Neil_M
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Re: INVOICE - CLIENT ROUNDING OFF THE TOTAL AMOUNT
Hi Jackio Its really going to depend on whether these credits will be used in the future or not. If the credits are going to be used in the future, to go against a transaction then you’ll need to keep these credits on file to be used at another time. If the credits arent going to be kept, I recommend having a discussion with your accounting advisor over how they would like you to handle them, either by being refunded to the customer or written off If the credits are going to be refunded, youll need to use the refund feature on the Returns and Credits tab to pay the amounts out to the customer. In contrast if the amounts are going to be written off or kept within the business, you’d need to create a sale to apply the credits to, in order to remove them from the file452Views0likes0CommentsRe: Paying Allowance to Separate Bank Account
Hi AEH2 Currently AccountRight doesn’t allow for specific wage amounts to be paid in specific accounts for a user. This does mean you’d be looking at having to either do it manually through your internet banking portal or through this workaround: In terms of doing it within the software, if you were using bank files to make the payments, the only way youd be able to do it would be to record the normal pay with their normal bank account in the payment details and create the bank file for that transaction Then the allowance would need to be paid, and this would involve updating the bank account details on the card to the other account, recording the payment and creating the bank file to the new account. You’ll also have to remember to reenter the bank account back to the original account once you’ve finished paying the allowance307Views0likes0CommentsRe: Keeping deposit on cancelled invoice
Hi laurenjones27 Boiling it down, effectively theres a portion of an invoice that wont be collected. Broadly speaking this would be handled in the same method outlined in our help article on writing off bad debts I’d recommend having a chat with your accounting advisor to get their thoughts on the matter458Views0likes0CommentsRe: Inventory
Hi nicky7 AccountRight doesn’t allow for a user to switch inventory calculation methods after recording transactions against an item. Instead if you are wanting to change inventory calculation methods, or to start tracking inventory, and have already recorded transactions against the item heres what youll need to do for each item: To avoid confusion the term “old item” will refer to the initial setup of the item, while the term “new item” will refer to a newly setup version of the item with the I Inventory option ticked Make a note of the on hand quantity and value of the item Rename the old item by adding zzz at the start of the item number, to free up the item number Create the new item using the item number Do an inventory adjustment to increase the on hand quantity and value of the new item to match the old item Do a second inventory adjustment to decrease the on hand quantity and value of the old item to zero. (This can be done as part of the previous step if you want to) Mark the old item as inactive by ticking Inactive item on the old items item cardRe: Order to Bill conversion date and time
Hi Yashdeep I’d be looking at the journal security report under the Accounts tab of the reports. This report is designed to capture all changes to the transaction journal, such as when a transaction is recorded. Locate the time the bill was recorded and this will give you the date and time information. Note that there may be a delay between the point where a user clicked the button to convert the order to a bill and the recording of the bill which is not possible to capture within the system253Views0likes0CommentsRe: Fuel levy
Hi nellymc Currently AccountRight doesn’t have the capability to automatically calculate and add additional percentages to the sale. If you were using Item invoices however, you could create an inventory item to calculate it for you. The item would need to have I sell this item ticked to be selectable on the invoice, but not I inventory this item. In terms of the item price it would be the percentage you were wanting to calculate, so a 10% calculation would be an item price of $0.10 or 10 cents When using the item, enter in all the other transaction lines to get the total of the invoice before the levy, then add the levy as an item for sale. Using the pre levy total of the invoice as the quantity for the levy will let it calculate and add the amount to the invoice1.1KViews0likes0CommentsRe: Transfer of Assets to Shareholder account/Own Equity
Hi Miown This is something you will need to speak with your accounting advisor about. They will be able to advise you of their preferred way to record this transaction correctly Generally speaking, a general journal entry can be used to transfer amounts between one account and another within the file – however your accounting advisor will be able to advise of how they would like it done and how the journal entry should look536Views0likes0CommentsRe: One-off super contribution for owner
Hi BecSter Generally speaking this is something you would want to discuss with your accounting advisor, as to how they would like you to handle it. Generally speaking, if it was a payroll transaction then it would be recorded through the payroll system. That said your accounting advisor will have their own preferences and preferred method of accounting for transactions like this If you were to record this information through the payroll system, to allow the payment to be recorded through the Pay Liabilities section, then it would also be visible in the payroll reports. While not essential, this is worth keeping in mind for your reporting as it will keep all payroll related information in the one place278Views0likes0CommentsRe: Block general ledger accounts
Hi dinky Although you cannot specifically “block” an account, you can mark the account as inactive. You can do this by opening the account in the Accounts list and then selecting Inactive Account. This will hide that account number from drop down lists within the program, preventing users from choosing them when recording transactions. Do note however that if a user enters in the account number, the transaction will still go through. You can mitigate this by changing the account number to free it up for later on. For example you may want to renumber the accounts you no longer want used to going backwards from 9999. This will stop the account number being used, until its been replaced by another account792Views1like1CommentRe: API for Employee cards and Time sheet
Hi Hemasri Glad to hear you’re interested in using the MYOB API. Getting started with the API is a two stage process, first we need to get you registered as a developer on the system, then you can apply for the API keys. To register as a developer, its just an online form which you can find on our API support website. Once your registrations been approved, you’ll need to apply for your API key After you receive your API key you'll be able to start building the integration669Views0likes0Comments