MYOB Business/Essentials Idea Exchange

Hi Team,   The new Bank Transactions window needs to have a Refresh option that will refresh the list of unallocated transactions using your current preferred options.   At the moment, if you use the [F5] key to refresh the window, the screen reverts back to the default sort order of oldest on top.  If you have the entries sorted into any other order, these preferences are lost.   Please direct your development efforts to making this software much easier to use.   Thanks,   AlanT   ... 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

Hello  In the new MYOB you cannot print multipule invoices, this is very frustrating. When using the old platform you could select the invoices and then hit print. Now you have to select an invoice and down load that invoice and then print the pdf, this is a very long process and needs to be rectified. Its added so much time to my day and also now i have hundreds of downloaded pdf's of invoices I dont need.   Please let me know how we can print multipul invoices   Regards Emma ... 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,   Can you please add "overdue" to the list of statuses we can filter the invoices by, in the invoices list. This would enable you to show us a list of overdue invoices, when we click the "overdue invoices" link on the dashboard.   It seems weird to have to ask for features to be added to an "upgrade", that we had in our previous version.   Regards    Aaron ... 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

The new sales quote format is a big backwards step, it needs to be improved asap to at least match the previous version which was far more flexible and modular, particularly when putting together a quote with multiple stages and line items. This is an everyday need for our business. - You are no longer able to move line items around in a quote  - You are no longer able to insert line items anywhere except the bottom of the quote - You are no longer able to duplicate line items - The column width for 'Description' is too narrow   The whole process is now seriously time consuming and annoying - I am considering moving back to Xero unless I see some evidence that MYOB is listening to and acting on the feedback from real users.   ... View more

My business transitioned to the new MYOB Essentials a few days ago (January 2023) and I have run my first pay run, it has been quite the journey!  This idea would significantly increase efficiency and save me much needed time as this now takes a lot longer to do!   When doing a pay run, every time I edit a wage pay item (e.g. entering the number of weekday, weekend hours they work) it recalculates and causes me to wait several seconds before I can enter the next value. I have 4 wage pay items for each employee (week day, Saturday, Sunday, public holiday), multiply this by 50 employees and this means a LOT of extra wasted time. Would prefer if it didn't calculate until I finished with that employee, or if when it calculates it doesnt lock all the other fields. ... View more

We use the In Tray copiously and match transactions to payments wherever possible. Usually this is to transactions that have come in from the bank.   Bank transactions view Ideas: I'd love to see an indicator beside a bank line where there's a suggested match from the In Tray. This suggested match could be based on the date and value extracted from the file. Similar to old Essentials. If certainty is 98%+ I'd like those attachments to be attached without user input. Clicking the suggestion icon could immediately link the attachment to this transaction.   Bank lines with attachments have an icon already. Clicking this icon could open a modal preview of the attachment, its OCR details, and a button to immediately "un-link" the attachment(s). Effectively as an un-do for the one-click or automated attachment methods noted above.   Areas that could be improved: The "View" link opens a new window with a download prompt. A modal preview or new tab to web-view rather than download would be much faster for us.   The In Tray picker is sorted by file upload date, probably the least useful option. It'd be more helpful to sort it with suggested matches at the top, highlighted, then the rest by effective date with those dates that are relevant to the transaction above others.   The In Tray picker is a radio button but it needs to be a checkbox allowing multiple selections.   When an attachment is linked to a bank line, it can only be downloaded or unlinked. A View option in a modal or new window would be preferable.   In Tray view: If suggested matches are re-implemented, the apparently matching bank line (showing date, value, and a truncated description; when clicked show full details in a tooltip) could be added under the relevant file row, with a button to immediately Attach the item and remove it from the In Tray view.     In essence I miss suggested matches! And making it easier to pair evidence with transactions would be very helpful. Cheers ... View more

Can we please get an additonal optional line in contact addresses please.  Sometimes there needs to be more information that doesn't fit appropriately on one line, it needs to be over 2 lines and then the suburb etc.  The old Essentials used to have this but it has disappeared in the upgrade. ... View more

My business transitioned to the new MYOB Essentials a few days ago (January 2023) and I have run my first pay run, it has been quite the journey!  This idea would significantly increase efficiency and save me much needed time as this now takes a lot longer to do!   When doing a pay run, my employee names are not in alphabetical order and there is no way for me to sort this list alphabetically. This is a nightmare as I have more than 50 employees and my timesheet software exports to Excel in alphabetical order. Now takes me much longer and is prone to mistakes. ... View more

