Backup: Schedule automatic backup of file
Hi, I would like the ability to schedule automatic backups of the MYOB files. The backup would be the same as what currently gets backed up manually when starting the backup from the menu - just need to be able to schedule this same process to run from the operating system. "MYOB Automatic Backup"bscfins2 years agoPartner14KViews46likes22CommentsSales: Notes field on Invoices
It would be very handy to have a free text field in the invoices, where we could make notes for followup. For example, when the invoice was sent, when it was followed up, who we spoke to etc, so that each data-entry person can keep up to date. The invoice delivery status isn't accurate, as we always print a draft to gain approval before sending invoices, so the system thinks it's already been printed or sent, when it hasn't. Thanks. "A 'free text' field in the invoices"3.7KViews47likes5CommentsMYOB Team: Include additional hourly payroll categories for employees
The current platform only allows for timesheet hours to be allocated based on the 'hourly rate' assigned within the employee card in MYOB. This is not compliant for the majority of users as employers are required to meet NES and Award/Enterprise Agreement pay rates which vary dependant on role, hours work, time of day etc. Ideally, when an employee submits a timesheet, they should be able to select a role or perhaps a location that stipulates that role, which in the back end of MYOB payroll setup shoudl automatically calculate the correct hourly rate. The current timesheet function doesn't offer much more than a replacement of manual timesheets. The payroll administrator is still required to reallocate hours into the correct category through payroll - so no time saving benefit and does not offer any compliance assistance. This effects all employers, as all employers are subject to Award or Enterprise Agreements. As an example, I am the payroll manager for a Real Estate Agency with 160+ staff. We look to predominately use timesheets for staff who are paid on a per hour basis (casuals). Each casual can work in varied areas accross the business, which attract different rates dependant on qualifications and skills required. Under the current setup, my casuals could only enter a timesheet based on start time, end time and breaks taken. This would then allocate in MYOB as 'base hourly' which pulls the rate from the employees card. Ideally, I need to be able to allocate hours to various casual rates in accordance with the Company's Enterprise Agreement. We also need to be able to submit expense reimbursements such as KM's reimbursed for business travel. We already have the payroll categories, but they cannot be selected by staff entering timesheets in the Teams App. "Provide additional payroll categories for Teams timesheets based on categories assigned to employees card in AccountRight"SarahRimmer2 years agoCover User914Views5likes1CommentCard: Employee - Preferred name
Hi, It would be great to have a preferred name section for employees. We have several "New Australians" who have preferred names, but I can only use their full proper names on their payslips etc. Thanks. "Preferred name for employees"Scanlon5 years agoExperienced Cover User1.6KViews13likes0CommentsForms: Statements - Terms field
If customers were reminded of their trading terms, it would perhaps reduce the number of overdue accounts. Can Trading Terms be an available field to add to customer statements? Thank You "Customer Terms on Statements"CedarWest2 years agoCover User8.7KViews50likes17CommentsReports: Ability to enter day and populate rest based on current settings
When entering dates in Purchases Sales GJ etc etc you can do quick entries of just the Day number i.e. 27 or 28 or 29 and Tab Through and the date automatically accepts the current month and year that was on the screen. In Reports it defaults to say 01/07/2020 end 28/07/2020 If you go to the first field and type 26 "TAB" it clears the first date field and shows you "26" and when you tab it reverts to "01/07/2020" you then display and wonder why it is showing you payroll figures for the whole month. Please FIX this in the Reports section so it works the same as the rest of Accountright. "Date Fields in Reports Do not allow quick entry to change (Unlike the rest of Accountright)"davidewen14 years agoExperienced UserNew2.1KViews10likes1CommentUser Access: Sign on window to remember email address
2016.03 brings a new logon screen. Ok cool that you can stay signed in for 12 hours. But annoying that I have to enter my email address every morning - why can't this be saved? I don't see it as a security risk. "2016.03 New Sign in window - save the email address!"Trav99997 years agoExperienced PartnerDone21KViews26likes33CommentsReceive Payments: Show if on credit hold
