Create bill: Allow Due Date to be editable
Hi, Can I make a suggestion that when creating a supplier bill, the "Due Date" field allow free text entry? I tab through and type text when creating a bill as this is faster, and having to use the mouse to click the due date drop down to make selections is painful. Thanks. "Bill Due Dates"jmc032 years agoExperienced UserNew1.1KViews13likes2CommentsApplying Surcharge
So once again I feel that MYOB over complicates things and then doesnt believe it is ever at fault. Recently I recieved my monthly bill which was a lot higher than normal. Why? Because apparently Bpay isn't included in the Apply Surcharge field. Im not sure if my screen shot will show but it clearly aligns Bpay with all other online payments and then the box below says that you can apply a surcharge. When questioning MYOB I got the good old "it states it in the terms and conditions" I asked if it looked misleeding and they didnt have an answer. I asked to have Bpay removed from a service that is offered but apparently they can't do that either. In fact it appears that MYOB can't do a lot of things. This new "Downgrade" that they have applied to everyone I really cant see why they did it. Even my accountant has now moved away from MYOBNoremac012 months agoExperienced Cover UserComing Soon1.7KViews5likes15CommentsAccrued Leave report
We've just been migrated over to the new Business Payroll from Essentials. We used to be able to produce a leave report giving the accrued leave figures. This enabled us to accurately accrue the monthly leave. This appears to no longer be available, but is a requirement. Please reinstateAPSadmin9 months agoContributing UserNew646Views3likes4CommentsDrag and drop into banking
Until the recent in tray "upgrade" I was able to drag and drop from MS outlook into banking transactions - things such as pdf receipts and invoices. This allowed for multiple documents to be dropped at the same time. However I am no longer able to do this despite that fact it was WAY WAY WAY quicker than uploading to intray and then trying to sort out which files need to be attached to which transaction. So 2 suggestions: 1. Re-enable drag and drop function into expanded bank transactions. 2. In teh meantime, allow multiple files to be selected from the in tray to be uploaded into a bank transcation. The current system is much more cumbersome and requires several more steps than necessary.Done1.8KViews6likes12CommentsPlease bring back these things
So many short cuts that i enjoyed in the old version are missing: The quick menus at the top of pages like invoices and payroll - where once you've viewed an invoice or employee you could click quickly back to the main list. Now you have to click back up into the main menu and find the list again. So annoying. And why doesn't the bank feed default to matching instead of allocate me? Is there a way to fix this? I now have three more clicks to get up my list of matches as it defaults to allocate me instead of match. And the list of possible suggestions is very unintuitive. It was much better before. Now I have to put the price in manually and then a list of matches come up but often it doesn't include the client details, so then I have to click into each invoice to check. So annoying. In the old version when I downloaded a PDF invoice it would default to the invoice number being the title of the PDF - now I have to manually enter it itn. Again annoying. The overdue invoice colour wheel was great - why did you get rid of it? Please bring it back. I am loving now being able to download reports to excel but WHY or WHY can you not let us customise the main part of the reports and not just the expandable info. I want to be able to include a set of information on one line in an excel report, not have a bunch of additional information underneath each other relating to the same invoice - that just makes it impossible to actually do anything with the data. For example I want my overdue invoice report to include the PO number but there is no way to generate this on the same line as the invoice number, client, due date etc., it wants me to put it in the expandable data which makes it really hard to then sor the data once exported. Also, I was really hoping that the double handling of online payments was going to be solved. It's so arduous having to go into delete customer payments so I can match my bank feed.Think12 years agoExperienced UserNew884Views8likes1CommentPrepare BAS or IAS: Printable copy of report
I would like to see a full Printable BAS report inside MYOB Essentials similar to BAS Link in AccountRight or the BAS report in BankLink. At the moment it appears this is the only product on the market where this is not possible to produce. Clients have to run a GST report and Seperately a PAYG Report then manually add on the their FTC or Instalments. A very clumsy process. This information prefills in the BAS lodgement area so this is possible but you are unable to print this out and it requires you to be registered for online lodgement of BAS. My preference is that this would be a report in the report section of MYOB Essentials and that it was possible to add in the instalements, FBT and Fuel tax credits manually. "BAS Report"BWProAdvice3 years agoContributing Partner2.9KViews27likes3CommentsReports: Inclusion of Payables with tax and Receivables with Tax
