MYOB Business (Browser) Idea Exchange

On MYOB Business, once the pay run is complete you have an option to email payslips or ptint payslips. The email option allows you to send all the payslips with a press of 1 button. The print option, you need to open each ay slip and print them off, 1 by 1, which is very time consuming. Could you please add a print payslips button option to print all payslips with 1 click. Thank you.  ... View more

So if it's not enough that staff are not listed by surname, now I have this issue where the list in the bank file is different to the pay run summary report so checking off is very difficult. Neither the bank file or the pay run report seem to be in alphabetical of first or last name - I can't figure what either are ordered by. UNIFORM LAST NAME, FIRST NAME for everything would make life much easier. Pretty basic principle. ... View more

It would be handy to have a way to elect to print Quantities and Average Price field in the Essentials General Ledger report. Prior to the introduction of quantities, the report printed nicely in a portrait format. Now the report is landscape, to include the Quantities and Average price column, and it results in a lot of wasted space and paper when you have many clients who dont use Quantites. It would be ideal if there was a tick box where you could toggle on or off the printing of Quantity and avg cost details.      "Option to print Quantites in General Ledger report"     ... View more

Please incorporate the ability to merge contacts (customers and suppliers) as we all make mistakes from time to time and re-enter a name (perhaps with a slightly different spelling).   "Merging contacts" ... View more

Can you please consider allowing for the current window to remain open until you exit back out the "home" screen. ie:  When I want to do multiple, different customer payments I need to select SALES>TAKE PAYMENTS after every single customer.    "Reatin the current window you're working in" ... View more

Can MYOB design & include in Essentials:   Entitlement Balance detail report which shows A] by pay period, and B] for each leave type: employee name, opening balance leave hours, leave hours accrued, leavehours taken, leave available hours (cumulative).   Please base design on "Entitlement Balance (detail) report" which is in Account Edge Pro v13.5   "MYOB Essentials - to provide Leave Entitlement Balance Detailed Report" ... View more

Really need to have a function to be able to set default payment terms for each supplier to make sure the correct due date comes up on the bill when entered. It's there in the AR Desktop version but not the cloud based version.  It's very frustrating to have to look at each bill for due dates, payment terms.  I may know them off hand - a new employee will not.   ... View more

Can we please have the option to set standard days off at the back end so that weekends are not captured in leave requests?   Can we also request that approving managers be notified or emailed when leave is submitted for approval.   ... View more

I would like to be able to add more tax codes to the basic ones available in MYOB Essentials.     Dulcie Bridges Bridges' Bookkeeping Bunbury, WA ... View more

Can you please add automatic emailing (sending to client) of recurring invocies as they are created in MYOB ESSENTIALS?   What is the point of setting up recurring transactions if you have to log in every day, week or month after the invoice is "created" just to email/send it to the client every time?   If I want to send a "recurring" invoice, it means just that, send the **bleep** thing out on that particualr day each time for however many times I want it to or until whatever date - not just create an invoice for me this many times and I'll just make a note in my diary to come back and press "send email" each time because I don't trust what I've already set up.    The whole point of automation is to have less touch points, and for the automation to work end to end and a chieve a task, not just do one bit out of 5 and you have to go in and babysit and nudge it along every step - please let's think about real business application - we don't live to log into MYOB every day.   It seems every other accounting package has this except MYOB, (wave, xero, zoho) and essentials was supposed to be the MYOB's answer to the cloud. If my accountant wasn't forcing me to use MYOB (because they've been on it since Noah was buiding his Ark, and it's "easier for them"), I would definitely recommend using something else. (Side note - even the accountant that uses MYOB uses another package for their monthly recurring invoicing - if that is not a hint, I dont know what is).   Please add this functionality as a priority (I'm sure it is not that hard).   Thank you for your time. ... View more

Hi All,   I have just changed from AR to Buniness Plus and in Items the item column is not big enough, can it be increased to at least 20 characters please. Regards Barry.     ... View more

It would be good to have the ability to generate a Balance Sheet and P&L that shows prior period comparative data within Live Accounts.   If possible, the option to show additional columns such as $ movement or % movement would be helpful also.    Most accountants would find this helpful in analyzing the performance of a business.   "Balance sheet and Profit and Loss Comparatives" ... View more

I'm a new user to MYOB and have the new version of MYOB Essentials.  When creating an invoice it would be great if I could attach my own document to the invoice, a document not to be sent to the client, just retained on the customer file.   "Create Invoice" ... View more

