Sales/Purchases: Jobs - Adding job numbers onto transactions in bulk
We often have invoices that can be up to 2-10 pages long and have many hundreds of parts on them Each invoice is usually one job for our customers and it takes a long time to individually input the job number for every part I would imagine that most businesses using a job number system would do a seperate invoice for each job for a customer ( that is what we do) and what is needed is a spot to put the job number for the entire invoice so that it automatically inserts it each time a part is added. The other option is a fill down function similar to excell where you can highlight the lines you want to insert the job number into and then it asks you for the job number The best solution would be have bothoptions available but just one would be a big benefit The highlight and fill would be good for where people have two or more job numbers on one invoice whereas the auto finput would be more suited to a single job per invoice Hence both would cover everyone Again something to make life easier for the Myob user Darryl "Making it easy to put a job number on a Large Invoice"DazzaB3 years agoExperienced Cover User25KViews57likes35CommentsSales/Purchases: Allow for deposit transactions (order payments) to be edited/reversed/deleted
When users receipt monies to a order, apply payment to order and then turned the order into an invoice, why is it I can't amend, reverse or delete a payment? Often clients or even bookkeepers might enter the payment to the incorrect order, we just want to change the date or deposit to a different account number. Typical scenario the user forgot to allocate the payment to undeposited funds and put the payment directly to the bank account. We can't change a thing! The below example is tested where I have the reverse tick on and off. Either one does not work as options are greyed out. Below example of how you can't delete or reverse Example of how you can't amend the date or the account number where funds are deposited to: Often end users are making simple mistakes and get very annoyed when they can't fix the mistakes easily and often end up making more of a mess trying to fix it. I see this mess all the time with clients using sales orders, applying payment and converting to an invoice. Then the bookkeeper/consultant comes into play and also gets frustrated because we can't make a small amendment without going through a 5-10 minute process.So 6 transactions will take a minimum of 30 minutes to fix. It is difficult for a consultant to train some clients in this current lenghtly steps. The clients are not bookkeepers and they get very confused. Currently in order to amend, reverse or delete the only way this can be fixed is to follow this lenghtly process :smileyfrustrated: In order to clear out the deposit you need to reverse the sale. Click onSet upfrom the toolbar menu, clickpreferences, click onsecurity taband put a tick on<Transactions can't be changed they must be reversed> Now locate the originalsaleand click into the sale Click onEditfrom the toolbar menu and then clickreverse ClickRecord Reversal Now go into yoursales command centre, click onsales registerand click on the<Returns and Credits Tab> The reversed sale should be displayed. Click onApply to sale Now clickPay Refundfor the amount of thepayment.(This will reverse the deposit from your bank account) Finally now you will need to re-enter the sale in again and apply the correct payment and date.Phew Please vote for this to be fixed. Cheers "Clouds" "Sales Order Function - ability to reverse/delete or edit a payment when applied"CloudMindAcc4 years agoUltimate Partner19KViews69likes21CommentsBank Feeds: PayPal feeds
I have had a few requests from people who are professional ebay sellers wanting an accounting package that allows them to get direct feeds from Paypal. I hear that Xero offers this however this is not offered by MYOB. Paypal is the preferred method of payment for many online sellers so MYOB is missing out on many new clients by not offering this add on. "Bankfeed for Paypal"thebookkeepers4 years agoCover UserMaybe later23KViews66likes42CommentsSales: Print and email invoices at the same time
I think it would be a great idea to be able to select print and email for invoices/quotes as I keep a hard copy for me and send a email to my clients. The process i use aty the moment is print to record then go back into sales register reopen invoice to email if you could add a tick box in the email section to allow to print it would be great. thanks Chris "be able to print and email quotes/invoice at the same time"phatty2 years agoContributing User6.5KViews64likes16CommentsPayroll Reporting (STP): Prior payroll years data
Hi MYOB, you recently made prior years EOFY finalisation information unavailable -i.e 2019/2020 and have only allowed the prior year and current year to be seen in the EOFY tab e.g. 2020/2021 & 2021/2022. I would like to suggest that you allow all previous years EOFY finalisatoin information and reports to be available so accountants and bookkeepers can check what has been reported to the ATO and confirm the finalisation process has been completed. I understand wanting to lock prior years so no amendments can be done due to timing, but we should still be able to view this information and download reports to have supporting evidence should we need to contact the ATO for any reason. "STP Reporting Centre - EOFY previous years STP Finalisation data and reports made available"1.7KViews11likes2CommentsReconcile Accounts: Do not automatically unreconcile transactions after edits
