ContributionsMost RecentMost LikesSolutionsBank Feeds - Include an option to access Recurrent Transactions in the Allocation menu When allocating Bank Feeds, could you include an option to open the Recurrent Transactions menu (currently accessed via Spend Money or via the Lists menu). Many of my Bank Feed payments relate to recurrent transactions - such as monthly charity donations, software subscriptions or newspaper subscriptions. Currently, I have to minimise my Bank Feeds, then go to Spend Money - Recurrent Transactions to raise a transaction, then allocate a Bank Feed transaction to it. Instead, I'd like to be able to access my Recurrent Transactions directly from the Bank Feeds Allocation menu - saving time. PS - as a retired CPA, I use my Account Right Premier file for my small consultancy business (using codes 4- Income. 5- Cost-of-Sales & 6- Expenses) and for my personal transactions )8- Other income (for dividends and interest income) and 9- Other Expenses (for my personal expenses). Kym Yeoward Palmerston near Darwin NT Find Transactions: Find and recode transaction Would be great if a Find and Recode option could be included in Find transactions or on the edit menu, to locate and edit multiple transactions, at the one time. Very handy for busy bookkeepers and accoujtants - esp. those in practice. Xero has just introduced a similar feature. "Find and recode multiple transactions" In Tray: Include notes in document view from MYOB Capture In Tray - could the Notes in an invoice-entry from MYOB Capture, be shown below that invoice in the In-Tray ? Or could an asterisk * link be included, to show the Note in a separate window(Kym in warm Darwin) "In-Tray - include Notes from Captured invoices and receipts" New 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) SolvedRe: Card File: Copy/Duplicate existing card "Copy a card " was available in the Desktop version - AccountRight v. 19 Alas, it doesn't seem to have made it, to the Cloud version. e-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 2022 Re: Income Summaries - print all employee income summaries Thanks for your suggestion Gavin. Will it work with a 2022 STP payroll, for STP Income Summaries ? Kym Yeoward Darwin Re: 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 2007 Income 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 Darwin Fuel 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" boxblank 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)