tjejojyj
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Import/Export Assistant: Expand drop down fields to show full list (without scrolling)
Hi MYOB, The drop down list onthe "Import and Export Assistant" File Type: Import: / Export: list only shows six (6) entries and it is necessary to drag the slider down to see the ones at the bottom. IDEA: Make the pick list window longer so all the options are visible. This was easier to use in Premier as the full list was displayed and there were keyboard shortcuts available. Thanks, Tim "expand the drop down pick list on the "Import and Export Assistant" File Type: Import: / Export:"2.3KViews5likes0CommentsRe: Bulk Receiving of Payments
Hi David, Why do I have to use an account that it linked to the "prepare bank deposits" at all? I would think the way to go is to create a new account called "Payment Batch Clearing Account" or something similar. It could sit right nexts to the "Undeposited Funds" and the bank account so you will more likely notice if it has a non-zero closing balance. The debits and credits should net out to zero. Regards, Tim7.7KViews0likes0CommentsRe: Bulk Receiving of Payments
We aregoing to import payments soon so here my solution to the problem of single payments for muliple invoices is as follows: 1. apply each payment in turn to the invoice but make the payment receipted to the"1-1140 Undeposited Funds"account (or equivalent) 2. import a GJ for each batch of payments with the total payment amount and the following account allocation: CR 1-1140 Undeposit Funds xxx.xx DR 1-1105 Cheque Account xxx.xx 3. Go into "Prepare Bank Deposit" on the "Banking" command centre. Since the GJmust exactly match the payments applied you can just tick all and they will net to $0.00 then write in thememo: "Debtor payments batching" or something else to your preferenceand record the transaction. I will set up Excel spreadsheets to work out the fields and the accounts then a macro to auto save the .csv files so they are ready for import. I can't see why this wouldn't work but please let me know if there is any flaw. Regards, Tim7.7KViews0likes0CommentsRe: Change the Automatic Cheque Numbering
Dear MYOB, Please introduce this feature in the next upgrade. Like the others I have been suffering with this for so long for something that should be an easy fix. I don't see why this is so hard. The unreasonable person might guess that MYOB is waiting for cheques to be phased out by the banks before it makes a change. Regards Tim5.9KViews0likes0CommentsRe: CHANGE PREFERENCES WITHOUT SHUTTING DOWN ALL WINDOWS
Hi Tallie, Thanks for your reply. I think theword to stress is "little". The program waits untilany changes have been prepared and THEN itgives a large balloon warning. Why can't you have the pop-up warning when the date is entered? Logically if someone has entered a date they intend to record a transaction on that date. I just go "burnt" by this. I'm sorry to say but this is a terrible workflow. Please get this fixed on the next upgrade. I will vote butsomething you should just fix because it's the right thing to do! From experience with other suggestions and being fobbed off that they will considered I can only say there seems to be an attitude from MYOB "It's our software but it's your problem." I'm sorry if this sounds harsh but it seems to be the only conclusion to draw. Thanks. Tim5.3KViews0likes0CommentsRe: CHANGE PREFERENCES WITHOUT SHUTTING DOWN ALL WINDOWS
Great idea!! At the very least MYOB could 1. save the dates entered so when you go back to where you were you don't have to start again. 2. give you a warning immediately if you are trying to make an entry in the locked period (i.e. after the date field is adjusted to a date within the locked period).5.4KViews0likes0CommentsRe: if file is locked show the locked before date in status bar
Hi Steven, Thanks for your reply but I must confess my disappointment that MYOB can't implement this upgrade on an enlightened basis on behalf of your user base as itwould be useful while notrequiring not extra training or documentation. Providing information in the status bar about the file such as "Not locked" or "Locked to 31/07/2015" would also encourage good accounting practices among your users. I might understand that you don't want to clutter the status bar with all sorts of information but this is crucial flag. The possibility of people finding this thread in your community is probably low because most users don't even consider it possible and are stuckusing the "work around" of going to Setup -> Preferences -> Security. I again ask that urgent consideration is given to this simple feature as I'm sure transactions accidentally made in what was thought to be a locked period have cause much pain and anguish for MYOB users and their accountants. Regards, Tim7KViews0likes0Comments