Currently, the direct deposit details in the How to Pay Details window excludes a field for SWIFT code or a text box for bank's address. I send many international invoices that my international clients pay via international transfer. They require these details on their invoices.
Is this in the pipeline?
"SWIFT code required for international invoices"
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I would love to see the ability to enter a negative line in an invoice,
similar to how you can in MYOBs desktop range,
For example if you enter an invoice and you want to do say, a write off showing a client, or 'less retentions' or 'less.....' any type of service, it would be useful, as at present you need to create a separate adjustment entry.
Cheers
Pam Chilman
AMC Training Centre
MYOB Certified Consultant
ACT
'Negative lines in invoices"
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Automatic Matching/Allocation of Customer Payments – When the system automatically allocates deposits against customer invoices – sometimes it does this incorrectly. I know we can go to the bank transactions & look at 'MYOB matched transactions' however this is not the most efficient process & causes a lot more work. We bookkeepers can get around it however it can cost the client more $$ & or worse if they are doing the receipting themselves, they may think an Invoice has been paid when it hasn't. It can be like looking for a needle in a haystack ie. very time consuming for us, hence costly to the client = disgruntled with MYOBLive= not recommending it to others.
If this isn’t available can it be added to the wish list please – it would be very very helpful
WHY: a) We & or Clients cannot do Customer Statement or report until we have checked the MYOBAllocatedTransactions. An example of mine - I had an invoice that was showing as paid however there are invoices outstanding prior so it was easy for me to know that it has been incorrectly auto matched however if a business owner is not doing this regularly (many small business owners only do this mthly or even qrtly) they may not recognise it until mths later & after they have sent out incorrect Statements. I have had to go to the banking screen & search for the amounts in each bank or credit card account to find mis matched transaction.
Possible Solution: It would be great to have a) an easy way to look at the invoice & or customer history & drill down to see either what payment has been applied or at very least what date of the payment that has been applied or an easy way to identify what payment has been allocated so at least we could locate it quickly or b) a system that flags potential customer payments for allocation as opposed to automatically matching them could be more effective as above 1. If it is incorrectly matched automatically it may not be identified as such until Statements have been sent out & or months later. Again Business owners count on this being accurate and just want to be able to push a button, not have to check the auto matched allocations first. This is a serious issue that can cause a lot of confusion for not only bookkeepers but MYOBLive business users so hoping MYOB can please put it on the priority list for development Regards Annie
"Request amendment/upgrade to Automatic Matching/Allocation of Customer Payments function"
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Neither the Report in Outstanding Invoices or the Filter for ‘Show Unpaid Invoices’ in the ‘Invoices’ area are showing accurate results. Neither include a) Invoices that have been part paid & still have an amount outstanding b) It does not include Invoices that have been 'Saved' however not emailed or printed – these however do apparently effect the General Ledger, Accounts Receivables & the GST Collected accounts. It’s pretty important a client be able to get accurate information Re: Outstanding Invoices/Debtors – they rely on this kind of information
Suggestion for Solution: Possibly bring back the 'Draft' button & reconfig the 'Saved' as active/live invoice. Have it so the 'Draft' does not effect the GL/AR or GST figures untill it is 'Saved', emailed or printed. You could leave the 'Saved' button & exclude them from the GL/AR/GST results however new clients/start ups will be entering historical data they don’t necessarily need to email or print as they will have already been sent. As this program is likely to have a lot of people with historical data it will cause confustion as it will not report their outstanding invoices correctly.
WHY: this is meant to make things easier for the client (person we are doing bookkeeping for) & these kind of reports are something they like to be able to pull up themselves & be confident that the reports are correct. It would be good to have both the 'Draft' & 'Saved' option so that the 'Draft' does not effect the GL/AR or GST until either saved, printed or emailed. Love to hear users & MYOB's thoughts/feedback on this. Thanks & Regards Annie
"Request amendment/upgrade to Report functionality for Outstanding Invoices & Filters for 'Show Unpaid Invoices'"
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