Email: Be able to add a proper CC field to emails
Hi Guys, We have a situation where a client needs to email asalesinvoice to multiple customer contacts as well as cc it to various internal stakeholders. The only way you can do this at the moment is by either manually adding all emails to the email field in the contact card (fine for customer email addresses, not for the internal stakeholder ones), or manually checking and changing each email as it goes out to have the right people on it (not effective you have large numbers of customers). Ideal solution would be adjust 'Email' in the Contact card to be 'Primary email' and have a new field called 'CC Email' which then flows through to the email screens. Now that 2016.1 has its own email engine, this should be relatively easy to accomplish. Cheers, LiamLiamSmith2 years agoExperienced PartnerDone22KViews238likes39CommentsGeneral ledger report required for Jobs
Hi, It would be great if there was a general ledger report for jobs. There is one for Cost Centre however when you are working on multiple projects at once cost centre is not suitable. Is there any chance a General Ledger report could be added to the Jobs reports? Thanks11Views1like1CommentInvoicing app item discount
We want to move to have the sales team raising invoices for their orders using the invoicing app. In order to invoice properly, they need to have the ability to apply a discount to an individual item on the invoice. For example, they may have an order for 5 different products for a customer. 2 products have a 7.5% discount, 1 product has a 10% discount and 2 products have no discount. This is easy to do on the desktop app, however I don't see how we can do this via the mobile invoicing app. Is this fix possible. The other options for discounting do not suit our needs.15Views1like1CommentPayroll Reporting (STP): Open through desktop app (after STP v2)
When processing payroll, I record the payroll, and don't submit the STP report straight away, so I can check that job numbers have been allocated to all transactions by running a consolidated jobs P&L and comparing it to the whole company P&L. I used to then be able to go to payroll reporting centre, and send the report with a few clicks once I'd confirmed everything was okay, or deleted and reprocessed any wrong entries. Now that we've transitioned to STP phase 2: I click on Payroll Reporting Centre which opens my browser where I then have to click on Next before I can type my password and click on Sign in then I have to choose the company file then click on Payroll then click on Single touch payroll reporting then click on the relevant transaction which takes me to yet another screen where the send to ato button is waaaaaay down the bottom so I have to scroll down the page before I am finally able to send to ATO. Was this user-tested before it was implemented? Was it only tested by people who use the browser version and not the desktop software. so they were already logged in? Or did MYOB simply ignore any feedback they were given? Although I've been doing it for years, I can't remember exactly how few clicks this used to be - I'm thinking maybe 3 or 4 - but this new process ^^^ is absolutely ridiculous and will drive me insane every week. It still beats having to reverse pays just to change a job allocation. [I still think there has to be a better way to reverse pays while keeping an audit trail - particularly when the $ amounts aren't changing, but hey, that's a whole other issue.] I don't even really mind having to log in to the browser, but you could at least take me straight to where I need to go, like lodging the BAS online. MYOB currently has only TWO main features I use regularly that Xero does not have. If Xero gets their act together and introduces them before MYOB manages to bring AccountRight back to being the solid, reliable, user-friendly program it used to be, then I'll be making the switch. The race is on. I'd rather stick with MYOB but some days it seems every time I turn around I find another reason NOT to use it. For now, the time saved using these features still outweighs the benefits of changing, despite this current rant. "Bring back easy access to the single touch payroll reporting centre!!!!!!! Please?"H-TS2 years agoTrusted UserNew2.9KViews34likes8CommentsImport Pay items/updates
We have 35 franchises currently using Accountright that have 2 different awards for payroll. Across both awards, there are 124 payroll categories for FT/PT plus that again for casual. Each pay category has a base rate plus 15 different shift rates. For each award update, each franchise requires each individual pay item to be manually updated. Can you PLEASE PLEASE PLEASE create an import/export function for pay items.729Views7likes4CommentsIn Tray: Thumbnail Size
