AccountRight Idea Exchange

Our business receives hundreds of small payments each month from hundreds of different customers.  Our customers are well trained to include the Invoice Number in the payment reference field, which then comes into MYOB on the bank feed.   What we'd like is a bank feed rule that is smart enough to match the number in the payment reference field against an open invoice number, and if the invoice amount also matches, then create a Receive Payment against the invoice ready for Approval.   This would save us a large amount of time each month.   "Bank Feed Rule for Invoice Number to Receive Payment" ... View more

Hello Please please please increase the character limit in the tax invoice description to at least 500, or no limit at all.  I have seen a number of requests on the forum for this over the years and am not sure why it has not been changed. Many of our job descriptions or quote descriptions go over the word limit and I have to break up a paragraph somehow mid-way through, which does not look very professional. We do not have a $ amount for each line entered, we enter a number of aspects of a job in one line, which all total one amount, and this frequently exhasuts the word limit. I know I can add a blank line underneath with a $0 figure, but the limit frequently runs out mid-way through a sentence and it is very frustrating having to cut the half of the sentence that I got mid-way through, insert a blank line and paste the sentence in there and then keep going until the limit runs out again - it seems so pointless.  Thank you Ruth   "Description character limit" ... View more

For many, many years now the Tax Inclusive checkbox has been causing issues with data entry. In particular it is imposssible to count the number of times someone has put a freight cost entry in without checking this flag, often entering charges that we know as an exclusive rate (say $10 ex) but the customer is then only charged $9.05 as this simple error is made.   I see two solutions for this that would work well in our situtation.   1) Have an overriding default option to have this either on or off for every new invoice (simplest). In our situation we would always have this off, but for Retail businesses maybe it would be On.   2) In conjunction with 1, allow a Customer override to default on or off. This would allow us to simply differentiate our Retail customers from our Trade / Business customers and in the process save us from this odd behaviour of defaulting based on the last invoice entered.   It's a simple 'Quality of Life' type improvement that would be greatly appreciated.     ... View more

Is there a possibility of being able to add a check box, when creating a new card whereby you can tick this if the shipping and billing addresses of your customer are the same?  would save so much time not having to double type everything in! ... View more

Currently when sending an invoice from MYOB AccountRight, we would like the ability to send more than one attachment to an invoice.   We are able to hit the Attach button, although after selecting one file to attach, the attach button is greyed out.   How can we work around this please or can you update the functionality to attach more than one file please?   Thanks   Nathan Elcoate ... View more

It would  be great if you could be able to hide inactive jobs like you can in other lists in AR. So you can then view/print a list of active jobs only.   ... View more

Hello,   We are a manufacturing and distribution company who deliver multiple times per week to customers on different delivery runs.    We have traditionally used identifiers as a way to organsie our customer lists for collecting orders and for filtering sales item reports for packing each truck.   We have ultilised all 26 identifiers and are searching for a way to now identify our customers with more than 1 identifier.    Jobs, categories and custom lists arent useful because we need to be able to allocate up to 6 different truck runs to a single customer.   If anyone has any ideas this would be great.    Ideally there would be a way to have more than 26 identifiers.    Thank you   Emma ... View more

We don't use the Finance Change option. I've even unticked it in the Linked Accounts option.   When I'm receiving payments, sometimes I'll tab through and all of a sudden there is a figure in the finance charge box that i have to delete and reapply somewhere else. We never ever use this feature, and if there's no linked account, it would be good if this text box was set to ENABLED=FALSE if there is no linked account, so it wont allow accidental entry. "Disable Finance Charge feature (in Receive Payments window)"   ... View more

Hi Myob,   I have just gone through the process of trying to set up pay direct from the link on one of our invoices. After setting up it then stated that the function is not yet released and now our emailing of orders and invoices are sent from myob instead of from our email account. This is fine however the email that is sent is branded Myob.... The link to download the invoice is also heavily branded Myob... This looks very unprofessional to see so much branding of a sent invoice for another company.   If i am to continue to use this service i require the ability to format the email and also the download link page so that it looks like we are actually the invoicing company instead of Myob being so. I dont mind a small Myob text somewhere however the way it is now is verry cheeky.   Thanks. Email formatting for myob direct emailing and invoice downloading ... View more

