plus and to get to it u had to go through reports. So what used to take 1 click now takes 5 clicks. I complained and tech said it should be in the update. Well i just installed the update, and Still the same. Why is this so??????????? and can u please fix it up in the next update. "A/R Balance Arrow'Mpautoglass2 years agoContributing Cover User6.8KViews28likes8CommentsUser Access: My custom reports only reports created by user
Since 2014.2 was released we now thankfully have morespecific user access controloptions, which is great. HOWEVER, something really needs to be done about user access controls re. Custom reports. Presently, if a user has access to custom reports they can see ALL custom reports which have been created. This is a problem because, for example, a sales rep who needs to access his / her custom sales reports can also see the sensitive financial orwagescustom reports that have been created by the company's accountant. There needs to be some way of restricting access to certain custom reports, so that a user with access to custom reports cannot also see those that are confidential. Perhaps some form of password protection could be introduced? The creator of the custom report would then be able to password protect his report so that access would then be restricted to those knowing the password. An Enter Password field could be put in the Filter Report area per below. Probably easier said than done, but this problem really needs to be addressed. "User Access Controls re. Custom Reports"Fiona_Ellis3 years agoExperienced Cover UserOpen12KViews24likes25CommentsSent Emails: Resend email directly from window
It would be great if when we email from MYOB directly, that if we need to resend something, we can click on the arrow beside what we have emailed and it will forward it again, with the original date and the comment. This seems to be an issue when someone says they haven't received anything, we can't forward the original email back to them. Thanks Caren Hampton-Jones "Emailing directly from MYOB"CarenH-J6 years agoPartnerOpen3.1KViews11likes3CommentsForms: Ability to add multiple forms to the one page
In older versions I had a customised pay slip, but that can't be converted to use for the 2011 version. I've tried to re do the pay slip in 2011 but can't find a way to print 2 pay slips on 1 A4 page as we used to. Is there still the ability to do this? If so, how? "Customised Pay Slips" (25/09/2017) Merged: Idea - Print receipts with this idea. Idea on similar topic.lb776 years agoExperienced User16KViews34likes25CommentsStatements: Don't produce statements with $0 owing
When generating statements up to a particular date (e.g end of last month) MYOB provides a useful tickbox option - "Only included statements up to invoice date". However, you don't honour the "Include customers with zero balance" tickbox in concert with the previous option. i.e. you still list all these zero balance statements on the basis of the fact that the actual balance of the account is not zero (because of invoice(s) AFTER the specified date). "Suppress the printing of statements with $0 owing"jeanie12 months agoExperienced PartnerOpen9.4KViews28likes15CommentsInventory: Ability to enter and track serial numbers for items
To whom it may concern, In our business we receive a purchase order and some orders will have a serial no for that unit. It would be very helpful if there was a section on MYOB that you could keep a record of the serial no's and then allocate them to a Sale when purchased by the consumer, save time and effort on stock books. Look forward to your response. Also when printing invoices off at the end of the month, it would be better to have them printing off in alphabetic rather than in invoice number dates "Stock Serial Number for AccountRight Live" *Edit - Adjusted Idea's name to makeit more relevant.allmowers20284 years agoCover UserOpen13KViews29likes17CommentsPrint/Email Invoices: Purchase order number column
Would be super handy if in the 'print/email invoice' window you could add the option to display the 'customer purchase order number' column, along with invoice number, date, customer etc. similar to the option available in the receive payments window. "Emailing Invoices - Purchase Order Number"Melissa-ELST6 years agoCover UserNew3.4KViews14likes3CommentsSpend Money: Date entry not defaulting to current month
In the new update of 2013, now when entering spend money for last month you need to enter date and month, as if you dont enter the month ot defaults to the current month. so when entering end of month transactions for mayin the first couple of days of June, every transaction defaults to June. Previous versions retained month of last transaction "upgrade 2013 dates harder to enter"BB17 years agoCover UserDone5.4KViews28likes6CommentsSales/Purchases: Allow shortcut to record transaction
I am currently using Accountright version 2015.3.17.3339. 1. From just beforethe change of the MYOB interface, I have not been able to use Alt_O (Record) on my keyboard when entering sales or purchases. Most of theAlt functions do not work anymore. I have used 2 computers (different keyboards) and it has done the same thing. 2. Also tabbing through the textboxes on any of the forms in MYOB is not in the correct sequence.Sometimes it does but intermittently. eg after entering a customer in the 'Enter Sales' form, it would take you to 'invoice number', 'date', 'customer po No' and then straight down to 'salesperson' instead of the first line of the grid 'Date'. But then after recording about 2 or 3 invoices, it does it correctly. It's like the form needs to be trained every time. 3. Also when using the drop down box to choose 'Customer' or 'Supplier' in 'Sales Register' and 'Purchases Register', it does not setfocus on the text box. You need to press tab or click on the text box with your mouse. Also you should be able to use the space bar on the 'Search by' drop down box to choose the option you require. But space bar does not do this also. I have a background in programmingand know that every software package should enable the user to use a Keyboard only and not require the mouse. Hence the reason why you used to have the 'o' underlined with the word 'Record' etc. Which I just realised was removed. It would be so much quicker to enter data into MYOB if I didn't have to keep reaching for my mouse to point and click on the record button. Would appreciate if these options became available throughout the package, not just the forms I mentioned above. "Use of Keyboard throughout Accountright"ginag4 years agoCover User4.4KViews20likes3CommentsSales: Email Packing Slip
