AccountRight Idea Exchange

Nessa160

I have a lot of customers who also charge us and deduct that invoice from their remittance. I would like to be able to link the customer and supplier together and deduct the invoice from the remittance in one transaction. It would make reconciling that bit easier as well. "Deducting purchases off sales"

BillJ

Currently custom columns are avaible to set up on your card file to give you a quick preview of various items (e.g addresses, phone numbers, balance owing etc). Could we have employee payroll details made available e.g. Annual, sick & LSL leave, birthday etc. Just make them all available & we can decide. Regards & Thank you "Card File - Employee columns be available in custom set up"

RobRem

How about Automate the filling of "Selling Details" tab fields in AccountRight We should not need to fill in every field that has the same info as every other sale. IE: Printed Form Salesperson Sale Comment Shipping Method The Tax Code and Freight Tax Codes auto fill. Would be good to be able to click a check box to make the enter a DEFAULT entry so it populates each time automatically. Wonder why this has not been implimented previously? Regards Robert "Automate the filling of "Selling Details" tab fields in AccountRight

bwilgar

You can add mutliple bank accounts onto Employee Cards in the AU version of AccountRight but you can only add 1 bank account onto Employee Cards in the NZ version of AccountRight. With our employee fraud protection add on product we are encouraging customers to store their employee info in AccountRight whether or not they use MYOB for payroll. Is the roadmap for payroll in NZ not intended to get to a fully integrated payroll inside AccountRight like the AU version? "Adding multiple bank accounts on Employee Cards in the NZ version of AccountRight"

JeffreyCK

Will MYOB be adding item cost quantity breaks soon? It makes good business sense that while we offer our customers price breaks, we would also take advantage of suppliers' discounted pricings for buying in bulk. With this feature, we wouldn't have to manually change the price on our purchase orders anymore, hence saving valuable time and at the same time avoiding any entry errors. Regards, Jeffrey "Item cost quantity breaks/levels"

Mel22

I would like to suggest more features to change/edit cards and invoices on the iPhone app. In particular, the issue I had was changing the payment terms on an invoice from the default. Our new customers have different terms. "Form customizing"

Jaycee

I use the Sales (Customer Summary) as a live work sheet to send reminders and resend overdue invoices. From here I also record the contact detail in the customer contact log with a follow up reminder for the "to do " list. Knowing the credit hold status without going back and forth would be handy. "Sales (Customer Summary) report to include the "credit hold" status."

garypilatti

It is common when entering a new customer to forget to set things like the default "printed form". I would be great if when printing or sending an invoice the selected form could be set as the new default for that customer. Additionally, this may work better if it only sets a default form if it was blank to begin with. "Set Default Invoice to last used (printed, emailed or saved)"

TSGTanya

When i use spend money in my bank feeds and enter the company name the option for printing on this company does not change to what it is set at. If this would be done so it would save that one extra step that really doesnt need to be check or changed each time. thanks "Auto print option change when spend money in bank feeds"

Felix1

There's a slight bug in the Address List Report. When I run it with [Card Type] as 'All' and [Cards] as 'All', it displays everything. However when I change the Card Type to something else e.g. employee and run the report, it still displays all the cards. This is due to the fact that the [Cards] field doesn't reset everytime [Card Type] changes. Although this resetting mechanic can be seen in the Card List [Summary] and Card List [Detail] report, it appears to be missing in the Address List report. Would this be implementable? Alternatively instead of forcing the user to choose some cards or all cards everytime [Card Type] changes, you can make [Cards] reselect 'All' and apply it. "Minor fix to Address List Report"

ABRock

it would be good if you could right click on columns and choose what ones showed. ie.....choose say a custom field that you may have added. 'In Card List - it would be good if you could choose what columns showed"

ABRock

id like to be able to search for a contact alert before it was due. if you suddenly have to go away for at few days but don't wont to miss following up a contact it would be good if you could search from contact alerts between certain dates "To be able to search for Contact Alerts before they are due"

shannoncarmody

Would be beneficial to have the option of selecting the Contact name from the Job card instead of Supplier card when customising a form as there can be multiple jobs from the same supplier with different contacts. "Forms - available fields"

Danyaf

When inputing new data on a customer call in the contact log, MYOB orders it below the last input on the same day. However MYOB orders previous days in reverse - on top of each other. Therefore the order is switched about depending on whether it is a intra day input or daily input - it drives me mad. All new entrys should go above the previous entry no matter if they are intra day or on previous days. "Customer Card Contact Log Input Order"

Danyaf

When inputting a new contact log and specifying an updated recontact date, it should automatically delete all previous recontact dates recorded in earlier logs for that customer. When the To Do list is activated and the user brings up cards - all the old recontact dates for every customer clutter the window, confusing the user with old recontacts for one customer in front of the latest recontact date for another customer.

