MYOB Business/Essentials Idea Exchange

Can you please make a search funtion for the customer card ID when invoicing. We invoice to the one customer/busines's/Body Corporates that have multiple properties they own and this can only be distinguished with the card ID. This is an important function like all other myob versions as at the moment you waste countless hours scrolling though your customers card to find the correct property to invoice too!!!   "CUSTOMER CARD ID" ... View more

Hi is there any field in MYOB Essentials that allows you to look up a contact website?   I am aware that you can store a website there, but it’s not a hyperlink.   Cheers Pam    "Customer and supplier website"     ... View more

I would like to see the Surname of the Individual Contact as the field that invoices/statements/reports are sorted by, not the first name/Mr/Mrs/initials.  MYOB AccountRight does this no problem.  An example that a client has is Mr John Doe is sorted by Mr.  And they have a lot of Mr's!   "Individual Contact sort by Surname" ... View more

I have found it very time consuming adding new contacts to both my iCloud account and then MYOB. Currently I save a new client’s details to my iPhone and then have to manually type all their details into MYOB. AND, MYOB will not accept Copy and Paste while adding contact details. Could MYOB add an option to access contacts on my device and automatically sync both ways? "Sync contacts with iCloud and Outlook" ... View more

Being able to select specific suppliers as a group and print a report ... View more

Possibly like the new COA Headings, but I think tags are more useful; I’d like to classify contacts not just as Supplier or Customer, but Customer – Direct Debit, or Full Subscription, or Monthly etc.   Contacts can have several tags. James is a customer with “Direct Debit”, “Full Sub”, “Monthly instalments” and “Late payer” tags applied. I can search and filter contacts with the tags as search terms. And export this list as xlsx. And create bulk invoices – expanded later.   Usage example: I filter my contacts using the “Late Payer” and “Full Sub” tags, since they’re hurting my cashflow the most. I copy their email addresses from the xlsx export in to the BCC field of an email with a generic message asking them to hurry up and pay.   Other usage example: Intention: Bulk invoice my contacts using classification tags as a filter. Ideally available both in contacts view and new invoice view. Create one invoice which gets copied for each of the contacts selected/filtered.   In Contacts I filter by “Full Sub” members, there’s about 120. Hit the new Create bulk invoice button and get taken to the create invoice page. Customer says “Full Subs” and the dropdown box lists everyone with that tag. I can click an X beside any individuals I want to exclude to remove them from this bulk invoice. Pick my sales Item, then “Save & review” is the Save button option. This brings up a modal with the list of clients the invoice will be created for. I delete a few I missed earlier. Click Yes – the same invoice gets created for each of the contacts filtered and not excluded.   //I know I can Save & Copy and pick the next contact, but I’m not interested in doing that 120, 80, 45, and 30 times for the different membership types.   “A month later half of my Junior Subs members haven’t paid and they need to be charged a late fee.” This is super specific but might have other uses.   I filter my Invoices page by Overdue and check the box for all invoices. I hit the new Contact Tags button which lets me add and or remove tags for all of the checked invoice contacts. I add “Late”. I then go to Create Invoice and in the Contact box select the “Junior Subs” and “Late” tags which filters for contacts with both. I add the late fee amount and Save & Review.   On the Invoices page I filter by Unpaid and not sent, and check all the check boxes. I click the new Email button which shows me that 3 of the contacts don’t have emails and are excluded. I can edit the content of the generic email message if needed. Then send. The Sent indicator shows an email icon. For ones that are also printed it shows both icons.   Later I filter by Invoice by Paid, check all, click the new Contact Tags button and remove the late tag.   I go to my Contacts and view James. I’m presented a new time-ordered list of all payments, receipts, invoices and bills allocated to the contact with a running balance = amount we owe them or they owe us. Each item on the list is linked to that transaction. I thought he was overdue but this page says we owe him. At a glance I see that after our invoice he paid an amount higher then the invoice. It wasn’t allocated to the invoice. He sometimes pays extra as a donation to the Club. I click the payment he made and am taken to the transaction’s page. It’s been manually coded to Raffle Sales. The new audit log shows I created the transaction from the bank transaction a few days ago. I delete the transaction. Navigate to Bank Transactions and find the now uncoded received money. Match – all transactions and find James’ invoice. There’s a residual amount of payment over and above the invoice. I’m given the full Allocate menu and allocate the remaining 100% to donations. He later tells me it’s not a donation, but an overpayment. I edit the transaction from donations to the new system Overpayments (no GST) code. This accumulates effectively in a single “invoice” for the contact (not accessible via invoices as not an invoice). I pay him a little money now and use Match to allocate it to his Overpayment. I make the final payment to him next month for the overpayment balance + $10 interest and use Match to allocate it. The extra $10 is a remaining balance and I’m given the Allocate Transactions window again and allocate it to Interest. Now his contacts page shows from old to new the invoice, payment, refund pt 1 and refund pt 2 with a zero balance.     Where else might this be useful. Any business that invoices as a subscription or instalment. The small IT service provider that’s on-call 24 hours. Anyone that’s paid or pays weird lump sums that exceed invoices.   "Contacts – custom groups/headers/tags" ... View more

