Hi,
Wondering if you would allow the account codes to be changed after a Bank Rec has been done, if I need to change the account code I need to undo the Bank Rec and change the account code.
In AccountRight you can still change the code after the Bank Rec has been performed.
"Change Account Code after Bank Reconciliation"
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May I suggest that you have a Bank Register for Live Accounts the same as AccountsRight - where you have a running balance and you can drill down to the original entries.
And you really need to be able to drill down on your chart of accounts.
Really the question is why don't you have the same features as the AccountsRight Programs.
"Bank Register"
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It is really annoying if you are looking for something and you can't go back to the last page you were on -
Say you are looking for a spend money - so you go to the Transaction History, set the bank account, set the dates, find the spend money, open it, but that's not the one, so you close it - but now you have to set up the bank account and date all over again to continue looking.
"Ability to Go Back"
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The home page gives me a nice message about the number of transactions received and the number automatically allocated. It also tells me how many unallocated transactions there are. I REALLY want to be able to click on this to find the unallocated transactions!
As it is now, i have to look through each of my bank accounts / credit cards to find out where the unallocated transactions are. Even a link on the Banking menu to show a list or the account(s) of the unallocated tx would help.
A feature like this would be very useful for me because the BankLink and automatic allocations to accounts are some of the main reasons I like LiveAccounts. So I need to be able to keep on top of the unallocted ones!
Thanks for considering.
"Link from Home to "unallocated Tx""
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It was mentioned in the Troubleshooting board...
The bank Transaction lists currently show 0% GST items with the words "GST Free" in the GST Column. Could you please fix this to represent their actual GST codes (Eg. NTR, ITS, FRE, etc). I keep thinking I need to fix something! Maybe even change the wording to something like "No GST" or GST 0% to move it away from users misconstrueing they've entered "FRE" instead of "NTR".
Thanks.
'Pls Fix GST Label in Bank Tx screens"
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It would be great if you could isolate letters (or words) when setting up allocation rules - eg. I have an allocation rule posting to fuel expense that picks up transactions containing BP. This rule is posting every BPay transaction to fuel.
"Automatic postings"
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When creating a new account line in the CoA the display window reverts to a blank window with the previous entry at the bottom that invites you to save or cancel
If you click save it tries to save the blank entry
The user is disinclined to click the cancel as they think they maybe cancel their previous entry
This is counter intutive and clunky
A solution would be at the end of creating an account there is both a Save and a Save and Add button as on other windows
As the CoA is often right at the beginning of the first time users Essentials experience it would be great if this could be improved asap
Hi others, if you agree, please vote for this
Thanks
"Chart of Accounts - adding new account lines more intuitively"
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The column for Payee/Payer is not wide enough to show the full name of some clients, making the report difficult to use.
It should also total the number of transactions at the bottom of the page
"Banking Transaction Report"
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There really needs to be a setting to turn off auto allocation. Its a pain in the butt. Granted sometimes it works but the amount of times it auto allocates the wrong payment to something, usually a supplier invoice, and then we have suppliers ringing and complaining that an account hasnt been paid as it has been cleared from the supplier invoices due to the wrong allocation. It really is a hassle and I would much prefer to manually allocate all transactions myself.
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Good morning,
Whilst allocating my transactions this morning I chose "transfer between accounts" as an option. I must admit I did have a large number of unallocated transactions in my list.
If I scroll down far enough and attempt to transfer between accounts, the entire screen is greyed out and the confirmation box is displayed at the top of the screen which means I need to scroll to the top of the page in order to save the transfer.
Then I need to scroll all the way back to where I was in order to continue.
Is it not possible to make the popup with the ability to float at the current screen position rather than defaulting to the top of page?
Thanks
Vic
"Allocating transfers between accounts"
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In the Bank Feeds Page, I think it would be a good idea to see the linked Account number on this page
so on the Right hand side it reads
IDNo | Date | Memo | Linked Account No | Withdrawl | Deposit.
"Bank Feeds Page Amendment Request - show Linked Account No."
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It would be good if there was the ability to choose for the auto allocated transactions to go to a section on the homepage (in the same way that unallocated transactions do) until they have been checked off.
"Checking auto allocated transactions"
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Would like to see the default in 'spend money' on the cheque number instead of the date - we rarely write a cheque so the default number has to be manually changed each time the screen is opened.
"Cheque numbering"
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When more than one bank account is being used, the reference number sequence picks up from the last number used on the previous bank account accessed. It should be possible for MYOB OnLIne to store a unique cheque number sequence for each account.
As it is now, when entering cheque payment via Spend Money one has to tediously enter the cheque number in the reference no. box for each transaction.
"Cheque Numbering when using Spend Money"
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When reviewing the data for BAS purposes. It is very time consuming to have to delete and re enter transactions that have the incorrect tax or account code. It is good practice to reconcile on a regular basis, however as it prevents editing, my client cannot reconcile until I have reviewd the figures for BAS. This is designed as a collaborative product and should have this ability.
"The ability to edit spend money/receive money transaction after they have been reconciled"
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It it currently very fiddly to enter a transfer between accounts. In Essentials, you cant enter a transfer between bank accounts as a spend money like you can in MYOB AccountRight which would be fine if you didn't have to go to another window completely to manually enter a transfer every time.
This process is slow and annoying if you make multiple transfers. Even having the date, amount and bank used bought over when clicking manually create the transfer would be easier than starting from scratch every time, as well as when you hit save it takes you back up to top of the bank feed list, not back to where you were working from.
"Make transfer between accounts easier to enter"
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The Assts list is restricted to current assets and fixed assets
There are other categories which need to be in the list as there are assets that are not "current" or Fixed
Understanding that this is supposed to be simple software, please add a category of "Other Assets"
"Chart of accounts"
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Can you please move the ADD LINE and DELETE LINE Buttons to an area where they do not take up there own line/space (under where the details and amount is enter or even make them smaller) to move the Details Entry Area up the screen further, which in turn will move the totals etc but particularly the Save, Save & Add Button up so that these buttons appear on the display in front of you and you don't have to keep scrolling down to hit the Save, Save & Add Button, as you need to do this with every transactions but don't use the ADD LINE or DELETE LINE with every transaction. Particularly when working on laptops and smaller screens
"Spend Money - MYOB Essentials"
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Hello,
I would like the ability to navigate directly to the Bank Transations by clicking on a hyperlink from Bank Account name on the current Dashboard,
Thanks UCC
"Dashboard Bank Accounts - Hyperlink to Bank Transactions Screen"
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When entering a BAS payment, the bank fees do not allow an allocation of negative number to be entered.
Live a/c's requires a spend/receive money transacton to be entered and then matched to bank transaction.
Wouldn't it be easier and more efficient just to allow negative number to be recorded?
This function is available in the Banklink program via a 'dissect' function.
When entering a spend/receive money transaction, I need to remember the date of the transaction, which bank to 'Pay From' then the actual numbers and accounts. Seems very inefficient and unnecessary when a simple allocation can take place in the bank feed.
"Allocating negative numbers in bank feed transactions"
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