Kym__Yeoward

A client of mine has 3 divisional ledgers, with the same supplier supplying 1,2 or all 3 divisions. Would be nice to have : - An option for a shared card directory (Xero has this) plus - An option to export a single card, into another AccountRight ledger that's held under the same my.myob.com account "Export a sinlgle customer supplier or item card direct from the card"

nzuser

It would be great if the 'Enter Purchases' screen brought up the supplier details on the screen. A lot of other accounting programmes will bring up the supplier's address, GST/Tax number and bank account within the Purchases screen so that the enterer can check that the details are correct before posting a bill. It is much more efficient than having to drill into the supplier card file to check, or having to delete and re enter invoices after doing a final check of your entire payment batch - especially if you have a large number of invoices and suppliers to go through, and considering the In tray function of MYOB doesn't seem to be capable of identifying suppliers from the invoice. "Show supplier details on Enter Purchases screen"

wilsong

With the increase in internet fraud; one security measure to stop bookkeeping staff changing a suppliers bank details after a fake invoice indicating new bank details could be a reminder not to do this unless you have undergone a two stage security check

DonB

Hi, We've just recently migrated from v19 to Account Right Premier 2016.2. We have historically been able to import customer cards into MYOB v19 via ODBC and have now employed a third party tool that uses the API to AR2016. The tool has had difficulty updating the ItemPriceLevel of Customer cards. I have had feedback from the tools developer that this field is read only in the MYOB documentation - WHY? Is this correct? We offer discounts to our members and therefore want to distinguish this automatically when raising invoices to select the correct discounted price. If this field is truly read only, can it be changed to writeable in the next release/update? Regards, Don. "IMPORT CUST CARDS - Item Price Level Field"

RRB

I would like this feature to only work when the customer name/purchaser name/payer name/payee name is entirely individual, i.e. doesn't have the same first few letters in their name or job no. For e.g. when creating an invoice to someone with a common surname (like Jones) a dropdown list should appear if there is more than one person with the same or similar surname (i.e. first 3 or 4 letters in common). Currently MYOB automatically selects and "fills" the data entry field with the first person whose surname is listed in the customer/supplier list. I have mentioned this to Support in the past, but it's still an issue and I don't really want to have to turn off "Easy Fill" option because it does make it quicker creating invoices/purchases as it's only a few of our customers/suppliers that have the same or similar surnames, so I'm hoping that MYOB developers will eventually get around to it! "Easy Fill When Selecting From a List"

AccountRight Idea Exchange

Sales/Purchases: Linked Customer and Supplier cards together to deduct purchases from sales

Card File: Select employee's birthday column

Cards: Set a default Printed Form (system wide)

Card: Employee - Multiple bank accounts (NZ)

Inventory: Price breaks/quantities for Supplier/Buying Detials

MYOB Invoices (app): Changing payment terms for customer

Report: Sales [Customer Summary] - Credit hold status

Card: Customer - Printed form use last form used

Bank Feeds: Spend Money - Use supplier remittance advice settings

Report: Address List - Card type selection without needing to select individual cards

Card File: Select columns to appear

Contact Log: Search contact alerts before due

Forms: Purchase Orders - Select contact from job not supplier's cards name

Contact Log: Always added entry to top list (disregard dates)

Contact Log: Auto Delete Superseded Recontact Dates

Card File: Direct export of the single card

Purchases: Show supplier details (i.e. bank account, GST/tax number) on Enter Purchase window

Cards: Reminder email when changing bank details change

API: Customer Cards - ItemPriceLevel write access

Sales/Purchases: Drop down list for card