Client suggestion   I have another suggestion that has caused us a few hiccups.   When you send an invoice via email you have no way of knowing if it got to them. I guess what I mean is, if the email address has been entered imperfectly then there is no "Mail Delivery Error" or similar to let you know. And as most clients dont reply saying they've received an invoice, you just assume they have until they havent paid, and you resend and same happens.   We have had 3 instances now, one a typo on my part, another someone texted their email address incorrectly  (so my several times rechecking didnt help), and another went to someone's old address that they have an autoreply on but we didnt receive it.    I'm sure it's unlucky we've had so many, but I imagine it must happen to others occassionally as well.    I wonder if you could add it to the "feedback" list?   "Email received confirmation please?" ... View more

Suggestion can the Job Profit & Loss Summary have totals for each columns – I am aware that you can consolidate the Jobs listed to obtain totals so rather than having to run two reports the total summary would be on the one report. ... View more

Hi Again MYOB,   I am working my way through using the new report packs and I am finding some difficulties with the custom report name and custom report description.   I have created a custom report that I would like to use in my report pack and I have given it a name to identify it as being a customised report.  i.e. BalanceSheetLastYearNoCents.   In the Description field I have just entered Balance Sheet.   When I create my report pack template, I can see this customised report based on the report name and I select to use that report.   HOWEVER, when I run the report rather than getting the description Balance Sheet in the Table of Contents, I get the code BalanceSheetLastYearNoCents.   How do I get the correct description rather than the report's Name because I am unable to select the report by it's Description when I setup the template.   Thanks,   AlanT ... View more

We need to be able to apply Payment Terms to Individual Customers. We suggest for this to be an option to be set up under the customer details.   Currently you can only set the payment terms at a global level and have to change it every time you create an invoice for a customer with different payment terms than what has been set as default.   Can you please look at this asap as this would save time & improve efficiency!   "Individual Payment Terms (customers and suppliers)"     ... View more

We require an immediate capability to stop payment reminders associated at the invoice level.   Issue: Our current challenge pertains to the need for a precise method to halt reminders at the individual invoice level, or alternatively, to place a temporary hold on them. This issue directly impacts two of our clients. One is presently on vacation. The second client requested the suspension of their project for a short duration. At the bottom of each invoice, there are no available options except for the deletion of the invoice. (refer to Screenshot-1).   Partial Resolution: We are aware that you have the ability to discontinue reminders at the client level. However, upon contacting customer support today, they reiterated that reminders can only be stopped at the customer level, not at the invoice level. (refer to Screenshot-2).   I inquired with customer support about the possibility of receiving prompts to re-enable reminders when creating the next invoice after stopping them at the customer level. Regrettably, customer support confirmed that there would be no such prompts.   While pausing reminders at the customer level may be suitable for certain scenarios, it is not a viable solution for these specific clients and our business case.   A Critical Software Flaw: If we choose to disable reminders for these clients, we will encounter two significant issues.   Firstly, our workload will increase as we will need to maintain a record of which clients have had reminders stopped and remember to reinstate reminders for future invoices when these two clients reactivate their projects. Secondly, and perhaps more detrimental, is the fact that one client expected to receive automated reminders for additional separate invoices related to smaller jobs. Due to the disabling of reminders, they will no longer receive automated notifications for these invoices. Am I Overlooking Anything? During my research for alternative solutions, I came across information on the MYOB website (https://www.myob.com/au/solutions/small-business) stating that we can "Automate your operations..." (paragraph 4). Additionally, the Simplified billing with online invoicing section mentions a feature such as "...automated payment reminders (for those who need a nudge)."   If my interpretation of this website information is accurate (please correct me if I am mistaken), disabling reminders for our clients and subsequently sending them additional invoices would result in a failure to "Automate our operations" and access the "automated payment reminders" feature.   So now I have disabled reminders and if I send future invoices, will we now be paying for something we are not receiving? Does this website information require correction?   Alternative Solutions: A straightforward solution can be found in ZOHO Books (https://www.zoho.com/au/books/), our previous accounting software, which offers the ability to stop & start reminders at the invoice level. (refer to Screenshot-3).   Given that MYOB is a premium accounting SaaS product, this falls short of our expectations.   Resolution: 1) Implement the capability to stop reminders at the invoice level. 2) If not feasible in the immediate future, MYOB should consider revising the wording on the website to align with the actual functionality of the software, as the current promise appears unfulfilled in our case.   We eagerly await clarification on this matter and request a timeline for the implementation of these changes by the development team. ... View more

If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount.    I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it.   "Upload receipts or tax invoices on the bank transactions page while allocating banking transactions" ... View more