Hi. It would be great if when creatting a customer invoice, the customer balance showed at the top of the screen, so I know to take a credit off an invoice before sending or if to send out overdue invoices at the same time.   "Customer account balance" ... View more

Hi When working with specific contacts after narrowing the field using the "search" feature, hitting the "back" button reverts all the way back to the complete contacts list and not the previous search results. Some time ago I asked about the same issues in the Invoices area, which has been fixed. When will this be corrected in the Contacts area?   "Contacts Search" ... View more

Hi there,   Just wondering if you can add to your list of improvments how we can add new contact types for organisations.   For example: Instead of just 'Company' We really require 'Compnay - Trading' & 'Company - Investment' as there is a major difference in the grouping of these.   Also instead of just 'Trust' We really require 'Trust - Discretionary/Family' & 'Trust - Unit' as again a large difference.   Many thanks Suz   "adding new contact types for organisations" ... View more

Hello,   We deal in the building and construction industry and have supplier invoices that we need to put on hold until the work has been checked and approved by the relevant persons.   In the past we used the CASH MANGER system but changed to MYOB around 4 years ago with our business growth. It was with the CASH MANGER system that allowed you to tick a box which places your nominated invoice on hold stopping it from being included in the payment. When the payment is made for that account the invoice which is on hold shows in the pay list but notes "On Hold" and does'nt include it in the payment run.   What I'm wondering is if there is any chance that something like this can be placed on the MYOB System as it would make tracking of invoices and supplier payments a lot easier to manage.   Thanks Gerard J.   "Supplier Invoice Payment Hold" ... View more

When allocating payments in the Bank Transactions (bank feed) it would be nice to see not only the invoice number but also the contact name on the invoice the payment is being allocated to. That way you can quickly scan down the bank transactions (bank feed) page and quickly find incorrectly allocated payments.   Without that info one has to click on the allocation/match to see more info like the contact name to be sure. Doing each and every one is time consuming and unnecessary. See my screenshot attached.   'Add contact name to bank feed invoice matching"     ... View more

I would like to see default choices.  eg - when entering purchases - for gst, chart of accounts etc   "DEFAULTS" ... View more

Hello,   I was suggest to create an app that allows customers to call some body on voice over IP to a regular phone number like PSTN or Mobile.  So basically customers can call customers directly within the MYOB application without having to use an external phone like IP desk phone or mobile to call customers.   I guess sort of like a voice over IP application embedded within the MYOB Software so it is real easy for people to call back customers.    http://www.creativedesigns.skybridgedomains.com   "Voice Over IP calling option" ... View more

Would appreciate it if this could be reviewed and fixed as it appears to be a bit of glitch in the formatting...   When choosing an "individual" customer - you can leave the business name blank, but upon saving the First & Last Name default in teh Business Name Field. The help files advise on the business field is mandatory for business & First/Last name is mandatory for Individuals - so why does it fill in when not neccessary.   Looks messy and is unnecessary...   "Customer Contacts: Business v Individuals" ... View more

MYOB Live Contacts has a Position Description but you can't import into this field.   I've got your screen-shot of "Fields required for Contacts" and there is no field for Position Description.   How can I update this.    "Please add an option to import Position Description for Contact Cards" ... View more

Hi there,   I'm setting up a client who employs subcontractors that are GST registered but also have withholding tax deducted from their wages payments.   Would it be possible to integrate the GST and Withholding tax calculation for this sort of subcontractor into the payroll module of live accounts instead of having to manually calculate the payment to be made to the subcontractor,  then manually having to account for the GST and split the corresponding payment?   Thanks   Rob ... View more

Hi,   It would be cool to see a newsletter or Email All/selected function to enable mass email to be sent from within the Live Accounts system, similar to previous accounting software I was using. It is certainly a feature that I miss.   "Newsletter/Email All Function" ... View more

Hello, please look at SMS engine for sending alerts.   "SMS engine for sending alerts" ... View more