I think it would be helpful to be able to choose the size, or even just enlarge by default, the thumbnails of the invoices in the In Tray. They are currently way too small to discern enough detail to identify a particular invoice if you need to find one without opening each one in turn. This is time consuming and could be overcome if the thumbnails were larger.YPK2 years agoExperienced Cover User5.9KViews78likes12CommentsCards: Prefill Postcodes/Suburbs
I have had a suggestion from a client about when you enter either a suburb field, or a postcode field that the opposing field comes up with automatic suggestions as to pre-fill. For example: If I were to enter a suburb field as Adelaide, that MYOB suggests that the postcode for that suburb is 5000 and the state is South Australia Would shorten data entry time when creating new card files. "Prefill Postcodes/Suburbs"Amanda_Linton8 months agoExperienced PartnerDone12KViews166likes19CommentsQuantities - report please
Old 38 plus year old Banklink still superior to MYOB (Connected ledger) in many ways. The (then) CEO of MYOB said some many years ago that he was going to try to model MYOB on Banklink. If that is happening it is happening very slowly. The bank transactions screen has a field for "Quantity". What is the use of it? You cannot print a report which includes any number you type in that box as far as I can see. Certainly not in the general ledger. Farmers, but others also, need to keep a record of the litres for fuel purchases for the fuel rebate for their BAS return. Banklink allowed you to enter quantities and those quantity numbers printed (and added up) on the subsequent general ledger report. Also sheep numbers important for farmers.Nolie2653 months agoContributing UserNew29Views1like6CommentsHide Negative on PAY SUPERANNUATION window
When you have superannuation guarantee contributions returned as unpaid due to wrong Super Fund supplied, you need to perform the Receive Money in Banking, then record negative super guarantee through pay run, then change details in employee card, and finally record positive super guarantee through pay run. Once you have done this you then can go to PAY Superannuation window and process the POSITIVE amount and authorise for payment to new super fund information. After the above you actual will still have the NEGATIVE amount showing on the PAY Superannuation window. My idea would be to have a HIDE button / option for negatives on this window next to the record. As we cannot delete it and will will show continually until year dot... you should be able to HIDE it somehow. Thank you.GayleHEH5 months agoExperienced Cover UserNew101Views2likes1CommentOnly require authentication once a month
I am using AccountRight Plus AU 2023.5.1.4. When I launch the application, my account password and a 2FA token are both required to login. There is an option to trust the device for 30 days so that the 2FA token is not required during that period. However, the password is still required and there is only an option to not require the password for a maximum of 12 hours. I don't require this level of security in my environment which is a PC that no one else uses. Ideally I would like to extend the period that a password is not required so that a password and a 2FA token are only required once per month. Is this possible to achieve?Matty7211 months agoExperienced Cover UserNew1.5KViews10likes9CommentsSpend Money: Attachment documents
Is there any way we can attach invoices to spend money. We have around 20 Credit cards for the business and it would make life simpler if we could attach the invoices in spend money rather than entering each invoice into a purchases and paying via pay bills. thank you "Attaching invoices in Spend Money"KimNudl6 years agoPartnerDone37KViews184likes68CommentsSupplier Invoice Number on Payment
On AR desktop you could choose to show the purchase number or the supplier invoice number when paying a bill, but the browser version does not give this option and when paying bills or allocating bank feed you are only given the option for the purchase number. Can we please have the Invoice Number showing. It is particularly difficult when there are many invoices for the same amount. An quite honestly the Invoice Number is what we all work with. Thanks EileenEileenSaust2 years agoPartnerNew1.5KViews13likes5CommentsUser Access: Delete users
Instead of having an ever growing list of inactive users, could we please be given the option to delete users. At present if a user id has been used to log in, even if the user has not made any transactions, the user cannot be deleted. 'Delete users"CNC20655 years agoExperienced Cover UserNew3KViews83likes2CommentsOnline Emailing: Viewing content/message of ALL Emails sent
