Live Accounts Suggestions

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
71burger
4 Posts
Cover User
Australia
Cover User

4Posts

0Kudos

0Solutions

Solved: Go to Solution

Live Accounts Suggestions

Hello There,

 

I've been trialling live accounts and have a few enhancements I'd like to suggest please:-

 

1. Unable to drill down reports (as compared to software package), because it puts it straight into adobe format.

2. No facility to include headings under Accounts List (as compared to myob software)

3. Can't access the BankRec screen from the Homepage.

4. Can't enter bank transactions from the BankRec screen eg Interest earned or interest paid, bank fees etc.

5. Unable to make reports account specific - you have to view and/or print the whole lot eg General Ledger. Some more options to refine your reports would be appreciated.

6. Bank Rec is too basic - ie it won't allow you to enter your statement balance (as you can do with the software), and then show the difference if unbalanced.

7. Items - would be better if quantity and price per unit could be up to 3 decimal places, not just 2. 

8. Items - would be really, really great if you could enter an item expense from the Spend Money screen. (eg fuel purchase on credit card, currently have to enter expense transaction, then pay expense from Credit card - therefore 2 transactions required every time).

9. Unable to create a new contact from within a transaction.  Eg if you commence a transaction, then realise there is no contact, you have to exit the transaction, create a new contact, then re-start the transaction again.

10. The ability to amend a transactione (excluding the amount) once it's been reconciled would be rather beneficial (save a lot of time).

 

The idea behind liveaccounts seems pretty good, and so far it's not too bad, but still needs some bugs ironed out, and some improvements made.  Hopefully with people's feedbacks you'll be able to keep improving what you already have.

 

Thanks.

Reg.

3 REPLIES 3
MYOB Moderator StevePick
113 Posts
MYOB Moderator
Australia
MYOB Moderator

113Posts

15Kudos

12Solutions

Accepted Solution Solved

Re: Live Accounts Suggestions

Reg,

 

Thank you for your suggestions.  

 

1. Unable to drill down reports (as compared to software package), because it puts it straight into adobe format.

    This is a commonly requested feature and we are starting design work on this now.


2. No facility to include headings under Accounts List (as compared to myob software)

    I will check with Richard about this one.


3. Can't access the BankRec screen from the Homepage.

    We are just rewriting the navigation, we can then add in a link directly to Bank Rec.

  

4. Can't enter bank transactions from the BankRec screen eg Interest earned or interest paid, bank fees etc.

    This is part of our longer term changes planned for next year.

 

5. Unable to make reports account specific - you have to view and/or print the whole lot eg General Ledger. Some more options to refine your reports would be appreciated.

    Development has finished on this for the General Ledger Report, and it will be released sometime in the next 2 weeks.

 

6. Bank Rec is too basic - ie it won't allow you to enter your statement balance (as you can do with the software), and then show the difference if unbalanced.

    We have had some feedback on this, hopefully early next year.

 

7. Items - would be better if quantity and price per unit could be up to 3 decimal places, not just 2. 

    We are discussing this option at the moment. No timeline yet.

 

8. Items - would be really, really great if you could enter an item expense from the Spend Money screen. (eg fuel purchase on credit card, currently have to enter expense transaction, then pay expense from Credit card - therefore 2 transactions required every time).

    As with 4. it is planned for early next year.

 

9. Unable to create a new contact from within a transaction.  Eg if you commence a transaction, then realise there is no contact, you have to exit the transaction, create a new contact, then re-start the transaction again.

    Yes to be fixed soon.

 

10. The ability to amend a transactione (excluding the amount) once it's been reconciled would be rather beneficial (save a lot of time).

   I will check up on this one.

 

Thanks for your feedback and I am glad LiveAccounts is working for you.

 

Cheers,


Steve Pick
User Experience Designer
LiveAccounts
MYOB
71burger
4 Posts
Cover User
Australia
Cover User

4Posts

0Kudos

0Solutions

Re: Live Accounts Suggestions

Thank-you for your reply Steve,

I'll look forward to the coming upgrades/enhancements.

Regards

Reg.

Former Staff Richard_Puffe
112 Posts
Former Staff
Australia
Former Staff

112Posts

11Kudos

7Solutions

Status changed to: Maybe later

Many of these enhancement requests have already been released and others will should be introduced in future scope.
Richard Puffe
Product Manager - Compliance

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post