jenny4
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Joined 6 years ago
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Aged Receivables and Payables Reports date filter inaccurate
Kia ora. In AccountRight Desktop, I have run an Aged Receivables 'Summary' report and an Aged Payables 'Summary' report with a date filter of 'as of' 31 March 2025 (end of New Zealand tax year) for our accountant. Both Reports are including sales/purchases that are dated in April 2025, so are totally inaccurate. The reporting seems to be defaulting to the date of creating the report, instead of recognizing the 'as of' filter date. The 'Detail' reports versions do the same. The 'Payment Due Dates" for each customer/supplier are correctly set at 20th of the following month. Am I missing something or is this a known issue? Thank you.Solved112Views0likes1CommentRe: Desktop invoice template inexplicably changed after Online activity
Yes learnt that now thanks Sai - however, the MYOB Online Sales Settings UI info implies you can use the Desktop templates, as per screenshot below. To get around the emailing-from-MYOB issue above, I had to delete the Desktop Invoice template from Online Invoice templates.123Views0likes0CommentsRe: Desktop invoice template inexplicably changed after Online activity
Thanks Doreen - however that doesn't explain why the new, second invoice template I created Online disappeared. I've since discovered that if I email invoices from AccountRight Desktop Sales Command Centre, MYOB uses the changed version of the template bearing the name of my original Desktop version which is missing information. If I save the invoice to disk and send if from our own email system, it sends the correct Desktop template. I take it that as emailing from MYOB goes through the Online service, it is picking up that incorrect Online template because it has the same name although missing content. MYOB should really warn users that Desktop and Online do not play nicely together, and it's best not to select existing Desktop templates from Online Template options, due to issues like this. I'll try recreating the Online template invoice and make it the Online default to see if it resolves the emailing-from-Desktop issue. Cheers64Views0likes1CommentDesktop invoice template inexplicably changed after Online activity
I have had the same customised invoice template in Desktop for years. I created a new template with a different name in MYOB Online while trying to integrate with Amaka, which didn't work. I couldn't back out without making something the default template online, so eventually found how to make that my Desktop version. I stopped the Amaka integration. All was fine for a few days till suddenly all my Desktop customers are getting the new Online invoice version I created (and didn't make the default). Now, that second version has disappeared from the Online invoice templates list and is not in Desktop invoice templates, but MYOB has replaced my original Desktop template version content with its content which I do not want. How can this happen without my approval and how can I recover my original Desktop template without having to recreate it? MYOB Online does seem very buggy if you have Desktop too.Solved111Views0likes4CommentsRe: Print different packing slip template
Ignore post above - realised I was in Print Statements instead of Print Invoices when trying to find the Packing Slip form! Still very annoying that you can't assign a different invoice and/or packing slip form to different customers though - means I can't use the efficient Print Packing Slip after Invoice option and have to go into Print Invoice every time and change the Packing Slip form option.480Views0likes0CommentsPrint different packing slip template
Hello. I saw a now-closed post from May 2022 re different Invoice templates not being able to be assigned to different customers as a default. I have a related but different problem - a priced packing slip is required by a major Customer, but others do not want prices on packing lists at all. I have a standard Packing Slip form without prices, and I've created a second Priced Packing Slip form. Prior to this, the Packing Slip form never appeared as a form option when printing Invoices from the Sales Command Centre or from the Sale itself, and still doesn't appear with two forms existing. I tried turning off 'Print Packing Slips when Invoices are printed' in the Setup Preferences menu but Packing Slip still doesn't appear as a form option to print. Both Packing Slip forms are correctly set up as Item templates, and I selected Item when using Advanced Filter to print from the Sales command centre. Do I have to create a duplicate Invoice form template and name it to somehow link it to the Priced Packing Slip? Or do I have to change the default Packing Slip form to the Priced version each time I print one for this customer? CheersSolved382Views0likes1Comment
