Different Email Address for Statements & Invoices
I have many Customers now who wish invoices and statements go to different email addresses. I know you can manually select a different email address, but due to the large number of customers requesting this now, managing this manually is getting hard. Can this not be an automatic feature whereby you can have at least two different email addresses - one for invoices, one for statements??PalletcoSA2 months agoContributing Cover UserNew45Views8likes1CommentRemember User Email Address on Desktop Login
Please bring back this feature, it used to remember my email address every morning on login, it's frustrating having to enter your email address when this really doesn't effect the security. Currently using version 2024.1.1.4.IdaS12 months agoTrusted UserNew281Views26likes3CommentsTurning off Employee Self Onboarding as default
Hi, my company would benefit from being able to turn off employee self on boarding as a default. My company engages a lot of sole trader contractors that we are obliged to pay super for. The employee self onboarding system isn't suited for this so we manually create the cards for these contractors (creating on average 20 new cards a week). Now that self onboarding is chosen as default this creates the opportunity for a mistake to happen and the contractor to receive an onboarding link that they don't need and are often confused by. Could turning off self onboarding as default be added as a preference?New37Views2likes4CommentsMYOB LISTEN TO CLIENTS
i KNOW ITS A NOVEL IDEA - I would like to see MYOB listening to their long term users and actually implementing basic features such as emailing a receipt !! LISTENING TO FEEDBACK WHEN FEATURES STOP WORKING - again a novel idea -= perhaps the people that use the product are telling the truth when bugs occur - oh right, I forgot - are we now the BETA test models as well??MBLegADL9 months agoExperienced Cover UserNew1.3KViews49likes7CommentsEmployee Birthday/Anniversary reminders
Why has MYOB not created a pop up reminder for dates for employee birthdays and employment anniversary's? It would be such a great step to take to not only ensure these dates a remembered but also for compliance such as pay increase for juniors that are due once they are of certain ages. It could work just like the pop up when you first log in for other reminders such as reoccurring payments.MalKleenduct9 days agoExperienced Cover UserNew941Views48likes9CommentsEmailing receipts
MYOB say they are listening to customers but over 20 years of asking and over 300 people asking for the option to email receipts, and still nothing. Who cares about some new look. We want the option to email receipts. You can email invoices, so why not receipts.New276Views13likes17CommentsSTP Reporting - RFBA's with FBT Reporting Year
The ATO website, as well as thePAYG payment summary – individual non-businessclearly indicate, that for income year (1 July to 30 June) you report the values from FBT year (1 April to 31 March). The year-to-date verification report nicely extracts income year figures from 1 July to 30 June for your "Salary Sacrifice - other employee benefits" category, which is an ATO reporting category dedicated for Reportable Fringe Benefits (RFB), where it should be reporting figures from between 1 April to 31 March. It would also be good if when completing the STP end of year reporting and enable RFBA's is selected, it provides an option to include employees that were terminated in ther prior financial year period 1 April to 30 June. To report the RFBA for these employees you currently have to fill out manual PAYG summaries.GAHAC23 days agoCover UserNew41Views1like2CommentsLocation Column to Reports
Coming from v19 where theres a location column in every sales report, i find it very strange that this has been excluded from the current version. We use Accountright Premier which includes infinite locations, but there's no way to track where sales are coming from. If the program has the location built in i would have thought it would be a simple implementation into reports. Can we please look at adding this back into Accountright.mikejenkin24 days agoContributing UserNew17Views1like0CommentsABILITY TO ATTACH IN MYOB ACCOUNTRIGHT DESKTOP
WITH SO MANY REQUESTS AND STILL NO MOVEMENT IN ADDING INTRAY FOR SALES LIKE THEY DO WITH PURCHASES THE ABILITY TO ATTACH CUSTOMER PURCHASE ORDERS AND OTHER DOCUMENTS WOULD BE IDEAL BUT WITH SO MANY REQUEST FEEL THE USERS ARE ON DEAF EARS WHEN TRYING TO GET MYOB TO START DOING IT.New89Views7likes0CommentsTurn of BPAY Option
I know this has been asked many times over the last couple of years but I would like MYOB to turn off the BPAY option for online payments. I am only wanting to use the service for credit card payments and not incur the BPAY charges if clients decide to pay that way, even though I have told them not too. Surely it can't be that difficult to give the different options.LindyMH2 months agoExperienced Cover UserComing Soon179Views8likes7CommentsMultiple Entity Names
Hi, It would be good to be able to enter the entity name and the "Trading As" name on a client card. We have most clients using a family trust or entity name and trading a something completely different. It would be good to be able to look up either when searching. The "trading as" name which we enter in the card does not match the ABN, as that obviously relates to the entity name. This can be quite confusing. Thanks, Jennijenni9 months agoExperienced Cover UserNew437Views25likes1CommentSales, Receive Money and Receive Payments attachment option
Im surprised that since a request back in 2015 the feature to be able to attach documents from an intray to sales, receive money and receive payments. It is so important to be able to attach purchase orders to sales created in myob for clients. Also remittance advices for payments from clients.Buffd3 months agoExperienced Cover UserNew2KViews52likes11CommentsWould love an in tray in the Sales, to upload payment certificates and attach dockets?