It would be great if either (a) we could see the message content of ALL emails, including statements OR (b) we could choose which emails to send directly from AccountRight and which not to send. e.g send Invoices but not Statements. reason - had a customer balk at comments in a Statement email which was amended just for them, as they were seriously overdue, but we cannot see the message - therefore it would be good to either be able to see it, or choose not to send specified email types (and this choice would inlcude a breakdown of the Sales and Purchase email types e.g send Invoices but maybe not send Quotes). "Emailing"pukehou11 months agoContributing Cover UserNew28KViews180likes61CommentsAccountRight User report
Just proposing that alist of users with below information will be useful to our organisation for IT audit: - user name - full name - user group/profile/roles - creation date - last login date - last modified date - account status (e.g. enabled/disabled) This is not covered by the existing session security audit report. Thanks in advance28Views1like1CommentSales/Purchases: Description character limit
Hello Please please pleaseincrease the character limit in the tax invoice description to at least 500, or no limit at all. I have seen a number of requests on the forum for this over the yearsand am not sure why it has not been changed. Many of our job descriptions or quote descriptions go over the word limit and I have to break up a paragraph somehow mid-way through, which does not look very professional. We do not have a $ amount for each line entered, we enter a number of aspects of a job inone line,which all total one amount,and this frequently exhasuts the word limit. I know I can add a blank line underneath with a $0 figure, but the limit frequently runs out mid-way through a sentence and it is very frustrating having to cut the half of the sentence that I got mid-way through, insert a blank line and paste the sentence in there and then keep going until the limit runs out again- it seems so pointless. Thank you Ruth "Description character limit"RuthMcKeown153 years agoCover User35KViews175likes58CommentsForms: Invoices - Terms and conditions/second page
Suggest that we are able to add a 2nd page to all quotes/orders/invoices for things like Terms and Conditions that can be automatically printed within MYOB. As a minimum and pre-cursor to this suggest that the Labels format be changed in AR Live to allows us to have 1 A4 label on the page so that we can use this for Quote Terms and Conditions like we have been using in previous versions of MYOB. "Ability to add extra last page to custom forms for Terms and Conditions"Kerry_Black2 years agoSuper Partner45KViews260likes80CommentsRemittance Advice: Clear the To be Printed/Emailed lists
We need to be able to delete remittance advices that aren't sent out, whether to be printed or emailed. I have a list that goes back to 2015, and have been told there is no way I can delete them. When I do send one out occasionally, I have to sift through the list, and resort and make sure I have the right one - which is time consuming. Really annoying that this cannot be done. 'To Be Printed' can be sent as a batch to .pdf and then deleted, which is a little fiddly but worked, but the email ones are there for ever. Already printed or sent is not an option either. I noted it may be possible to your own email address 'offline' and then delete but this is not suitable, and a little risky. PLEASE PLEASE can we do something, in another 2 years we'll have HUNDREDS sitting in the list, a simple 'delete' would suffice. "Remittance advice"OZNZ3 years agoContributing Cover UserNew6.8KViews110likes7CommentsPayment Summaries: Ability to prepare after signing up for Payroll Reporting (STP)
With the release of AccountRight 2020.2 one of the 'features' is this: Removal of Prepare Payment Summaries(Australia) Updated:If you’veregistered forSingle Touch Payroll (STP)through AccountRight, you’llno longer need to prepare payment summaries(you’ll finalise yourend of yearinstead).Sowe’ve removed thePrepare Payment Summariesbutton from thePayrollcommand centre for those businesses who have registered for STP. However, although an employer is no longer required by law to provide an employee with an annual summary slip, a number of my clients would have liked to produce these for their employees as a courtesy. Yes, the employee's final pay slip for the year will show their YTD figures, but the employees are acustomed to receiving this each year as a separate item. So, as a courtesy to employees, could we please have this back as an option. Regards, AlanT "Please return the Prepare Payment Summaries option to Payroll"AlanT2 years agoUltimate PartnerDone11KViews52likes24CommentsPayroll: Entitlement - Set up to automatic renew each year
