Recent Posts & Replies
Cash flow tool/report
I need a cash flow outlook report based on the due dates in myob on bills and invoices to show a running bank balance, like in the classic version where there was the cash flow report in the to do list. I don’t think this is available in arl or business but if not is there a company that provides this in a product available to purchase. It only needs to be simple and exportable to excel so you can add things that aren’t included like loan repayments , go payments, bank fees wages etc
Is there a way to convert an invoice back to a quote?
I accidently typed up what should have been a quote as an invoice and wondering if I can convert it to a quote. It is very detailed with lots of parts to it so would save me a heap of time if this was an option. I dont think it actually is but I am here hoping by some miracle someone would be able to help me :)
Opt-out of Benefit program in Flare
I like the option to use MYOB for electronic onboarding and had noticed the tick box for flare benefits ticked by default. I always unticked this as we do not wish to be a middleman for services or benefits that are unvetted by us. It seems that Flare is still getting the information and may contact staff for offers even if we have unticked the box during the invite. I also find it objectionable to have this ticked by default. This should be opt-in and not opt-out. Please change this to prevent data leaks now or in the future.Applying a Supplier Invoice to an account in credit and not the same account
Hi there. This is a bit of a hairy one, and hoping I can get some help please> I have a Supplier account that has a credit balance currently. I've just received a statement from them and there is an invoice on it for another company (reducing the credit amount. The problem is, we didn't know they were "one and the same" and have them as two seperate suppliers in the system (probably the right thing to do anyway. So this invoice is entered under one company, not the one with the credit balance. How can I best allocate it as we don't need to pay it? Hope that makes sense. And thank you.
Associated account in use, unable to link feed
Hi, It says my bank feed is ready, but I am unable to link the feed to an associated account as the account is already being used. The account I want to link it to has transactions as I imported the bank statement while I waited for the bank feed for this credit card. is there a way I can merge the bank feed with the prior reconciled transactions into the one associated account? Hoping the wealth of knowledge in this community will help me to find a solution that doesn't involve undoing and redoing all the previous reconciled transactions, but I appreciate your help either way. Thanks Rachael
New expense account not adding up in P and L
Hi, I created a new general ledger account for an expense called NDIS audit. When you look at the new account it is not indented like the other accounts. When I do a profit and loss statement the amount is on the P and L but the amount isn't added to the grand total for the list of expenses in the grouping of admin expenses. I have attached an exert of the P and L to show you how the expense isn't added to the total. If you could help me to fix this that would be great.Bulk Imports updating sell price
Has anyone experienced the following - help I have tested a few items with updating our new sell prices via the bulk import - it has updated however when I go back to run an updated export file the fields in the columns are distorted they don't sit in the right columns as per example below
Default email for invoicing
Hi all, Hoping someone might be able to help me figure out why we are getting an error message saying we're using invalid email variables when saving our email invoicing template. I have been over and over the options within the "learn more" section and I still can't figure it out for the life of me. What we're trying to save is attached, along with the error message. Getting very tedious typing it manually each time.
Supplier Invoice paid to incorrect account and payment returned
Hello, I paid a supplier’s invoice with other suppliers in one bank file to the wrong account, and the amount was returned to our bank. Can you please assist me on how to process this in Myob account right? I need to repay the supplier. Thanks
Trial of Business Pro
Hello, i have multiple data files, mostly AccountRight Premier Live. I want to downgrade my plan but first I'd like to have a try of the Business Pro platform to see if it is easy to use/similar to AC Premier. How do I go about starting a trial/practice data file please? Nicole
