Is it possible to have some reporting functions in Teams?
Report by day across all locations showing employees and hours
Report by employee showing locations and hours
Report by loaction showing days and hours
"Teams Reports"
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A report advising of membership numbers for new employees who nominate the default super fund as their fund of choice and don't already have an account with this fund. This report would be generated on the first super contribution for such employees. Their payroll card could then be amended from the alias membership number to their actual number. The default super fund cannot provide these detail and unless the employee advises their employer then there is oppotunity for super contribution error.
"PaySuper report - membership numbers"
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I noted that this has been asked before in the community forum (now a closed post from 2019), but it's still not updated or resolved by MYOB, but it would be really useful to select multiple account codes at ones when doing the general ledger for example, and I only want to select all the P&L codes and none of the balance sheet codes.
I am an auditor and have to do this multiple times a day, sometimes with clients with hundreds of account codes and it's very time consuming. We used to be able to just drag the mouse down, but this was taken away (a large backwards step) - please can you bring it back?
"Selecting multiple accounts for general ledger detail"
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It would be great if you could just click on Reports in the top menu bar and it went straight to reports!
Instead of having to click again on Index to Reports.
"One Click to Reports from top Menu Bar"
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There are not reports currently available on MYOB that give you the ability to run payroll data (ie wages, etc) by State.
I can see in the forums this has been requested numerous times. THere is only the abilit to enter 1 state for payroll tax reporting and for a lot of business that is just not the reality.
Is this going to be looked at as an idea for development soon? The posts date back to 2016 at least.
Thanks
"Payroll Summary Report by State"
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We have to show that we have made full payments to our employee super funds each month, in order to meet requirements sent by our clients.
I know we can find a "grand total" on the arcrual reports, but it would very helpful to have to grand total show on the 'Payments by Fund' report, or at least some kind of receipt or acknowlegment receipt/report when we use the 'Pay Super' function in MYOB.
At the moment we have to provide a copy of the accrual report, payments by fund report as well as a receipt from our bank, in order to meet these requirements.
"Grand total on Pay Superannuation Reports"
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It would be great if we could have a simple report for each employee (sales rep) and the customers attached to the that reps name
"Sales Reps customer reports"
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I have just migrated to from AccountEdge Pro to AccountRight.
When running the job activity report, a purchase with multiple line items under the same cost centre, the report automatically consolidates the amount to one number. For example, when entering a 30 day account with multiple purchases on that 30 day account, I enter it in on one Purchase so that I can make sure that then the Statement they send me matches the purchases I have entered. I could then run a report for each job, to see what invoices have come in for that job, but when those purchases are under the same cost centre, it automically adds the numbers together. This functionality of indiviual items coming up in the 'detail report' is a functionality that I use all the time especially when giving clients reports on their expenses and they could easily marry that up to the actualy invoices I provide to them. Will MYOB be resolving this soon as it is essential to our business and entering each invoice seperatley is uncesseary time wasted and will make reconilliation of 30 day account increadibly difficult.
"Job Activity Detail Report"
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I have been told that "XERO" allows you to choose either an accrued or cash trial balance. Why can't MYOB have the same function!
Regards 😊
Charlie
"Cash Basis Trial Balance"
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HI,
it would be really helpful if i could follow the path of the activity slip (not the time version) all teh way through to the invoice that is generated.
i do an activity report and it shows that they are not billed, yet when i go to the customer it has an invoice .......
as i am unable to get a report that has the link that joins them both - being the activity slip ID - i am unable to work out what has gone wrong.
cheers
F
"Sales report that has the invoice and the activity slip ID"
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The Credit Limit field is not available for selection on any Debtors report, yet this is a critical field enable good receivables management. Whilst I can export the data from the Card files and do a vlookup in Excel, it's not practical to do this each time. This field needs to be available for adding into any Sales report but especially the Receivables/Ageing reports.
"Credit Limit field not available on any Debtors report"
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Hi MYOB,
you recently made prior years EOFY finalisation information unavailable -i.e 2019/2020 and have only allowed the prior year and current year to be seen in the EOFY tab e.g. 2020/2021 & 2021/2022.
