There really needs to be a setting to turn off auto allocation. Its a pain in the butt. Granted sometimes it works but the amount of times it auto allocates the wrong payment to something, usually a supplier invoice, and then we have suppliers ringing and complaining that an account hasnt been paid as it has been cleared from the supplier invoices due to the wrong allocation. It really is a hassle and I would much prefer to manually allocate all transactions myself.
... View more
Good morning,
Whilst allocating my transactions this morning I chose "transfer between accounts" as an option. I must admit I did have a large number of unallocated transactions in my list.
If I scroll down far enough and attempt to transfer between accounts, the entire screen is greyed out and the confirmation box is displayed at the top of the screen which means I need to scroll to the top of the page in order to save the transfer.
Then I need to scroll all the way back to where I was in order to continue.
Is it not possible to make the popup with the ability to float at the current screen position rather than defaulting to the top of page?
Thanks
Vic
"Allocating transfers between accounts"
... View more
In the Bank Feeds Page, I think it would be a good idea to see the linked Account number on this page
so on the Right hand side it reads
IDNo | Date | Memo | Linked Account No | Withdrawl | Deposit.
"Bank Feeds Page Amendment Request - show Linked Account No."
... View more
It would be good if there was the ability to choose for the auto allocated transactions to go to a section on the homepage (in the same way that unallocated transactions do) until they have been checked off.
"Checking auto allocated transactions"
... View more
In LiveAccounts there has been a recent (last month or so) enhancement to the Spend Money entry screen to include a <TO:> box so that the supplier can be allocated to the transaction.
Can there please be an equivalent box in the Receive Money screen of <FROM:> so that the purchaser can be allocated to the transaction.
I have a particular interest in this situation as I have to enter RCTIs for agricultural produce Sales which include deductions from the gross amount due (eg wool, wheat) for expenses paid by the purchaser on our behalf (eg commission, levies etc). As there is both income and expenses to enter this type of transaction needs to be entered via Receive Money rather than via an Invoice (where expenses can not be entered).
Thanks
"LiveAccounts Receive Money - no <FROM:> entry box"
... View more
Spent some time on setting and the issue that caught me is that I allocated bank transactions to the ledger, but now realise i didn't put the supplier name in a number of transactions, also didn't identify the expense area (which does seem more confusing than the pc version I've used for over a decade). Id have thought the expense reports would have pulled the ledger items as an option.
So these abilities would be good.
Apart from flipping between screens to work out what goes where, very easy to use and put my details in.
"Changing 'to' after reconcilliation"
... View more
I have a large number of RCTI's come into the bank account. The auto bank download is fantastic but it is a big hassle to have to go out of the auto bank load area to record the invoice in the system and then come back into the auto download area (which automatically links the invoice to the payment). It would be far better if I had the option of not only allocating the amount to the right account (which is currently very easy) but also allocate it to a client at the same time.
Thanks
Chris
"RCTI : Recipient Created Tax Invoice"
... View more
Hi,
Wondering if you would allow the account codes to be changed after a Bank Rec has been done, if I need to change the account code I need to undo the Bank Rec and change the account code.
In AccountRight you can still change the code after the Bank Rec has been performed.
"Change Account Code after Bank Reconciliation"
... View more
May I suggest that you have a Bank Register for Live Accounts the same as AccountsRight - where you have a running balance and you can drill down to the original entries.
And you really need to be able to drill down on your chart of accounts.
Really the question is why don't you have the same features as the AccountsRight Programs.
"Bank Register"
... View more
It is really annoying if you are looking for something and you can't go back to the last page you were on -
Say you are looking for a spend money - so you go to the Transaction History, set the bank account, set the dates, find the spend money, open it, but that's not the one, so you close it - but now you have to set up the bank account and date all over again to continue looking.
"Ability to Go Back"
... View more
The home page gives me a nice message about the number of transactions received and the number automatically allocated. It also tells me how many unallocated transactions there are. I REALLY want to be able to click on this to find the unallocated transactions!
