We were exitited to set up MYOB Team App so that staff could log their hrs against activities and Jobs. However have since realised that the features are very limited:
- Staff need to select a Customer from the hundreds of customers that come up in the list and staff often do not know who the customer is as it may be set up with a name such as a Trust which is different to the name of the Job. This field is mandatory and does not have a field that they can just type in a Customer name or leave blank (the Cusomer name is picked up from the Job Number)
- Staff also need to select a job number, same as above. We have job numbers that go back 12 years and there is no option to just type in a job number.
It would also be better if one can allocate job numbers to staff in Myob so that only the jobs they are allocated to come up in their app profile.
Another reason for this is that some jobs are confidential and should not be visable to all staff.
The Total Hrs worked should also be optional to type in the number of hrs instead of having to put in a start and end time to calculate. It takes staff too long to set the start and end.
Another thing we found to be awkward is that each time a new Job or Customer etc is added to MYOB, this is not picked up by the APP. The User needs to log out and then log in again to be able to see the new entries.
I hope this feedback is useful for any advances MYOB intends to make with the software. It coudl be very useful if it were developed further.
Two options available to you here, one is to manually enter the transactions via the Bank Register module. This will allow you to both enter the transactions on the bottom of the window as well as see the transactions listed with a running balance so you know what you are missing easily.
The second option is to down load a .QIF file from your bank's website for the missing period. Then go to app.myob.com and using the web interface, select Banking ยป Bank Transactions and click the button in the top right of the window called [Import statement]. Click the [Import Statement File] button and follow the prompts to import the transactions. Doing this will also mean that your bank feed rules will also be applied to the imported transactions.
Thank you for your post and feedback, we appreciate it. In regards to the jobs function this is something that has been raised with our team who are currently exploring the idea of this however I don't have any further information on this. That being said, I've passed this feedback on to the team for future consideration in the product enhancement.
I too have a large number of jobs spanning a large number of years and a sizable number of Customers to match. It is down right difficult to navigate safely and accurately to a current Job. I was hopeful that marking the completed jobs inactive and or 100% complete may have solved this issue.
If what is displayed on employee Team screen is either Open Work orders or the incomplete current jobs only, this would work and minimise incorrect data input from employees and save a lot of time.
Please MYOB have a concerted look at this or advise at least a work around in the interim.
Thank you for your post and welcome to the Community Forum! We appreciate your feedback on this and I've passed it on to the team, please be assured this is something that has been raised with our teams and they are exploring this idea.
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Team Features","id":"message:704601","revisionNum":2,"repliesCount":7,"author":{"__ref":"User:user:26681"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Pay"},"conversation":{"__ref":"Conversation:conversation:704601"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:704601"},"body":"
We were exitited to set up MYOB Team App so that staff could log their hrs against activities and Jobs. However have since realised that the features are very limited:
- Staff need to select a Customer from the hundreds of customers that come up in the list and staff often do not know who the customer is as it may be set up with a name such as a Trust which is different to the name of the Job. This field is mandatory and does not have a field that they can just type in a Customer name or leave blank (the Cusomer name is picked up from the Job Number)
- Staff also need to select a job number, same as above. We have job numbers that go back 12 years and there is no option to just type in a job number.
It would also be better if one can allocate job numbers to staff in Myob so that only the jobs they are allocated to come up in their app profile.
Another reason for this is that some jobs are confidential and should not be visable to all staff.
The Total Hrs worked should also be optional to type in the number of hrs instead of having to put in a start and end time to calculate. It takes staff too long to set the start and end.
Another thing we found to be awkward is that each time a new Job or Customer etc is added to MYOB, this is not picked up by the APP. The User needs to log out and then log in again to be able to see the new entries.
I hope this feedback is useful for any advances MYOB intends to make with the software. It coudl be very useful if it were developed further.
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We were exitited to set up MYOB Team App so that staff could log their hrs against activities and Jobs. However have since realised that the features are very limited:
- Staff need to select a Customer from the hundreds of customers that come up in the list and staff often do not know who the customer is as it may be set up with a name such as a Trust which is different to the name of the Job. This field is mandatory and does not have a field that they can just type in a Customer name or leave blank (the Cusomer name is picked up from the Job Number)
- Staff also need to select a job number, same as above. We have job numbers that go back 12 years and there is no option to just type in a job number.
It would also be better if one can allocate job numbers to staff in Myob so that only the jobs they are allocated to come up in their app profile.
Another reason for this is that some jobs are confidential and should not be visable to all staff.
The Total Hrs worked should also be optional to type in the number of hrs instead of having to put in a start and end time to calculate. It takes staff too long to set the start and end.
Another thing we found to be awkward is that each time a new Job or Customer etc is added to MYOB, this is not picked up by the APP. The User needs to log out and then log in again to be able to see the new entries.
I hope this feedback is useful for any advances MYOB intends to make with the software. It coudl be very useful if it were developed further.
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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,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\")\n 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Thank you for your post and feedback, we appreciate it. In regards to the jobs function this is something that has been raised with our team who are currently exploring the idea of this however I don't have any further information on this. That being said, I've passed this feedback on to the team for future consideration in the product enhancement.
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I too have a large number of jobs spanning a large number of years and a sizable number of Customers to match. It is down right difficult to navigate safely and accurately to a current Job. I was hopeful that marking the completed jobs inactive and or 100% complete may have solved this issue.
If what is displayed on employee Team screen is either Open Work orders or the incomplete current jobs only, this would work and minimise incorrect data input from employees and save a lot of time.
Please MYOB have a concerted look at this or advise at least a work around in the interim.
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Thank you for your post and welcome to the Community Forum! We appreciate your feedback on this and I've passed it on to the team, please be assured this is something that has been raised with our teams and they are exploring this idea.
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I just posted something almost identical to you.
It is so frustration.
Do you have other options?
Or how are you working with this?
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