ChrisMYOB
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Re: Credit Card Surcharge
Hello SusieExpTech Those settings do appear to be right, can ou confirm that your customer has paid with a credit card only, as mentioned when paying via Bpay the charge isn't pushed forward so this could be why you were both charged if they paid one via Bpay and some via credit card. You will be able to run an online invoice payment report, which will tell you the method of how they have paid. If it is all credit cards I would advise contacting our online payments team so they can investigate why you were charged the amount. Our online invoice team can be reached by created a support case via myaccount.myob.com2.2KViews0likes4CommentsRe: Import Quotes from Excel?
Hello neek0la Welcome to the Community Forum. The In tray is where you can store digital copies of supplier bills and receipts, so it isn't really suited for quotes or invoices that you send out. There isn't a way to import quotes or sales into MYOB Business. I have linked our Help Article on importing and exporting which links to the different information you are able to import.574Views0likes0CommentsRe: Customise Invoices
Hello Maisie2015 The ability to add a logo is certainly in MYOB Business lite. You need to click on the Templates option under the Sales settings tab. I have attached a Help Article on uploading your business logo or header image here for you to follow along with. With the blurriness are you able to please send a screenshot of this, and does it happen when you view a print preview of the invoice? I hope the above information helps.734Views0likes0CommentsRe: Downloading CSV file for payroll in new system
Hello kasey Thank you for your post. Can you please clarify what you mean by the CSv, is this the same as the ABA bank file to process your payroll. If so, you can go to the Accounting menu and choose Chart of Accounts. In the account your electronic payments will come from have you entered the Direct entry user ID (sometimes called the APCA ID)? If you do not know your Direct entry user ID check with your bank about this. This ID is assigned by your bank when you registered with them to process direct credits. Once this is entered in you should be able to process this.253Views0likes0CommentsRe: entering a cheque number
Hello Securr3039 You won't need to enter in any cheque number, when paying via cheque. To match payroll transactions that use cheques, you'll need a bank feed set up on the business bank account your cheque wage payments are paid from. Employees paid this way will need their Payment method set to Cheque. When you process a pay run that includes employees with a payment method of Cheque: the employees' pay cheque amounts are posted to your linked account for cheque payments (what are linked accounts?) when an employee deposits their pay cheque into their bank account (and the cheque clears), the cheque amount will be withdrawn from your cheque account these transactions will match in your bank feed I have linked a Help Article on the payroll changes in MYOB Business which will go over all the information you'll need to know.487Views0likes0CommentsRe: Drag and drop not working
Hello andy_h Welcome to the Community Forum. It would appear from what you have said that it's just not working when you try to drag directly from outlook. The function still appears to be working as a whole. I can suggest trying to reinstall both AccountRight and Outlook, to see if this assists in the situation. I would also make sure you have all windows updates installed including the .NET Framework updates. If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.613Views0likes0CommentsRe: Printing MYOB business reports on a MAC.
Hello Anjay To print a report from a PDF you will need to follow these steps. Produce the report you want to export. If you want, customise the report by filtering the information that appears, or adding, removing, and reordering columns. From the Export menu, choose the export format you need, this case being PDF Click Export. If you're exporting as a PDF, the report should display on a new browser tab where you can view, print or download it. If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.505Views0likes1CommentRe: Bank Transactions
Hello headspace When you receive a bank feed, MYOB tries to automatically match transactions from your feed with existing MYOB transactions. A bank transaction and MYOB transaction are matched if they have the same date and amount and the MYOB transaction is the correct type (such as Spend Money). If you would like to turn this off, go to Banking > Bank rules and deselect the option Automatically match bank transactions to MYOB bills and invoices. If my response has answered your inquiry please click "Accept as Solution" to assist other users to find this information.245Views0likes0Comments