Online payment surcharge
Hello. For online payments I have only selected credit card (not BPay) and to pass on the charges to the customer. Yet still I receive an invoice from MYOB for the credit card surcharge. How can I avoid this? Above is the settings on the invoice which was paid on CC but I still received the invoice from MYOB for Online Payments Transaction Fees. It is $44.77 on a $2640 invoice. Thank in advance.
BAS reports missing in MYOB
BAS reporting for Jul-Sep 2024 and Oct-Dec 2024 were done via MYOB. Today when I look at my BAS reporting in MYOB, they are not displayed. It only showed up until June 2024. Under Financial Year, it says "All" so it is definitely not a filter that's hiding them. Is this a bug in MYOB and how can I get those back?
Customers with Different Shipping Addresses
On the browser version we need a way to add a shipping address to the invoice. It's not practical to do it by the current method. For example, in the building and construction trade, when we supply and install to a new home build we need to refer to that site address when we invoice the Builder. It's usually a "one off" transaction so the shipping address will change every time we do work for the Builder. This has been requested since the browser version was launched and still has not been fixed yet AR lets you do it. So if you are wondering why people won't move their business to the browser version, it's things like this that are frustrating and time consuming and make using the browser version pointless.
How to record compensation from freight company
I shipped a stock item to a customer. This in turn has been "lost in transit". I don't have another of the items, so the customer is now sourcing from elsewhere. But after some back and forth with the freight company, I have now received a compensation payment from the freight company for this lost item. I am not sure how to best record those monies received into MYOB? Any advice would be great. Thank you.
Secure Invoicing - Help pls.
I am now unable to send out Supplier invoices - MYOB is saying I need to upgrade to secure invoicing to email this invoice? I completed the upgrade steps days ago - only because I had to - now awaiting MYOB to verify the information. How long does this take? How am I supposed to keep my business moving when I'm sitting on my hands now. I do not want this feature nor do I want to offer it to my clients - anyone know how to get around this - I just want to switch the feature off & be able to send my invoices out as normal. I've sent a support request but how long that could take ?
Creating a Budget
Hi this has been quite frustrating to sort with support. We use MYOB Business Pro and one of its features is Budgets. I followed the steps that are available but my system doesnt seem to have this feature I want to set up some budgets in my business pro account, the issue is I cant follow the steps to create a budget because when you go from step 1 reporting to step 2 reports there is no step 3 budget management,infact there is no information in regards to budgets. What are your thoughts regarding this,Transfer from Loan Account to clear a supplier invoice
Hello, We have two companies, parent company (LM) uses a different accounting program, second company (LH) uses MYOB. LH is to part pay two supplier invoices to LM for the purchase of equipment. The balance of these invoices is being funded by a loan, however loan funds are being transferred to LM. I have created two loan accounts in LH to be able to capture the loan balances and record transactions. I am comfortable with the part payment of invoices but how can I record the transaction that captures the loan balance and clear the balance of the invoices outstanding to LM? Can I change the loan type to credit card and use a spend money transaction from the loan account to the supplier? Does this clear the balance outstanding on the supplier invoice? Thanks for your help Dannielle
RECURRING INVOICE TRANSACTION DELETE CUSTOMER REQUIREMENT TO ALLOW FLEXIBILITY TO ALLOCATE TO MULTIPLE CUSTOMERS
Please delete the requirement to allocate a customer when setting up a recurring invoice transaction. I have set up a recurring invoice with multiple lines to make it quicker to enter information for multiple customers. (We work in a service industry, so I don't want to use the itemised invoice). As MYOB doesn't allow for this I have set up work around using a dummy customer so that when the invoice loads I can change it to the customer I want to issue the invoice to. When I hit save, it changes the customer and all looks ok, however sometimes when I go back to the invoices page the invoice reverts back to the dummy customer. I suspect this is because of the order in the way of doing things. Please make this change because I waste so much time re-entering data.
