Yanike_S
MYOB Staff
Joined 4 years ago
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Re: user access
HiMezza2022 Thanks for your post. In MYOB Business file users don't have access to the Users window under your business name so they won't be able to see other users. There is no setting to get notified about changes in added owners. To see newly added owners they will have to go into the Users page.498Views0likes0CommentsRe: General ledger detail report MYOB Business Lite
Hicustomreports Thanks for your post. You would find the General Ledger Details report under: Reporting>>Reports>>Business>>General Ledger. When you select Expand all you will be able to see the list of entries. You can select customise to in/exclude the data your accountant would need.1KViews1like1CommentRe: project budgets
Hicinespaceinc Thanks for your post. This is what MYOB Business can do regarding to budgets: Working with budgets. Alternatively you can have a look at our App Marketplace. There might be an add-on that suits your needs. These are apps developed by third parties, so for any questions I would recommend contacting them directly.716Views0likes0CommentsRe: Bank Processing Date prior to System Date
HiEric3 You may be able to journal from the electronic clearing account to the main account, however the transaction will stay in the Electronic Clearing Account as it didn't get pushed out of the account. If you would want to do this I recommend talking to an accounting advisor to make sure you are using the correct accounts in this transaction. Have you tried to change the date using the browser version? Open app.myob.com and you might be able to record it there. If you take a backup of your online file as per the link I sent you and restore it offline, you will keep your latest data. It is just that your file needs to be offline for the system date change to have an effect without an error message. Once that is done you can reupload your updated file online.549Views0likes1CommentRe: Myob Account Transaction Accrual Report not Exporting to Excel
HiPbangez Thanks for your post. There could be a few causes for this. Could you check the following: Do you have a compatible version of Excel installed (32 bit)? If you haveinstalled Excel after AccountRight you will need to uninstall both AccountRight and Excel, before reinstalling a compatible version of Excel first before AccountRight. Windows permissions need to be the same between Excel and AccountRight to ensure that the information gets exported across. If clicking Export to Excel doesn’t send the information through then it could be caused by a permissions imbalance. Close AccountRight before right clicking on the AccountRightdesktopicon and choose Run as Administrator. This will run AccountRight with full Windows Administrator permissions so it should allow the export to go through. If the export does go through when running AccountRight as a Windows Administrator, but not normally then AccountRight will need to be reinstalled with full Windows Administrator permissions by right clicking on the installer and choosing “Run as Administrator” Generally AccountRight LIVE sends the data straight to Excel via .NET Framework, if there is nothing happening when trying to export to Excel means that the direct link is either non-existent or became broken. Solution is to do a repair install of .NET Framework496Views0likes0CommentsRe: Bank Processing Date prior to System Date
HiEric3 Thank you for your post. If the file is Online, it will not allow you to do this. A possible work around could be is to take aback up of your online file>Restore the back up locally> Make the changes you need to make > Take a back up > Restore the new back up file online so it replaces the current file in the cloud. Our help articleRestore your company filehas instructions under headingTo restore a backup online (to replace your online working company file)on how to do this.575Views1like3CommentsRe: Owners Funds
Hi Vanessa1606 Thanks for your post. Generally speaking you would use an equity account like Owners drawings to take money out of your business and Owners contribution account to add money to your business. Usually your business expenses would be allocated to expense accounts. However as we're not accountants we're not permitted to advise on the accounts and tax codes you would need to use. As such, you will need to speak to your accountant to get the correct advise for your business. That being said, I do encourage other members of the Community Forum to share their experience and financial knowledge.445Views0likes0CommentsRe: Attaching receipts to payments/refunds
HiSam_P The AccountRight desktop application will only allow for users to attach documents to bills or spend money records. Receive money transactions will not have that option for attachments. In saying that, thebrowser interface of AccountRightwill allow for documents to beuploaded to banking transactions. As such, you can attach documents to receive money transactions through this method.Note: These documents will not be able to be seen or accessed in the Desktop application.384Views1like2CommentsRe: Frustrated - Error pop up
HiHydranet Thanks for your post. Could you please follow the steps in this help article:Error: Something's gone wrong and AccountRight needs to close. If you are still having issues, could you please upload the error log/diagnostic log so I can have a closer look?510Views0likes0CommentsRe: disabling the delete sale option under the edit menu
HiVansan Thanks for your post. I would recommend going through these help articles:Deleting an invoice, quote or order and Deleting a bill, quote or order. It will go through the options for you to disable deleting sales and purchases.335Views0likes0Comments