Fairwork have decided that come 1st February 2023 there will be 10days paid leave for all staff regardless of employment status in relation to domestic violence situations. Currentlly in MYOB you can only reset the balance at the end of the payroll year and no option for the anniversary date. "Entitlement that renews annually on employee anniversary date"Sarberean2 years agoContributing Cover User1KViews14likes0CommentsReports: ATO Standard Business Reporting (SBR)
Will we be able to use AccountRight to submit forms to the ATO with future updates of AccountRight? I expected that we'd be able to submit Tax File Number Declarations with the current release as the function was said to be in beta testing for at least the last 2 years. http://community.myob.com/t5/Staffing-Payroll/TFN-Declaration-Reports/td-p/20641 I've read the support note herehttp://myobaustralia.custhelp.com/app/answers/detail/a_id/32250but it doesn't give any indication that it will be functional in this current release. It would be a very useful feature for anyone using myob as their payroll software. So, any updates? Liam.lb774 years agoExperienced User42KViews257likes93CommentsPayroll: Pay Employee - Edit recorded payroll transactions (Editable payroll)
After payroll entries are recorded there is no way to edit any part of them. I understand this is to protect the integrity of the total etc but it also creates a ridiculous amount of work when somebody enters something slightly incorrectly. A few examples: * Payroll entries added on the wrong date have to be deleted and reentered even though this does not affect the total or the allocations of leave etc. When you have to do this for 100+ entries to move them one day forward this results in more work than running the payroll in the first place * When a job has been missed or misallocated, we need to delete and reenter the payroll entry. Most other transaction types can add jobs retrospectively, why not payroll? * If a payroll period is entered incorrectly the payroll entry needs to be deleted and reentered, again, this has no effect on the total, so why not make it editable? Please PLEASE consider making this change, it would save me hours fixing other people's silly mistakes! Thanks! "Editable payroll"MelbourneStar3 years agoCover UserOpen43KViews216likes72CommentsCards: Add email address of general correspondence (different to invoice email address)
We have a couple of customers that request we email their invoices to one email address, and general corospondence to another. Is there a possiblity to add these to a card file, instead of using the Address 1 / 2 method which does not explain what each email is a default for? "Multiple email addresses for customers"AaronWhite6 years agoExperienced User21KViews184likes27CommentsPrint/Email Pay slips: Pre-scheduled emailing of pay slips
As I am the only one to do payroll I need to pre schedule payroll when I am away. It would be really handy if I could choose a date for the payslips to be emailed to staff. If I have to pre schedule a pay 3 or 4 weeks in advance,staff are getting the pay advice weeks before they receive the pay. Possibly confusing for them although I do put notes on the email about it being pre scheduled. Thank you "Emailing Pay Slips"pammacca6 years agoCover UserOpen3.3KViews84likes2CommentsDEFAULT DATE FOR INVOICES AND PAYMENTS
So MYOB, do you take any notice of customer requests and information, or just take the monthly fees? A post from 2013 requested a really basic option, default to today's date when entering an invoice. I would have thought it standard and a no-brainer, yet here we are 10 years later, and no sign of an improvement. I guess this will also be ignored, but at least I got to vent.Frothy2 months agoExperienced Cover UserNew1.3KViews10likes8CommentsIn Tray: Add MYOB subscription invoices directly
The In Tray function is great! Wondering if it would it be possible to have our MYOB subscription invoices sent there directly or to at least have the option for that to happen? I can get other suppliers linked up but not MYOB! Just a thought... Cheers "In Tray"6.3KViews47likes14CommentsMake Cost Centre editable after transaction is paid