AR2012 will unreconcile a transaction if it is changed in various ways, including just changing the cheque number. I recommend this is changed immediately. Ever since the program was first written, one of the commonest support issues has been around users 'accidentally' deleting transactions, and throwing reconciliations out of balance. Users find the bank reconciliation process difficult at times, and imo there is NO reason for the status of a reconciled transaction to be automatically changed. I would very reluctantly accept a prompted message "do you want to mark this transaction as unreconciled" following an edit, but only if a bank preference was added to allow/disallow status changes, so that users who want to continue v19 behaviour can do so. "Do not automatically unreconcile transactions after edits"Mike_James4 years agoUltimate PartnerOpen17KViews78likes28CommentsPayroll: Superannuation category calculate based on hours (under 18 year old)
Superannuation guaranteePayments in Australia must be paid for all employees (there are some minor exceptions) that are paid $450 or more in any calendermonth . However if the employee is under 18 years of age they must also ( in addition to the $450 requirement) work atleast30 hours per week . This 30 hour requirement is confirmed by both "Australian Tax Office " and " Fairwork Australia" MYOB does not have the 30 hour requirement in the algorithm, and as a consequence my business which employees a large number of junior casual staff has been paying superannuation unnecessarily. (Over $2,500 in the last two years) I run MYOB Accountright Plus with the latest updates MYOB product specialist agrees the 30 hour test is not in their software. This issue can be worked around by "de checking " superannuation in the card file and reinstating if the employee works 30 hours , but this is not the type of activity that should need to be done. I suggest MYOB correct their software 'MYOB AccountRight Plus does not treat Superannuation correctly"SteveHneedshelp3 years agoCover UserOpen11KViews60likes17CommentsStatements: Ability to add an attachment
Hi It great that we can add documents when we send invoices out via email. I would like to be able to attach invoices to the statement when sendingthem also. Or being able to save to disk the statement so that the statement and other attachments can be sent together. Regards Ann "Add Attachment when Emailing Statements"ABB3 years agoCover UserNew9.7KViews52likes13CommentsSetup: Cancel button for when close X button is pressed by accident
If the close button is pressed by accident, a pop up window comes up and asks if you want to back up the company file. there is no option to cancel out of this program close function if the close button is used by accident (which is seem to do fairly often)cyberbride7 years agoCover UserDone25KViews73likes36CommentsJobs: Purge (delete) Jobs no longer in Use
We run tens of thousands of jobs in MYOB and refer to the Job Number in our Invoices and Purchases for Cost tracking. Some Jobs run for less than one day, other jobs run for a number of years. The Job list became so full that it totally slowed our whole system down a couple of years ago and we had to start a brand new file just to get rid of the long job list. This meant importing and exporting customers, suppliers, employees, accounts etc and this became a significant task. Can there be a way to purge jobs without having to close them off by looking at how long ago the last transaction was? I would like to see a facility where I can say Purge all jobs that were not used within the last x number of days and I have the flexibility to select what x equals such as 365 days, 900 days or possibly for some companies 60 days. Sure, I understand that if I select the wrong number of days, I may lose a few jobs that I didnt want to loose but if the process asks for say, two confirmations to proceed, then the risk would be all mine. I really do not want to have to keep creating a brand new file just to get rid of my long job lists every couple of years ThanksScottTaylor4 years agoExperienced Partner18KViews74likes33CommentsAbility to change default currency
Please enable the old feature used in the classic versions where we could change the default currency. The inability to change the default currency from NZD/AUD to our local currency has been a major hinderance in migrating our classic clients to online version as they need to be able to use local currency as default and NZD and AUD as foreign currency.SarasKrishnan26 days agoContributing Cover UserNew427Views2likes3CommentsCurrency Field in Card Import/Export (AR)