It would be ideal if the "ON CREDIT HOLD" message could display on the "Receive Payments" screen when entering payments received from customers that are on hold. The customer is put "on hold" because they haven't paid, so when they have paid it is only logical that the credit hold would be removed, which could be done "on the fly" while entering the payment. In some businesses, the Accounts Receivable person would put the customer on hold, and it needs to be released (on receipt of payment) so that the data entry person can enter the invoices/orders. "Credit Limit to displaying when receiving customer payments"BEER3 years agoExperienced Cover User3.2KViews17likes3CommentsBank Register: Refresh option
Could we please, please, please fix the bank register refresh. It is really frustrating when i change the date range or the bank account and the screen doesn't refresh. There is no refresh button i either right click refresh - nothing or i press F5 - nothing. The only way around it is to exit and re-enter the bank register. Thank you Petey "Refresh button on Bank Register"Dogman8 years agoCover UserDone10KViews41likes17CommentsFind Transactions: Ability to search for quotes
In the previous 19.6 version i could locate a quote using the find transaction icon. in the new online version i can do this for orders and invoices but not quotes. I recieve now a lot of sales confirmations via email and often the customer sending the deposit or confirmation information is not the same customer listed on the quote, so it is important to have the quote number which is normally in the subject line, if they simply hit reply. the only way i can find the job is to type in this number. now i must find quotes in the sales register and as such if it is a month or to ago, this can provoke a lengthy time consuming search. can you re-enstate the finding of quotes from find transactions please. keith Phasey Managing Director NT Blinds 0413444257 "Find transactions - quotes"kphasey5 years agoCover User28KViews50likes36CommentsOnline Invoice: Ability to select the unpaid invoice statement which day of month to send out
I would like to be able to choose which date of the month it is sent out based on our needs. A static date for all businesses using this software cant work for us all and I think this would be an easy fix I love the Unpaid Invoice Summary reminders in general, However I now have it turned off as the 3rd of the month is to close to the end of last month for our business. (Especially if there is a weekend inbetween). I am sure I am not alone in having to wait for extra information from staff members or suppliers to be able Invoice the month in full. I made the mistake of leaving it on once where not all invoices were complete and got customers advising they hadn't received the invoice that is on the statement and then again more calls from others asking why the amount is different on the invoice to the statement. Flexibility in the date would solve all this. "Unpaid invoice summaries - Ability to select the day of month to send out"DeskJockey3 years agoContributing Cover UserNew2.7KViews12likes3CommentsForms: Remittance Advice - Include Supplier bank details
I would like the supplier's bank account details to be available as fields on their remittance advice (pay bills). Something like the attached. 'Include supplier bank account details on remittance"Mike_James2 years agoUltimate PartnerOpen11KViews47likes20CommentsCard: Employee - Generation of Certificate of Employment
An employee has asked for a Certificate of Employment - which they need for a rental property application. I wish MYOB had a template so I could just merge a standard "To Whom It Concerns" letter with the employee's employment statistics. It would be quicker than me having to type it from scratch. It would be good if it merged to a Word document. "Certificate of Employment"Wynn2 years agoExperienced Cover User655Views3likes0CommentsReports: Which items are not selling
For those clients using perpetual inventory in AR It would be very useful to be able to get a Dormant Items report. If the report could be customised to show Items wht stock on hand that have had no Sales since xa certain date. "Dormant Items Report"jodyburton4 years agoExperienced Partner2.8KViews18likes1CommentSearch: Include header accounts in select account drop downs
