Custom Debtor Reports using Custom Lists
Hi, I've been a MYOB user for 10+ years, but mostly as an accountant in practice, so my ability to get information out of AR is much greater that to get it in! I'm now in commerce and on "the other side", and my ability is being tested! I have a specific issue that I know can be solved with external applications, but I've been asked to see if it can be done within MYOB. The situation is this: We have a large number of customers who we charge for 3 separate items - say, A, B and C Item A is billed weekly and everyone pays on time Item B is billed quarterly, and some people pay on time, some by instalment, and some need chasing Item C is billed monthly. However, some customers are eligible for government assistance for this item and receive an annual credit for it at the beginning of the year - in practice, we receive the actual funds, deposit them in our bank account and then allocate them as a POA against the relevant customer. When we produce the monthly invoices they then effectively reduce this credit - nothing is paid by the customer for this item We need to be able to produce customer reports that show, for each customer for a specific period, the three different income streams A, B and C with b/fwd balances, invoices issued in the period, any payments allocated against them, any government credits relating to that item, and the balance outstanding at the end of the period for each item A, B and C. In particular, a customer might owe us money for item B, but as they have received a large government rebate for item C, overall their account is in credit if we just run the aged receivables report - we need to know that they actually owe us for item B and chase payment, and that the credit for item C needs to sit on the account until the monthly invoices have been issued for item C, using up this credit. Is this possible? If so, how do I go about creating such a report? I assume I need to use custom fields and items, but I've played around with it and can't get it to do what I want it to! Thanks for your help!
PDF Manager Preview Bar issues
Hi All, Just wondering if these issues are typical, or if anyone has encountered a fix for them? The Workstations have recently had a refresh, so performance shouldn't really be an issue. Looking at the PDF Preview Bar it gets to a certain point and the page it's showing is truncated (it's about an inch (?) high instead of being the same height as other pages) It seems to have stopped or delayed processing - Example: On the left it showed page 157 - but preview was lagging behind at 140. Sometimes the workstation still has the problem after leaving it overnight. The preview has not caught up. It seems to be the larger files that are mostly affected.Entering an invoice for the purchase of an asset - furniture
Hi everyone, I'm trying to enter a purchase of $5,000 worth of furniture. I need this recorded as an asset as we will be depreciating this cost. I have tried entering the invoice as a purchase but when I choose the asset account number 1-2210 Furniture at cost to allocate to, I get this message: Just to be clear, the cost of the furniture is not being fully expensed and we are not selling these items. Can anyone advise where I am going wrong?Wageloch Workforce Management for Accountants and Bookkeepers
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Close a "Debit" and "Open" Status Bill
Question 1: The bill in "Debit" status- see snippet below, was wrongly created (amount is incorrect). Hence, we reversed it. Upon reversal, MYOB automatically generated a bill with an "Open" status. Could you please guide me on how to convert both line items to a "Closed" status? Question 2: How do I record a supplier's Credit Note in the Purchase Register? Available Purchase Type options are as per below: Thanks.STP filing errors AR
Hi Community, An employee has reported that they had their tax return amended. When speaking to the ATO they reported that STP was reported at a higher amount early in the year when the employee lodged their 23-24 (lodged Dec 24) and that the figure was now reported was lower than the original PAYE figure. They have firmly placed the responsibility back on the employer/payroll. My question is how can this discrepancy happens when all PR was filed with ATO via AR STP and none were pending or rejected? We have checked the amount of PAYE the employee paid is correct.Old transactions in Purchase & Sales registers
Hi, I need to tidy up a MYOB Accountright plus file that has transactions in the Sales register dating back to 2015 and back to 2014 in the Purchase register. The Accountant has asked me to tidy up the file of all the old transactions that have most likely been paid, via spend money, but not marked off the purchase register. Can someone help with the best way to do this? We report our BAS on a Cash basis.
Request ID: (70f52236-b408-4940-870f-69fd98bbe2fd) Status Code: (400)
Hi guys, An issue with one Client prior to lodging the income tax return online application. I'm not sure what the issue is with this one return. The validation process threw up zero issues. On the same day I had already lodged another income tax return, so I'm not sure of the reason.Issue - Duplicate Superannuation Payment in MYOB
Good afternoon, On 21/01/2025, I processed the superannuation payment for December. Unfortunately, due to an issue with my phone, I didn't receive the verification code to fully authorise the payment, so it remained pending in the "Manage Payments Pending" section. On 30/01/2025, my phone worked properly, and I received the code to authorise the payment, so it was successfully processed. The issue now is that MYOB has recorded the payment twice: once on 21/01/2025, and again in the Bank Feed section with the date 30/01/2025. I'm unsure how to match this pending transaction, as it is causing a duplication of the superannuation payment, which is affecting my ability to reconcile the account. Could you please advise how to proceed to avoid the duplication of the super payment in MYOB? Thank you for your assistance. Paula.MYOB Partner Portal
Are there issues with the MYOB Portal today? I received an email to say that a client has approved their IAS. I can see approved in tasks but under the activity statements list, still showing as waiting signature. Also I have tried to send another clients BAS for authorisation and it keeps bouncing back....
