Fuel Levy

Hi. We are a small company that sells ready-mixed concrete and we wish to add a fuel levy, given the current state of affairs re the cost of diesel. I thought I would simply go to Items and set up "Fuel Levy" and charge it as a percentage cost of total invoice. But, no, MYOB can't handle that. I was advised to add "Fuel Levy" at $0 price, then manually add what we want to charge to the invoice. Our invoices sometimes have three or four items and now we are expected to 1. ensure that the price we have on our invoice is GST free and 2. add each GST-free item together and calculate the percentage we wish to charge on the items and manually type that in. This is simply not good enough, MYOB. Fuel levies have been talked about (and implemented by some companies) over the last several years. MYOB has had plenty of time to rectify this gaping hole in its invoice management. Yet, one thing they can do very readily is increase the monthly subscription: up 16.7% this month and not a drop of diesel involved in that!

Hey KiwiCaro,

Totally fair to be poking at this again. There still isn’t a way on a Service layout to add a field that automatically calculates a fuel levy on the GST-exclusive total and updates itself each week. You’ll need to add a separate fuel levy line and type in the amount manually on each invoice. The small win is you can save a recurring service invoice with that levy line prefilled, so you’re just tweaking the number each week instead of rebuilding it from scratch.

Cheers,

Doreen

Hi Doreen

Thanks for your reply.

A majority of our service invoices are converted from quotes, so saving as recurring doesn't work for us. We have a clause on our quotes stating 'Does not include fuel levy if applicable' as we know this will change from week to week. Also, when saving as recurring don't you need to allocate the recurring sale to a particular client?

I wasn't requesting a field that updates itself every week to a new rate, understand this would have to be done manually as each vendor will be using their own calcs for charging a levy.

However, if we were to 'reinvent the wheel' of our systems and move to an 'Item' layout quotation and invoice, would such an item called essentially 'FUEL LEVY' by able to added when invoicing which would automatically calculate the levy on the GST exclusive invoice (again, understand this percentage would need to be amended as required by myself each Friday)?

If none of this can be achieved through MYOB quotes/invoicing, I'd really love this to be put in the suggestion box as I feel it's going to affect us all for quite some time sadly.

Any help appreciated!

Thanks
Carolyn

Hi KiwiCaro,

Thanks again for taking the time to outline how you’re handling fuel levies and what would help in your workflow.
 

While there isn’t currently a built‑in way for AccountRight to automatically calculate a fuel levy on the invoice total, you’re very welcome to submit this as a product suggestion via our Product Ideas page here: MYOB AccountRight Ideas Exchange

Regards,
Earl