Hi there - as a new user of Cost Centres late in the financial year, I'm finding it frustrating not being able to change the cost centre once the transaction has been paid. This means if an error has been made you have to remove the payment on it, then change the cost centre. Of course if it was in payroll, you would have to reverse the whole pay and resubmit. Seems like a lot of effort is required to change what is a simple allocation. Any chance this can remain editable even after being processed/paid?CarolDuncan3 months agoExperienced UserNew71Views1like2CommentsAttaching documents to Purchase Orders in Account Right
Hi MYOB I've seen a number of threads which customers ask about attaching documents and MYOB respond that you can't because its a purchase order. In my opinion there are two situations in which purchase orders are utilised 1. where it is part of a businesses risk management for spend control 2. where it is part of managing progress claims MYOB you seem to have focussed on reason #1 for purchase orders and not considered #2. I'd like to provide the reason why it is useful to be able to have attachments to purchase documents. For clients, particularly in the Maritime Industry (but likely also for cross border transactions and the Building Industry) you negotiate an agreement for the cost of a product, generally a proforma invoice will be issued by the supplier at that time (which we want to track), and they may require say a 25% deposit. The actual commercial invoice may not be issued until the product is released for delivery. So if I ordered $100k Alluminum, paid $25k deposit, a payment may be required when shipped, and a further payment when landed, all this information needs to be tracked. Why in my business would we want to track this information only when the actual invoice arrives? Any chance you can put this on your road map, and equally have purchase orders work in the Cloud solution also? Thanks Justine42Views1like2CommentsPayroll: Ability to remove categories used on timesheets
We use timesheets and then process the payroll from there. It would be most useful to be able to deselect a wage category from individuals when the category is no longer used. This is not possible - the message that appears states:- This wage category is used on timesheets for this employee and cannot be deselected. Even if the category is in previous payroll years it is still not able to be deselected. Your consideration in fixing this would be appreciated. Thanks Judy "Remove payroll categories that have been used on timesheets"Judy0053 months agoCover User30KViews163likes62CommentsSetup: Filing cabinet for documents
Our small business is currently trying to go paperless as much as possible. Any accounts received by email are received as a pdf and I transfer it into files for safe keeping. I started thinking wouldn't it be easy if you were able to scan the document from a scanner /or emailand import the pdf and attach to customer fileor invoice or receipt number etc thus allowing you to look in the one area for a copy of a document instead of two places. It would be time and cost effective and easy for the accountant and thetax audit trail or is there something that does this all now and I am behind? Trying to get beyond the pile of paper. Maree suggestion:Accounting and scan software- MYOB accounting & Filing cabinet in one"Maree_C3 years agoContributing Cover User55KViews211likes92CommentsIn Tray: Magnify function
Can we add the function to hover/ magnify over a bill in the intray to see the detail. In the case of large amounts of data entry you are guessing which one you need to open. It would provide better workflow to be able to see which ones you need to enter. "Hover/ Magnify Function for the intray"MissJade882 years agoExperienced Partner2.5KViews56likes6CommentsPayroll: All Purpose Allowances
MYOB does not have a solution for All Purpose Allowances in STP2. All purpose allowances need to be reported separately to the ATO from hourly rate and most leave payments, but must be included in an employee's hourly rate for overtime, leave loading and cash out of leave calculations (not disaggregated). Setting up numerous new overtime and leave categories for each individual's hourly rate to do this is NOT a solution. Dollar values on entitlement reports are also incorrect as a result of not being able to link APAs to an employees hourly rate. Please provide an option when setting up hourly rate categories to strip out APA to report when required, or when setting up allowance categories an option to add to hourly rate when required. This has been an ongoing saga for over 12 months and needs to be addressed urgently please!Jen_M10 months agoExperienced Cover UserNew1.1KViews5likes7CommentsAuto save inv number