3 years ago I posted "Would love an in tray in the Sales, to upload payment certificates and attach dockets?" come on MYOB , I am still getting emails regulary with people agreeing this is much needed, why is this so unachievable with MYOB when so many are crying out for it?????? seems customers are going unheard on this one.TLC_K9 months agoContributing Cover UserNew2.5KViews43likes13CommentsAccounts Payable - Payroll Cheque No: EFT Have an option in Card List for how you are going to pay
When paying someone it has Cheque No: and you have to type in EFT or B Pay etc each time. Why not in the card list you have a payment method drop down box so you can pick how you pay the supplier/staff member EFT , B Pay, Cheque etc.JL2124 days agoUserNew81Views4likes2CommentsEmailing Statements and Invoices to 2 different emails
I am sure I am not the only one to suggest this, as we have many clients that require invoices and statements to go to different email addresses. We are getting more and more requests from clients, and it's increasing hard to track these as we are having to manually override the email address. Can you please implement the capacity to record 2 email addresses.New65Views3likes0CommentsGlitch in Payruns and Standard pay
Hello Three system glitches that need fixing, and I dont know how they haven't been already!! Have been an issue for years. Using the web based version of Account right. In Employee set up, you must have hours in pay cycle. These hours then transfer over to the tab "standard pay". This should not happen unless you enter it manually as currently it then adds itself into the pay run and the employee shows up as working twice the amount of hours, if you are running on timesheets to calculate the hours. EXAMPLE: I gave my employee a payrise. For some reason, under the Standard Pay tab, in wages - base hours, 38 has automatically been placed there. My employee does a timesheet every week on which he gets paid those hours. When I start a new pay run, instead of the 30hours worked it is showing 68 hours because of this strange automatic adding of a "standard pay". PLEASE REMOVE THIS. Next, when you start a pay run, it says "No timesheets for this pay period" even though there is. You have to change the date to tomorrow then back to today in order for the current timesheets to show up for selection. Why is it like this? Please fix. Next, when entering bills the automatic fill in will pick up the business the bill is for but no other information. I have found if you select a random different business, then go back to selecting the correct business then the autofill will pick up the right information for that business./ All such frustrating tedious things that shouldn't occur in a programe thats been running for this long. It makes MYOB so clunky and finicky to use, no wonder so many are giving up on it. Please fix what needs to be fixed instead of updating the look of the dashboard every 6 months. We pay enough money for this program that it shouldnt be so annoying to use.duitselectrical5 months agoCover UserNew323Views7likes2CommentsWhy are employees listed in order of first name?
Why do you list employees in alphabetical order by their first name? (On-line product.) People are listed by their surname in just about any situation. Please at least give us the option of choosing by which name they are listed.620316 hours agoExperienced Cover UserNew463Views13likes6Comments- EliDre3 months agoContributing Cover UserNew16Views2likes1Comment
General 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? ThanksSMcD126 days agoUserNew10Views1like1CommentAccountRight Desktop exit should log you out
Due to the new changes in MYOB AccountRIght Desktop application, exiting the desktop app (either by going File->Exit or just quiting the app through the Close Window button at the top right or pressing ALT-F4) no longer automatically logs you out of your account. This needs to be reinstated and accepted as one of the standard ways to logout of your account. For those who want to be remembered bing back the "Remember me for 12 hours" tick box, make it a user preference even. Regards DamienDamienGM5 months agoExperienced Cover UserNew993Views13likes8CommentsInvoicing 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.New14Views1like1CommentOnline Payments: Credit Card Surcharge
I have looked through posts dating back to 2012 and beyond where people have been requesting the ability to have MYOB automatically calculate and (where applicable) add a surcharge for Credit Card payments. I have the PayDirect device and need to re-issue an invoice to manually add an extra line for a surcharge to the invoice while the customer is with me. Now that PayDirect Online has been released, a customer has the ability to pay an invoice with their credit card at their leisure, but I end up being charged for it without the customer even being aware. I have phoned customer service and was informed that there is currently no way of automatically adding the surcharge and the system doesn't do it. I amcurrenlty on the screen to setup PayDirect Online so have not tested it myself. The advice of customer service was to increase my fees to cover the surcharge. Not really fair on people who are not paying by card. Personally, I would have thought this issomething that should have been written into the software prior to releasing the Online component, or should be an option included in the online section that adds the surcharge to the final total prior to the customer paying. "Credit Card Surcharge"CartonConcepts2 years agoCover UserDone122KViews482likes232CommentsBank Feeds: Hide multiple transactions at a time