Could we please have reports of Payables with Tax and Receivables with Tax as per AccountRight included in Essentials? I think that most Essentials customers report GST on a cash basis. One of the checks I perform before submitting a BAS is to check the balances of the GST Collected and GST Paid accounts against the amounts to be reported in the BAS. With non-cash reporting, the two should match so that's easy. With cash reporting the difference should be the GST on outstanding payables and receivables at the end of the quarter. Hence I would really appreciate this report being available in MYOB Essentials so that I can complete this check.AnnetteH3 years agoCover User12KViews70likes26CommentsReport: Payroll verification report - Sort employees same as Create pay run window
When running a Pay Run it lists the employees alphabetically by their last name. When running the Preview Pay Details report it lists the employees alphabetically by their first name. Can we get this fixed to they list the same way? It's only happened since the Essentials Payroll upgrade. "Pay Run Reports Alphabetically"2.8KViews18likes6CommentsTemplates: Include Job number on invoices
I'm looking for an update that will add the project information to your invoice. This would allow your customer with multiple jobs to clearly understand which project the invoice belongs to. We assign task, clients and job in the MYOB data, and assign these in the invoice fields but they do not appear on the printed invoice. Really need a fix for this ASAP. Would also Like to see more flexibility & set templates options for invoices so we don't issue boring accounting like invoices! "Job details on Invoices"3KViews20likes6CommentsPayroll: Roster days off (RDO) Accrual
It would be great to have RDO accruals in the payroll section. "RDO Accrual"kk133 years agoCover User22KViews129likes42CommentsPAYMENT RECEIPT TO FOWARD TO CUSTOMER
It would be good to have the option to send customers a receipt of payment after an invoice is closed, MYOB Essentials.KAREN-123412 months agoContributing Cover UserNew967Views5likes2CommentsCreate supplier payments: Disable remittance advice (enable when required)
I appreciate the addition of remittance advices to MYOB Essentials, however in some circumstance clients do not wish to utilise this feature. Please include a "turn off" setting within client files so that clients not using the feature do not have to untick the box EVERY time they pay a bill. "Turn off remittance advice"BWProAdvice3 years agoContributing PartnerNew2.3KViews18likes4CommentsControl-Click to open a new tab in MYOB Buisness
Please can you add the ability to contol-click to open a new window for ALL links in MYOB Buisness. Currently it only works for a few links. Mostly if you want a new window/tab to open, you have to remember to right click the link first and then select "open link in new window/tab". It is frustrating. Just about every other web browser platform has this ability.HelenL5 months agoPartnerNew195Views1like1CommentReport: General ledger details - Gross amount (Amount including Tax)
The General Ledger report within MYOB Essentials (and all other MYOB software packages) should have a Gross column. This is especially frustrating for clients who have recently moved from BankLink and are accustomed to this feature in their reports. I know that this will have been suggested many times by customers. Other software providers such as Reckon and Xero integrate this feature, so this is something that MYOB should be on board with. "MYOB Essentials - General Ledger should have gross column"MeganHinch4 years agoCover User5.2KViews44likes5CommentsCreate invoice payment: Save and create new
I would love to see a 'save and create new' button for creating invoice payments on MYOB Business. When you currently create an invoice payment, you click save and then it takes you back to the 'Invoices' page so adding multiple payments (allocated to different customers) is quite a lengthy process as you keep having to go back into 'Create invoice payment.' With the 'save and create new' button, it would also be good to keep the selected bank account and payment date instead of defaulting back to the current date and default account.AB882 years agoUserNew946Views4likes3CommentsMYOB Essentials Upgrade - Quotes are inflexible and need to be improved ASAP
The new sales quote format is a big backwards step, it needs to be improved asap to at least match the previous version which was far more flexible and modular, particularly when putting together a quote with multiple stages and line items. This is an everyday need for our business. - You are no longer able to move line items around in a quote - You are no longer able to insert line items anywhere except the bottom of the quote - You are no longer able to duplicate line items - The column width for 'Description' is too narrow The whole process is now seriously time consuming and annoying - I am considering moving back to Xero unless I see some evidence that MYOB is listening to and acting on the feedback from real users.RowenaW5 months agoExperienced UserNew1.3KViews6likes6CommentsSales: Unpaid invoice reminder notice
Where the company file is stored i.e. online or local What the LAST FOUR DIGITS of the serial number is - Setup>>Company Information What is the company file ID - Help>>About AccountRightalesIn MYOB essentials, having atab/button on invoices that have past the due date allowing a single click "late notice" to be sent would be very helpful. Or even an option to send reminder notices every xxx days automatically. This could be a simple one off form or (even better) a form that could be customised along with the invoices themselves in the options menu. In some circumstances the ability to add a late fee dollar amount or % would be useful. I look forward to an update if possible,I would assume others may share this view too. Thanks!14KViews100likes18CommentsSetting individual terms for suppliers
