If you’ve received a partial payment towards one of your invoices, or paid an instalment towards one of your bills, you don’t have to wait for the whole payment to go through before you can match it to your bank transactions.
In your bank feed, just expand the transaction and click the Match transaction tab. Make sure you set the filters to show all transactions, not just those matching the amount of the payment.
In the list of unmatched transactions, choose which ones to match the payment to.
If the payment is less than the amount of the transaction, the unpaid amount is shown in the Amount remaining column. You can see the original amount of the transaction next to the transaction description.
If you’ve already matched the payment to multiple transactions and you have a leftover amount (for example, if a customer has paid you a lump sum towards all of their invoices), the process is the same. You just need to make sure you’ve accounted for the full amount of the bank transaction before you can save.
Invoices won’t be marked as paid until the full payment has been received.
Annual and sick leave reports (NZ only)
The new leave reports for New Zealand let you easily track your employees’ annual and sick leave. See leave entitlements at a glance, or dive deeper to view detailed breakdowns of available, taken and remaining annual and sick leave balances.
By giving better visibility to holiday pay and clearly showing when accrued leave rolls over to available leave, these reports make it easy to check entitlements and find the information needed to answer employees’ questions.
You can access these reports from the Reports page in MYOB Essentials.
Just choose whether you’re looking at annual leave or sick leave, set your filters and choose how much detail you want to see in the report:
Summary report – see each employee’s leave entitlements at a glance
Detailed report – see a detailed breakdown of each employee’s leave entitlements by pay period, including leave available, accrued and taken, as well as the hourly rate paid for leave.