In the Bank Feeds window, I would like the ability to hide multiple transactions (not just one at a time). This wouldbe a great feature if not available. Can anyone assist in this regard? "Bank Feeds Window - Would like the ability to hide multiple transactions (not just one at a time)"A-Snax8 months agoExperienced Cover UserOpen67KViews620likes188CommentsPay Superannuation: Delete or hide reversed paysuper payments
There is currently no way to hide or delete authorised (or approved) PaySuper transactions so ones that need to be amended will still show as partially authorised (if 2 authorisations required) "PaySuper - delete or hide reversed paysuper payments"scfsh3 months agoExperienced Cover User87KViews604likes203CommentsAuthorisation of Invoices Payable
We need a function within MYOB AccountRight to allow authorisation of invoices by staff prior to payment. Not having this function is a real disadvantage, and when working remotely as many do these days, it is becoming more essential to have this as a standard function. Is there a timeline for developing this function into MYOB? If not, we will probably be changing to another accounting software option.New297Views7likes2CommentsRemove Emergency Contact Info from Payroll Advice Report
Can you please remove the Emergency Contact Details from the Payroll Advice Report. The report is sent to 3rd parties (WorkCover QLD for example) and should not include Emergency Contact Details. The Emergency Contact Details are automatically loaded into the Notes on the employees Card File when Onboarding has been completed. I believe Emergency Contacts should have their own section, not just shoved into notes. And why is the Payroll Advice Report reading the Notes section on the Card File anyway? This issue is in breach of privacy legislation and the solution given of exporting to excel, removing emergency contact details, then re-pdf to send is cumbersome.MelK16 months agoContributing UserNew667Views6likes1CommentSales: In Tray - attach documents
I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 'In tray for Sales?"PET2 days agoCover User82KViews506likes290CommentsINVENTORY REPORT WITH LOCATION
THE INVENTORY REPORT CURRENTLY CAN BE GROUPED BY ITEM OR LOCATION, WHICH CAN BE THE DIFFERENCE OF A 50 PAGE REPORT TO A 10 PAGE REPORT DEPENDING ON HOW MUCH INVENTORY THERE IS. CURRENTLY WE CAN CHOOSE THE ITEMS TO DISPLAY WHICH CAN LIMIT THE REPORT DOWN. WHY NOT ALSO HAVE A CHOICE ON LOCATION, ALL OR JUST 1 THANKS IN ADVANCEAliceMM5 months agoContributing UserNew189Views4likes1CommentSpend Money: Attachment - Add from In Tray
When in 'spend money' when you click on the 'attachment' option there is no option to link to a reciept already in the IN TRAY. Please allow access to the In Tray from spend money window. "Link Spend Money 'Attachment' function to in Tray"JudyP2 years agoCover User1.5KViews47likes1CommentOnline Payments: BPay Surcharge
Hi MYOB Team, I can see that this has previously asked by many other users in the "MYOB Community", and whilst they have all been replied to and then "closed" for comment, this hasn't rectified nor made the problem businesses face go away. Can we please have either: 1. the ability to automatically pass on BPAY merchant surcharge fees to clients on invoices, just like we do with MASTERCARD and VISA; and/or 2. the abilitiy to switch off BPAY as a payment option, right now it is lumped in with Mastercard and VISA. When we were part of the pilot program this was rarely an issue for us, but since being fully rolled out, regular users now know that by selecting BPAY as their method of payment they can avoid the surcharge fees. Initially after getting stung a few times we had to decide what level of fees we're prepared to cop? As a result we'd chosen to disable the payment feature all together for all "account clients" leaving it only available for Cash Sale Invoices and only if they're less than $500 because whilst this is a great feature the costs associated are NOT! Kind regards SuziSuzi_Byrom2 months agoContributing Cover UserComing Soon5.9KViews44likes101CommentsPayroll: Include ATO Reporting Category (Phase 2) in Payroll Category List window
Could we have an additional column on the payroll category list showing STP Phase 2 so we don't have to drill into each payroll category to see if it has been actioned? "STP Phase 2 Payroll Category list"kareng2 years agoCover UserNew5.1KViews61likes5Commentsview in tray
how can I make the view of the document from the in-tray larger without having to download it? When I create a new bill and have the split screen. It does not matter how wide my monitor is I cannot increase the view, I have empty space on either side of the information and using the (+-) you end up with a scroll bar, which defeats the purpose of wanting to see the whole document, so it is readable. This makes the process so much longer and time-consuming. On the desktop, MYOB would open in Adobe without having to download it.colleenWatson9 months agoPartnerNew1.3KViews21likes4CommentsPay Superannuation: Show Processing Date of transaction