Currently the Default currency field is not part of the import/export fields even though it is part of a Card profile. It would be great if this could be added just as all other fields... easier to change in Excel for all cards and export rather than change singularly esp when you do not have the option of assigning currency when creating a new customer card from Invoice App on mobile device.SarasKrishnan10 months agoContributing Cover UserNew515Views2likes3CommentsSales: Send the same invoice to multiple customers
I help run a sporting club. I want a way to send a copy of the same fee invoice to all of the club members. I currently use Recurring Sales but this is a bit cumbersome as I have to copy the sale to each customer, then when I edit it for next year, I have to edit all of them again. It's a bit difficult with 100-plus members. I’d really love to just have one template that I could email to a bunch of people. I'm sure other people would also like this functionality. I hope they vote for this idea. "Send invoice to many"donkeybrothers8 months agoContributing Partner18KViews79likes31CommentsMYOB Team: Head Approving manager (user can everyone approve anyone)
Hi, It would be great to have the ability to add an approving manager that has access to approve all staff, whether they've already been allocated to another approving manager or are an approving manager themselves. Right now, if an employee has been assigned to someone, they can't be assigned to anyone else. I think a role, such as the "head of HR" for example, should be able to approve whoever they want. Keep the employee on the list of assignees to choose from, even if they've already been assigned to someone. Thanks! "MYOB Team - different levels of Approving Manager"TrudiMelbMem2 years agoExperienced Cover UserNew1.1KViews7likes3CommentsIntegration: Zapier and AccountRight
Come on MYOB, go and talk to Zapier and get integrated so you can give your customers the option to automatically sync and integrate with hundreds of other online services to help improve automated workflow in small business! Integrate everything so your customers can benefit. A lot quicker this way than fielding thousands of requests. I think your ROI would be sub a year and frustrated customers would start to disappear. "Any plans to integrate Zapier and MYOB?"johnhaney10 months agoCover User18KViews57likes27CommentsMYOB Invoices (app): Ability to record quotes
Why can't we do quotes through the On The Go App? We have a service business that provides quotes which we then change to orders when the customer has decided to go ahead. It is only when the job is complete we change it to an invoice. Currently (for us) the On The Go app is only good for looking up customer details and nothing else. The app needs to have the option of quoting! I can't even view any quotes or orders already in the system- I can only view invoices, is there any point to that? "on the go app quotes"Leanne496 years agoContributing Cover User35KViews55likes56CommentsUser Access: Adjust default user roles
The ability to distinguish what privileges are given to an employee within each category need to be more detailled like they were in the older versions. You may want to give someone access to sales to do invoicing only, but not want them to view any reports or be able to create credit notes. You may want to give limited access in banking, eg spend and receive money transactions or prepare bank deposit but keep them out of reconciliations. At the moment the user choice is all or nothing. 'Users - Security Settings, Access and Privileges"37KViews76likes57CommentsEasier way to print packing slips
The process of printing a packing slip without also printing an invoice is far too convoluted. The 'Print/Email Invoices' interface is very difficult to navigate and the lack of an immediate search field makes it hard to quickly find the correct invoice. It would be much easier if there was an option or button to print packing slips while viewing an invoice.452Views2likes1CommentInventory: Increase character limit for Item name
It would be really handy if the item name could be longer than 30 characters, if we could have a maximum of 50 characters it would make life much easier. Iknow that you can select to use the description instead but this doesn't show up everywhere in MYOB and sometimes we need that space for other information. We have over 5000 different items in our file and 30 words is justnot enough most of the time. :smileyhappy: "Item name length needs to be longer"MHS2 years agoExperienced Cover User19KViews69likes33CommentsJobs: Default Customer PO number
Hello, When creating a new Job number, a field that would be useful would be a 'Purchase Order' number from the client. Currently, the fields available are job number, Sub job of, job name, description, contact name, % complete, start date, finish date, manager name, Linked customer. As well as the Linked customer, an additional field named 'Purchase Order" under the Linked customer field would be useful when invoicing the job to the customer. 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 List > Add Purchase Order number field"2.3KViews13likes3CommentsBank Feeds: Rules - Ability to set up based on amount
