MYOB Business/Essentials Idea Exchange

Hi there,    Not sure where to post this but I would like to post some client feedback   IR345 - the old PDF printout on a monthly basis was invaluable for clients. I have had several clients ask me where to find this and I have to direct them to the employer deductions report. This needs to be made clearer so clients can access it   Payslips - I have some clients who like to printout or save all the payslips as a PDF. Now they have to download them individually. It would be great to reinstate the bulk download please   Payslips - one client noted the payslip download file now just says payslip, it does not state the date of the payrun anymore which was a timesaver when saving the file   Leave Report - it would be great to have the option to include accumulated leave in the leave report in an additional column, and perhaps their usual weekly hours to understand the impact of the weeks   Payrun - it would be great if the option was reinstated to email the payroll email address a copy of the payslips for filing, as well as the employees when doing a payrun   Thank you   Robert ... View more

The following are key issues with the new system that the old one never had...   With bank transactions: - Uploading receipts to tray used to always regester, now half of them can't be read and remain under processing. - When trying to add a receipt to a bank transaction, you used to be able to just drop an attachment in, now you can only browse through your files for one or get one out of your tray. - When trying to retrieve a receipt from tray it used to display them with receipts that match the same figure first, then the remaining following. Now it doesn't display matching first, and displays in date order, so you have to search down through all your receipts to find the one that matches the figure. - Previously when inputing an account for a transaction, you would start typing one - like "vehicle" and all of your vehicle listings would show up in the drop down box to quickly ckick on the one you want, or you could just type in "expense" and scroll through about 8 different options at a time. Now the drop down box only displays one option for selection, so unless you type the full description in correctly it won't pop it up, and to search for it you struggle scrolling through with only one displayed option at a time.   For invoicing: - The description box is way too narrow for typing in (with large font), with unnecessarily wide account and amount boxes. So when describing services undertaken it is hard to type in and list items, with only 6 words or so displaying per line. - When emailing invoices the system is extremely slow, and takes ages to send the emails and even longer to regester and show that an invoice was actually sent. Where as previously it was done and displayed instantly. - The old system used to pull off all my contacts 'first names' accurately for inputting into an automated invoice email. But when all my contacts transferred to the new system it didn't register names properly, and now each invoice email is most often selecting no first name for sending, or is picking up their entire name, or a random other selection. Where as the old system would always automatically insert the clients first name into the email with no problem.   Overall, the system is much slower and has lots of added unnecessary boxes and selections that aren't needed and never used. Where as the essentially ones needing to be used are hidden small among lots of other junk. The system needs to run faster, with primary input boxes taking up primary space, and non essential additions to the side or in drop boxes. And needs way better user friendliness like the old had ... View more

In the upgrade of MYOB Payroll Essential for NZ, there is no Leave Balance (or other leave type) report. The Leave Transaction Report is not the same. I have attached redacted examples of the old Leave Balances report (Detailed and Summary), which could be run for all types of leave.   Can you confirm that a Leave Balance report WILL be made available in the future (soon please!), as currently no such reports exists and I can't customise anything to suit.   I realise Essentials is a pared down programme but this is a feature that it used to have and has only recently been lost with the upgrade. Please reinstate it  :-) ... View more

Can NZ Payroll please have an Annual Leave Balance Summary report added. We used this report to record our Holiday Pay liability.   "If you're looking for the totals of hours taken, hours accrued, and available hours for each employee within a specific period of time, you may run the leave balance report by going to Reporting >> Reports >> Payroll >> Leave Balance. This will show you the list of all leave payroll categories in your file. We also have the detailed leave balance report. "   THIS IS AVAILABLE IN AUSTRALIA - PLEASE ADD IT TO NZ PAYROLL :)   ... View more

WHY HAS THERE NOT BEEN AN UPDATE IN HOW PAYROLL REPORTS ARE SORTED IN BUSINESS ONLINE VERSION.  NO BUSINESS SORTS BY FIRST NAME, ANYONE IN BUSINESS WOULD KNOW THAT. HOW RIDICULOUS ... View more

In Business Pro the different leave categories print in a different order for some employees.  Very easy to make errors when using the data.  The categories need to sort and print in the same order for every employee or give us the ability to select the order they print in. ... View more

Hi  I'd like to request that the dashboard be able to be customised as my business has now grown to a point where I have employees. My employees have a restricted login - for sales and customer contact access only and they can still see on the dashboard what my business has earnt for the month and it's expenditures... for privacy this IS A MAJOR ISSUE!!  please allow us to customise the dashboard for myob business essentials ASAP     ... View more

