MYOB Business (Browser) Idea Exchange

Quotes and invoices should not have the same auto numbering sequence.   They  need  to be separate!    "quotes/invoice numbering sequence" ... View more

How is it possible in the world of keyboard shortcuts and efficiencies, that when you try to Receive a Payment, you can't actually move into the payment amount field of the Invoice you are receving a payment for with keystrokes? You have to use the mouse! This really needs to be fixed, bad error in development... "Keystrokes/shortcuts to payment field when receiving a payment, can only use the mouse to click on" ... View more

You should have a feature in Essentials for when a customer overpays, the additional amount can be applied to their next invoice easily.  At present there is no function to process an overpayment except to change the invoice amount temporarily so that the payment can be allocated, then you have to change the invoice back to the original amount.   It would be handy to have a facilty that stores the amount of credit owing to a customer and asks if you want to apply it when the next invoice is generated.   "Customer in credit" ... View more

For more than seven years I used I used the desktop version of MYOB. It has the VERY USEFUL "Prepare Bank Deposit". I was convinced to use MYOB Essentials as it would allow me to get invoicing done quicker but with the current TAKE PAYMENTS issue and the lack of the Prepare Bank Deposit, I'm considering going BACK to the OLD FASHIONED way. PLEASE FIX THIS or else I'm going to have to pay my bookkeeper again to do the Historical Balancing when converting FROM the cloud based system BACK to the Old Fashioned way. If you ask me, you shouldn't have ever taken out the most useful function in transfering money from one account to another.   I know I can do it using Journal Entries but really.... every time I do it, I have to refer to previous entries so I know what column to put each enty in (CR/DR)   "prepare bank deposit" ... View more

Gday Guys   I'm sure this can't be a new idea... Why is this not already an option? Something so simple induces the biggest headaches. Please hurry up and make this standard on Essentials customer statements.    "Customer purchase order numbers displayed on customer statements..."         ... 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

I have an employee that wants to have an extra $10 of tax withheld from his pay each week. The ATO form has an option for tax to be withheld at a particular percentage, or for tax to be increased by a fixed amount.  The Support chat line clarified that LiveAccounts currently only supports the percentage option. We will need to vary the tax withheld each week manually.,   I would like to see an enhancement to allow for the increased withholding by a fixed amount. This would seem fairly straightforward and would make weekly payroll simpler for us.   Thanks Scott   "Withholding Variation - Fixed Amount" ... View more

Please include a report option for cash basis balance sheet. Xero does it. Ye at MYOB may think "we better not do it because our competitor does it" but it does make life simpler for us accountants.   It will be a simple matter to generate the cash balance sheet:   Start with accruals balance sheet Remove income items not yet paid from P&L income accounts and trade debtors Remove expense items not yet paid from P&L expense accounts and trade creditors Apply adjustments to retained earnings account in report The above method is probably already in use for the cash P&L.   A lot of small businesses operate on a cash basis and there ends up a discrepancy when you use an accrual balance sheet and a cash profit and loss. The retained earnings account ends up different. It is also easier for small business owners to understand.   "Cash Basis Balance sheet" ... View more

We are a building company and put in quotes that then get turned to invoices but often need to have progress payments put through as invoices. Please add this feature!! It would save so much time and bother.   "Progress payments from quote in Essentials" ... View more

Hi,   Is there any way to automatically have the uploaded logo appear on reports such as "Balance Sheet", "Profit & Loss" etc.?   When preparing reports and issuing the reports at meetings, it would look more professional if this functionality was available.     Kind regards, Kent.   "Logo on Reports" ... View more

Please make available bulk emailing of invoices.  This is a must. I send large amounts of invoices and doing it individually is way to time consuming and would be a deal breaker for using this programe. Cheers Joyce   'Sending Bulk Invoice Emails" ... View more

It would be really handy to have a something available in Essentials like in AR the super by fund summary report. Currently I use the payroll summary report as this is the only report available. It works fine as it shows the super for that month, but I am always flicking back to the employee contact details to see the super fund and member number for each employee.   "Super report" ... View more

I was wandering if there is anyway you could create a payment received receipt with MYOB live? I can create an invoice but it doesn't say Amount Paid when printed. ... 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

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

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

I'd like the ability to edit the sales/purchase orders/statements/payslips templates.  Including editing, adding and moving fields.   "Edit Templates" ... View more

Hi ,   When you look at the list of invoices only Invoice numbers, customers, data, amount, status etc are seen. If there was a column showing a reference to what the invoice is then it would be helpful to figure out which invoice relates to what. I am currently keeping a separate spreadsheet with Invoice numbers matched to POs, project codes etc.    Regards, Rony   "Reference in invoice listing" ... View more

Hi, Can we have a system/marker in Essentials that shows that payslips have been emailed to staff.   At present there is no way to check (or prove) that payslips have been emailed.   Thanks muchly   "Emailing payslips" ... View more