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Bank feeds
I had a credit card bank feed working very well for over 12 months. I started a second additional myob account for a separate business and asked for its own bank feed from a dedicated bank account. Somehow the new business bank feed picked up its assigned bank account and ALSO the credit card for the original MYOB account. ( I cancelled the credit card on the new bank feed ) The original MYOB account then stopped receiving the credit card bankfeed which was working perfectly well. I have checked the original MYOB bank feed and it says connected and ready . Multiple phone calls to MYOB and bank and they say all is ok ??? very frustrating as still no feed. Should I cancel the bankfeed, wait several days and the re-apply in the hope that it resets itself ? Ash10Views0likes3CommentsMYOB Security
I have found a gap in MYOB permissions which is troubling. In inventory you need permission to move items from one warehouse to another. This works well - if you don't have permission the link is greyed out. Here's the problem - you can get around it. I have staff who have "read only" ticked in their user profiles under Locations and move items not ticked at all. They can however go to Items Register > Search for an item and click on the individual item > click on the tab called locations > click on the move items (bottom left ) and without the above permissions move items around to to other warehouses. I have tested. Any ideas on how I can protect this activity? The people who have Read Only in inventory need to be able to read but not move any items.3Views0likes1CommentCredit Card Allocation problems
It seems nearly everytime i get a customer paying by card, allocating in bank transactions is a different problem everytime! It really is a nightmare. Pretty much never automatically allocates and i have to muck around with it manually. This time the customer has paid the invoice with their card yesterday, i got the email saying its been paid, MYOB shows the invoice is paid and has closed it, yet this morning i have the unallocated line in bank transactions. I cant match it with the invoice because MYOB has closed the invoice! How do i allocate this transaction line?Solved685Views0likes41CommentsRecurring Transactions: Bulk delete
Hi All, I found this topicin the MYOB Forum archives, and was greatly saddened. We use recurring transactions to quickly duplicate quotes/invoices/Bills etc. (since there is no other built-in way of doing this - PLEASE CORRECT ME IF I'M WRONG) and therefore our 'recurring transaction' list just grows and grows, and it becomes a pain to find the correct one since it is swamped by a long list of recurring transcations that we'll never need again. We try to clean up this list every now and again, but it's an immense pain to delete them one by one. Please implement a way to bulk delete these recurring transactions so we can clean up this list without dedicating a whole afternoon to clicking "delete" over and over. "Bulk Delete for Recurring Transactions"7.2KViews22likes12Comments