At present we have two transactions per month with the same description - loan debits but for different amounts and different loans. This description is preset and cannot be altered by the bank. If the bank feed rule allowed us to allocate a $ amount as well as the description to the rule then the rule would work correctly. AT present MYOB cant identify which rule to apply as it only works off the description which is the same for both rules. Unless there are alternatives which could work around this issue? "More advanced options for bank feed rules"JKB4 years agoExperienced Cover UserDone19KViews62likes33CommentsFind all duplicate invoice and PO numbers
Wewould really like to have a function for finding all duplicate sales invoice numbers and purchase order numbers. The reason is that when a back order is created (either sales or purchase), we retain the original invoice/PO as this is the ONLY way to link it to the original order. We add a suffix for each back order eg -1, -2, -3 to identify that it is the 1st, 2nd, 3rd (sometimes up to 7th!) backorder relating to the original. I have posted another idea that suggests an option for this to be automated.... However, currently, this is a manual task and it sometimes gets forgotten. Having duplicate invoice or PO numbers creates a big problem for many companies, especially those that use automation for applying payments. We would like to be able to search for duplicates during our end of month procedures prior to sending out statements and remittance advices.ELVS2 years agoContributing Cover UserNew502Views2likes1CommentJobs: Job List - Hide inactivate job
The Job List screen is great, however I find it frustrating that I can't remove (hide) inactive jobs. I also don't understand why I can't make a Header Job inactive and have all sub-jobs be marked as inactive. This would save a lot of time. "Customisable Job List View and Easier 'Mark Inactive' Options"Flow2 years agoExperienced Cover UserDone15KViews63likes42CommentsCard File: Include Start Date column (for employees)
Card Lists - Employee Currently the columns I use in the summary card list for my employees are: * Name * Card ID * Phone No * Email * Date of Birth I would like to add another column titled "Start Date" so I can quickly view when their work anniversary is coming up. I can see "Termination Date" as an option, but I believe "Start Date" for existing staff is more valuable. How can we achieve this extra column option? How hard would it be to introduce this feature? Would love to hear MYOB's view on this. Thanks in advance. Please vote if you agree! "Employee Cards - Please introduce the option to have a Start Date Column in list summary"A-Snax3 years agoExperienced Cover User4.3KViews29likes7CommentsSales: Being able to add a image (photo) to invoice.
If I have an image loaded onto an Inventory Item, how do I get this image onto a quote? If so how can this be done as an automatic action when I quote on inventory items? Thank you Jo "How to transfer images from inventory onto Quotations'joanner3 years agoExperienced Cover User20KViews60likes38CommentsReports: Total hours allocated to job
We have recently changed to MYOB payroll and use your timesheets not time billing for entering and processing pays. Your customer support have advised there is currently no report available inyour Payroll reporting, that is able togenerateatotal number of hours for individual or all employees per job. Currently your reporting only provides a cost per job for wages. We require a report that will providea total number of hours per payroll category i.e. Base hours, overtime for a given employee or all employees for a specified period. "Payroll Job Allocation Reporting Total Number of Hours"m3nd1Star2 months agoCover User21KViews47likes35CommentsReport: General Ledger [Detail] - Tax column
I wouldn't think this was a particularly difficult thing to 'add' in to MYOB general ledger detail reports (or in the GST/Tax area etc) but we definitely DO need to be able to simply customise our MYOB general ledger details report so as to 'add' a column on that report to show the GST claimed/paid in respect of ANY transaction. This makes it very quick and easy to pick a particular account, have the appropriate column filters ON (including the tax amount column) to drill down and not only see account totals but to determine which PARTICULAR/INDIVIDUAL accounts have had GST treated correctly. Exception reports are fine...but when explaining to a client, it is far easier to simply bring up an account and show them which accounts are not doing what we need/expect them to do. By having a 'tax column' account, it will also benefit the accountant by totalling up the GST applicable to those transactions without meticulously wasting time clicking into transactions one at a time then manually adding up as a basis for a journal adjustment. Quickbooks has this simple tax amount column available to ALL ledger transaction detail reports and I think it is long overdue in MYOB reporting. Very simple for accountants and clients to make use of...please add in ASAP! I have attached a QB report which is just a basic drill down into the general ledger of 'bank fees' --> I simply select tax column and it shows me which transactions did or did not have GST claimed on them WITHOUT having to view all transactions for a month/quarter/year for ALL accounts. An exception report is great for bookkeepers or those at a data entry level...the column I refer to is a simple addition which helps accountants check particular accounts at a quick glance and gives us the information in a split second including the totals which form the basis for any adjustment required. I also discussed this with a MYOB training representative some time ago in Brisbane who advised that this functionality was not and was never part of the MYOB reporting system. A MYOB representative advised us late yesterday to submit this here in the hope that it would be considered and adopted in newer versions...please do! "Tax Amount Column"Benf2 years agoCover User30KViews65likes49CommentsSetup: Retain user formatting on Item List window after closing