We have limited abilities to customise the invoice template. What we require is for the footer section to be editable.   The only options we have are customising the Header Style and Header Information.   ~ A screenshot mockup is attached for reference.   Options we require in the footer are: Have the footer editable to add/remove widgets or boxes. Have these editable in the master template. Have the option to edit individual invoices for deeper customisation. (For some clients we do not want to give bank details and only give them card options).   The screenshot attached - sections numbered I have added a mockup design for a Footer section dropdown. Named each box in the footer as Widgets 1, 2, and 3 for reference purposes. Widgets 1,2,3 are set to Add as default. (Because MYOB already has them there). However, when you select No it will remove the widget. Eg: Select No on BPAY and it will remove the BYAY box widget. Set to No as default, but have the option to add an additional comment box by selecting Yes. The notes section is good, but as web developers, we have additional final invoice terms on our invoices. Placing this information in the Notes section will make the invoice look cluttered, so if we had an option to place text at the footer > full width in a smaller font (say 10px), would be handy. Only visible once the Comment box Yes is selected. It conditionally opens up the Comment box placement option.   We feel that deeper template customisation is required as all our clients have different needs. Once these modifications are completed, we can then create multiple templates for the different services we offer.         ... View more

Cmon MYOB  - Warning for Duplicate invoice entries is so important. If you want your customers to use your web based app then you need to give them a reason to.  Don't drop the ball on this one! ... View more

I am reposting this idea from 2017 which has not been implemented, (Link below).   Idea: Need to be able to view quotes online as you can with invoices. Must have an Accept or Decline button at the top of the quote. On Accept of the quote, it must auto-create an invoice. Workflow for an Accepted quote: Customer views quote online just like invoicing > customer accepts the quote online > business gets an email notification of the accepted quote with a link to the original in MYOB > quote automatically turns into an invoice in MYOB under the customer's details > customer automatically gets an email notification of the new invoice > customer pays the new invoice.   Without this feature, you MUST: Get in touch with the customer or they get in touch with you, to discuss accepting the quote. Go into their quote. Then manually change the status to Accepted. Then click the Convert to Invoice button. Then you must click the accept button on the pop-up. Then you must click email invoice. Then you must click send invoice from the email invoice pop-up. OMG! Why has this not been implemented? For businesses that send lots of quotes, this would be a huge time saver. Time is money and automation is king!   For reference, attached is a screenshot from our Zoho quoting with the buttons mentioned.   Link to original post: https://community.myob.com/t5/MYOB-Business-Essentials-Idea/Quotes-Include-Accept-button-for-customer/idi-p/470333 ... View more

When coding bank transactions the drop-down list for accounts is ridiculously small.  At best only three accounts are visible.  That is not very helpful when trying to scroll around to find the account you need. A drop-down list showing 10-12 accounts would be much better.  For comparison, Xero shows six accounts in its drop-down list. ... View more

Really need to be able to change the customer once an invoice has been saved in Myob Business. It seems that Myob has taken a step backwards in not allowing you to edit the customer in the Business subscripotopns but you can in AccountRight.  ... View more

Please allow us to edit the Payslip template in MYOB Essentials.     I have employees who are on hourly and some on salary.  The hourly rate showing on the salary payslip and the annual salary showing on the casual hourly rate payslip is misleading and looks very unprofessional.   The layout of the Payslip is also not well thought out.  Very sad indeed.   "Payslips" ... View more

As you can see in the attched screenshot, it is very difficult to see the supplier names clearly so it would be usefule if in the bills owing screen you could edit the width of the columns or it should automatically show the name in full. ... View more

We've just been migrated over to the new Business Payroll from Essentials. We used to be able to produce a leave report giving the accrued leave figures. This enabled us to accurately accrue the monthly leave.  This appears to no longer be available, but is a requirement. Please reinstate ... View more

Is there any way that you can add an option in the in tray to link invoices/receipts ect to spend money transaction instead of only limiting it to only link to existing bills. ... View more

I was recently upgraded to the new MYOB and it should have had more testing before being rolled out to everyone.  1. When creating a quote it uses the next invoice number.  2. When the quote has been created invoices are no longer in order as you don't win all quotes. The old system had numbers starting with Q for quote and then when the button was pressed to create invoice from quote it would get the next available invoice number. 3. When you hit the button create invoice from quote it doesn't update the date to the current day and if you send it the invoice is overdue straight away. 4. To many unused coloums. 5. Coloum width too narrow and a lot of wasted space. 6. Support difficult to reach on the phone 7. Phone app doesnt always save quotes. 8. Computer have to have items from inventory. cant have random text like before.  9. Can't change the order of the line items in the quote if you want to rearrange some items.    To be honest I am pretty dissapointed in the new product. I want to go back to the old one. ... View more

Hi Team,   The ability to attach supporting documents to a General Journal or Receive money transaction is long overdue.   I have the situation where I like to attach the payment slip for our BAS to the payment that we make each time we lodge a BAS however this quarter the BAS results in a refund.   I cannot enter this transaction as a minus payment and when I create a Spend money transaction, I cannot attach a copy of the BAS for later reference.  As I am unable to attach a document to a General Journal entry either, the system has once again failed to be an efficient product to use.   Regards,   AlanT ... View more

Hi When is MYOB going to give us the option of adding a surcharge to an invoice paid by BPAY or letting us remove that option of payment- it is a serious and expensive oversight! ... View more