Please add a feature such as "Remember terms for this supplier". We can do it for customers, but for suppliers we have to add the number of days (or whatever the credit terms are) every time we record a purchase. Very time consuming and could result in errors.JudithMulley2 years agoExperienced UserNew387Views4likes1CommentInvoices: Create and scheduled to be sent at a later date
It would be great if I could complete an invocie, but schedule the sending of this invoice in the future, rather than Save and remember/diarise to come back in and send. Scenario where this is applicable is when submitting regular invoices for ongoing labour engagement, and need to submit to employing party on a specific day each period. "Enable an invoice to be scheduled for delivery (i.e. email)"907Views10likes0CommentsComments being available when viewing document in In Tray
When you upload a recepit from your phone and you add comments to it you are not able to see the comments with the document in the In Tray. If you havent allocated this document anywhere its hard to tell what its for and who its from. If the comments could be with the document in the In Tray that would make things easierWLAC6 months agoUserNew179Views1like1CommentBank Account to be hidden on Dashboard Screen
Hi. Does anyone know how to hide a Bank Account from the Dashboard of MYOB Essentials This account is inactive and Bank Feeds have been cancelled My only other option is delete the account, but I dont want to do that as i am not sure of the problems this may cause as the bank account was used in the past Any help is appreciated as MYOB Suport are saying this is a rare problem and they have been looking into this for the past weekMarrianne12 years agoPartnerNew1KViews4likes3CommentsReport: Profit and loss - This year/last year comparison
Hi, Is it possible to do This year/Last year comparison reports for P&L and Balance sheet in MYOB essentials? If not is this something that could be added or is there an upgrade that does this? "this year/last year comparison reports"13KViews79likes18CommentsStatement records
Please show a record of statements sent. Clients are denying the statement was sent and we can't prove otherwise. This is a simple thing that we used to be able to do. We used to receive a confirmation email of statements sent and that has been removed too. Put it back!Inapickle2 years agoContributing UserNew15KViews4likes4Comments- New229Views1like2Comments
Invoices: Ability to change column widths
I have noticed that the column widths on invoices are wider than they need to be. This includes columns: Units, Unit Price, Tax Type and Amount. The tax type column only requires 3 characters, however it appears to be at least 10 characters wide. If you make each column the required width, this gives us more space in the description column.\ "Invoice Column Widths in Essentials"New1.5KViews19likes1CommentSales: Print multiple invoices
Hi, Apparently MYOB Essentials used to have the option to print multiple or several invoices at once however no longer has this option. I think it would be extremely handy to bring this option back...certainly for my business it would save me a lot of time! "Print Multiple or Several Invoices at Once on MYOB Essentials"New2.6KViews15likes11CommentsSetup: BAS Preparation
Hi there At the moment MyobLive doesn't seem to have much automated functionalityfor BAS. Given that the system already calcuates the BAS it seems really odd that the user has to manually create a spend journal or a reversal to allocate GST Paid, Collected, PAYG instalment etc, and also fill in the ATO forms. Surely this could all be automated, afterall it's the most confusing thing for small business and the one where MYOB already does much of the heavy lifting (in my case, the main reason for using the package in the first place). Df "BAS Preparation"deepfried3 years agoContributing Cover User19KViews101likes40CommentsNew MYOB Essentials - Allow employee names to be sorted in alphabetical order in new pay runs
My business transitioned to the new MYOB Essentials a few days ago (January 2023) and I have run my first pay run, it has been quite the journey! This idea would significantly increase efficiency and save me much needed time as this now takes a lot longer to do! When doing a pay run, my employee names are not in alphabetical order and there is no way for me to sort this list alphabetically. This is a nightmare as I have more than 50 employees and my timesheet software exports to Excel in alphabetical order. Now takes me much longer and is prone to mistakes.robmcm12 years agoExperienced UserNew1.1KViews5likes1CommentSales: Add list entry to "Notes to customer"
New version of MYOB Essentials It would be great to be able to create my own note on an invoice issued to custmers. An option to add to the dropdown box a customised note. Or alternatively a way to add a permanent note to every invoice without using the header option. "invoice set up"Kellie23 years agoExperienced UserDone2.4KViews22likes3CommentsIndividual invoice and quote number sequences
I'd love to see an option that allows for 2 different number sequences for invoices and quotes! Having to rename them when switching is kind of clunky and can easily be missed when one is in a hurry and then you end up with invoices that are quotes and quotes that are invoices... 🫨 Thanks for considering. Michaelmscheurer5 months agoExperienced UserNew348Views2likes4CommentsDuplicate transactions - Essentials
Hello I have noticed I have made several double up entries of incoming payments to our business. They are still sitting in reconcilliation page. Am I able to just delete these entries? Also, there are entries that I do not think I have made on the dates they are against, are these carry overs from earlier, and can I just delete these as well. When I reconcile each month there are usually not any still left there for the month until I look later and they appear. Thanks in advance LeesaChaimyob7 months agoExperienced UserNew268Views1like3CommentsInvoices: Creation of credit note without the need to generate second invoice
