The Payroll Activity report gets it's data from payruns processed through Process Payroll. The Payroll Register report gets it's data from the Pay History tab in the employee card. The YTD verification report gets it's figures from the Pay History tab (same as Register) and filters those figures using the ATO reporting categories.
So when the Activity and Register report match but the YTD verification is different, this indicates the figures are correct in the software but are not being filtered correctly by the YTD verification report. You will need to run the Activity detail report to narrow down which category is causing the issue and then check the ATO reporting category is correct and it hasn't been exempted from PAYG.
Another step is to try processing a $ pay to update the YTD amounts in STP. If you have sent old reports, this will send the YTD amounts from that period, overriding the YTD amounts in the last current report you sent. The ATO use the time stamp of when a report is sent to determine which is the most recent report, not the pay period in the report. So if you send a March report today, the time stamp will be today and the ATO will take that as the current report but the YTD amounts are from March.
With regard to the ATO business portal.. The important thing to check is that your YTD verification report reconciles with your MYOB payroll reports prior to finalising the EOFY. It's the YTD verification report that is sent to the ATO. For peace of mind, you can also confirm that the ATO has the correct YTD amounts by getting your employees to check their myGov accounts.
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
When you do have Setup>>Preferences>>Emailing you do have the option to determine whether a link is sent or a link and a PDF sent with that email. This setting is a company-wide setting. You are not able to trigger the PDF to only be sent to certain customers while others only have the link.
If you are needing to enable the PDF for only a certain set of customers, you could look at enabling that PDF and link option within the preferences send out their emails and then reset that back to just link for the other customers. Alternatively, I would mention that recipients can download a PDF attachment of that invoice by opening the invoice (from the link) and selecting PDF.
I have many customers that also want their invoices sent as a pdf. I am using MYOB Essentials, the newest version and there doesnt seem to be an option to do this.
The newer MYOB Essentials platform will use the Online Invoice Portal to issue out invoices. If the recipient does require a PDF of the invoice, they can select the PDF (or Print) option within the Online Invoice portal after viewing the invoice. There is currently no provision in that platform to allow that PDF to be automatically attached to the email.
Alternatively, what some users have been doing is viewing a PDF copy of the invoice, downloading that, and then manually attaching that to an email to the customer.
Looking for something else?
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Customers","id":"message:699073","revisionNum":1,"repliesCount":3,"author":{"__ref":"User:user:194909"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"conversation":{"__ref":"Conversation:conversation:699073"},"readOnly":true,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:699073"},"body":"
Hi,
I know that there is a way to send invoices as a PDF as well as an online link, however this is a system-wide setup.
Is there a way to use this setting for individual customers?
Thank you.
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Hi,
I know that there is a way to send invoices as a PDF as well as an online link, however this is a system-wide setup.
Is there a way to use this setting for individual customers?
Thank you.
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Sending Invoice as Attachment for Select Customers","moderationData":{"__ref":"ModerationData:moderation_data:699204"},"body":"
When you do have Setup>>Preferences>>Emailing you do have the option to determine whether a link is sent or a link and a PDF sent with that email. This setting is a company-wide setting. You are not able to trigger the PDF to only be sent to certain customers while others only have the link.
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If you are needing to enable the PDF for only a certain set of customers, you could look at enabling that PDF and link option within the preferences send out their emails and then reset that back to just link for the other customers. Alternatively, I would mention that recipients can download a PDF attachment of that invoice by opening the invoice (from the link) and selecting PDF.
When you do have Setup>>Preferences>>Emailing you do have the option to determine whether a link is sent or a link and a PDF sent with that email. This setting is a company-wide setting. You are not able to trigger the PDF to only be sent to certain customers while others only have the link.
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If you are needing to enable the PDF for only a certain set of customers, you could look at enabling that PDF and link option within the preferences send out their emails and then reset that back to just link for the other customers. Alternatively, I would mention that recipients can download a PDF attachment of that invoice by opening the invoice (from the link) and selecting PDF.
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Please Help.
I have many customers that also want their invoices sent as a pdf. I am using MYOB Essentials, the newest version and there doesnt seem to be an option to do this.
I have many customers that also want their invoices sent as a pdf. I am using MYOB Essentials, the newest version and there doesnt seem to be an option to do this.
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The newer MYOB Essentials platform will use the Online Invoice Portal to issue out invoices. If the recipient does require a PDF of the invoice, they can select the PDF (or Print) option within the Online Invoice portal after viewing the invoice. There is currently no provision in that platform to allow that PDF to be automatically attached to the email.
Alternatively, what some users have been doing is viewing a PDF copy of the invoice, downloading that, and then manually attaching that to an email to the customer.
The newer MYOB Essentials platform will use the Online Invoice Portal to issue out invoices. If the recipient does require a PDF of the invoice, they can select the PDF (or Print) option within the Online Invoice portal after viewing the invoice. There is currently no provision in that platform to allow that PDF to be automatically attached to the email.
Alternatively, what some users have been doing is viewing a PDF copy of the invoice, downloading that, and then manually attaching that to an email to the customer.
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