MYOB allows you to create Header accounts in the Accounts List and other lists (e.g.jobs, items, categories etc) But why does it not show these headers in the drop down boxes for ease of reference? (I know we cannot code to them, but it would be are really handy reference point). For example: Accounts list looks like: Training & Development (header account) Engineering (GL account) Construction (GL account) Staff Amenities (header account) Engineering (GL account) Construction (GL account) Drop down box looks like: Engineering (GL account) Construction (GL account) Engineering (GL account) Construction (GL account) (how are we supposed to easily know which account is which?) I do think this would be a useful featurefor making sure the correct account is quickly selected. What do other people think? If you agree with the simple suggestion, please vote for it. "Header Accounts - Ease of use"6.8KViews47likes4CommentsSales/Purchases: Ability to enter transactional line without $0.00 appearing
I would prefer to see the old way of using blank lines come back - I use item layout where I have items setup for Job Number/Job Name etc - these become searchable items and useful, however now I can't use them because a blank $0.00 on every line in the invoiuce - I can use "blank lines" in some cases - but these aren't searchable. Bring back the old way. "$0.00 on every blank line"jenniek5 years agoUltimate PartnerOpen19KViews47likes33CommentsReport: Job Profit & Loss Statement - Ability to produce across financial years
We have projects 'jobs' that span over two financial years and it is frustrating to have to export the two years to excel to produce a P&L for the life of the project. Any chance of having a user defined reporting period for jobs, this report is not generally used for year end company reporting so I don't see it as being a problem. "Job Reporting Profit and Loss Report"P32 years agoContributing Cover User11KViews42likes19CommentsEmail: Set email address used for sending
It would make life easier if I could send my emails using my other email addresses for example quotes from sales@... and my invoicing from my accounts@... from myob. Having the options as we do with clients email address. "Ability to select email address you are sending from inside of MYOB"Small-B4 years agoCover User7.3KViews48likes9CommentsOnline Payments - Ability to Turn On/Off for Individual Cards
It would be great if you could have an option, by customer card, to either switch on or switch off the payment service. In this way, the MYOB user can select which customers get the option to pay by credit card. This would be useful for account customers who have multiple invoices every month who pay on statement rather than invoice and don't pay by credit card.294Views1like1CommentSending Invoices by email to Specific Customers by the End of Day.
We have a big customer list and some of our customers need invoices emailed at the end of the day but if we send to all then there are many who don't want the invoices emailed to them. Is there any way we can use a custom field in the Advanced filter of Print/Email Invoices; so that we can select all those customers who were flagged for daily invoices. Anyoption to utilize a custom field in the Advanced filter for Print/Email Invoices will be very helpful but currently this option is not there.Cuisinecorp11 months agoCover UserNew477Views1like5CommentsForms: Pay slip - Employee Address field
MYOB (a couple of versions ago) used to include the Employee's address field in the payslip template. I am required to mail payslips to employees and am reduced to hand addressing envelopes instead of folding into window envelopes. I know many people receive their payslips via email and this is an excellent feature, however, there are still people who want/need their slips in hardcopy. Please add the employee address field back into the payslip template. "Employee name and address on pay slips"Gail_Holmes2 years agoContributing Cover User18KViews46likes28CommentsOnline Emailing: Reply-to Email Address per user
I would like to see emailing directly from MYOB to be specific to a users login. At the moment you can only have one "from" name and one reply-to email address. I would like to email from my own name and have my email address as the reply-to; and my boss would like emails he sends to come from his name with his email as the reply-to. Until this is implemented we can't use this feature, but we would like to for the convenience. Please consider :)Andrea22093 years agoCover UserNew7.5KViews27likes13CommentsPurchases: Show Due date on Enter Purchases (without selecting Terms)
Individual suppliers may have differing terms from invoice to invoice, such as in the retail clothing industry. Currently in the Enter Purchases window there is no simple way of changing the due date from the default. Youhave to drill down into the terms window and then change the terms to find the right date.It would be so much quicker if there was a Due Date field in the Enter Purchases window itself where we could simply change the due date. "Add Due Date field to Enter Purchases window"HelenL3 years agoPartner3KViews19likes5CommentsRETURN the ability to SEARCH via CONTACT first name or surname when creating NEW QUOTES or INVOICES
