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Mickdunndee1977's avatar
Mickdunndee1977
4 months ago
Solved

Personal use

Hi I am new here be gently.

I just wanted to know if I can use any of your products for personal use, like personal accounting and budgetting even tho I dont have a business or an ABN number.

I am in Melbourne and I want to coonect MYOB with my bank.

If not does any one recomend anything else.

Cheers to all who reply

  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi Luke_Rigg, 


    Thanks for your response and I'm sorry to hear that you don't have information regarding correcting this.  

     

    I apologize for the experience. Unfortunately, I won't be able to provide phone support or correct the setup on my end. Also, you haven't confirmed if the Undeposited Funds ledger account is the incorrect bank account. If it is an incorrect bank account, please follow these instructions. 

     

    To move the transaction from the undeposited funds to the correct bank account. 

    1. Open the Banking > Transfer Money window. 
    2. Choose the Undeposited funds for the "Bank Account From".
    3. Choose the Correct bank account to the "Bank Account To".
    4. Choose the correct date of transaction and input the amount of the transaction you need to transfer.

    To correct the setup. 

    1. Click the name of the business (upper right corner of the screen).
    2. Click Sales setting > Payments Tab > Online Invoice Payments setting.
    3. Choose the ledger account.

    A screenshot of a computer Description automatically generated

     Also, I recommend reading this article, Online invoice payments. As previously mentioned, this contains all information regarding how online invoice payments work. 

     

    Let us know if you require any further assistance.

     

    Thanks,

    Genreve

     

3 Replies

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  • Fridgie1's avatar
    Fridgie1
    Cover User
    6 years ago

    I tried running this report and it's almost identical to the Aged Payables Detail report? Just shows the invoices and the date of invoice, then the aged categories, doesn't actually show the due dates. Also, mine didn't exclude the August invoices. I ran it as at 30/08 thinking it would display only bills due on or prior to 30/08 but it didn't.

    • Neil_M's avatar
      Neil_M
      Former Staff
      6 years ago

      Hi Fridgie1 

       

      The Aged Payables and Payables Reconciliation reports are very similar, however the key difference is that the Aged Payables report looks at the current balance of the Payables while the Reconciliation report looks at the balance of the payables as of the nominated date.

       

      Both reports do allow you to display the due date of the invoice by going to Insert/Modify >> Show/Hide and selecting the Due Date and clicking Add to add that column to the report.

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Hi I am new here be gently.

I just wanted to know if I can use any of your products for personal use, like personal accounting and budgetting even tho I dont have a business or an ABN number.

I am in Melbourne and I want to coonect MYOB with my bank.

If not does any one recomend anything else.

Cheers to all who reply

","body@stringLength":"349","rawBody":"

Hi I am new here be gently.

I just wanted to know if I can use any of your products for personal use, like personal accounting and budgetting even tho I dont have a business or an ABN number.

I am in Melbourne and I want to coonect MYOB with my bank.

If not does any one recomend anything else.

Cheers to all who reply

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,PHN2ZyBjbGFzcz0ibXlvYi1pY29uIiB2aWV3Qm94PSIwIDAgMjQgMjQiIHhtbG5zPSJodHRwOi8vd3d3LnczLm9yZy8yMDAwL3N2ZyI+IDxwYXRoIGQ9Ik0xMiAwYzYuNjE3IDAgMTIgNS4zODMgMTIgMTIgMCA2LjYxNi01LjM4MyAxMi0xMiAxMlMwIDE4LjYxNiAwIDEyQzAgNS4zODQgNS4zODMgMCAxMiAwem03IDE2LjE2NlY3LjgzYzAtMS41Ni0xLjI3LTIuODMtMi44MzMtMi44M0g3LjgzM0M2LjI3MSA1IDUgNi4yNyA1IDcuODN2OC4zMzVDNSAxNy43MjkgNi4yNzEgMTkgNy44MzMgMTloOC4zMzRDMTcuNzMgMTkgMTkgMTcuNzMgMTkgMTYuMTY2ek04LjU0NSA5LjUyTDggOS41MjRWNmgxdjIuODgxYy0uMTcyLjE5Ny0uMzIzLjQxLS40NTUuNjM5ek0xNSAxMS41YzAgMS42NTYtMS4zNDQgMy0zIDMtMS42NTcgMC0zLTEuMzQ0LTMtMyAwLTEuNjU3IDEuMzQzLTMgMy0zIDEuNjU2IDAgMyAxLjM0MyAzIDN6bS01LTMuNDQ0VjZoNi4xNjdDMTcuMTc4IDYgMTggNi44MjIgMTggNy44MzF2MS42N2wtMi41NTMuMDA1QzE0Ljc1NCA4LjMxMyAxMy40NzcgNy41IDEyIDcuNWMtLjczMSAwLTEuNDA5LjIxMi0yIC41NTZ6TTE2IDhoMVY3aC0xdjF6TTcgOS41MjRsLTEgLjAwM1Y3LjgzMmMwLS43MS40MDktMS4zMTggMS0xLjYyMnYzLjMxNHoiIGZpbGw9IiM2ODc0ODAiIGZpbGwtcnVsZT0iZXZlbm9kZCIvPiA8L3N2Zz4=\")\n 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Personal use","moderationData":{"__ref":"ModerationData:moderation_data:886032"},"body":"

