Hi Akiko,
To be honest I don't remember exactly, but I think I just added an extra column (under Set Up / Customize form) / called it Credit, and because I deduct the credit from a particular invoice it automatically shows under the Credit column in-line with the invoice I've deducted it from. I've added some screenshots starting from Set Up / Customize (which may help) click on Remittance and your form should appear. Click on the rem.advice you use / right click on form and a box appears - I think I've attached an example as "rem (5). This allows you to show/hide particular columns. I may have added a column and changed the name of it to Credit. Good luck and have a very merry christmas, Sharon.
Thank you, Sharon.
I think I understand what you've done now. So if invoice is completely covered by credit note, it doesn't come up to the remittance then...
It seems that we just have to keep doing what we are doing right now - creating remittance outside of MYOB...
Have a very merry Christmas to you too :)
Kind regards,
Akiko
Akiko,
This is how my remittance is set up through MYOB Accountright. If I have a credit I deduct it from an outstanding invoice. If it happens to be the same amount as the invoice I've applied the credit to I see no reason why it wouldn't show any different on my remittance advice (set up wise), accept the "Current Payment" value would be zero. Kindest Regards, Sharon PS: Unfortunately, MYOB still hasn't figured out a way to include the Supplier's Credit Note Number on the remittance advice. Goodness knows why not. :)
Thank you, Sharon.
When credit note covers the whole invoice amount, because there is no payment, it seems that it doesn't pick up in remittance at all. I had that case and changed the form, but didn't pick any thing up unfortunately... 122542.png is from the system and $586.12 is the credit amount applied to invoice 93769420. But actual remittance should be like 122616.png (I manually created).
I know MYOB is finance software, but doesn't put much importance on actual finance team member's long term requests? This feature helps both businesses, supplier and customer, but seems not a big deal for MYOB team.
Kind regards,
Akiko
Akiko, that's weird!
When I enter a Supplier credit note I enter under Pay Bills with a negative amount. Then when I pay EOM Suppliers the credit is sitting in Purchases Returns & Credits waiting to be applied to an outstanding invoice. When applying my payment to the outstanding invoice MYOB asks if I want to apply credit (I do manually, so I can apply it to whichever invoice I want), then if a discount applies I enter this, as well and it all shows on remittance advice. We must do it a different way.
And I agree, so many MYOB subscribers have asked for a separate column for Credits and they are not listening. ?????
Take Care,
Sharon
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