It would be great to be able to access/update customer details directly from the "Invoice" screen on MYOB Essentials.
Currently if you want to check that you have the correct email or contact person you are invoicing, you have to close the invoice, search and edit contact details if necessary and then once you've saved the updated details, search and open the invoice again before you can send it.
This seems to be tediously time consuming!
A direct link to "contact" from the invoice screen and then a "save & return to invoice" option on the contact screen would save heaps of time.
"Access customer details from invoice"
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We need to be able to produce a report at the tax year end, showing leave liabilites IN DOLLAR VALUE. Having it in hours is not alot of help to an external accountant, as the report essentially doesn't give them any infor,ation.
"EOY Payroll Reporting"
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The old system allowed us to place letters and characters in the invoice numbers, such as INV21-2233 or INV21/2233. And now it doesnt. Migrating to the old system to the new system has now caused an issue with it 'NOT ALLOWED".
As a matter of urgency, please make the new system act and work like the old system.
"Letters In Invoice Numbers"
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hi! when using MYOB account right it pops up with a message if you seem to be entering a creditor invoice number in for a second time but with MYOB essentials is doesnt. Can we get this option in essentials PLEASE!! *Modified idea's name
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Thanks for the update on this and thank you for clarifying what you already tried on your end. We are grateful for your effort in finding a solution to your concern As of now, this is the only option we have where we can find transaction history for a particular Item Number in the Sales Reports. I would suggest posting these functions that you would like to see implemented into the system on our MYOB Business/Essentials Idea Exchange board for consideration. Rest assured that the developer's team is monitoring all the feedback and suggestions received from the users. Your feedback will be added to the product roadmap based on feature requests.
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I request that the facility to download super payments to file be reintroduced so that users who wish to use third party clearing houses can operate as before by uploading the super file generated from MYOB. This functionality was removed in essentials in favour of the new built in clearing facility without consultation. Alternatively, introduce functionality to allow payment through third party payment gateway, e.g. Rewardpay.
"Super file download"
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Just discovered when setting up a client on the new MYOB essentials that the functionality of two GST accounts, i.e. one for GST collected and one for GST paid, has been removed and there is now only one GST clearing account. This is not great for Accountants. Having an option to enable two separate accounts would be welcomed.
"GST Accounts"
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can you please enter a option to prove if possible , that some has sent him an email with invoice or quote, now we sent invoices and people pretend they have not received it,
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Hello I'd love to be able to change the default email message on the MYOBLIVE invoices emailed to customers. At the moment I have to change each one individually. Currently it reads (and I think it reads rather terse and impersonal):
To ******,
Invoice IV00000049 for $113.85 is attached. Payment for this invoice is due by 24/12/2013.
Regards, Nicole Begg Phone: 03 *** **** Email: nicole@***********.co.nz
Thanks for your consideration!
"MYOB LIVE email message to invoiced customers"
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Thanks for changing my business over to new essential a week before christmas . I was not happy!!! Now tell me why MYOB decided to change things so much. I need to print all my invoices for my boss to check. I will write up about 70 to 90 invoices a week. Now I have to go into every invoice and print it takes me about 1-2hrs more each week. Why would you remove this function. This new upgrade was to limit my time not increase it. Please bring it back. Why fix things that are not broken?? Maybe you should of asked the users first? Not happy!!
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Hi there,
I can't seem to find any reports under the Bills section which show the supplier invoice number, they all seem to have the expense number as automatically applied by MYOB which is totally useless. Please there must be an easy way to show all Bills with the suppliers invoice number on it but I just can't seem to find it.
Cheers
"Supplier invoice number on any Bills Report"
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You should have a feature in Essentials for when a customer overpays, the additional amount can be applied to their next invoice easily. At present there is no function to process an overpayment except to change the invoice amount temporarily so that the payment can be allocated, then you have to change the invoice back to the original amount.
It would be handy to have a facilty that stores the amount of credit owing to a customer and asks if you want to apply it when the next invoice is generated.
"Customer in credit"
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I'd like the ability to take a photo of receipts and then attach them to the transaction in the banking screen. This will make it really easy for businesses to keep their records and also will help bookkeepers and accountants when working on their client's file.
I've got a few clients who would really benefit from this as they are constantly travelling and loosing the actual receipts. It will also save the accountants asking for copies of invoices if they are already attached to the transaction.
I've recently spoken with a couple of people who raved about this functionality that their online software provider has and it would be great if MYOB's customers could do the same.
"Ability to take a photo of receipts and attach to transaction (via app?)"
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In the new Essentials the number of characters for customer names (company and individual) appears to limited (this was never an issues in the old Essentials). We have a client that sells assets that require financing and the financers oftern request the full name to be inlcuded in the tax invoice. We have reverted to using Excel to prepare tax invoices. MYOB please fix this as a matter of urgency!
"Contacts"
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Dearest MYOB I love you so much, but I HATE the new FONT, SIZE OF FONT, STRENGTH OF FONT AND COLOUR OF FONT! It was PERFECT before!!! Now , it just all looks like the same thing! Nothing stands out and its hard to read and concentrate.
I know it may look MODERN but we need effective.... Please change it back.....
Also, we love MYOB because its MYOB, you dont need to change everything.
Please change it back,
Thank you
"NEW FONT, SIZE AND COLOUR MYOB ESSENTIALS"
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Please include a report option for cash basis balance sheet. Xero does it. Ye at MYOB may think "we better not do it because our competitor does it" but it does make life simpler for us accountants.
It will be a simple matter to generate the cash balance sheet:
Start with accruals balance sheet
Remove income items not yet paid from P&L income accounts and trade debtors
Remove expense items not yet paid from P&L expense accounts and trade creditors
Apply adjustments to retained earnings account in report
The above method is probably already in use for the cash P&L.
A lot of small businesses operate on a cash basis and there ends up a discrepancy when you use an accrual balance sheet and a cash profit and loss. The retained earnings account ends up different. It is also easier for small business owners to understand.
"Cash Basis Balance sheet"
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Can MYOB Essentials provide more Invoice Layout Options? For those of us who need to add quite a lot of text, for each line, the layout doesn't really work (ie. it doesn't present nicely on the print out).
"Invoice Layout Options"
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When I went to Reports to get our customer list, I was surprised that the list was not ordered alphabetically. I'm surprised that I even have to post it as a subject, because it is such an obvious thing that lists must be arranged alphabetically or in some other workable order to be useful. What is the point of having a randomly mixed list of customers? It's impossible to find a name there quickly, which is why you need one.
So, MYOB developers can you please make changes so that the customer or supplier lists are generated an alphabetical order. The contacts are indeed listed alphabetically when you reach them through View Contacts, however when one needs to have them printed out, the list in Reports is generated in a random fashion.
Thank you.
"Contacts"
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Is there any plan to bring multi-currency to the new Essentials range? The direct competitors both have options for this whereas MYOB only has it on AccountRight Premier as far as I can tell.
Thanks
"Multi currency in LiveAccounts / Essentials?"
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Hi
It would be great if the payee or supplier etc was shown on the gst detailed report - not just the account the item was coded to. You can not use this report to check coding or analysis and is therefore useless as a review report.
How are we supposed to check GST coding?
Thanks
Fiona Deed
"GST detailed reports"
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