yobers
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Bank account details required when I don't use bank feed
Hello, I recently tried to import a .qif statement to update my bank transactions as I have done many times before. However I was told that I need to update the new category details before I can do so. After choosing 'everyday account' in the bank account type (within the new category settings) I tried to save but was then prompted to enter my financial account details (BSB, Acct# etc) before I can save the new category settings. I do not use bank feeds (connecting MYOB to an external credit card or bank account) therefore I have no need to enter any financial account details. This seems to be an oversight within the new category settings because a user who is only importing .qif statements has no need or requirement to give their financial account details. I am currently unable to import .qif statements until this matter is resolved. Could you please update this oversight in category settings asap or tell me how it is possible to save the new category settings without needing to enter external financial account details. Thankyou.Solved101Views0likes2CommentsBank feed requiring account details
When trying to upload a new .qif statement into my bank feed I have been told that in order to keep using my bank feed I need to select a bank account type. This has never happened before. After selecting 'everyday account' I am then prompted to enter my bank account details (acct no, bsb etc) before I can save and start uploading statements again into my bank feed. I have no interest in automatically connecting my bank account and therefore do not wish to provide my bank account details. I manually upload .qif statements and that works perfectly fine for me. Could you please let me know how I can satisfy the need to select a bank account type without having to enter my bank account details. Thankyou.36Views0likes1CommentRe: Site not loading on multiple browsers
Thanks Earl, I use the app.myob.com link so that is not the issue. Unfortunately I am unable to replace my 2023 model computer which I use for accounting. And yes, I've already tried clearing the cache etc multiple times so that is not the issue either. Please see my reply to PLButcher as to what I think may be the cause of the issue. Although I could be wrong of course.191Views2likes1CommentRe: Site not loading on multiple browsers
PLButchers... While I could be wrong, I've got a feeling the issue is related to the multiple third-party sites and trackers working through the MYOB site. To name a few: fullstory(dot)com, sumologic(dot)com, segment(dot)com, wistia(dot).net, ctfassests(dot)net, segment(dot)com... this list goes on and it seems hugely excessive. I looked into the function of fullstory(dot)com and it appears to keeps a video recording of the behaviour and interactions made by each person within the site, which to me sounds unethical and an invasion of privacy. I've checked the third party requests from other sites and the MYOB site has the most requests associated with it so I wouldn't be surprised if it's causing the issue. It may be that the browser is trying the block and mitigate some of these third party requests which causes it not to load.198Views2likes1CommentSite not loading on multiple browsers
Hello, I am currently unable to login to the MYOB site on multiple browsers, including Safari. The login page simply doesn't load and nothing is displayed onscreen. This was not an issue a week ago. I have tried removing site protections (to allow the numerous trackers etc) but it still does not load. The only way I have been able to login is using Chrome (which is how I managed to interact with this forum). Every other website I visit loads perfectly fine so there is obviously a unique issue with the MYOB website itself. Could you please let me know what might be the issue thankyou.Solved409Views3likes10CommentsRe: MYOB reset and lost progess on invoice
After writing that previous forum post I went ahead to create the invoice again. This time I had completed the entire invoice and clicked the SAVE button. However the MYOB program reset asking me to log in and I have lost all progress on that invoice once again.243Views0likes1CommentMYOB reset and lost progess on invoice
Just letting you know of a recent issue. I was in the middle of creating a lengthy invoice. Everything was completed except for the customer selection. I created a new customer within the invoice through the customer drop down menu. However after saving the new customer details the MYOB program reset and asked me to log in again. It cased me to lose all progess on that current invoice so I'm wondering what may have happened to cause this? Thankyou260Views0likes3CommentsMatching bank transaction feature changed?
I notice that the match transaction feature has been changed. Previously it would automatically reveal invoices/bills of the same amount, regardless of the date differences between the bank transaction and the invoice/bill. Now it seems to only match transactions that are of the same amount AND date. This seems like a counter-productive change because often a purchase bill (and reciept) from a supplier wont actually show up as a bank transaction until a day or so after and therfore by default will have a different date. Can you tell me why this change was made and can it be reverted? Thankyou.376Views0likes1CommentRe: Automatically match bank transactions to MYOB bills and invoices
It's unfortunate that the auto-matching feature has been changed. Now it results in more time spent trying to match transactions, which is counter-productive. The purchase date on the bill doesn't always match the date of bank transaction... sometimes it may take a day or so to appear on the bank statement and as a result has a different date. The auto-matching used to show results of the same amount regardless of the pruchase date, and it was much quicker and easier. It would be appreciated if this feature was brought back asap.623Views0likes0Comments