Hi there Mickdunndee1977,

\n

 

\n

Welcome to the Community Forum! You can definitely use MYOB products for personal accounting and budgeting even if you don't have a business or an ABN number. MYOB offers solutions that can help you manage your personal finances and connect with your bank. Feel free to check this link to choose the best product for your needs.

\n

 

\n

 

\n

Cheers,

\n

Shella

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"208","kudosSumWeight":0,"postTime":"2024-12-27T10:59:46.636+11:00","lastPublishTime":"2024-12-27T10:59:46.636+11:00","metrics":{"__typename":"MessageMetrics","views":83},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Accounting_Software_General/message:886005/message:886032","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:886074"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:886074":{"__typename":"ModerationData","id":"moderation_data:886074","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"User:user:292938":{"__typename":"User","id":"user:292938","uid":292938,"login":"Princess_R","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2023-02-01T12:41:52.857+11:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://community.myob.com/t5/s/myob/m_assets/avatars/custom/Rectangle_22-1706588706059.png?time=1712840915000"},"rank":{"__ref":"Rank:rank:62"},"entityType":"USER","eventPath":"community:myob/user:292938"},"ForumReplyMessage:message:886074":{"__typename":"ForumReplyMessage","uid":886074,"id":"message:886074","revisionNum":1,"author":{"__ref":"User:user:351759"},"readOnly":false,"repliesCount":1,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Accounting_Software_General"},"parent":{"__ref":"ForumReplyMessage:message:886032"},"conversation":{"__ref":"Conversation:conversation:886005"},"subject":"Re: Personal use","moderationData":{"__ref":"ModerationData:moderation_data:886074"},"body":"

Thanks for your reply.

I have chosen the LITE package but I am unable to see home budgetting on the features.

Thank you

MICHAEL

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"132","kudosSumWeight":0,"postTime":"2024-12-29T21:05:19.089+11:00","lastPublishTime":"2024-12-29T21:05:19.089+11:00","metrics":{"__typename":"MessageMetrics","views":77},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Accounting_Software_General/message:886005/message:886074","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxfDE0OjAsMzk6MXwx","node":{"__ref":"AcceptedSolutionMessage:message:886093"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:886093":{"__typename":"ModerationData","id":"moderation_data:886093","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"AcceptedSolutionMessage:message:886093":{"__typename":"AcceptedSolutionMessage","author":{"__ref":"User:user:292938"},"id":"message:886093","revisionNum":1,"uid":886093,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Accounting_Software_General"},"parent":{"__ref":"ForumReplyMessage:message:886074"},"conversation":{"__ref":"Conversation:conversation:886005"},"subject":"Re: Personal use","moderationData":{"__ref":"ModerationData:moderation_data:886093"},"body":"

Hi Mickdunndee1977,

\n

 

\n

Choosing the Lite plan is a fantastic start! Creating a budget is totally available in the Business Lite plan. Just head over to the Reporting tab, and you'll find the budget creation feature waiting for you. For more detailed info, check out this link.

\n

 

\n

Cheers,

\n

Princess

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