The new upgrade has removed the ability to search by contact first name or surname when creating NEW QUOTES or INVOICES. I often have the SAME COMPANY listed up to 8 times in MYOB because different people within that company request invoices/quotes. So they need these different CONTACT listings. But if I search via COMPANY name in the box on the new quote or invoice page then it brings me up the 8 entries and I've got no way of knowing WHICH ONE is the right one for the person I'm trying to quote/invoice!! PLEASE return this search function.594Views2likes0CommentsIn Tray: Option to only show Open Bills with no attachment
Update 2019.4 now shows all open bills in the IN TRAY when trying to link a PDF to a bill. Previously it would only show those bills without an attachment. It would be beneficial to have a tick box or some form of option to filter all of the open bills by those without an attachment. This would greatly speed up our attaching of invoices to open bills as currently we are having to manually search through 100+ open bills. Its current state is tedious to say the least3.4KViews11likes4CommentsReport: Aged Receivables [Summary] - Drill down to see individual balances
It would be good to have the same ability as you had in the older version of MYOB to drill down in the aged receivables or payables on individual customers to see the invoices that make up the outstanding balance. "Aged receivables & payables"Mauraid4 years agoContributing Partner9.4KViews41likes10CommentsInvoice Reminders: Customise text
I would like the ability to customise the emails that are sent out as part of the Automatic Invoice Reminders function. I'm sure I'm not the only one who wantstext that differs to the current default option. "Automatic Invoice Reminder emails - customise text"Catherine-P4 years agoContributing Cover UserDone3.9KViews16likes5CommentsBank Feeds: American Express feeds
This has been raised in discussion posts and also submitted to Live Accouns ideas forum but I would like to re-iterate for Account Right Plus. Desperately need to see Amex in bank feeds, we have many hundreds of transactions that could be automated if Amex was supported. Thanks "Bank Feed for American Express issued by Amex"LoveYourBooks3 years agoTrusted Partner21KViews43likes31CommentsTimesheets: Enter a fortnightly timesheet
AccountRight 2018.3: Could we have an option in the Timesheets module set-up, for fortnightly and monthly timesheets too ? Currently, only weekly pays are supported - even though many employers pay fortnightly. Would save having to use Excel timesheets for my clients' fortnightly pays. Kym Yeoward, CPA & Myob Adviser Palmerston "Timesheets - add options for fortnightly and monthly"Kym__Yeoward3 years agoUltimate Partner4.2KViews16likes8CommentsRecurring Transactions: Record on due date, not when file is opened
The functionality of MYOB AccountRight offers to record Recurring Entriesautomaticallyon a due date. However, if the file is not opened on the due date next time the file is opened the system date is used instead of the nominated date. Can a fix be considered please?BA2 years agoTrusted Cover User13KViews45likes23CommentsReports: CTRL + P print shortcut
Hi MYOB Community, I know that this has been discussed in some threads however, is there a way to get keyboard shortcuts, such as CTRL+P back into the reporting funcion (whether it be custom reports or invoices). As a 'keyboard' person I do miss this functionality (very recently upgraded from v19.6). While it may seem like a minor bugbear, it is very frustrating that this (what would seem to be) a standard functionality in most software packages. Cheers, AtomicPotato "Reintroducing keyboard shortcuts into "Reporting" module in MYOB"3.9KViews11likes6CommentsReport: Statement of Cash Flow - Include Income and expense accounts
The statement of cash flow is inadequate as it only includes balance sheet items/ cash in/out flow from investing and financing accounts - not expenses. The report need to include expenses / income for the specific period ie month by month for a cash flow report as opposed to the budget profit /loss report. A client is wanting to move away from MYOB to XERO because it doesn''t have that function. We have to produce the report by pulling up the banking transactions ie income / expenditure transfer it to a excel spreadsheet and work from there - not ideal at all. Could this be looked at? "Cash Flow report"SB012 years agoContributing User3KViews9likes6CommentsPurchases: Pay Bills - Refresh window after changes are made
