Geoff_Colwill
Experienced Partner
Joined 14 years ago
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Re: Inactive accounts and cards etc. The default
Hi - Is this thread requesting "ARL account code inactive but linked to contact so client was able to code new transaction to inactive account - MYOB can we please have this loophole closed asap please - would someone from Myob please reply so I know this bug fix request has been logged?580Views0likes0CommentsSpend money: Auto-populate the amount by sum of detail line(s)
Hi Team In spend/recieve money windows auto populate $amount in detail line with initial $amount entered or just have the total $amount populate with the sum of the $amounts in the detail line(s) I've talked to the LA support team about this some time ago. Any support for this as a priority? Geoffrey "In spend/recieve money windows auto populate $amount in detail line with initial $amount entered or...."Report: Profit and loss - Cash basis
Hi Team In AR 2011 there are two reports under Accounts/Small Business Entity - Profit & Loss (Cash) Account Trainsactions (Cash). Smaller businesses often report BAS on a Cash basis and therefore it would be useful to also to be able to report P&L on a cash basis. As Live Accounts is targeted at the smaller businesses, who are most likely to report on a cash basis, I feel that this should be a high priority for LA as an additional report or two. I would like to hear whether this is felt to be a good idea, or to understand why this would not be useful. Thanks a lot Geoffrey "Request to include Profit & Loss report on Cash Basis in Live Accounts"12KViews0likes15CommentsMYOB Invoices (app): Apply contact information from devices Contact address book
When emailing and SMSing invoices from MYOB on the go - it would be great if the system would automatically apply these to the contact info Do you agree - if so please vote Thanks Geoffrey "MYOB on the go - save email and mobile numbers used in contact file"Accounts list: Adding new accounts
When creating a new account line in the CoA the display window reverts to a blank window with the previous entry at the bottom that invites you to save or cancel If you click save it tries to save the blank entry The user is disinclined to click the cancel as they think they maybe cancel their previous entry This is counter intutive and clunky A solution would be at the end of creating an account there is both a Save and a Save and Add button as on other windows As the CoA is often right at the beginning of the first time users Essentials experience it would be great if this could be improved asap Hi others, if you agree, please vote for this Thanks "Chart of Accounts - adding new account lines more intuitively"Accounts list: Delete accounts
I was working with a client again setting up there chart of accounts To have to scroll to the top of the page to press the delete button is clunky, time consuming and not intuitive I would like to strongly sugesst that we can delete from the edit window which can be accessed by double clicking If others agree, please vote for this suggestions to get MYOB moving to improve the system even more! Thanks "Deleting Chart of Accounts lines with ease :-) - complaint and constructive suggestion!"Sales: Email received confirmation
Client suggestion I have another suggestion that has caused us a few hiccups. When you send an invoice via email you have no way of knowing if it got to them. I guess what I mean is, if the email address has been entered imperfectly then there is no "Mail Delivery Error" or similar to let you know. And as most clients dont reply saying they've received an invoice, you just assume they have until they havent paid, and you resend and same happens. We have had 3 instances now, one a typo on my part, another someone texted their email address incorrectly (so my several times rechecking didnt help), and another went to someone's old address that they have an autoreply on but we didnt receive it. I'm sure it's unlucky we've had so many, but I imagine it must happen to others occassionally as well. I wonder if you could add it to the "feedback" list? "Email received confirmation please?"Cards: Synchronise cards to web based applications
Many of my clients no longer use Outlook but Gmail As CRM becomes an increasing focus for small biz and the mobile app provides access to contacts this is a high priority from my perspective. Also synchronising to a group of contacts rather than the whole lot would be critical too. Thanks Synchronise Cardsto web based contacts like Gmail as well as Outlook?Bank Feeds: Card Type for new contact based on type of transaction
Hi Team In the Bank Feed screen when entering a Spend Money or Receive Money and entering a new contact, it would be good if it would default to Supplier and Customer respectively. At the moment it appears to be random I haven't checked out the Banking Spend Money etc? Thanks Geoffrey 'Bank Feed screen Receive Money new contact default to Customer and Spend Money default to Supplier"