Another great suggestion... Having a save button or auto save on the invoice number. When there are multiple people doing invoicing, the invoice number is not particular to that one person. Its whoever saves first gets the invoice number first which is rather annoying as there are always corrections that have done after the fact if someone gets the invoice number you think you have.424Views3likes3CommentsContact Log: Entry when payroll is processed for employee
When entering leave details when utilizing the arrow to the right of the payroll category - it would be handy if a contact log was recorded automatically with the details. e.g. Sick leave taken 02.02.22 - Certificate provided Easier to run the contact log than a report that we then need to drill into individual entries. "Contact Log Entry - Processing Payroll"1.8KViews16likes1CommentIn Tray: Attach to already recorded Spend Money from window
Would be so good if you could search the IN TRAY for Documents for an ENTRY already created RATHER than having to go to the IN TRAY > find the document and then LINK to the entry. Sometimes it is difficult find the entry (especially if it a Spend Money entry). "INTRAY: Attachments > Add Documents from EXISITING INTRAY"715Views9likes0CommentsMYOB Team: Include entitlement (Annual/personal leave) requests
Would there be a possiblity of adding to the MYOB Team payroll the ability for employees to request leave and for managers to accept/ deny the leave request. As well as even leaving notes for payroll e.g. went home early for the day. Also this is just wishful thinking, but if it could send an alert to employee's if they have forgotten to clock in/out for their shifts. "Myob Team payroll function to include annual leave/sick leave requests"4.6KViews39likes7CommentsSales: Enable quotes to be closed off when not converted to invoices
I currently have several open Quotes which have been submitted to Customers but they have decided not to go ahead. I would like to be able to close these off so that I can maintain a history rather than just delete them.margw5 years agoExperienced Cover UserOpen19KViews171likes25CommentsReports: Run reports across financial years
It would be useful to be able to run a report across two financial years - for example, if I want to run a P & L for 1/1/13 to 31/12/13 I need to run a report for 1/1/13 to 31/3/13 then 1/4/13 to 31/12/13 and combine the two of them. "Run reports across two financial years"Joanna9 months agoExperienced Cover User16KViews162likes19CommentsEmail: Attach multiple files to an invoice email
Currently when sending an invoice from MYOB AccountRight, we would like the ability to send more than one attachment to an invoice. We are able to hit the Attach button, although after selecting one file to attach, the attach button is greyed out. How can we work around this please or can you update the functionality to attach more than one file please? Thanks Nathan ElcoateAxis2 years agoExperienced PartnerDone12KViews108likes14CommentsPrepare Electronic Payments: Move the Bank File button
Hi guys, 3 decades of computer & device use has basically trained humans to look in the bottom right corner of a window for action buttons (eg 'submit', 'cancel', etc). So could you please add a 'Bank File' button to the lower right corner of the Prepare Electronic Payments window? At present, this window only has a 'Close' button. When I'm working hard'n'fast in MYOB, it's too easy for me to think this is a more useful button (ie one that will do the next logical step, which is to create the Bank File). And the window closes. And I start again. And wish that all app developers could have degrees in either anthropology or psychology. Love your work, Kirk "Humanising the Prepare Electronic Payments window"GAD2 years agoCover UserDone4.4KViews76likes4CommentsPayroll: Inactive button for payroll categories
Creation of an "inactive" button for Payroll Categories. For example, when a employee has left the company & you don't want to see / choose that category from the list anymore you can't delete it because the system sees it as being used. So, it would be helpful if you could have something like an "inactive" button on the each categories, so it can be seen, or not seen from the selection list. "Inactive Button for Payroll Category List"Emma_P7 months agoExperienced Cover UserNew16KViews146likes28CommentsGmail verification to forwrard invoices to In Tray
Please fix the issue where gmail verification email to the MYOB in tray mailbox is not received and cannot be verified. The ability to filter invoices and forward directly to MYOB In Tray automatically will streamline the account process dramatically. A simple change for MYOB to auto click on the verification link or allow user to click on it from the In Tray.164Views2likes2Comments