MYOB Essentials Idea Exchange

RBBailey

Hi, Is it possible to do This year/Last year comparison reports for P&L and Balance sheet in MYOB essentials? If not is this something that could be added or is there an upgrade that does this?

Davo76

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.

Laura-YCM

When I demonstrated LiveAccounts early on to an accounting firm I get referrals from the initital response was "What about User Accounts and restricted access"? Any plans on this front? "User Accounts/restricting users"

Cole

I agree with the other users who have asked for a discount column (in both invoices and expenses). It was the one feature that almost convinced me not to switch from AccountEdge to LiveAccounts. Also, the fact that price fields are limited to 2 decimal points now means that when the total GST inclusive price shows up, it is often incorrect. For example, if an item sells for $3.50 including GST, it is set up in the item list as having a price of $3.18 excluding GST, but then when entering an invoice, say somebody bought 10 of this item, the total price including GST comes out at $34.98, not $35. A fix would be either to increase the number of decimal places or to allow a GST inclusive option in the item details. This is wasting a lot of time for me.

chipn

When processing invoices which i normally do in batches why when i enter the date of the invoice & complete the transaction & go to do the next invoice why does the date not stay as it was on the previous invoice instead of reverting back to the current day date. It means I have to re enter the date completely from scratch as opposed to having the option of using the same date or maybe changing it to the next day as opposed to changing the day & month as it is now. Thanks

bpack7

Hi Just wondering if MYOB Live has been looking into the following suggestions of improvement: - having the option to export ALL reports to excel (not just the general ledger) - having the reports open up within the web browser with the added capability of being able to drill in to accounts to review transaction as you can do in desktop versions of MYOB - being able to run previous year comparison reports Would be great to hear if these suggestions could be considered going forward!

Geoff_Colwill

Hi Team I use the transaction history window a lot as I set up suspense accounts for clients where payments are made from a personal credit card, or a related company bank account, for expenditures incurred by another company. It would be really helpful if the To/From column could include the Notes field from the spend money or transfer windows. Also be great to have the Accnt column, as in bank transactions window, to show which account the transaction relates to. Maybe if a notes facility was added to the trans history window, a la bank trans window, that would be great. Better still if it was prepopulated with any notes from a spend money notes field, that would be great. Also rather than insist on the Spend Money notes field having to have some content, it could be populated with the paid To information if the notes field is left blank. Happy to discuss these issues on the phone if I am not being crystal clear in this email. Thanks for your ongoing improvements to a great program. Geoffrey

Geoff_Colwill

Hi Team Appreciate recent improvements to Live Accounts, in particular, the auto fill of balancing amounts in the split window screens. Thanks Suggestions for Further improvements in prioritised order:- Please call me if my brief descriptions are too cryptic/unclear. Spend money etc auto fill total amount to line amount Send money etc, Split transactions auto fill as for Bank transactions split window, once initial partial amount entered on line detail Spend money - date after save, best to revert to last date entered rather than today's date Spend money - after save, revert to spend money window, rather than transactions list In drop down lists for allocating to categories, eliminate 'more' and just display full list - ie will then include 5 cost of sales etc... Where 'Note' appears on bank transactions window (great facility thanks) add 'Doc' so that user can link to a picture/scan of All the best Geoffrey Geoffrey Colwill Coach, Trainer & Consultant Business, Finance & MYOB Mobile 0427 701 892 Office 02 6679 4231 Skype geoffreycolwill 39 Clareville Road, Smiths Creek, Uki NSW 2484 MYOB Certified Consultant & Partner Advisory Group - Live Accounts Advisor BAS Agent 81329003 - ABN 20 019 658 901 Cert IV Financial Services (Accounting) NORTEC Employment & Training Ltd. - Director Tweed Valley Sailing Club - Treasurer/Secretary Uki Hall Trust - Trustee Ukitopia - Treasurer

MYOB Essentials Idea Exchange

this year/last year comparison reports

Balance sheet and Profit and Loss Comparatives

Setup: User Accounts/restricting users

Discount column... PLEASE!

Date Entry

Suggestions to reports

Request for additional functionality on Trans History window please.

Appreciation and Suggestions