A report advising of membership numbers for new employees who nominate the default super fund as their fund of choice and don't already have an account with this fund. This report would be generated on the first super contribution for such employees. Their payroll card could then be amended from the alias membership number to their actual number. The default super fund cannot provide these detail and unless the employee advises their employer then there is oppotunity for super contribution error.
"PaySuper report - membership numbers"
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It would be great if you could just click on Reports in the top menu bar and it went straight to reports!
Instead of having to click again on Index to Reports.
"One Click to Reports from top Menu Bar"
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There are not reports currently available on MYOB that give you the ability to run payroll data (ie wages, etc) by State.
I can see in the forums this has been requested numerous times. THere is only the abilit to enter 1 state for payroll tax reporting and for a lot of business that is just not the reality.
Is this going to be looked at as an idea for development soon? The posts date back to 2016 at least.
Thanks
"Payroll Summary Report by State"
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It would be great if we could have a simple report for each employee (sales rep) and the customers attached to the that reps name
"Sales Reps customer reports"
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I have just migrated to from AccountEdge Pro to AccountRight.
When running the job activity report, a purchase with multiple line items under the same cost centre, the report automatically consolidates the amount to one number. For example, when entering a 30 day account with multiple purchases on that 30 day account, I enter it in on one Purchase so that I can make sure that then the Statement they send me matches the purchases I have entered. I could then run a report for each job, to see what invoices have come in for that job, but when those purchases are under the same cost centre, it automically adds the numbers together. This functionality of indiviual items coming up in the 'detail report' is a functionality that I use all the time especially when giving clients reports on their expenses and they could easily marry that up to the actualy invoices I provide to them. Will MYOB be resolving this soon as it is essential to our business and entering each invoice seperatley is uncesseary time wasted and will make reconilliation of 30 day account increadibly difficult.
"Job Activity Detail Report"
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The Credit Limit field is not available for selection on any Debtors report, yet this is a critical field enable good receivables management. Whilst I can export the data from the Card files and do a vlookup in Excel, it's not practical to do this each time. This field needs to be available for adding into any Sales report but especially the Receivables/Ageing reports.
"Credit Limit field not available on any Debtors report"
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Can we have a standard report that will populate with actual figures for a portion of the year and use the budget figures for the remaining portion of the year?
Say its July, I would like to see Apr - Jul figures actual and then Aug - Mar figures budget.
Currently have to export a Actual vs Budget report for a twelve month period to excel and reformat and add functions to get the data to report how its required.
"Report for part year Actual figures and remaining periods budget figures for a full year"
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Change the line 'Total Expenses' to say 'Total Indirect Expenses'.
It is currently misleading, as the total does not include Direct expenses.
Alternatively, add a line called 'Total Indirect Expenses' & change the 'Total Expenses' number so it actually is the total of all expenses.
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Would be handy to have a transaction count, eg, 50 bills entered, 25 sales entered, 10 jounals, 50 spend money.. total for month 135 transactions. something like that.
This report would be handy to see how many ransactions are getting entered, increase or decrease.Also to filter by card. Its not always about the dollar value.
Used for employee review, productivity reviews, etc.
"Transaction reporting"
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Hello,
A jobs list report is very useful when reviewing all jobs, and their actual sell and cost amounts to date per job number. This report would be even better if it inculded an additional two columns: Budget Sell, Budget Cost.
This would help identity jobs that are yet to be invoiced in full, and jobs that should be invoiced based on the amount of costs incurred on the job to date.
If other businesses agree this report would be useful, please Like/Agree/Vote with this post, and hopefully MYOB will add this in future updates.
"Jobs List - Add Budget Sell & Cost columns"
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Hello,
When creating an Employee Card, it would be useful to attach the employees Union member number to the deduction from their wage. We need to submit a monthly report to the Union of the fees deducted per employee, and they need the union member number per employee on the report. Currently there isn't a report from MYOB that can display the member number and fees deducted in the same report.
A member number would also be useful against each of the Employer Expenses categories, for the same reason as above.
