David_Cree
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Joined 18 years ago
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Re: Banking: Change the Automatic Cheque Numbering
HelloTrudiWTrudiW Hello Trudi, You are making life hard for yourself, by changing the field to EFT. This means that you have to change the entryin perhaps 99% of transactions that you do. Ialways get my clients to ignore the fact that the field name says 'Cheque No" and instead consider that it is a transaction reference number, and just let the number increment as it wants to. When there is an actual physical cheque to be entered then instead of the auto number manually enter CH12345 with 12345 as the actual cheque #. The prefix CH will stop the system from incrementing. In this was you only need to make a change for perhaps 1% of your transactions. The other great benefit in doing this is that each transaction has a different and unique reference #. Would you want all your invoices the have not have a distinctive invoice # and for them all to have "INV" ? Ifind it very frustrating when reviewing a client fileand trying to find a single transaction when they all have a reference EFT (or BS - bank statement or PAY- payroll payments or BP - Bpay) when there are a number with the same amount or memo etc. It makes it difficult to find the right transaction to review or edit without having to open them all. This is the real time looser! Iusually manually change the first transaction to something like 10001, away from the current cheque series and let the system go from there. Try it - it will save you a lot of time & effort. Perhaps in a future release MYOB will change the designation of this field from'Cheque No' to something like 'Payment Ref' so that users do not feel the need to always change it, after allI agree that cheques are a dying means of paying others, and the banks are discouraging it. I hope that this helps. Cheers DavidRe: Payroll Summary Report by State
HelloMJSYD You are able to get payroll reports by state if you need to. There Are a couple of setup steps you will need to do first. Go to LISTS and select CUSTOM LISTS & FIELD NAMES / EMPLOYEES Change the name od Custom List 1 to STATE. and OK it. Then go to CUSTOM LISTS / EMPLOYEES and for the STATE list create a list of states. OK this. Go to REPORTS / PAYROILL / ACTIVITY SUMMARY. Select the date range you want. Display report. Select the INSERT / MODIFY tab Then SHOW HIDE Select STATE and add it to the list od report columns. redisplay the report and you will see the STATE column. To get a report for only one state click the ADDITIONAL FILTERS and select what you want to see. You can also do this for some of the other payroll reports. For more on Custom Lists seehttps://help.myob.com/wiki/display/ar/Custom+lists You can also show the STATE CUSTOM LIST 1 on the Card List screen by selecting it using the CUSTOMISE tab. Hope this helps you. Cheers DavidRe: Turn off Auto Invoice Numbering
helloWinona Your post to this topic does not make any sense to me. Are you referring to the Invouce page of Account Right as I cannot see any Formatting tab in the upper left. You show a website linkacesetmbut this seems irrelevent as this is an employee login portal. I was hoping that you had founs a way to override the auto invoice numbering. Cheers DavidRe: Employee Cards - Member numbers
Hello BrookeBrooke_Clark Thanks for telling me what report you use. As you are aware you cannot add the Custom Lists to this report. Do you use the Card ID for employees? If not then you could put the Union number in this field on the card and add the Card ID to the report. There is another report that you could use that will pick up the Custom Field with the unionNo if you do not want to use the Card ID. Payroll Register (Summary) report. Customise this to only have the Deduction field and add the Gustom Field for the union number. alternatively the Card ID could be used as well. one caution with this report - watch out if you have other deductions including Sal Sac Super. Cheers DavidRe: AccountRight 2020.3 is now available
Hello@Steven_M Also@Suja_P@JadeX01@Neil_M How many users will subscribe to a blog to get notification oF updates? Probably only those who have nothing better to do with their lives. I said in my earlier post that only about 20% of my clients have uggraded to v2020.3 even though it was released on 27 August, six weeks ago. Why? Because they did not know that there was one available as there was no in-product advice. Am I expected to have to contact everyone of my clients to tell them an upgrade is available? NO! With previous releases I think that 90% of my clients would have upgraded within a month. This "different process" is definitely not working. It is a fail on the part of MYOB. There needs to be an advice the the actual user that there is one available, and how it can be obtained and installed. Cheers DavidRe: AccountRight 2020.3 is now available
HelloSteven_MSuja_PJadeX01Neil_M Steven, it appears that you have completely ignored tne comments that I made. that the "different process" is far from satisfactory. Yes I know that the version can be downloaded from the my.myob site and that it can be got from the Software Downloads site, BUT many users of MYOB who actually do the work often are not the one getting the email about an update. I also doubt that the email address that is used for the notifications is, in many cases, obsolete or the sddressee has moved on from that business. i know this from experience with many of my clients. MYOB needs to understand how business actually works rather than the utopian view of the world as seen by software developers. It is the actual USER at the keyboard who needs to know that there is an update available and then they can persue the matter with their superiors to ger it done. If there were problems with the update in-product process then this needs to be solved, not ignored. Perhaps a message can be presented to the user at the login stage as is already done for other announcements. I see that this issue is also a concern on other posts.https://community.myob.com/t5/COVID-Australia/Budget-Tax-Changes/m-p/679505#M6100 Cheers DavidRe: AccountRight 2020.3 is now available
HelloSuja_PSteven_M I have found that many of my clients were not aware that there was an upgrade to v2020.3 because the In-Product advice was not provided. Less than 20% of my clients have done the upgrade. While an email may have been sent this would I believe go to the 'Owner' of the account and this is often not the user on the coal face. If they are not told by the 'Owner' then no upgrade is done. The banner advice to update is seen by the actual user and often there are a number of them on MYOB and so it leads to a discussion about updating. In addition the email says that the upgrade is available through the my.myob login. Many of my clients do not know what this means or find it too complicated to follow. The in-product upgrade was a simple process for most users on the PC Edition, however it would be improved if the process also removed the desktop and / or taskbar icon for the previous version to avoid users selecting the old one. I realise that the SE Version is a bit different in the install process, however surely the process could include the uninstall the previous version. I suggest that the In-Product advice be restored for the next version, particularly as it will, Ii expect include tax changes from the 2020 Budget. Cheers DavidRe: myob account right no barcode field
HelloBIRD_PLACE While there is no dedicated spot to record barcodes for my clients who want a record of it I use one of the Custom Fields that are available. This is the type of info they are meant for. See this MYOB help article. https://help.myob.com/wiki/display/ar/Custom+item+fields Cheers David