I would like to suggest that you allow all previous years EOFY finalisatoin information and reports to be available so accountants and bookkeepers can check what has been reported to the ATO and confirm the finalisation process has been completed.
I understand wanting to lock prior years so no amendments can be done due to timing, but we should still be able to view this information and download reports to have supporting evidence should we need to contact the ATO for any reason. "STP Reporting Centre - EOFY previous years STP Finalisation data and reports made available"
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Hi Team,
when creating a stocktake report/inventory, it would be awesome to be able to see when the item was purchased and on what PO.
i know we can drill down when viewing the report in MYOB, but this info would be handy when the info is exported to an excel sheet.
can we add the PO# and purchase dates to the customisable fields in the inventory reports please
"Add PO # and PO Date to inventory report"
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Can we have a standard report that will populate with actual figures for a portion of the year and use the budget figures for the remaining portion of the year?
Say its July, I would like to see Apr - Jul figures actual and then Aug - Mar figures budget.
Currently have to export a Actual vs Budget report for a twelve month period to excel and reformat and add functions to get the data to report how its required.
"Report for part year Actual figures and remaining periods budget figures for a full year"
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Hi,
I know reports and card lists can be modified to include these columns. What I'm asking, is for the column heading/field names, to show the customised labels we assign in settings, rather than the generic "Custom Field 1".
Another user suggested this years ago (https://community.myob.com/t5/AccountRight-Getting-started/Custom-field-headings-not-updating-in-reports/m-p/499294#M73582). One would expect custom field names to be visible on reports instead of "custom field name 1". That is not helpful at all.
I thought this might be a nice workaround: https://help.myob.com/wiki/display/ar/Custom+card+fields#expand-ToprinttheCardsListwiththecustomfield but while it shows the data, the headings are still "Custom Field 1".
What is the point of creating a custom field name if it can't be viewed anywhere except on the card itself?
The last comment on the first link was from a user who said they were able to show the custom labels by creating a custom report from scratch. I haven't been able to replicate that...
Please change this.
"Change reports and cards list to show custom field and list names"
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Change the line 'Total Expenses' to say 'Total Indirect Expenses'.
It is currently misleading, as the total does not include Direct expenses.
Alternatively, add a line called 'Total Indirect Expenses' & change the 'Total Expenses' number so it actually is the total of all expenses.
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Would be handy to have a transaction count, eg, 50 bills entered, 25 sales entered, 10 jounals, 50 spend money.. total for month 135 transactions. something like that.
This report would be handy to see how many ransactions are getting entered, increase or decrease.Also to filter by card. Its not always about the dollar value.
Used for employee review, productivity reviews, etc.
"Transaction reporting"
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Hello,
A jobs list report is very useful when reviewing all jobs, and their actual sell and cost amounts to date per job number. This report would be even better if it inculded an additional two columns: Budget Sell, Budget Cost.
This would help identity jobs that are yet to be invoiced in full, and jobs that should be invoiced based on the amount of costs incurred on the job to date.
If other businesses agree this report would be useful, please Like/Agree/Vote with this post, and hopefully MYOB will add this in future updates.
"Jobs List - Add Budget Sell & Cost columns"
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Hello,
When creating an Employee Card, it would be useful to attach the employees Union member number to the deduction from their wage. We need to submit a monthly report to the Union of the fees deducted per employee, and they need the union member number per employee on the report. Currently there isn't a report from MYOB that can display the member number and fees deducted in the same report.
A member number would also be useful against each of the Employer Expenses categories, for the same reason as above.
If other businesses agree this report would be useful, please Like/Agree/Vote with this post, and hopefully MYOB will add this in future updates.
"Employee Cards - Member numbers'
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Hello,
A report that would be useful to calculate WIP would be an 'Outstanding Orders Report' by job number. I was able to create an Outstanding order report by Supplier, including the job number for each order and saved it as a Custom Report, however we need the report to display by job number as the report driver, and list all suppliers for that given job number.
If other businesses agree this report would be useful, please Like/Agree with this post, and hopefully MYOB will add this in future updates.
"Outstanding Orders Report by Job Number"
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