If other businesses agree this report would be useful, please Like/Agree/Vote with this post, and hopefully MYOB will add this in future updates.
"Employee Cards - Member numbers'
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Hi,
I would like to be able to email out reminders for an annual service to our customers but I cannot find a report that can provide the information in one report.
The report I need would show a list of invoiced customers over a particular time frame and it would provide their email address.
I have tried using Contact Log and filtering the date which provides me with a list of the customers and I am able to modify that report to include the phone number but unfortunately it does not give me the option to modify it to show their email address.
Does anyone have any suggestions as to how to create a report with these details?
Thanks.
Kerry
"Contact Log filter to include email"
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I believe that there should be prior period reports similar to current reporting which includes the following.
General Ledger Detail (so we can get a running balance)
GST Reports (when rolled forward a year you can still complete your GST reconciliations easily and if you are ever audited it is a simpler process to furnish information)
All the data should be available in the system to be able to run these reports.
"Prior Period Reporting"
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The standard report for Super Accrual by Fund Detail reports incorrect results and is misleading. It does not report on the funds payments were actually made to. It reports solely by the current fund an employee card is set up to use. Reproduction: 1) Make a super payment for an employee. 2) Change the employee's super details in the employee card. 3) Run report Super Accrual by Fund Detail.
4) Report incorrectly shows payment made to new fund; there is no mention of the old fund. As it currently stands this report is actually worse than nothing, because it confidently states something that is not true. If the report did not exist we at least would not be tricked. Preferred resolution: Super payments must store the fund & membership number they were paid into; all reporting must use super details as they existed for each payment and not at the point in time of running the report. I note that the work required to implement this is also 80% of the work required to properly implement multiple super funds per employee. I note further than Xero can trivially set up multiple super funds per employee, and that MYOB customers have been asking for this since at least 2013. I note lastly that the current support note for multiple cards per employee to achieve this is not current as it does not mention STP or ATO categories, and is thus dangerously incomplete. Any MYOB acting in reliance on this advice risks making compliance mistakes with consequential liability. (https://help.myob.com/wiki/display/ar/Employees+with+multiple+super+funds?searchfacet=support:help&searchterm=more%20than%20one%20super%20fund&_ga=2.70725072.1140392547.1569208453-2028278417.1467155794#expand-1Setuptheemployeescards )
"Reporting - Payroll - Super - Accrual by Fund detail is incorrect"
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I don't understand why Category BS and P&L reports do not treat zero balance accounts in the same way as the standard reports. The standard reports provide the option to show/hide zero balance accounts, but the category reports show them with no provision to hide them.
"Category reports - hiding zero accounts"
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It would be helpful if the field "Payment Method" could be included in the Fields when customising General Ledger reports. This would particularly help me in being able to see the sources of receipts when doing reports ex the General Ledger.
"General Ledger reports"
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Hi All,
We need a sales report that seperates the taxable items from the tax free items in a similar manner to the "Analyse Sales (customer)" report that currently exists. We would like to easily be able seperate a breakdown of our services fees by customer for a particular period in order to gauge our most profitable clients.
Thank you.
"Sales Report that breaks down taxable sales (total) and tax free sales (total) by Debtor"
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i would love to see a Reports icon in the Command Centre menus.
for example, along the top where there are the big icons for each command centre (with Accounts on the left edge nd Card File on the right), an icon for Reports could go to the right of the Card File link.
i know it's also down the bottom, but i think it would just make sense and easier to quickly get to if it's at the top along with the obvious menu
"Reports icon on the Command Centre menus"
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Hi Team,
Client is looking to get list of only paid invoices for ledger disbursement.
Customer Payment(Paid invoices) gives list of all paid invoices fro all customers and i can't sort it out based on account number .
Checked couple of reports and there is no single report which gives all the information.
Would like to see that featrue implemented soon.
Thanks
"Need a report to print list of closed invoices specific to an account"
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Is there a way to run the Purchases [Item Detial] report such that it lists the item code as one of columns, rather than the item code becoming a section header. I would also prefer if it didnt hace the total at the bottom of each item. Is something like this possible?
"Purchases [Item Detail]"
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