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Share your ideas for improving MYOB Essentials Accounting. Vote on ideas and discuss them with the MYOB product development team.

MYOB Essentials

Spend Money: Auto-populate the amount by sum of detail line(s)

Geoff_Colwill
Experienced Partner

121Posts

280Kudos

0Solutions

121 Posts
Experienced Partner
Australia

Hi Team

 

In spend/recieve money windows auto populate $amount in detail line with initial $amount entered

or just have the total $amount populate with the sum of the $amounts in the detail line(s)

 

I've talked to the LA support team about this some time ago.

 

Any support for this as a priority?

 

Geoffrey

 

"In spend/recieve money windows auto populate $amount in detail line with initial $amount entered or...."

2 Comments
WharfSt
7 Posts
User

Hello, I am very new to essentials and immediately I see that there is no running total when creating a bill, or spending money:

 

When creating a new bill, the total amount appears in the top line of allocations, as taken from the invoice itself. If I then want to allocate the amount to separate accounts - for example, some is spent on GST products and other portions on non GST products and then still other portions on cleaning products, etc, I should be able to allocate the first two amounts manually and then there should automatically be an amount left which I can easily allocate to cleaning, rather than having to open calculator (inbuilt calculator sorely missed form accountright by the way) and work out how much is left to be allocated for cleaning. AS well as that, there is no amount on top of the bill itself, so I have to enlarge the invoice to see how much it was originally for, then delete the GST and non GST portions from that amount to arrive at the cleaning amount. Longwinded and frustrating.

 

Same goes for spend money. As in accountright, I should be able to enter the amount to spend at the top and then have a running deduction as I allocate to different accounts, finally arriving at a remaining account for the last amount to be allocated. I am so tempted to go back to accountright just because of this, and I have only entered one bill! 

MYOB Moderator Steven_M
29,198 Posts
MYOB Moderator

Hi Everyone


MYOB Essentials will require the user to enter in an amount per allocation line. The total of which is calculated and displayed on screen in the Total Amount field.