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Merchant fees not automatically reconciling
Hi there, We've just started receiving online payments minus the merchant fees as advised by MYOB but it doesnt seem to be automatically reconciling. The amounts obviously dont match and are out of balance. We have attempted to sort this out ourselves, we gone through the online support about "Changes to how you pay for online payments" But we cant seem to be any wiser. Going into the Online Payment Portal, and check the ledger accounts but they appear to be the appropriate ones. However we cant seem to sort this issue out. Can someone please advise what we are not doing and help make transactions automatically reconcile as its supposed to? Thanks Michael63Views0likes14CommentsGuidance Needed on Reversing Sales Order and Payment
Hello Guys, Back in December 2021, our client received a sales order and made a payment against it. However, despite receiving the payment, the order was not fulfilled or shipped. As a result, the payment was allocated to the order as a deposit. To rectify this situation, I am considering advising our client to reverse the payment allocation and subsequently reverse the sales order. I propose dating these reversals for the June 2024 Quarter to ensure they are captured accurately in our FY2024 balances. Before proceeding, I have a couple of questions: Upon the reversal of payment allocation, will this action result in the bank details becoming unreconciled? In other words, will the amount float in the bank feed until it is re-allocated or reconciled with a different transaction? When we reverse the sales order and payment, will this process generate a credit note similar to how it works with sales invoices? I appreciate your guidance on these matters, as it is crucial that we ensure the proper allocation of this payment to the succeeding invoices of the customer, so we are considering to code the allocated payment as "Credit Note" or if you have other advise, it will be fully appreciated. Thanks in advance6Views0likes1CommentFile menu inaccessible
Good morning everyone It looks like Ive got two instances of Myob AR desktop running I have my file open but when I try to get access to the windows menues, they are not available I rang tech support who tole me he has never seen this error If I dont want to shut MYOB down, what is the best way to get access to the menues Have a great Friday Kr4Views0likes1CommentMYOB Essentials Invoice Fields Do Not Fit Across The Page
Hi, Today I created an invoice in MYOB Essentials and when I view or export the invoice the Description column takes up too much width and both the Tax and Amount columns do not fit on the invoice. The last invoice that I created was in March 2023 and it was fine however if I view or export that previous invoice it also has the same problem with the Description column being too wide and the Tax and Amount column do not fit across the page. I have attached 2 screenshots of the current and previous invoices. How do I fix this problem with my invoices?257Views14likes34CommentsCompatibility Concerns: Ensuring Rack Server Integration with MYOB Payroll Systems?
Hello fellow forum members, I'm currently in the process of setting up a new rack server for my business, and one of the primary concerns I have is ensuring compatibility with our existing MYOB Payroll systems. I want to make sure that the integration between the two is seamless and efficient. While researching, I've come across various opinions and suggestions, but I thought it would be beneficial to reach out to this community for some firsthand experiences and advice. Here are a few specific questions I have: Compatibility Issues: Have any of you encountered compatibility issues when integrating a rack server with MYOB Payroll systems? If so, how did you address them? Recommended Server Specifications: Are there any specific server specifications or configurations that you recommend for optimal integration with MYOB Payroll? Third-Party Solutions: Have you found any third-party solutions or software that facilitate the integration process between rack servers and MYOB Payroll? Best Practices: What are some best practices you would recommend for ensuring smooth integration and ongoing compatibility between rack servers and MYOB Payroll systems? Security Concerns: Lastly, how do you ensure that the integration process does not compromise the security of sensitive payroll data? I would greatly appreciate any insights, tips, or experiences you can share regarding this matter. Your expertise will be invaluable in ensuring a successful integration process and seamless operation of our payroll systems. Thank you in advance for your contributions!39Views0likes2Comments