Issues with Myob Essentials New

[Brigitte47]

Bank Transaction screen shows $0 bank fee balance, $0 for both Calculated and out of balance amount.  Yet the Bank Reconcilliation Screen shows an amount for both Closing Bank Statement and calculated Closing Balance and out of balance show $0.

When moving from Custom Reports back to Invoices - nothing happens.  Have to log out and back in again.

Activity History does not update immediately.    Sent email invoices but does not appear on Activity List.   Seems like there is a delay in the activity being updated.   Not ideal.

Still no fix for the Sales Detail report which has the amount excluding GST.   Have to manually update the report to add the GST.

Cheers Brigitte

[Steven_M · Accepted solution]

Hi @Brigitte47 

When viewing the Bank Transaction window what is the Bank account set to be? If it's set to be All, then it would likely show 0.00 as it can't determine which account it is and thus we do recommend selecting the desired account.

Having tested that functionality it does appear correct for myself and from a custom report or within the custom reports window I was able to navigate to the Sales>>Invoices window or the Create Invoice window. If you are experiencing a different situation, I would recommend trying to clear your browser's cache and/or try within another browser. If that is still occurring, potentially look at recreating that custom report within that MYOB Essentials business.

In terms of emailing the Activity History of an invoice will be updated once that email has been sent from the email servers. As this could be a delay due to emailing load on the servers this delay can flow through to that Activity history.