MYOB Essentials Idea Exchange

Using the current accounts principles and system  refunding money to a client should be as simple as entering the amount with a negative sign into the payments systemNot all the eroneous and labour intensive form filling out all for a simple overpayment/refund no matter what type of transaction with the client. If a client pays for an invoice by direct debit $100.00 too much.We make negative payment -$100.00 received from the client against the invoice, which will reduce the Client account balance from $100 credit to zero. We then make a physical payment to the client by the same method they paid ie bank, credit card etc.     The simple part is, it actually works very well, but with this system, amounts less than zero are not allowed to be entered.   Implimenting this process will require someone to step out of the box and look at the time and user frustration  saved.   Happy to discuss this further.  ... View more

There are a few issues with the ITEMS listings which I've submitted to Support a few months ago, yet still not had an answer to this point. Depending on your previous selection of Items from the drop down list, that drop down 'name' is retained for future log ins, but the actual list changes to all items. The actual list doesn't refresh to match the drop down choice until you choose another drop down option. That's irritating when going into purchases > items; because it might actually show the option as 'items I buy' but is infact the total items listing. I understand that's because choosing from that spot is infact just accessing the full items group, just as if you went thru sales > items, but it would be helpful for the drop down option field to refresh after exit. If as I said, you just want 'items I buy'  you have to choose 'items I sell' to refresh the list and then 'items I buy' to just get the items you want. The other issue is shown in the attachments. The all items list shows the first seven as items I sell with exGST prices. The next four items are items I buy - all from the same supplier, with no price shown or 0.00. The remainder are items I sell. The second attachment shows all items I buy, but has no price showing. I'm advised that the price field is set by the system looking at the sell price field of any item and therefore with no sell price entered it is either blank or the default 0.00. That isn't useful for purchase items which you want to view to see if that is one of the suppliers items that  they increased the price of. Infact you have to enter on every single product to see if the price is correct, because it doesn't show in the full listing for quick reference, nor does it tell you when you may have manually repriced. ... View more

As a new user of MYOB, it'd be great to have a helper interface that notes fields that are not required to be filled out marked in some way. For example they could be outline in a different colour or have an icon next to them. This interface could then be turned off for advanced users. I'd expect having the default as not highlighting the optional fields.   Also in this helper interface, each field could have a tooltip which briefly explains what the field is for and a link for more info which opens in a new window. ... View more