It would be fantastic to be able to simply create a Credit Note, without having to create a second invoice. I have customers that pay by card so there's a cared processing fee that is deducted. This means that the amount received to the account to code doesn't match the invoice amount. Instead of creating a second invoice as a 'customer return', it would be great to be simply able to create a credit note, just like in the older version. \ "Sales: Credit Note"Shae3 years agoUser882Views8likes0CommentsReports: Employee Leave Entitlement Balance report
Can MYOB design & include in Essentials: Entitlement Balance detail report which shows A] by pay period, and B] for each leave type: employee name, opening balance leave hours, leave hours accrued, leavehours taken, leave available hours (cumulative). Please base design on "Entitlement Balance (detail) report" which is in Account Edge Pro v13.5 "MYOB Essentials - to provide Leave Entitlement Balance Detailed Report"Fe_Evans3 years agoExperienced Cover User13KViews61likes24CommentsReport: General ledger details - Remove QTY column
It would be handy to have a way to elect to print Quantities and Average Price field in the Essentials General Ledger report. Prior to the introduction of quantities, the report printed nicely in a portrait format. Now the report is landscape, to include the Quantities and Average price column, and it results in a lot of wasted space and paperwhen you have many clients who dont use Quantites. It would be ideal if there was a tick box where you could toggle on or off the printing ofQuantity and avg cost details. "Option to print Quantites in General Ledger report"WayneC3 years agoExperienced Partner4.5KViews38likes9CommentsSetup: Additional tax codes
I would like to be able to add more tax codes to the basic ones available in MYOB Essentials. Dulcie Bridges Bridges' Bookkeeping Bunbury, WADulcieBridges3 years agoContributing Cover UserDone17KViews64likes32CommentsReport: Balance Sheet - Comparisons
It would be good to have the ability to generate a Balance Sheet and P&L that shows prior period comparative data within Live Accounts. If possible, the option to show additional columns such as $ movement or % movement would be helpful also. Most accountants would find this helpful in analyzing the performance of a business. "Balance sheet and Profit and Loss Comparatives"22KViews86likes24CommentsSales: Update converted quotes to new date
When converting an quote to an invoice it keeps the issue date the same as when the quote was made, hoever on the old MYOB it freshed the invoice with todays date. Please change it back to do this. It was also be handy of it gave the invoice the same quote number not a new one when converting it to an invoice. "Quoting & Invoicing"New977Views7likes1CommentAdditional address line in contacts
Can we please get an additonal optional line in contact addresses please. Sometimes there needs to be more information that doesn't fit appropriately on one line, it needs to be over 2 lines and then the suburb etc. The old Essentials used to have this but it has disappeared in the upgrade.JChappy2 years agoExperienced UserNew1.1KViews4likes0CommentsOverdue invoices
Hi, Can you please add "overdue" to the list of statuses we can filter the invoices by, in the invoices list. This would enable you to show us a list of overdue invoices, when we click the "overdue invoices" link on the dashboard. It seems weird to have to ask for features to be added to an "upgrade", that we had in our previous version. Regards AaronAaron762 years agoContributing Cover UserNew800Views4likes1CommentCreate invoice payments: Retain window open after saving transaction
Can you please consider allowing for the current window to remain open until you exit back out the "home" screen. ie: When I want to do multiple, different customer payments I need to select SALES>TAKE PAYMENTS after every single customer. "Reatin the current window you're working in"LiaS8112 years agoContributing UserNew1.3KViews13likes2CommentsSales: Email received confirmation
Client suggestion I have another suggestion that has caused us a few hiccups. When you send an invoice via email you have no way of knowing if it got to them. I guess what I mean is, if the email address has been entered imperfectly then there is no "Mail Delivery Error" or similar to let you know. And as most clients dont reply saying they've received an invoice, you just assume they have until they havent paid, and you resend and same happens. We have had 3 instances now, one a typo on my part, another someone texted their email address incorrectly (so my several times rechecking didnt help), and another went to someone's old address that they have an autoreply on but we didnt receive it. I'm sure it's unlucky we've had so many, but I imagine it must happen to others occassionally as well. I wonder if you could add it to the "feedback" list? "Email received confirmation please?"Geoff_Colwill4 years agoExperienced Partner14KViews71likes18CommentsContacts: Individual Payment Terms
We need to be able to apply Payment Terms to Individual Customers. We suggest for this to be an option to be set up under the customer details. Currently you can only set the payment terms at a global level and have to change it every time you create aninvoice for a customer with different payment terms than what has been set as default. Can you please look at this asap as this would save time & improve efficiency! "Individual Payment Terms (customers and suppliers)"kmh5 months agoUser23KViews95likes58Comments