MYOB Business/Essentials Idea Exchange

I really think MYOB Business needs to implement the 'Get Bank Transactions' button that is available in the AccountRight desktop app.   There are frequent instances of MYOB missing transactions for several days at a time. This is easily fixed in AccountRight because you can manually request a refresh of transactions, which brings in any that were missed previously. However this function is not available in Business.   The bank feed 'missing transaction' issues occur so often nowadays that there is just no confidence that all of the transactions have been brought into the bank feeds screen. The ability to manually re-request transactions would solve this. ... View more

Thanks for the update on this and thank you for clarifying what you already tried on your end. We are grateful for your effort in finding a solution to your concern    As of now, this is the only option we have where we can find transaction history for a particular Item Number in the Sales Reports. I would suggest posting these functions that you would like to see implemented into the system on our MYOB Business/Essentials Idea Exchange board for consideration. Rest assured that the developer's team is monitoring all the feedback and suggestions received from the users. Your feedback will be added to the product roadmap based on feature requests.   ... View more

I would like to see the GST amount beside the GST tax code shown on the bank transaction screen instead of having to click the down arrow to check the GST amount all the time. ... View more

We are looking for an ability to display the branch name instead of Branch ID on payslip email notififcation for different companies, unfortunately the pay run details source do not have branch name hence it will be desirable if the field be added. ... View more

when entering an item code that has been set up, keep the cursor on that line so you can tab across to enter a number more than 1 - not all entries are for 1x item - continue to tab so the job name can be entered.   this is very frustrating not to be able to tab across the line and enter all information ... View more

  Roles and Permissions for Users   Our company does not want any of the employees to have access to any of the part of the company file, only to use MYOB Capture to upload receipts and invoices.   When setting up a user for MYOB Capture you have to choose one role and permission. Why is there not the choice of MYOB Capture only ?     ... View more

Hi Team,   Please let the MYOB business users have default Tax code for the suppliers/customers + transaction Tax code report. This is very essential for GST reconciliation and preparing Business Activity Statements. I have seen a lot of mistakes/erros with tax code since the users use MYOB business, and the absense of the above functions heavily affect/ causes the situation.    Please consider this matter and help the users using MYOB. Kind regards, ... View more

Hi Team,   Please let the MYOB Business users search the suppliers/ Customers by their ABN in Contacts tab. As the suppliers/ customers can have multiple names such as entity name and numerous business names, the all the MYOB users keep generating multiple cards for one entity. This cannot be stopped as long as MYOB doesn't allow the users search their suppliers/customers by their ABN. This is disaster for not only the onwer/users but also the accountants. ... View more

Normally when programs are updated they are updated for the better.  Removing the print invoice from the invoicing screen was a ridiculous decision.   The new process is such a time waster. ... View more

We need to have the ability to have longer client names (more characters) ... View more

  Please have a help line in New Zealand to help us fix update issues in real time!!! My customers are getting an error message when trying to view their invoices and nobody is helping me fix this issue!!!                                             ... View more

If you want customers to use your web based app you need to make it appealing - Please add the ability to allocate a salesperson to the sales invoices. ... 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

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

Hi MYOB,   As good as the new Report Packs initally appear to be, we really need a bit more flexability to be able to produce a truly professional looking set of reports.   Firstly:  when a report is added to a pack, the report's name is used as the default description in the Table of Contents page.  The TOC page should use the report's description rather than the name.  I have a number of similar but different customised reports with slightly different names.  These names are my cryptic form so I can differenciate between similar reports.  My cryptic name has no meaning to the client and the description should simply read 'Profit and Loss' in the Table of Contents no matter which report I am using for that client.   Secondly:  and in a similar way, when you upload a PDF file into the report, the raw file name is shown in the TOC.  This is very unprofessional as it still contains the .PDF extension.  This needs to be editable in the TOC so that it is possible to produce reports that do not look like they have been patched together.   Finally:  (for today) once you have uploaded a file to the report - and edited it's name for the TOC - you should be able to re-order it so it appears in it's most appropriate sequence in the report.  At the end of the report is not always the most appropriate place for all uploaded pages.   Am I wishing for too much from the development team?   Regards, AlanT ... 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 I try and save payment terms for a customer when entering the invoice, it comes up with "Your ABN must be in the format XX XXX XXX XXX."   The ABN is in the format on this card, so I'm not sure why it won't work?    Is anyone else getting this error? Thanks.     ... View more

With a number of clients still using physical cheque books, it is extremely frustrating and time consuming to work through the presented cheques in Essentials bank feeds as they do not run in a numerical order.  This makes identifiying presented and unpresented cheques extremely difficult.  Currently we are running excel spreadsheets to keep track of cheques as they are presented, so it is much easier to identify unpresented cheques to query with the client.  But again, this is more time consuming than it should be.  The ability to run a report also of cheques presented would be appreciated.  I have attached a file which shows how cheques currently present in bank feeds so you can see what the issue is. ... View more

Hi MYOB Can we please have the ability to add multiple pay categories via a tick method?  Currently, this client has 50 payroll categories and I have to tick them one by one.    Would be nice to see a summary screen of what payroll categories are included and not included.     The interface needs work.    ... View more