When setting up new customers during the invoiceing process, it would save a lot of time if all customer details could be accessed and entered. In other words enter the customers phone number(s). this would save having to edit the customer detais after raising an invoice.
"Setting up new customers"
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When sending statements, it would be handy to have banking detail information displayed on there similar to the way they are displayed on invoices so that customers can settle their accounts immediately. Afterall, is that not the purpose of supplying clients with statements?
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Hi
It would be great if the Purchase order number could be displayed in one of the columns when looking at the list of invoices (whether paid, overdue or current) - perhaps between the invoice number and customer name.
This would save a lot of time searching to see if an invoice has been created against a particular invoice (rather than opening up each individual invoice)
Thanks
Bec
"Purchase order number displayed on list of invoice"
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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)"
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The General Ledger report within MYOB Essentials (and all other MYOB software packages) should have a Gross column.
This is especially frustrating for clients who have recently moved from BankLink and are accustomed to this feature in their reports.
I know that this will have been suggested many times by customers. Other software providers such as Reckon and Xero integrate this feature, so this is something that MYOB should be on board with.
"MYOB Essentials - General Ledger should have gross column"
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Hi!
Can we please have a function to find transactions in live accounts (similar to the desktop versions please)
Thanks!
"Find Transactions - Live Accounts"
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Can MYOB Essentials provide more Invoice Layout Options? For those of us who need to add quite a lot of text, for each line, the layout doesn't really work (ie. it doesn't present nicely on the print out).
"Invoice Layout Options"
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Hi MYOB Community,
Is there any chance that MYOB Essentials can be improved so that users can create a recipient created tax invoicie.
Thanking you in advance
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Any chance of the Character limit on sale line items to be removed and have unlimited characters for description of sale when preparing invoices and quotes? (I run a business in the building industry therefore some invoices/quotes are rather lengthy as to the detailed scope of works)
"Increase character limit in invoices/quotes"
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One of the most useful items to me with the previous Dashboard in Live Accounts was the PAYG and GST estimates which would update themselves automatically as you allocated transactions in accounts. As the quarterly BAS payment is made up of PAYG and GST and Superannuation is a seperate payment doesn't it make sense to have a 'You owe the ATO" or "The ATO owes you" which is the combined figure of both and then the super you owe seperately? After every session I could glance at that figure and put money aside in preparation accordingly. Also the previous quarters estimate would still be visible on the Dashboard once the date ticked over as obviously nobody has finalised their Jan - Mar BAS on April 1st!! Anyway it used to be so easy to get that information! Why has this been removed and changed? Surely I'm not the only one that wants that information with one click?
"Dashboard Missing Quarterly GST and PAYG amounts"
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If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount.
I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it.
"Upload receipts or tax invoices on the bank transactions page while allocating banking transactions"
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An option to have a copy of MYOB's monthly invoice for its services delivered to the "In Tray" would be helpful.
It would save having to download the invoice from a mail server then upload it to the "In tray" to use to generate an expense relating to MYOB's services.
"Send copy of MYOB's invoice to In Tray"
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Dear MYOB,
Can we have the ABN Lookup feature added to Essentials.
it would be good to have this as a entry field at the earliest stage of entering a supplier, or allocating a bank feed so that GST status can be determined easily. Essentials is geared towards smaller businesses, who are less likely to understand the GST rules. many incorrectly charge GST when not registered for GST. this can lead an unsuspecting Purchaser to claim GST when they are NOT ENTITLED.
Over to you,
Thanks.
Peter
"ABN Lookup to Essential"
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It would be handy to have a way to elect to print Quantities and Average Price field in the Essentials General Ledger report.
Prior to the introduction of quantities, the report printed nicely in a portrait format. Now the report is landscape, to include the Quantities and Average price column, and it results in a lot of wasted space and paper when you have many clients who dont use Quantites.
It would be ideal if there was a tick box where you could toggle on or off the printing of Quantity and avg cost details.
"Option to print Quantites in General Ledger report"
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Hi,
Just wondering if there is a way to turn off the auto allocation in LiveAccounts as I find it is constantly matching wrong payments to the wrong customer or supplier invoice. Twice I have thought that a bill had been paid as it was cleared out of the system only to receive an overdue notice from the supplier and when I go through and check it has in fact been auto reconciled by LiveAccounts with another incorrect payment
"LiveAccounts - Turn off Auto Allocation"
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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"
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Dearest MYOB I love you so much, but I HATE the new FONT, SIZE OF FONT, STRENGTH OF FONT AND COLOUR OF FONT! It was PERFECT before!!! Now , it just all looks like the same thing! Nothing stands out and its hard to read and concentrate.
I know it may look MODERN but we need effective.... Please change it back.....
Also, we love MYOB because its MYOB, you dont need to change everything.
Please change it back,
Thank you
"NEW FONT, SIZE AND COLOUR MYOB ESSENTIALS"
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I, and others would find it helpful, if we were able to search for an invoice by entering a name or keyword, we expect would be in it.
Example, we do a lot of shipping service work for a fishing company. The invoices all go to the company, but they have many ships we service. I cannot see a way, that we could search that companies, hundreds of invoices....by a single ship name or keyword. For later refernce of what work we have performed in the past. Can this functionality be implemented?
"Searching invoice details by a keyword"
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Hi,
We have several bank accounts with transactions of the same name allocated to different categories.
It would be very helpful to be able to filter payments on different bank accounts. As an example We manage two holiday houses and want to separate the expenses for westnet into different "Category accounts"
TELEPHONE, INTERNET AND TELEVISION HOUSE 2
TELEPHONE, INTERNET AND TELEVISION HOUSE 1
Currenlty all expenses relating to each house is paid from separate bank accounts however when I try to filter the transaction in rules there is no way to differentiate between the two expenses.
Sugest:
Separate filter box for Bank accounts "within the bank account" or:
Alternatively the search box could be extended to include "If the bank Transaction and or bank account description contains"
"Allocation Rules"
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Please develop an export/import facility between LiveAccounts and AccountRight Live. It shouldn't be that hard.
"Upgrade Path LiveAccounts to AccountRight Live"
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