As it is now, i have to look through each of my bank accounts / credit cards to find out where the unallocated transactions are. Even a link on the Banking menu to show a list or the account(s) of the unallocated tx would help.
A feature like this would be very useful for me because the BankLink and automatic allocations to accounts are some of the main reasons I like LiveAccounts. So I need to be able to keep on top of the unallocted ones!
Thanks for considering.
"Link from Home to "unallocated Tx""
... View more
It was mentioned in the Troubleshooting board...
The bank Transaction lists currently show 0% GST items with the words "GST Free" in the GST Column. Could you please fix this to represent their actual GST codes (Eg. NTR, ITS, FRE, etc). I keep thinking I need to fix something! Maybe even change the wording to something like "No GST" or GST 0% to move it away from users misconstrueing they've entered "FRE" instead of "NTR".
Thanks.
'Pls Fix GST Label in Bank Tx screens"
... View more
It it currently very fiddly to enter a transfer between accounts. In Essentials, you cant enter a transfer between bank accounts as a spend money like you can in MYOB AccountRight which would be fine if you didn't have to go to another window completely to manually enter a transfer every time.
This process is slow and annoying if you make multiple transfers. Even having the date, amount and bank used bought over when clicking manually create the transfer would be easier than starting from scratch every time, as well as when you hit save it takes you back up to top of the bank feed list, not back to where you were working from.
"Make transfer between accounts easier to enter"
... View more
The Assts list is restricted to current assets and fixed assets
There are other categories which need to be in the list as there are assets that are not "current" or Fixed
Understanding that this is supposed to be simple software, please add a category of "Other Assets"
"Chart of accounts"
... View more
Can you please move the ADD LINE and DELETE LINE Buttons to an area where they do not take up there own line/space (under where the details and amount is enter or even make them smaller) to move the Details Entry Area up the screen further, which in turn will move the totals etc but particularly the Save, Save & Add Button up so that these buttons appear on the display in front of you and you don't have to keep scrolling down to hit the Save, Save & Add Button, as you need to do this with every transactions but don't use the ADD LINE or DELETE LINE with every transaction. Particularly when working on laptops and smaller screens
"Spend Money - MYOB Essentials"
... View more
Hello,
I would like the ability to navigate directly to the Bank Transations by clicking on a hyperlink from Bank Account name on the current Dashboard,
Thanks UCC
"Dashboard Bank Accounts - Hyperlink to Bank Transactions Screen"
... View more
When entering a BAS payment, the bank fees do not allow an allocation of negative number to be entered.
Live a/c's requires a spend/receive money transacton to be entered and then matched to bank transaction.
Wouldn't it be easier and more efficient just to allow negative number to be recorded?
This function is available in the Banklink program via a 'dissect' function.
When entering a spend/receive money transaction, I need to remember the date of the transaction, which bank to 'Pay From' then the actual numbers and accounts. Seems very inefficient and unnecessary when a simple allocation can take place in the bank feed.
"Allocating negative numbers in bank feed transactions"
... View more
We used to be able to edit a cheque number of a reconciled cheque without the transaction returning to the rec. screen.
Several transactions appeared in my Rec. Screen after I used a different cheque number to
identify the month the rental cheque related to. Will this be changed back to the previous situation
in an update, or is it set up like this to prevent changes?
"Bank Rec wrong amount on cheque."
... View more
I'd like to see availabilty of a client's statements, for advisors, included in a future upgrade - e.g. a a copy of the electronic bank statement being stored alongside the client's file, or an option for a client to pre-approve their advisor to download statements, in their 'advisor authorisation' screen. Kym Yeoward Darwin M 0428 405 499 5May2013 "Bank statement download facility for LiveAccounts Advisors"
... View more
It would be good to be able to dissect bank transactions to multiple accounts manually (not using a rule) e.g. insurance where part of the amount is GST free and part includes GST but not a set amount that can be entered into an allocation rule
"Transaction Dissection"
... View more