Hi. We try and minimise the amout of paper we use in the office. It would be really great if I can email packing slips to the guys in the warehouse rather than just being able to print them. I am currently printing them to a PDF writer and then manually attaching them to an email. A one step process in AccountRight Plus 2012.9 would make things so much easier. Thanks, Jo "Ability to Email Packing Slip"oyster2 years agoTrusted Cover User10KViews30likes16CommentsPrint/Email Pay slips: Password protected
Our wish item is for the PDF pay slip that is attached to emailed pays to be password protected. Apparently the NZ payroll software (which I understand is a separate piece of software to AccountRight Enterprise) supports passwords. In this age of increased privacy and security it would help put our employees minds at ease. Thanks for your consideration of this valuable feature. "Password protected payslips for AccountRight Enterprise"PayrollRob2 years agoCover UserOpen9.1KViews28likes14CommentsLock period: Unlock for a period of time
When locking a file for the previous month, there should be another key that says "unlock period for 5 minutes", or different timeframes. As often, you just need to change descriptions, this way you don't have to remember to go back and lock the file again, the "unlocking" just times out. "Locking Periods"KCGPTM4 years agoContributing Cover UserNew4.2KViews16likes4CommentsTo Do List: Stock Alert - My item and Supplier's Item Numbers
I would love to see the item number displayed in the stock alert, not just the item name. We have a lot of items with the same name but different item numbers so this is very useful to us.AshL3 years agoExperienced Cover User13KViews23likes23CommentsSales: Unique quote and invoice number sequences
I noticed that MYOB allocates running numbers to all sales (quotes, Invoices, orders) rather than issuing aseparate sequence of numbers for quotes and Invoices. My problem is that we normally create a quote and when the quote realises into sale we change it and I would expect it to have it's own numbering sequence. However at times we do also create direct Invoice and I noticed that when doing so MYOB assigns a running number to it irrelavant to whether the last number was assigned to quote or Invoice. In this way we have some missing numbers for Invoices. Basically this is what I want: 1. We create a quote (let us say 0001) 2. When the quote changes to Invoice it should retain the same number for Invoice(0001) - this I assume is possible from selecting this option from the set up menu. We normally also delete the quote after it realises to a sale. 3. When I create a second quote the number assigned to it will be 0002 (automatically). HOWEVER when I create a direct Invoice after this the number assigned to it should be 0002 as well since the first Invoice that changed from quote as in step 1 was 0001. However MYOB assigns the number 0003 to this Invoice, which means that the number 0002 will be missing from my Invoice sequence. It is possible that the quote I created with number 0002 in this step will never realise into a sale (and many such quotes will just remain as quotes only). In this way my Invoice numbering sequence will not make sense. I hope I have made my problem clear? I need separate and independent auto numbering systems for quotes and Invoices, regardless of whether the quotes change into Invoices or Invoices will be created separately. Any help here will be highly appreciated. Regards Sanjay "INVOICE NUMBERING SYSTEM; QUOTES AND INVOICES"sanjay3 years agoExperienced User9.4KViews29likes11CommentsSales: Have standard late fee payment (flat rate)
I want the added option to charge a "flat rate" overdue fee. For example, Iwant to be able to charge customers a $15 fee when they become overdue. Other accounting software provides this option and I would like to see it in MYOB AccountRight Live. Plleeeaaasssee.... FOR THE LOVE OF GOD, PLEASE! "Late Payment FLAT RATE FEE"Annabelle1237 years agoCover UserNew2.7KViews14likes1CommentCard: Supplier - Ability to put card 'on hold'
is it possibe to put a particular creditor invoice on hold - to remind not to pay that invoice "to place a supplier card on hold"Maverick3 years agoExperienced Cover UserOpen11KViews21likes20CommentsIn Tray: Specify email address to send document from
This is a nice function but it would be far more powerful if the email address we send Bills from could be specified, or better still have muliple addresses (rather than the MYOB log in email). I'm sure most companies have a set up with multiple email addresses. While my personal address is conected tothe MYOB account, which is used for all correspondents, we have an accounts@address where bills are exclusively sent to and it is from here that I wish to forward bills to bills@myob etc to be added to the intray - better still an automated forwarding rule could be set up to save further time, "emailing invoices to in tray"VRoth5 years agoCover User6.8KViews21likes10CommentsSales/Purchases: Scroll through Customer/Supplier list
I can't scroll up and down using the mouse in this lookup. I have to manually use the left button on the mouse to drag down the slider. It is the same with the "find transactions" screen. Very frustrating and time consuming when I have 700 purchases to enter!. "Bug - Scroll on mouse won't work on this lookup"Kelly817 years agoExperienced Cover User9.9KViews24likes8CommentsForms: (Item) Invoices - Discounted unit price column
