AccountRight Idea Exchange

Hi, as we pay many bills via credit card to take advantage of points earning, it would be great if there was a Credit Card Fee box to enter the charge into, similar to the Finance Charge box in the Pay Bills window. This could be linked directly to the bank fees or credit card fee expense account and would save extra processing when paying bills already entered in MYOB (as opposed to a Spend Money transaction). Currently we have to go into the supplier and add a transaction for the value of the cc fee and then go to pay bills and pay it altogether inclusive of the cc fee. A finance charge type of window for a credit card fee would be brilliant! Thanks. ... View more

We deal with a few large international companies who require invoices to go to one automated email address and statements to go to their accounts payable email address. Can MYOB make an allowance in a future release to have a dedicated sales invoice email address and a dedicated statement email address.   "Being able to have different email addresses for sales invoices and statements" ... View more

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. ... View more

Has there been ANY thrust to change the default setting to NOT include inactive items ? ... View more

I think it would be helpful to be able to choose the size, or even just enlarge by default, the thumbnails of the invoices in the In Tray. They are currently way too small to discern enough detail to identify a particular invoice if you need to find one without opening each one in turn. This is time consuming and could be overcome if the thumbnails were larger. ... View more

When clicking on the 'Print/Email Payslips' function or the 'Print/Email Remittance Advice' and also the 'Print/Email Invoices/Statements' can we please have the "to be emailed" tab appear first as the default? Most businesses would now email and not print these, so makes sense to avoid that extra click! I tried to find your 1% suggestions page but you might not run this anymore   Thanks :) ... View more

With the release of AccountRight 2020.2 one of the 'features' is this:   Removal of Prepare Payment Summaries (Australia)   Updated:  If you’ve registered for Single Touch Payroll (STP) through AccountRight, you’ll no longer need to prepare payment summaries (you’ll finalise your end of year instead).  So  we’ve removed the Prepare Payment Summaries button from the Payroll command centre for those businesses who have registered for STP.      However, although an employer is no longer required by law to provide an employee with an annual summary slip, a number of my clients would have liked to produce these for their employees as a courtesy.   Yes, the employee's final pay slip for the year will show their YTD figures, but the employees are acustomed to receiving this each year as a separate item.   So, as a courtesy to employees, could we please have this back as an option.   Regards,   AlanT   "Please return the Prepare Payment Summaries option to Payroll" ... 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

Hi All,   I wonder why MYOB doesn't a have a simple multiple period trial balance report.  Xero, Quickbooks, Reckon and other products have it in one way or another. As an accountant, I am mostly using trial balances and movements between TB accounts when working with clients files. MYOB TB reports are unchanged from about version 11 (that is about 15 year old). A simple table with periods in X axis and GL accounts on Y axis, with positive number meaning DR and negative CR would be most helpful. The lack of this report is one of the reasons I rarely recommend MYOB these days to my clients - it takes me more time to process MYOB clients than Xero exactly because of absense of this report. ... View more

Hi,   1. Purchase - In Tray Great idea and love it, really useful. 2. Sales - In Tray Was supposed to be incorporated into MYOB in 2019/2020. Being able to tie a PO and delivery docket to a clients invoice is really important. We often get asked to provide proof of delivery and who signed for it. If it was attached to the invoice this would be so much easier. Given the code is already written for Purchases, surely it cant be that hard to implement for Sales??? 3. PDF Quality - Send To 'Disk...' and/or 'Email...' NOTE: This has nothing to do with "my PDF's are poor quality" A simple single page invoice with nothing but text i.e. no JPG/PNG etc graphics results in a 500K PDF. Way too big. Add to that simple single page invoice a couple 100K of graphics and the resulting PDF balloon's out to 2500K. Way way too big. If I print that out in colour and scan as a PDF back to my email, it is now 100K. Comparison with a Microsoft Word document with 26 pages and loads of graphic results in a native docx file of 2000K, and as a PDF 300K on Standard Optimisation. A Publisher file at 11,000K is reduced to 255K when saved as a PDF. The CutePDF work around is not really suitable as it adds more sets to what should be a simple process, so please dont offer this as a solution. Given the Office and a lot of other programs allow you to set the PDF quality this should be pretty straight forward for MYOB to implement. As it is something offered as standard by so many other programs it is probably a module supplied by Adobe i.e. I am more than happy to pay an extra couple of dollars per month for that capability. 4. Sales - Apply Credits I complained to our Bookkeeper that MYOB wouldn't allow me to apply credits to open invoices. She refused to believe me and said i must be doing something wrong. So, when she made the mistake of coming around to see what I was doing, and then tell me off, i went through the process to apply a credit to one or more open invoices. Proved that Automatically Apply didn't work. Manually Apply didn't work either as it wouldn't show me the open invoices, it reckons that there are no open invoices to apply a credit too. So she has to do Bookkeeper magic in the background. 5. Sales - Customer - Open Invoices When a client rings up asking to know what they owe I go to this screen, but................ and it is an important 'but'. It doesn't shows any Returns and Credits tied to them. Yes you can do a report/print etc to show all this, but why not add that information in Open Invoices? Or add a new tab called 'Overview' or 'Summary' which shows the true status of the client.  ... View more

I'd love to see the introduction of a column in the Sales Register page that confirms whether an invoice has been printed or emailed. ... View more

Each year I need to advise my customers the days I will be closed for the Christmas New Year Break. My business is a freight delivery company with severl hundred customers. We deliver to 3 country towns in WA. 95% percent of my invoicing is done via email. I do add a message to the November invoices with the info but would like to be able to follow this up with another dedicated email message. ... View more

Instead of having an ever growing list of inactive users, could we please be given the option to delete users.  At present if a user id has been used to log in, even if the user has not made any transactions, the user cannot be deleted.   'Delete users" ... View more

On the reconcile screen replace Caclculated  closing balance with:   MYOB Balance as at dd/MM/yyyy   This would clear up any confusion users may have over what the calculated closing balance is referencing to. ... 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

Would there be a possiblity of adding to the MYOB Team payroll the ability for employees to request leave and for managers to accept/ deny the leave request.  As well as even leaving notes for payroll e.g. went home early for the day. Also this is just wishful thinking, but if it could send an alert to employee's if they have forgotten to clock in/out for their shifts.    "Myob Team payroll function to include annual leave/sick leave requests" ... View more

The In Tray function is great! Wondering if it would it be possible to have our MYOB subscription invoices sent there directly or to at least have the option for that to happen? I can get other suppliers linked up but not MYOB! Just a thought... Cheers   "In Tray" ... View more

It would be amazing if when you invoice a sale, and print the invoice for the customer, if every payment made on that invoice was displayed with the date, amount and type of payment. (Credit Card, Cash, Direct etc).   I don't understand how this is not a thing already. There is no way that I can find of producing this information in a way that the average client can understand either. ... View more

Hi Developers.   Whilst it's a great feature that attachments can be added to purchases, it would also be freat if we can have the ability to make attachments available to "Receive Money" & " General Journal" functions.   Hopefully, we can see this feature in the near future.   Thank you. Patrick Kok ... View more