The penalties are increasing for late super and the deadline is not the date the money has left the bank it is the date it is received and processed by the Super fund. The date listed in the Manage Payments window indicates the date it was created, not the date approved or the date completed. The date completed is the most critical date. Can MYOB please show the actual DATE of completion for super as that seems to be the only thing that really matters from a compliance perspective. To provide more detail, I'd suggest 2 more date columns in the Manage Payments window, Date created (current date field), date approved/authorised and date completed. This gives total transparency to the business owner and the Consultant's/Bookkeepers/ BAS Agents and Tax Agents. I think that this is critical information that the Business owner currently has absolutely no way of gaining. "Show Super Processing Date"Tanya_Spence2 years agoExperienced Cover UserNew3.3KViews45likes9CommentsIn Tray: View document without needing to open PDF
Bright ideas department to make MYOB more user friendly. The In Tray works OK. Would it be possible to preview the pdfs without actually opening them, say with a magnifying glass? I get several bills from the same entity and it'd help with identification if I could see the contents of each one without having to open the pdf. "Viewer for In Tray"Bteam7 months agoTrusted UserDone4.6KViews106likes6CommentsAttach documents to all different transaction types
Please can you add the ability to attach douments to all different types of transactions not just spend money and bills.CathJ8 months agoExperienced PartnerDone2.3KViews14likes18CommentsCard: Customer - Different email address for invoices and statements
We deal with a few large international companies who require invoices to go to one automated email address and statements to go to their accounts payable email address. Can MYOB make an allowance in a future release to have a dedicated sales invoice email address and a dedicated statement email address. "Being able to have different email addresses for sales invoices and statements"nameofpete3 months agoCover User9.8KViews164likes30CommentsCards: Employee birthday notification
Hi, Would be great if when you logged into MYOB it would tell you if someone has had a birthday. ie a Juniors pay rate then needs to be changed. Very frustration when you find out a staff member had a birthday a month agao and you need to then to a back pay for the increased rate of pay. "employee birthday - PAY UPDATE"KLP2 years agoPartner26KViews297likes39CommentsAccountRight 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 advancehkm2 months agoUserNew24Views1like1CommentBanking: Change the Automatic Cheque Numbering
Remove the automatic cheque numbers for every transaction in spend money and payroll. Most clients use internet banking & EFT these days, so cheques shouldn't be the default option. If you write a cheque you should manually enter the cheque number in MYOB.JPH10 months agoExperienced Partner88KViews516likes163CommentsJournal Entry: Attach document
can you please add the option to add an invoice when entering a journal entry. I just entered a journal entry for a large purchases which was financed but am unable to add the invoice so that the accountant can easily see and check "Add invoice to journal entry"Mesa32 years agoCover User7.9KViews155likes29CommentsNames of contact alongside their phone number in company card
HI, Is it possible to add a contact's name (and position?) alongside their phone number in the supplier/customer card? There are lots of spaces for phone numbers, but nowhere to enter who's number it is. There is also limited space to write in the contact space. I have multiple contacts in many companies I deal with and there isn't enough room to identify who is who within the company card. Thanks! Jennijenni2 years agoExperienced Cover UserNew1.8KViews16likes3CommentsHide 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.GayleHEH4 months agoExperienced Cover UserNew101Views2likes1CommentSetup: Allow windows to be opened in another screens
Would MYOB see the benefit of being able to move some windows to a second screen? With a lot of information available at any one time it can get quite confusing. I realise reports cand be moved and I can try opening a second session on another screen but it would be good to be able to drag a window from the main screen to a second one. "Make use of dual screens"Bteam4 years agoTrusted UserNew8KViews118likes13CommentsCard: Employee - Lodge Tax File Number Declarations (TFNs)
I would really like to be able to submit my New Employees Tax File Number Declarations Online in possibly the STP section of MYOB Accountright. I see theres a new Attachment section in the Card File for Employees - so have added their TFN Decs here, but will the ATO see this? I am currently employing another 15- 20 new employees each year and having to post them all (individually) via snail mail seems archaic, especially now there is STP. Currently MYOB and ATO have informed me there is no such thing available using Accountright, so Please Please consider adding this simple but very effective means of getting New Employees TFN Decs to the ATO and not having them get lost in the post. Thanks. "Lodging TFN Declarations online in STP"5.5KViews54likes10CommentsMYOB Invoices (app): Ability to CC another email address when sending
Dear Technical support When emailing invoices from myob app our client requires to cc people on the email however only has the option of the 1 contact coming up. We would like to suggest this as on option that could be considered as a software update. Thanking you Nicole "Being able to enter a cc email address in the app to send invoices"NicoleMC2 years agoPartner5.1KViews70likes7CommentsEmail: 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 PartnerDone22KViews238likes39CommentsImport 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.New729Views7likes4Comments