Shella_A
MYOB Moderator
Joined 3 years ago
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Re: Balance Sheet Reporting Errors
Hi Nifty, To fix this, kindly try refreshing the opening balances. If it's still occurring, you might need to reach out to our live chat agent through our virtual assistant MOCA or submit a support request via MyAccount for possible file repair. Kind regards, Shella9Views0likes0CommentsRe: customer payments
Hi Danielhouston, To access the undeposited funds account in MYOB, follow these steps: Go to the "Banking" menu. Select "Prepare Bank Deposit." Here, you will see the undeposited funds listed, and you can manage them accordingly. To configure auto-allocate: Go to the "Bank Feeds" section. Click on "Manage Rules." Set up or edit rules to automatically allocate transactions based on your preferences. You may also check this help article about undeposited funds and matching bank transactions for more details. Cheers, Shella2Views1like0CommentsRe: Bank Feeds
Hi FOODY, Your credit card bank feed might have stopped due to an issue with the feed itself. Here are a few steps you can take to resolve this: Check Bank Feed Status: Go to the "Bank Feeds" section in MYOB and check the status of your credit card feed. If it shows as "ready" but not "active," it might need to be reconnected. Reconnect the feed: If the feed is not active, try reconnecting it. You can do this by going to the "Bank Feeds" section, selecting the credit card account, and following the prompts to reconnect. Manual Upload: If reconnecting the feed doesn't work, you can manually upload the transactions. Download the transactions from your bank's website and import them into MYOB. In regard to hiring a qualified bookkeeper, it can be very beneficial if you find it challenging to keep up with accounting tasks. They can help manage your accounts, ensure everything is up to date, and provide valuable financial insights. Kind regards, Shella3Views0likes0CommentsRe: Bank Feeds
Hi FOODY, Your credit card bank feed might have stopped due to an issue with the feed itself. Here are a few steps you can take to resolve this: Check Bank Feed Status: Go to the "Bank Feeds" section in MYOB and check the status of your credit card feed. If it shows as "ready" but not "active," it might need to be reconnected. Reconnect the feed: If the feed is not active, try reconnecting it. You can do this by going to the "Bank Feeds" section, selecting the credit card account, and following the prompts to reconnect. Manual Upload: If reconnecting the feed doesn't work, you can manually upload the transactions. Download the transactions from your bank's website and import them into MYOB. In regard to hiring a qualified bookkeeper, it can be very beneficial if you find it challenging to keep up with accounting tasks. They can help manage your accounts, ensure everything is up to date, and provide valuable financial insights. Kind regards, Shella7Views0likes1CommentRe: Emailing receipts
Hi Vikash_Naidu, Currently, when your customer makes a payment, you can provide them a copy of the invoice (showing the payment) as a receipt. See this link for more detailed information to assist with this. Having the option to view a receipt before sending it to customers is a great idea. I highly recommend posting this in our MYOB Business Product Board Ideas for feature consideration. Regards, Shella1View0likes0CommentsRe: Have received an online payment, and it hasnt been automatically linked to a sale
Hi ryadre, Payment not being automatically linked to the sale or customer could be due to the fees and on charges affecting the exact amount. You can manually match the payment to the correct invoice. See this link for detailed instructions. Kind regards, Shella5Views0likes0CommentsRe: Confirmation file
Hi dlow2020, I have reset that company file back to Active for you. This should allow you to login back into that company file as intended. You can now proceed with confirming the file online via the online confirmation portal at https://confirmation.myob.com/. If you need further assistance, please reach out to our support team directly. You can reach them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount. Kind regards, Shella27Views0likes6CommentsRe: Recurring transanction
Hi KK008, To delete an entry from the Prefill recurring transaction template in MYOB Business, follow these steps: Go to the Banking menu and choose Recurring transactions. Click the Schedule name of the recurring transaction you want to delete. Click Delete to remove the recurring transaction from your list of templates. This will delete the recurring transaction template. Kind regards, Shella1View0likes0CommentsRe: Any fees for using PayBill
Hi victorag, To pay a bill directly from MYOB via a linked bank account, there is no charge. You can generate bank files without worrying about a percentage fee on the transferred amount. However, payroll payments do incur charges based on usage, not the number of employees. For more details, you can refer to this link about paying bills. Kind regards, Shella11Views0likes1Comment