AccountRight Idea Exchange

MYOB ONLINE APP/TIME RECORDING - Needs improvement.  Please develop the ability to restrict timesheet users from seeing customer balances, restrict so they timesheet user cant see sales invoice details.    Businesses don't want to expose all financial sales data and IP to all their employees.     Need three restriction types: Customer (read-only) - has access to everything in the APP but can't change customer details, create invoices or amend invoices. Customer Detail - has full access to the APP Timesheet user - only has access to create time  ability to add a new customer and view customer contacts (but not see invoices or customer balances).    <name removed> can you please pass this onto the development team, please.    "MYOB Online Invoices App - needs user restriction preferences" ... View more

We have many clients who choose to pay us by direct debit. It would be a great idea if AccountRight 2020 was able to generate a bank file (amounts owing by our direct debit clients) that we could lodge online with our bank. Otherwise we are forced to purchase additional software to do this seemingly straightforward task. ... View more

It would be helpful to have a field that records the date of salary increases.  It would be even better if you can enter a new one and the system would then calculate the back pay due ... View more

Why is there no totals on entitlement balance and entitlement detail reports. For end of month accruals, the balance report is the "go to"but needs to be exported to excel and totalled. Is it so difficult to give a total value? ... View more

To be able to show how supplier credits are applied in the remittance advice report ... View more

Our clients have multiple employees that work off site and they want to utilize the Capture App   None of these employees have access to the MYOB programs the employer uses (ie they are not set up as a User in the program).   I understand we will need to set each employee up as a User to be able to utilize the Capture App   What User settings are recommended for these users? - Would it be easier for MYOB to create a "Role" for Capture App users only   Any thoughts?   "MYOB Capture App - for employees that are not currently set up as MYOB users" ... View more

It would be useful to be able to see at a glance which customers have had invoice reminders and unpaid invoice summaries turned on/activated - currently this can only be seen by going into the card file and then clicking into the Invoice Reminders tab for each individual customer.   Perhapas a field that can be added to the Card List view, even just a report would be useful.   Being able to toggle this on and off for clients would also be super user friendly :)   "Invoice Reminders/ Unpaid invoice summaries - Seeing which customers have this turned on more easily" ... View more

Hi, Would be great if when you logged into MYOB it would tell you if someone has had a birthday.  ie a Juniors pay rate then needs to be changed.  Very frustration when you find out a staff member had a birthday a month agao and you need to then to a back pay for the increased rate of pay.   "employee birthday - PAY UPDATE" ... View more

I know it's not a specific product idea but I find the notifications of new badges frustrating and disruptive. That little excited "yippee someone replied" quickly changes to "oh, I just earned another badge" . Meanwhile, I could have kept working on what I was doing.   This is not a friendly, casual, like-minded, same interests chatroom, it's business. I'm here because I need help with some other little irritating bug I've found in AR, not because I need a virtual badge to make me feel good.   ... View more

I would like to be able to choose which date of the month it is sent out based on our needs. A static date for all businesses using this software cant work for us all and I think this would be an easy fix   I love the Unpaid Invoice Summary reminders in general, However I now have it turned off as the 3rd of the month is to close to the end of last month for our business. (Especially if there is a weekend inbetween).   I am sure I am not alone in having to wait for extra information from staff members or suppliers to be able Invoice the month in full. I made the mistake of leaving it on once where not all invoices were complete and got customers advising they hadn't received the invoice that is on the statement and then again more calls from others asking why the amount is different on the invoice to the statement.   Flexibility in the date would solve all this. ... View more

Posting on behalf of the client Client wants the recurring transactions features to be automatically posted without having them to sign in on the date of posting the recurring transactions. Request to please look into this feature.   ... View more

I am suggesting that an automatic field is availble in the customised forms, to disclose the User ID who raised an invoice.   In our Case we use Sales person for the person who made the sale, but would need to know who from the office staff entered the invoice.      ... View more

Hi MYOB Community,   I know that this has been discussed in some threads however, is there a way to get keyboard shortcuts, such as CTRL+P  back into the reporting funcion (whether it be custom reports or invoices). As a 'keyboard' person I do miss this functionality (very recently upgraded from v19.6). While it may seem like a minor bugbear, it is very frustrating that this (what would seem to be) a standard functionality in most software packages.   Cheers,   AtomicPotato ... View more

Can we have the option to send a copy of the email to ourselves when we email purchase orders, invoices, or remittance advices please? (And receipts to customers... I see there are hundreds of people who want this one!) Currently, my work around is adding my email address in the email address, which works, but I cannot put more than one email address in the Payment Details tab of the Supplier Card (Remittance Advice Delivery Status Email) so have to add this manually every time I sent out a remittance slip. Simply a global option of sending bcc email to myself checkbox would do the trick...   cheers Teresa ... View more

What can one do where there are really old styles on the inventory which have not been used. Can these be combined and put away so that it does not appear on the list. When there are recent inventory items can we file them away so that they do not appear on the list but they are there if we want to refer to them. ... View more

We need to attach release forms to each of the invoices submitted to our customers. It would be super awesome if this option was made avaialable so we don't have to store 50 boxes with 7 years worth of paperwork as per our industry requirements. ... View more

Hi Guys,   We have a situation where a client needs to email a sales invoice to multiple customer contacts as well as cc it to various internal stakeholders.   The only way you can do this at the moment is by either manually adding all emails to the email field in the contact card (fine for customer email addresses, not for the internal stakeholder ones), or manually checking and changing each email as it goes out to have the right people on it (not effective you have large numbers of customers).   Ideal solution would be adjust 'Email' in the Contact card to be 'Primary email' and have a new field called 'CC Email' which then flows through to the email screens.   Now that 2016.1 has its own email engine, this should be relatively easy to accomplish.   Cheers, Liam ... View more

It is great that MYOB has multi currency but we dont have a field where we can display the purchase price. Like when you buy from overseas and pay in say USD there is no field where you can put this so you have a record of what was paid which we could refer to in future. At present when you create a new order it automatically picks up the landed cost not what we are actually paying the supplier. I would be nice if a fieled was created under the buying details tab where you can enter the USD price and which it picks up when entering a new purchase order.   ... View more

I would be very grateful if there could be a visual due date field next to/near the terms on a purchase order/bill.  The terms i.e. 14 days from invoice date/after EOM etc. are great, but sometimes there is a need to confirm this date and/or amend the date on the fly, depending on specific invoice terms.     Thanks   ... View more