If you're paying a supplier through the Purchases - Pay Bills window and notice an invoice is incorrect, it can no longer be corrected in that screen. Instead you have to correct the invoice, close out of the Pay bills screen, loosing all selected invoice info, before opening the Pay Bills window and starting again. Previously you could open the invoice and correct it, go back to the Pay Bills screen and the corrected invoice amount would be there. As we work with international currencies, we find the ability to make these changes on the fly very important "Fixing invoices in Purchases - Pay Bills window, Account right Standard"walkerhagley4 years agoCover User16KViews37likes21CommentsSales/Purchases: Sort/change the order of transactional lines
I would like to be able to sort the items in an invoice (or purchase order) according to itemcode (or any other field for that matter). This necessary when there are many items in one invoice (or purchase order). "Item Sorting"mbes2 years agoCover User16KViews41likes42CommentsMulti-Currency: Show inventory purchase price in foreign currency
It is great that MYOB has multi currency but we dont have a field where we can display the purchase price. Like when you buy from overseas and pay in say USD there is no field where you can put this so you have a record of what was paid which we could refer to in future. At present when you create a new order it automatically picks up the landed cost not what we are actually paying the supplier. I would be nice if a fieled was created under the buying details tab where you can enter the USD price and which it picks up when entering a new purchase order.Claro4 years agoExperienced User4.2KViews9likes10CommentsReport: Job Transactions [Accrual] - Allocation memo column
Please add ALLOCATED MEMOs to HIDE/SHOW box in REPORTS - JOB-Transactions. This was a feature in 19.9 but has been omitted from 2013.2. This is a feature that is required by our company. Because it is missing I now have to revert back to 19.9 and redo 3 weeks work.......Not happy. "Detailed Job Report"LC0003 years agoCover User22KViews38likes44CommentsSales: View and accept quotes online
Firstly thanks MYOBfor the latest update with online invoicing. I am wondering if it would be possible to extend this feature to online quote roll out. For me this would be a very exciting feature, and much more valuable than online invoicing (although this is also a good step). As many may be aware there are several popular platforms which allow you to send a link to your customers so they can view your quote. Quoteroller by PandaDoc is one such service. The only reason I have not started using a service like this is because I don't want to enter quotes into two systems. Basically your customer is presented with a quote online and if they want to proceed they are required to view and accept your terms and conditions, which is recorded as a legal contract.I think this would be an invaluable feature which would make it so much easier to trade on your terms and prove that your customers have been informed of your terms and conditions of sale. If the pay now feature similar to invoicing was also used to ask the customer to make a deposit/down payment in order to proceed with works, this would be an added bonus.(I am a trade contractor with most jobs valued between $1000-$3000 and low margins so Inever proceed without a deposit) I really think this would be a huge efficiency boost for a lot of businesses, in combination with paying invoices online and automatic payment entry into MYOB, this could reduce sales workloads very significantly, as well as ensuring proper sales contracts which is often neglected by small business. (Obviously it would be up to individual businesses to write their own contracts/terms and seek legal advice regarding this. Myob would just provide the facility to click and accept the terms/quote) Thanks for your considerationOscar_W5 years agoExperienced Cover UserNew4.9KViews25likes5CommentsReport: Entitlement Balance [Summary] - Show 3 decimal places
In the Employee Card File entitlements hours are shown using 3 decimal points even when processing a pay it is shown using 3 decimal points and the Entitlement Reports use 2 decminal points, could you please look at having the hours on the Reports using 3 decimal points, this assist with reconciling the leave reports. The classic AccountRight V19.10 has 3 decimals points for hours on those reports; is there a reason for changing to 2 decimal points...this had made reconciling very difficult in V2015.1. Please consider this to make our lives easier!!! "Payroll Entitlements Balance Summary Report"Mags11 days agoTrusted Cover User7.9KViews29likes16CommentsReceive Payments: Automatically add hyphen to BSB entry
We used to be able to enter a cheque BSB number and it would be accepted. Now we have ensure the hyphen is in the right place yet in other areas of MYOB this is not the case (i.e. the hyphen enters itself). Can you please re-enable the MYOB to format the BSB itself as this is just one of those really frustrating little annoyances about the live version. One less frustration with the live version would be great. "BSB Entry Improvement"TrudiW7 years agoContributing Cover User12KViews30likes16CommentsInventory: Copy Item - copy all item data