The Conditional Formatting function in the Items List is great, but it doesn't save once the Items List is closed. This seems like a simple enough function to save and be maintained when the Items List is opened again. Unless I'm missing something? "How to save Conditional Formatting in Item List?"728Views5likes0CommentsAccounts: Stop journal consolidation
Hi, In earlier versions of AccountRight it was possible to enter a single journal entry that coded against the same account multiple times, and each line could be reconciled individually, or searched for individually in reports or Find Transaction screens. Is it possible to return to the old way of reporting journal entries, where I could reconcile each line individually, and search for each line individually? The way the software now consolidates journals makes it much harder for me to see the individual parts of account movement if I'm coding spend money or general journal transactions. "Stop journal consolidation in AccountRight 2011"Will_SolnX_NZ8 years agoValued Partner25KViews70likes35CommentsBills due report
Hey, I remember MYOB having a 'bills due' report which would filter purchases using a specified date range. I have noticed after using XERO (Which still has this feature) that this no longer exists, and was replaced by a "To-Do List". This is not a great replacement for my purposes, as I want to see only a specified date range and not the whole long list. Please consider adding the bills due report back to MYOB.760Views3likes2CommentsSpend Money/Receive Money: Select default account (not top bank account)
You can select a default bank account for Sales and Purchases, why doesn't this account default for Spend/Receive Money or have the ability to choose a default account, it is not necessarily the first Bank Account in the list that you want to be your default. We recently changed our bank accounts, and have not closed the previous one, now I have to select the bank account every time I enter a transaction. "The ability to select a Default Bank Account for Spend/Receive Money"vt126 years agoExperienced Cover UserOpen4.4KViews25likes5CommentsForms: Invoices - UserID field of who raised invoice
I am suggesting that an automatic field is availble in the customised forms, to disclose the User ID who raised an invoice. In our Case we use Sales person for the person who made the sale, but would need to know who from the office staff entered the invoice. "Customised Form, User ID who Raised the invoice"kborg5 years agoExperienced User2.3KViews17likes1CommentSales: Email message character limit increase
Being limited to approximately 256 characters for invoice and statement Email Message text is not friendly. I would like to include a lot more detail in the Email message area for statements and invoices. 1000+ characters would be nice. Another feature that would be nice would be to have; 30 day, 60 day and 90 day Email statement templates (email message content). i.e. when performing a statement run if you have a 30 day, 60 day and 90 daytemplate in the system, any clients with monies outstanding in the 90 day column automatically receives the 90 day email template, people with monies over 60 and under 90 get the 60 day email template etc.Obviously the 90 day template would be informing the client that we are about start getting verynasty. 60 day template would signify that we are terminating services, and30 day template would be requesting that the account be paid promptly. "Email message content + Email statement templates"Mick7 years agoPartner18KViews67likes29CommentsPurchases: Purchase No. - extended character limit (8)
Why is the purchase order number field only 8 digits, yet the invoice number is longer? It is annoying when entering purchase orders that are longer as they get cut off after 8 digits. Can this be fixed to enable longer purchase orders to be entered? "entering purchase order numbers"sainter2 years agoCover UserDone20KViews55likes29CommentsJobs: Monthly budget entry
Hi MYOB Development Team, For future builds can you add Monthly Budgets for Jobs please. I love MYOB software however one frustrating point I find with MYOB, is that you cannot set monthly Job budgets. When running an organisation with multiple departments and Department Managers an Executive Officer needs to be able to see how each department is doing in comparisson to their budgets. MYOB will allow an annual budget to be set for Jobs which is great however, by setting budgets monthly you will be able to better meet your annual goals because you will better track your monthly figures. In doing so, you can make adjustments each following month to ensure you hit your annual goals. It would also be very handy, to be able to break this down to Actuals v Budgets on several scales, EG Weekly, Monthly, Bi Monthly, Quarterly, Bi Anually etc.... Thank you Ray Austin "Addition of Monthly Budgets for Jobs"MMPC12 months agoCover User19KViews52likes29CommentsSales/Purchases: Retain a copy of original order date