Dear MYOB,   Here is a great idea, fix MYOB "NEW ESSENTIALS" to how OLD essentials was   The process of printing an invoice to PDF now has 2 extra steps where before was One button press "print" The bank transactions now when allocating to an invoice no longer record in the invoice the bank feed description to reference quickly but reference "CPXXXXXX" making it harder to cross check things. This is a departure from the previous MYOB Essentials AUTO consecutive number for Invoices & Quotes has disappeared. MYOB randomises the number and makes both quotes & invoices the same numbering system. It is bizarre Quotes or Invoices can no longer have the customer name changed once saved The Description field in Quotes/Invoices is far too narrow. Widen it similar to OLD essentials Everything in old essentials was far better than your so called NEW upgraded essentials   ... View more

Please bring back the Invocie customisation., Allow the clients to play with what colummns they want or not. GIve them mor eoptions to customise. Brign back the Notes saved for all invoices.    "Invoices" ... View more

On the new Essentials platform, if the dashboard could have similar capabilities as the "old essentials", in accessing a quick view of account balances for GST liability, super, we also used to view our liability balances (for equipment Hire purchases under creditcard account). Save having to run a report each time.   Or at least make it optional for a business to customise what they want to see on their dashboard. ... View more

So many short cuts that i enjoyed in the old version are missing:   The quick menus at the top of pages like invoices and payroll - where once you've viewed an invoice or employee you could click quickly back to the main list.  Now you have to click back up into the main menu and find the list again.  So annoying.   And why doesn't the bank feed default to matching  instead of allocate me? Is there a way to fix this? I now have three more clicks to get up my list of matches as it defaults to allocate me instead of match.  And the list of possible suggestions is very unintuitive.  It was much better before.  Now I have to put the price in manually and then a list of matches come up but often it doesn't include the client details, so then I have to click into each invoice to check.  So annoying.   In the old version when I downloaded a PDF invoice it would default to the invoice number being the title of the PDF - now I have to manually enter it itn.  Again annoying.   The overdue invoice colour wheel was great - why did you get rid of it?  Please bring it back.   I am loving now being able to download reports to excel but WHY or WHY can you not let us customise the main part of the reports and not just the expandable info. I want to be able to include a set of information on one line in an excel report, not have a bunch of additional information underneath each other relating to the same invoice - that just makes it impossible to actually do anything with the data.  For example I want my overdue invoice report to include the PO number but there is no way to generate this on the same line as the invoice number, client, due date etc., it wants me to put it in the expandable data which makes it really hard to then sor the data once exported.   Also, I was really hoping that the double handling of online payments was going to be solved.  It's so arduous having to go into delete customer payments so I can match my bank feed. ... View more

When you match a transaction to an invoice it always used to say on the bank feed what invoice number the transaction was allocated to, now however, in the new system, it gives it a random CR code number which you have to click on and a pop up window comes out which then tells you which invoice this has been allocated to. This to seem seems like an extra unneccesary step that leads to confusion. Please can you rever tthis to the old system which is much clearer.  "Banking Transactions" ... View more

Who was the genius that decided that a payroll report should list employees alphabetically baed on their first name instead of their surname? MYOB have never done this before (for good reason). No other accounting report or ATO report or any report lists employees alphabetically based on their first name. If there is a good reason for it, I certainly cannot see it. Please either change the alphabetical listing in the reports to be based on surnames, or give the user the ability to edit the way that the reports are listed like Xero does?   "Payroll activity report listed alphabetically using surname (NOT first name)" ... View more

I run in high resolution (3840x2160) and find it rather annoying that MYOB is trying to fit everything into a narrow width (looks like it is probebly 1024 pixels wide) it would be much nicer if it scaled to the screen width.   Is there a way to make MYOB use the full width of the screen?   See attachment for example where it is really obviuos. This is a nice feature where MYOB opens the file in split screen so you can refer to it and transfer into into MYOB but since it only uses less than 1/3rd of my screen width I cant read it, making it useless.  I end up closing the nice split panel feature in myob, putting myob on half my screen (so it at least uses 70% of that) and opening the pdf in a second window sat next to myob window so I can actually see them both. 'Use full width in large screen resolution" ... View more

Add a feature that allows the payroll officer to see a record of when/if payslips have been emailed to employees in th past. ... View more