Please Grey out "inactive" jobs in the Customer File Card not just in Lists.
"Grey out "inactive" jobs Customer File Card not just in Lists."
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Our administrative staff capture calls coming into our business. Some ofg these are by phone and by email. It would be very useful to be able to add these entries to the specific MYOB contacts list (append) directly to the table, or provide a mechanism to parse incoming emails so that they can be appended to a card.
"Contact Log Entry"
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Currently the information that an employee enters via the app and shows up in our MYOB Team can be edited by the approving manager and once edited we no longer can see exactly what the employee had originally entered.
I would like to put in a request whereby we can see the exact info the employee entered as well as the edited version by the approving manager.
Is this something that you would look at and how soon could it considered/done?
"MYOB Team View Employee entered hours AND changes by approving manager"
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It would be great to be able open bill attachments by simply clicking the attachment icon from the Purchases Register , rather than having to open the transaction then click to view the attachment.
"Quick view bill attachments"
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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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When working in the tray would it be possible to add a little icon over an invoice so that someone else who is working in the tray knows that they should not load that particular invoice.
"Purchase Tray"
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I have a client who is starting to send purchase invoices to the MYOB In Tray, however, they have 2 datafiles. I've asked them to make sure they're sending to the correct In Tray, but so far they're still sending all to the main datafile.
It would be so useful to be able to drag & drop from 1 In Tray to another, without having to download & upload the file
"Drag & Drop from one In Tray to Another"
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Please include a simple feature that will allow the Administrator of an online file (not company file name) to be renamed after FYE rollover. ie Change file name from XXXXX 20-21 to XXXXX21-22.
"Renaming Online File"
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In Tray - could the Notes in an invoice-entry from MYOB Capture, be shown below that invoice in the In-Tray ? Or could an asterisk * link be included, to show the Note in a separate window(Kym in warm Darwin)
"In-Tray - include Notes from Captured invoices and receipts"
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I would like to see that the web browser functions just as well as the desktop version. Can we please be able to select 'Jobs' when allocating transactions in the web browser. The desktop version of allocating transactions works well but I would like to only use the web browser as it is much more user friendly.
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We need to be able to drill into the account by just clicking on it's name to be able to see all transactions listed. Not via reports. This shouldn't be too hard.
"'Drilling into account' to see transactions without needing a report"
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I am trying to utilise our customer information in other platforms outside of myob for marketing purposes. A function that will be useful is able to generate a card list report which can filter by card created date. This data can be then exported into excel with the other fields like those in "Card list [detail]"
"Filter by date created for customer card export report"
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Would be great if MYOB had the option of showing the employee of their own contribution on a separate line on their payslips.
"Voluntary Tax"
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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 to capture employee's visa status and expiry date especially due to skills shortage at present, we are looking to recruit more visa holders than ever before. Ideally you platform would link directly with VEVO, to download the latest update on the employee visa status. Also set reminders within Myob to follow up employee before expiry day.
"Show an Employee Visa Status"
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Hello, It would be nice to have a setting or a user preference to have auto sorting on quotes. Currently it seems it is set to quote number lowest first but after using the software for 4 years I have alot of quotes. It would be great to be able to switch it to newest first.
"Auto sort quotes"
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The Advanced search feature under the customer drop down box in receive payments, should also include the ability to search on Card ID . Or better still, typing the card ID directly in the customer box should bring up the customer.
Many businesses ask their customers to quote their unique Card ID when making a bank transfer, so myob should be able to use this card ID when processing the customer payment.
"Adding Card ID search option to Advanced Search in Customer Payments window"
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Instad of having a sold star change it to an outline that changes to solid when selected. This will assis users who may have visual impaument related to colour recognition.
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