We use Sales Orders and Purchase Orders that are converted into invoices when goods arrive or are sent to our customers, for us this can be 2-3 months after the order is placed. When converting from order to invoice, we have to manually change the date from the "Order Date" to "Invoice Date" and the history of when the order was placed has disappeared. Can there please be a seperate area on each the Sales and Purchase Invoices for "Order Date" to be retained and the "Invoice Date" be automatically inserted as current date as it does when raising a new invoice, order or quote (but can be changed if necessary)? This feature would also need to be co-ordinated with "Deposits Paid" and "Deposits Received" to ensure that the correct date is applied when the automatic transfering of the deposit is recorded. Thanks "Sales and Purchase Invoices to show the "Order Date" as well as "Invoice Date""WendyE4 years agoExperienced Cover User2.5KViews13likes3CommentsMulti-Currency: Forms - include currency symbol
Hi MYOB Foreign Currency is not displaying on custom form templates. Currency symbol needs to be included in the customs forms. Currently, end users are inserting a text field and stating currency looks very ordinary. Please fix "Multiple Currency Bug - Currency symbol needs to be included in the customs forms"CloudMindAcc4 years agoUltimate Partner4KViews19likes5CommentsIn Tray: Ability to match to a Recurring transaction
Hi I like the new In Tray feature, and the ability to create new bills from imported documents. However, most of my regular bills - electricity, telephone etc - are already set up as recurring transactions. I want to use the recurring transaction, as it has the narratives and account numbers already populated - at the moment this means I cannot create the bill from the In Tray (and have to just link the electronic copy of the invoice to the transaction after it has been created). It would be great if a recurring transaction could be created from the In Tray - so the invoice date, invoice number and amount are picked up from the imported document, and the account number and narrative are taken from the recurring transaction. thanks "Create new recurring transaction from In Tray"8KViews47likes12CommentsEmail: Send me a copy
Can we have the option to send a copy of the email to ourselves when we email purchase orders, invoices, or remittance advices please? (And receipts to customers... I see there are hundreds of people who want this one!) Currently, my work around is adding my email address in the email address, which works, but I cannot put more than one email address in the Payment Details tab of the Supplier Card (Remittance Advice Delivery Status Email) so have to add this manually every time I sent out a remittance slip. Simply a global option of sending bcc email to myself checkbox would do the trick... cheers Teresa "Email me when I email customers and suppliers"Reports: Change of bank account detials
The audit trail DOES NOT show when bank account details have been changed (ie for suppliers/employees). It reports if the address/phone etc has been changed but not the bank account details. This is Fraud 101 - is this going to be fixed? If I have misunderstood, please let me know, but a MYOB representative did confirm this for me. "Audit trail does not show change in bank account details'22KViews64likes34CommentsForms: Invoices - Show prompt payment discount amount value
We give customers a prompt payment discount. It would be great if we could print this on the invoice. For example, "Total if Paid Before…” I have seen other companies do this on their bills. It might help people pay us faster. "Discount on Invoice"Sally992 years agoCover UserOpen17KViews66likes28CommentsInventory: Ability to go into Negative Stock
add negative stock to AR Plus/Premier -Allow the sale of items with Insufficient On-Hand Quantities "Negative Stock"scfsh6 years agoExperienced Cover UserPlanned9.9KViews49likes11CommentsCards: Hyperlink to website listed on card
It would really great if we could click on a supplier or customer cards website and open via a hyperlink directly in the web browser "Automatic Hyperlink to website when clicking on website in customer and supplier cards"CloudMindAcc4 years agoUltimate PartnerNew4.1KViews15likes2CommentsInvoice Reminders: List of customers not to receive reminders
If I have chosen to "individually" select customers to receive reminders, there is no where thatI can see whohas been selected. This definitely needs to be addressed as I only send constant reminders to a certain few really bad payers and I need to know who they are. Thanks for listening. "Individual Customers who receive Invoice Reminders - not shown"SharonK5 years agoExperienced Cover User2.2KViews20likes1Comment