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First Bank Feed download
Hi All I've downloaded my first bank feed which had over 900 transactions, dating back to July 2023. Most of them I don't need, as I had manually reconciled my Bank Account up until 9th May. How do I get rid of the unnecessary Bank Transactions on the "Bank Statement" side? I am not using MYOB Live, only desktop.0Views0likes0CommentsMYOB Security
I have found a gap in MYOB permissions which is troubling. In inventory you need permission to move items from one warehouse to another. This works well - if you don't have permission the link is greyed out. Here's the problem - you can get around it. I have staff who have "read only" ticked in their user profiles under Locations and move items not ticked at all. They can however go to Items Register > Search for an item and click on the individual item > click on the tab called locations > click on the move items (bottom left ) and without the above permissions move items around to to other warehouses. I have tested. Any ideas on how I can protect this activity? The people who have Read Only in inventory need to be able to read but not move any items.8Views0likes2CommentsSet default Invoice Delivery Status to 'to be emailed'
Hi, Is there a way to set the invoice delivery status as 'to be emailed' as default. Several new customer cards get created everyday and it's left to me to manually go and change each one and it is very time consuming and frustrating. ThanksPaddlepopstick35 minutes agoPlace AccountRight: Sales and PurchasesAccountRight: Sales and Purchases3Views0likes1Comment