Kym__Yeoward
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Joined 15 years ago
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Re: Job Budgets
There's a very good add-on product which handles Job budgeting and reporting. It's Calxa Premier from www.calxa.com.au in Townsville. Calxa is widely used by non-profit organisations for government grants and programs reporting - which are tracked with job codes. (Kym in Palmerston, near Darwin).83Views0likes1CommentAccountRight Bank Feeds - In the Spend Money menu could there be an option to use a Recurrent Transaction ?
Situation at present: I go to the Banking command centre and select Spend Money - then select Use Recurring Transaction, find the payee and record the new instance of that payment (e.g. my monthly phone bill). Next, I go to Bank Feeds, find the payment (often a direct debit) and match it to my new payment. To save time, when I go into Bank Feeds - Spend Money, could there be an option to open the Recurrent Transactions list and select a recurrent transaction, to allocate the Bank Feed payment ? (Kym in Palmerston, outer Darwin - a MYOB Certified Consutant since 2007 and AR user since 1995)Bank Feeds - Could the Spend Money option include an option to open recurrent transactions ?
I use my MYOB AccountRight Premier's Bank Feeds - Spend Money option to allocate my purchases. Could the Spend Money menu include an option to open my Recurrent Transactions (of which I've quite a few). That way, I would not have to first go Banking - Spend Money - Use Recurring to create a transaction, then allocate to a payment in my Bank Feeds - which is a bit cumbersome. (Kym in outer Darwin (Palmerston))25Views0likes1CommentNew Customer card - set default designation as Individual
In my small community language school, nearly all our sales invoices are to individual students - for night classes. Is there a way to set the default designation for a new Customer as Individual, instead of Company ? Kym Y (Darwin)Solved435Views1like1Commente-invoicing 2022 - will MYOB provide training ?
-E-invoicing 2022, via a central clearing-house. Will MYOB provide training for the new Australian Government's new E-Invoicing Initiative ? e.g. during the Tax Office's E-Invoicing Week. Kym Yeoward CPA and MYOB CC Palmerston near Darwin 18 Aug 2022406Views0likes2CommentsRe: Income Summaries - print all employee income summaries
My reason for this request - up here in outer Darwin and the Top End - even across Tropical Australia - tropical agriculture, fruit picking (mangoes - a $140m. industry) and cattle stations, are big industries; with employees working outdoors with Internet (except when they come in to town). Often with no computer of their own, no MyGov account and limited English. E.g. backpackers, Pacific Islanders and former refugees (who often grow tropical fruit or harvest mub crabs, for shipment to Southern cities). These workers NEED paper Income Summaries and there might be 50 to 300 working on a farm or cattle station. Having to print their Income Summaries individually, is a laborious task of 1 to 3 hours, for busy, stressed rural bookkeepers. PLEASE MYOB - in the STP Year End tasks, bring-back an option to Print All Income Summaries - to paper, plus a a PDF copy (as some workers will lose their paper copies). Kym Yeoward CPA ACIS, AGIA MYOB CC since 20071KViews0likes3CommentsIncome Summaries - print all employee income summaries
Is there an option in ebd of payroll year reporting, to print the Income Summary for each employee, in a single run for all employees ? At the moment, the only option seems to be to individually print each employs's Income Summary - a laborious process. Kym Yeoward Darwin1.2KViews0likes4CommentsFuel Levy - Add a fuel levy based on a percentage of freight charged
As Forum Moderator Neil_M has noted: Currently AccountRight does not have the capability to automatically calculate and add additional percentages to the sale. However you can add a Fuel Levy as a surcharge, by creating a sales item for it. If you want to add your Fuel Levy as a percentage of your total sales before GST, see Neil_M's comment here - Fuel Levy - based on a percentage of sales before GST Alternativly, if you currently use the Freight box on your invoice, to charge freight, you can add a Fuel Levy based on a percentage of your freight charge. To do this: - Go to Inventory \ Items List and - create an item number named "Fuel Levy (..... % of Freight) - where .... is your fuel levy rate - e.g. 10% (the item number could be, say, 990 - in your "miscellaneous charges" area - well away from your sales items) - tick the "I sell this item" and select the Income Account for Tracking Sales as, say, 4-1710 Freight (see my Note below, if you want to separately track your income from the fuel levy) - then go to the Selling Details tab. If you want to charge a 10% levy on your freight, set the price as $0.10 with tax code GST If instead your fuel levy will be 20%, set the price as $0.20 with tax code GST Set "Calculate Sales Tax on" as "Base Selling Price" Leave the "Prices are tax-inclusive" box blank Then press"OK" Next, to create an invoice with a Fuel Levy: - Raise it as normal, including any freight - Then go to "Edit - Insert Transation Line" - In the Ship box, enter the freight amount (excluding GST) - The Total box will show your Fuel Levy amount. (Note - if your invoice is "tax inclusive" and your levy is 10%, its' Price will show as $0.11 because the levy has tax code GST) I suggest you first try-out this procedure in the sample file - Clearwater - before you create a Fuel Levy in your own file. I've attached some screen-shots which demonstrate the levy set-up and some sample invoices. P.S. In the sample invoices below, the Freight is $30. Adding GST, it becomes $33 Kym Yeoward Darwin (Palmerston)2.1KViews1like1Comment