Hi I thought I would just write a post as I've searched all over to solve this problem and I assume that it can't be altered but thought I'd try the forum as a last try. Basically we run AccountRight Premier V19.6. When printing an item invoice it has the unit price (lets say $10) and then the discount colum (let's say 20%) and then the total which is the extended price (so the total number of units x the unit price less the discount). My question is is there any way to add a column on the printed invoice that has the unit price adjusted for the discount so if someone was buying 10 items at $10 with a 20% discount it would show the item price $10 less discount 20% is unit price $8 and then extended price $80, so that customers can see what the discounted unit price is. Thanks 'Invoicing - showing discounts off unit price"HOU3 years agoCover User18KViews31likes25CommentsCards: Ability to make a card a customer and supplier
Hello, As some others have said as well, i have both customers and suppliers, there should be an option to tick where a business is both. As most of the information is the same, there could just be an extra tab or two to incorporate the differences and away you go. Alternatively it would be good use the Spend Money to create an EFT payment file to be processed thru the ABA upload to the bank. Cheers Simon "Supplier and Customer combined"SZAent8 months agoPartnerOpen8.1KViews23likes17CommentsSales/Purchases: CTRL + P shortcut to print
In version 19 and prior you could use keyboard functions, ie. CTRL+P to print, etc. This is no longer possible in the newer versions and I would like to see this function brought back. Created on behalf of CamGuru "Shortcut to Print"Suja_P2 years agoFormer Staff6.2KViews25likes9CommentsReport: Recurring Transaction List - Show dollar amounts
Would it be possibe to change the recurring transaction list report to include the amount of the recurring transaction and a total of all recurring transactions? "Recurring Transaction List Report with $ amounts"Jillybean4 years agoCover User11KViews21likes19CommentsReport: Reconciliation Report - Shows employee address instead of payee
When doing bank reconciliations, the bank reconciliation report shows the cheque payee as the employee address or memo instead of the person the cheque was written to.Theresemary7 years agoContributing Cover User6.1KViews24likes7CommentsPay Bills: Ability to add an attachment
This message is aimed at MYOB software programmers. I am use AccountRight Premium AU 2020.2.2 I am able to attach an invoice to an entry in the "Enter Purchases" screen but there is no option to attach a bank reciept or a myob payment remittance to a payment in the "Pay Bill" screen? I am sure this is just an oversight. I find it extremely helpful to be able to attach a copy of the invoice to an entry in the invoice screen (especially when it is a vehicle repair with a number of replacement parts on the invoice). "Attachments on "Pay Bill" screen1.5KViews6likes5CommentsJobs: Contact Log
Hello, In the jobs List window, it would be useful to have a Contact Log entry available per job number. We could then add/set various reminder dates to each job number when we need to invoice the customer, or check the status of a job number on a certain date to create progress claim invoices for that job number. If other businesses agree this report would be useful, please Like/Agree/Vote with this post, and hopefully MYOB will add this in future updates. "Job Number > Add Contact Log"1.1KViews5likes0CommentsJobs: Print job sheet to give to employees
We run a electricians business When we get jobs in I give them to staff on a paper job sheet. It would be great if MYOB could print off a job sheet with the detail of the work, and the customers address etc. It would even be better if I could do it on a Iphone while out and about. "Job Sheet"14KViews29likes15CommentsOnline Emailing: View attachment that was sent out
It would be really handy to have a pdf at the end of the each line that shows the invoice or statement or pay advice that has been attached to the email. If the invoice is changed after the time the email was sent, it is difficult to confirm what version of the invoice was actually sent. In outlook, it was easy to re-open the sent item and check the invoice (pdf). "Account Right Emailing"Lyn61644 years agoPartnerNew4.1KViews16likes8CommentsReport: Payroll Activity Summary - Expand report columns (pre-tax and post tax deductions...)
I find the payroll reports in MYOB don't make reconciliations as easy as what they could be i.e. all deductions/expenses are just lumped in together. My suggestion would be to use the report columns as follows: (I believe there is work being done in this area - feel free to enlighten me about it if you know) Gross Wages Salary Sacrificed Super Other Pre-Tax Deductions Post Tax Deductions Tax* Net Pay Superannuation Expenses Other Expenses * I wonder if MYOB can have an ETP process whereby the ETP tax actually shows under tax as opposed to a deduction (which can be overlooked by a client when preparing their BAS). Any updates/feedback welcome. "Payroll reports need to enable easier reconciliations"10KViews28likes11Comments- Karen-Cloncurry2 years agoExperienced Cover UserNew200Views1like0Comments
Online Emailing: Include actual email date
Hi, It would be great (and in my opinion logical) to have the email date displayed when you look at Invoice Details in the Invoice Portal. Currently is states, for example, 'Emailed 2 weeks ago' or 'Emailed one month ago'. If you need an exact date you need to look at Sent Emails and search for the invoice number to retrieve the information. It would be convenient to have this available when viewing a particular invoice. Cheers Michelle "INVOICE PORTAL EMAILED DATE"MichelleAW7 years agoExperienced Cover UserNew2.6KViews16likes1Comment