i have many of my business client recording transactions totally on a cash basis and using the allocation rules to allocate many of these transactions. It would be great to be able to still utilise these allocations and still have the ability to use the in tray to keep receipts etc for these transactions so allocated. Could there please be an ability to match up the invoices so scanned these transactions automatically allocated or to be given the match available notification when there is an invoice in the in-tray and we are trying to allocate a code for the transaction in the bank statements.
"for cash based business using allocation rules please allow invoices in in tray to be matched to existing transaction"
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I have had numberous bookkeepers and business owners (used to being able to choose or enter an account code) complain that can be extremely slow if the expenditure being allocated is not in the usual expense code's first drop down list. You have to scroll down click more then scroll down further. This can be very time consuming if doing more than a couple of allocations If you knew the account code...or a word from the account name...you should be able to enter these and narrow down the drop-down list or even better get the actual account to enter.
"choosing an account via drop downlist is extremely time consuming can we have it prefill from account code or name?"
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When emailing and SMSing invoices from MYOB on the go - it would be great if the system would automatically apply these to the contact info
Do you agree - if so please vote
Thanks Geoffrey
"MYOB on the go - save email and mobile numbers used in contact file"
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When creating a new account line in the CoA the display window reverts to a blank window with the previous entry at the bottom that invites you to save or cancel
If you click save it tries to save the blank entry
The user is disinclined to click the cancel as they think they maybe cancel their previous entry
This is counter intutive and clunky
A solution would be at the end of creating an account there is both a Save and a Save and Add button as on other windows
As the CoA is often right at the beginning of the first time users Essentials experience it would be great if this could be improved asap
Hi others, if you agree, please vote for this
Thanks
"Chart of Accounts - adding new account lines more intuitively"
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I was working with a client again setting up there chart of accounts
To have to scroll to the top of the page to press the delete button is clunky, time consuming and not intuitive
I would like to strongly sugesst that we can delete from the edit window which can be accessed by double clicking
If others agree, please vote for this suggestions to get MYOB moving to improve the system even more!
Thanks
"Deleting Chart of Accounts lines with ease :-) - complaint and constructive suggestion!"
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An option to have a copy of MYOB's monthly invoice for its services delivered to the "In Tray" would be helpful.
It would save having to download the invoice from a mail server then upload it to the "In tray" to use to generate an expense relating to MYOB's services.
"Send copy of MYOB's invoice to In Tray"
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Hi,
Have read other messages here suggesting adding Quotes to the App. I have just started using MYOB and would like to know if the Quoting feature could be applied to the Andriod App for "Essentials".
Being able to quote a client on the spot and then sending it on to them via email would be fantastic. Of course accessing it once job is completed and turning into an Invoice would also be fantastic.
Many thanks.
'Quoting on MYOB OnTheGo"
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Hi,
Is there any way to automatically have the uploaded logo appear on reports such as "Balance Sheet", "Profit & Loss" etc.?
When preparing reports and issuing the reports at meetings, it would look more professional if this functionality was available.
Kind regards,
Kent.
"Logo on Reports"
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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"
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Is the wording incorrect for this? It's supposed to be not taxable but comes up in the transaction listing as GST Free. It should say the correct tax code as FRE and N-T are different in the AccountRight programs and when it comes to lodging the BAS it should be clear.
Also, I use negative income tax codes in MYOB for contra expenses deducted from sales - it would be useful to be able to add tax codes in essentials.
"Update tax codes in MYOB Essentials"
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We generally like to use our quotes as a way of generating a list to see where our hire stock comes from (ie if we quote for a particular item that is not owned by us the quote should be able to tell us where we need to hire it from). For this to happen we would need the quote to print out without the client details and pricing so that we can then send the quote to our supplier. Is there any way we can have an option in the printing that will allow us to do this?
"Print quotes without prices"
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The invoice "acitivity " at the bottom of the invoice should include the date the invoice is emailed and/or printed. This will help to keep track of how often the invoice is sent out, especially helpful when two people are using the accounting system. Thanks
"Invoice "ACTIVITY""
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How is it possible in the world of keyboard shortcuts and efficiencies, that when you try to Receive a Payment, you can't actually move into the payment amount field of the Invoice you are receving a payment for with keystrokes? You have to use the mouse! This really needs to be fixed, bad error in development...
"Keystrokes/shortcuts to payment field when receiving a payment, can only use the mouse to click on"
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Also i was wondering when a client pays an invoice and it is resent with the balance as zero can you add a watermark or something with a stamp PAID
"Paid Watermark"
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It would be so much better if when we create allocation rules if we could choose whether its for a deposit or a withdrawl. The main example is EFTPOS
Eftpos can be sales = deposit/income OR
Eftpos can be monthly rental fee = withdrawl/expense
Given the additional changing info that appears on the bank statement being able to simply choose the coding for each different type Withdrawl vs Deposit would make life and allocations tidier.
Thanks
"Allocation rules - choose type of transaction deposit vs withdrawal"
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Hi ,
When you look at the list of invoices only Invoice numbers, customers, data, amount, status etc are seen. If there was a column showing a reference to what the invoice is then it would be helpful to figure out which invoice relates to what. I am currently keeping a separate spreadsheet with Invoice numbers matched to POs, project codes etc.
Regards,
Rony
"Reference in invoice listing"
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I don't know how the tax office might like it but simply change the names around until you do your PAYG Tax and then reverse them then. Surname first then Given name.
I haven't done this yet but I think it will save a lot of time over 52 weeks of individual sorting.
"Alphabetical Pay Advices Suggested Fix"
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I would like to see Bitcoin added as a payment option to MYOB Essentials.
Configuration options could include:
upload your own QR code or input your public key to generate one automatically
indicate exchange rate from date of invoice; and
indicate if using Bitcoin, Litecoin or some other cryptocurrency
There are of course several dilemmas with accepting cryptocurrencies, I guess one of the most obvious ones is a fluctuating exchange rate which could mean goods become under or over valued, and the anonymity of the transaction.
So what does the community think? How would you imagine it implemented if at all?
I would really like to offer customers the ability to pay using BTC but I certainly don't want customers feeling vulnerable. Maybe it's something that should be reserved for online payment gateways.
"Bitcoin payment option"
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Hi there,
I can't seem to find any reports under the Bills section which show the supplier invoice number, they all seem to have the expense number as automatically applied by MYOB which is totally useless. Please there must be an easy way to show all Bills with the suppliers invoice number on it but I just can't seem to find it.
Cheers
"Supplier invoice number on any Bills Report"
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