Accidental payments, how to reconcile?
Hi Guy's, I hope this is a simple one for the experienced :) I have one customer who has paid me with no open invoice to them and another whom has paid 1 invoice twice. I am wondering the best way to record these so as I can reconcile the bank balance? For option 1 I was going to open an invoice then apply the payment, and then open a credit invoice to match to the refund payment. I am wondering if this is the correct way and/or if this affects my tax/income? For option 2 I was going to apply the 2nd payment to the same invoice then refund as a customer credit. Am I on the correct path or is there a more suitable way to process this? Many Thanks for your time :) Much Appreciated.
Job Budgets
In Account Right you can export and import budgets . The option selected is Accounts and Budgets. Why can you not expand the selection to include Jobs under budgets? How hard is to change the algorithm from GL Code to Job Code? It is incredibly time consuming to enter job budgets manually and in the modern day aera time is at a premium. Is this something feasible or are you currently developing a solution? Micah Nkiwane
Accountant lost access
Hi all, all has been well using MYOB until I updated my accountant to Advisor . She now has no access. I have deleted her and re-invited using My.MYOB and she still doesn’t have any access. Tried through the settings toggle and it says “user already with this email .” when I changed her to advisor , I noticed her email change from (example) : Jenny@12345.com to 12345.com . This also happens when I add her again and assign her as advisor . we are both at a loss .
Invoicing MYOB Business. Email needs a miscellaneous field.
The invoice emailing template needs to have an extra miscellaneous field for each customer. In our case we deal with agents who act on behalf of several properties . The invoice is made out to the Customer (Agent) and in the Description the details relating to the property are included. The includes information relating to the service provided to one of the agent's customers. When it comes to emailing the invoice the email itself does not have the capibility to automatically identify the Agent / customer's customer. The Customer has to actually look at the invoice to ascertain who or what it is for. The email does not show this information. A miscellaneous field would enable this.
Secure Invoicing - Help pls.
I am now unable to send out Supplier invoices - MYOB is saying I need to upgrade to secure invoicing to email this invoice? I completed the upgrade steps days ago - only because I had to - now awaiting MYOB to verify the information. How long does this take? How am I supposed to keep my business moving when I'm sitting on my hands now. I do not want this feature nor do I want to offer it to my clients - anyone know how to get around this - I just want to switch the feature off & be able to send my invoices out as normal. I've sent a support request but how long that could take ?
AccountRight Desktop marking invoices as Already Printed or Sent even though they haven't been
Hi, I use Outlook to send all invoices to my clients from AccountRight desktop software. All of our customers are setup in their card files as Invoice Delivery: To be Emailed. Our process: 1) When a member of our sales team creates a quote for a customer they go to Enter Sales, input the customer name and details of the items they wish to have quoted. At this stage the quotation shows the Quote Delivery Status as "To be Emailed" 2) Our sales team then emails the quote to the customer from AccountRight using Send To>Email from the sale window. They select our quotation template and MYOB pushes an email over to Outlook with a PDF attachment and it all works very well. When the email is sent, this causes MYOB to mark the quotation as "Already Printed or Sent" 3) When our customer comes back and says "i'd like to proceed with this quote", we then convert it to an Order in MYOB where it sits until the goods are either collected or dispatched with one of our freight partners. 4)When the goods leave our building is when we invoice the sale. I normally open the sales register, hit the "Orders" tab, and run through the list of orders sitting in our system which are yet to be invoiced. As goods leave our building I select the applicable order and click "Change to Invoice" 5) I then go to "Print/Email Invoices" in the sales tab, chose the "To be Emailed" tab, select all invoices that are in the list and click "Send Email" Seems like a fairly common process and something i'd think most users of MYOB do. But the problem i'm facing is that when a quotation is emailed from MYOB in step 2, it is changing to "Already Printed or Sent." When this quotation is then changed to an Order it maintains that "Already Printed or Sent" status. When the order is then changed to an Invoice it again maintains that "Already Printed or Sent" status. This creates a huge problem for us, because the invoice never actually gets sent to the client (because the transaction was emailed as a quote beforehand) which I personally think is ridiculous. The "Invoice Delivery Status" should revert back to "To be Emailed" because it has never been sent! The quote was sent, but this was long before it was converted to an invoice. I'd like MYOB to incorporate the 'Invoice Delivery: To be Emailed' that I've setup in my customers card files to automatically revert back to "To be Emailed" The only work around i've found to this issue is rather than sending the quote as an email out of MYOB to print it to PDF and attach it manually to an email. This will maintain the "To be Emailed" status on the quote, which then flows through when converting it to an order and eventually an invoice meaning it will appear in the list when going to send out a batch using "Print/Email Invoices" I'd appreciate some feedback from MYOB Moderators if there's another way around this problem, even if it's changing to using AccountRight to email invoices (which i'd rather not do for other reasons).
Missing job name in payroll
In our payroll system, we have jobs allocated to all payroll staff and all categories. However, not all payroll is allocated to jobs, and a significant portion (but not all) is reported as unallocated. When we run a transaction report, I can see which pay lines include the job name and which do not. At the moment, I must enter journals to reallocate wages to the correct jobs after each pay run. Does anyone have any ideas as to why this is happening? We are using account right.Processing payroll - operation has timed out message
During the processing of my payroll this morning, when I tried to record the run, a message appeared saying an operation has timed out and would you like to retry. Retrying did not help. Our internet is working fine so that is not the issue. I closed down MYOB, restarted my computer and tried again but got the same message. Also, when I opened up MYOB, no request for email or password, I went straight into the data file despite the fact the program had been shut down and the computer restarted. Would appreciate any suggestions, thanks.Payslip email being returned undeliverable
Payslip email is suddenly not deliverable for one of our employees. Nothing has changed with his details and email is being returned from <bounce@apps.myob.com> The only other information is Diagnostic Code - rejected. Hope to hear from you soon. Thank you.
MYOB Team - print timesheets from portal
We are an NFP that gets audited every year. Our auditors require timesheet records that show the approval on the timesheets. The information shown for timesheets in the MYOB Team Admin Portal is perfect, but there is no way to print or export it from there? The reports for timesheets in MYOB don't show all the details and don't show the approval information. Is there a way to print/export the timesheets from the admin portal instead?
Invoice Emails Bouncing
We are seeing an increased incidence of bounce back emails for invoices that are being sent from MYOB with the message: Diagnostic-Code: smtp;550 5.7.509 Access denied, sending domain apps.myob.com does not pass DMARC verification and has a DMARC policy of reject. Has something changed, because it's taking up a lot of admin time contacting customers, and we do not have a dedicated IT team.Trouble emailing Invoices
This has only started the last week. When we try to email an invoice from MYOB (via outlook), a message pops up 'a programme is trying to send an email on your behalf, if this is unexpected click DENY or ALLOW' - if we click allow, the invoice is sent buy then we are returned to a different MYOB window, with a white logo, not the normal purple one ??????Invoice / Receipt Printing - Receipt Printer
Hi, we are very old school where I work, and currently hand write Retail cash sales invoice in a invoice / Receipt book, then the next day enter the invioces in MYOB, it is a lot of double handling would like to avoid this and bring us into the 21 centry and stright in myob. Is their receipt printers compaitable of this with MYOB Account Right Plus?BAS reports missing in MYOB
BAS reporting for Jul-Sep 2024 and Oct-Dec 2024 were done via MYOB. Today when I look at my BAS reporting in MYOB, they are not displayed. It only showed up until June 2024. Under Financial Year, it says "All" so it is definitely not a filter that's hiding them. Is this a bug in MYOB and how can I get those back?