Can you guys please put in an instant"Copy Item" button next to the "Copy From" button? I am sure many Users would find the ability to copy all data from an existing Item to create a New Item, and then just modify the data as needed toupdate it to makethe new Item. Bit like the Recurring function- Just instant. You wouldn't be able to save it as the original Item Number as the system will tell you that one already exists. Hence it forces you to at least create a newItem Number. "Copying Item data"OLKroozer4 years agoExperienced Cover User13KViews28likes17CommentsMYOB Team: Show overtime separately
Is it possible to show overtime on timesheets as a separate daily entry in MYOB Team?jameskas4 years agoContributing UserNew1.3KViews8likes1CommentBank Feeds: ING Direct feeds
Hi there, I've just signed up with Myob and was about to set up a Bank Feed but you don't support ING Direct? How come you support tiny little banks but not ING? And how can I work around this? My main reason signing up with MYOB was the Bank Feed feature! Regards "Bank Feed for ING Direct?"MadHatMedia3 years agoCover UserPlanned28KViews38likes49CommentsSales: Electronic refund option for customers
Something that has been requested at at least 3 yearly MYOB get togethers I have been to, and still not initiated. With more and more people using electronic banking, why can we not pay a Customer a refund electronically? Instead we have to load up our database with unnecessary.Supplier Cards in order to do the transaction. What a waste of time, energy and bytes. "Electronic refunds for Customers"Xstitcher2 years agoPartner13KViews40likes21CommentsBreach of Confidentiality - Employee Benefits and Flare
Hi I have looked at the Employee Benefits tab. Two things 1. To access, I have to Consent to starting the new employee benefits, but in doing so I also consent to employee personal data being sent to a third party (Flare) without the employee'sconsent. I realise it is name telephone number and email address, but this is still personal, not mine to consent to being sent without their permission. Isn't this breaching the privacy and confidentiality of your employees? 2. Is there a list of the benefits available so the employer can make an informed decision whether to offer these to the employee or not? Regards BettyBlakBox12 months agoContributing Cover UserNew589Views1like3CommentsForms: Ability to hide standard/default customise forms
could we please hide and/or delete unwanted forms - meaning MYOB standard forms. "Invoice & PO formsDebraAnderson3 years agoExperienced PartnerOpen6.6KViews35likes9CommentsAccounts: Set a default Bank Account
We currently have two bank accounts, one with without an overdraft that is an asset in MYOB chart of accounts and a second with an overdraft that is a liability account in MYOB. The overdraft is our primary account. The problem I have is that MYOB defaults to the bank account with the lowest account number, so that wheneveryou start to enter data you need to manually change the bank account to the overdraft. My suggestion is that you should be able to tick a box to allow any of the "bank accounts" to become the default bank for data entry. This would avoid the problem when you forget and entry data to the wrong bank account and then have to make the changes. Could you please consider this function or if anyone knows a way around this problem let me know. Regards, Ian Plambeck.Ian_Plambeck3 years agoCover User25KViews35likes26CommentsForms: Invoices - Show zero (0.00) amounts on printed/emailed
We have some items which have a description and need to be included on our onvoices but they have a $0.00 amount. Currently this shows as a blank space in the amount column when the invoice is sent or printed, it would be very helpful if this $0.00 amount showed in the column to make the invoice make more sense to the clients. Thank you "Ability to add a $0.00 amount on invoices"jim19582 years agoCover User624Views4likes0CommentsInventory: Allow for special pricing per customer
This is something long overdue and I, along with any client that "Sells" items have found that its non existence to be a severe shortcoming in MYOB. The pricing matrix is not flexibleenough for offeringcustomers special deals to gain their businesss in the competitive marketplace . Most of my Inventory clients have had to purchase an Add-on or completley change software which is unfortunate Please revisit this issue Lynne Wagner Zebra Accounting and Business Systems 'Special pricing for customers based on an individual item"LFW027 years agoTrusted Partner13KViews36likes13Comments