Hi,   Xero has a function that I would like to see in MYOB.  It is an automated feature that will send customers a reminder of their outstanding invoices along with a copy of the invoice.  It would need to have some options for each user of MYOB, such as turning it on or off, which account would receive the email or not and the number of days between sending the invoice and the auto sending of the reminder invoice.   As a small business I am looking for everything that will save me time.   Regards,   Stephen   "Automated emails to customers for overdue invoices" ... View more

For those clients using perpetual inventory in AR It would be very useful to be able to get a Dormant Items report. If the report could be customised to show Items wht stock on hand that have had no Sales since xa certain date.   "Dormant Items Report" ... View more

I would like to print attachments without saving them first. Please add a print button next to the "Add Documents, Enlarge & Delete" buttons under card attachments and also another print button when previewing a document next toe the "Save, Zoom in/out and Fit Width" buttons.   The attachments feature is great but limited. I have attached all of our customers' required site documents and having to save them again first before printing is time consuming and software should be designed to save time. ... View more

Dear MYOB, I would love the feature to timestamp updates on Invoices. I’d love to have them synchronised to our system but since the LastUpdated field is not really recorded it’s a bit difficult and I have to use the ‘Date’ field which doesn’t record the updates but only the creation of the invoice. What are your thoughts? Kind Regards, Oliver Kucharzewski ... View more

Ok, OneDrive has a great tool called Known Folder Move (KFM) which redirects Desktop, Pictures and DOCUMENTS folders into OneDrive allowing the user to access these from any device, anywhere. KFM is our recommended default for all cloud customers and we know it's the case for many other IT providers.   We've found that MYOB are defaulting their MYOB folder into the root of the users DOCUMENTS folder and doing this causes OneDrive to constantly sync the contents of this folder to the cloud. There's nothing useful in these folders so that makes it even more annoying.   Ideally I would like MYOB to patch their product to move the MYOB folder out of the DOCUMENTS folder and put it somewhere that won't mess with KFM.   In the mean time can you please provide guidance on what to do about those poor souls running the current versions.   https://docs.microsoft.com/en-us/onedrive/redirect-known-folders   Thanks David ... View more

Hello,   When I purchase items on my credit card it easy to photograph the receipt and email it to my 'In Tray' as the thermal receipts fade over time.   I then have to enter the sale as a purchase, even for a one off, and then apply payment in 'Bank Feeds' to be able to have a copy of the receipt attached. The other option is to send the photo to my email account and drag it across which is very clumsy trying to reduce two windows on the computer screen to be able to do this, while filling all my devices that get my emails with photos.   How can I enter a spend money and attach a document from the ‘In Tray’?   Thanks Gavin ... View more

It would be great if either (a) we could see the message content of ALL emails, including statements OR (b) we could choose which emails to send directly from AccountRight and which not to send. e.g send Invoices but not Statements.   reason - had a customer balk at comments in a Statement email which was amended just for them, as they were seriously overdue, but we cannot see the message - therefore it would be good to either be able to see it, or choose not to send specified email types (and this choice would inlcude a breakdown of the Sales and Purchase email types e.g send Invoices but maybe not send Quotes).   "Emailing" ... View more

When paying a bill in the bank feed screen once you have clicked pay bill the next screen takes the cursor to the electronic payment field. Why not direct the cursor to the Supplier field as you are already in the bank feed screen so you are obviously not doing an electronic payment or ABA file. Lets save on clicks!! ... View more

The ability to automatically record email correspondence in the contact log when emailing invoices or purchases orders woudl be incredibly helpful.   "Create a Contact Log entry when emailing an Invoice/Supplier Order" ... View more

I have several customers who state that they will not pay invoices if their purchase order number (a.k.a customer PO) is not stated on the invoice they receive. The problem is, these customers are usually large organizations, and sometimes junior staff order goods without knowing that they have to provide a purchase order number. We then get left in the lurch in terms of payment.   I'm aware of the issue, so I always request a PO number, but I think it would be nice to have a failsafe so that if I hire new staff, they can't accidentally generate invoices which customers are unlikely to pay (if they forget the customer PO number).   For this reason, I am wondering if a 'require customer PO' option (or similar) could be added on a per-card basis? I have called MYOB support and apparently no such feature currently exists. At the moment, we simply have to write a reminder into the card's address field, which is not a very clean solution.   If anybody knows of a suitable workaround, I would appreciate the advice.   Thanks, Dean "Require customer PO to record invoices for a given card" ... View more