Genreve_S
MYOB Moderator
Joined 4 years ago
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Re: MYOB Team - Salaried Employee
Hi Shenanigan_0919, Thanks for explaining. I can see why you’d expect MYOB Team to use each employee’s existing salary or hourly setup when the hours flow into AccountRight. AccountRight can support both employee types, but MYOB Team timesheets require the employee to have an Hourly pay basis. Hours submitted through Team go to the Base Hourly pay item, so creating a zero-value category won’t make this work for salaried employees. Unfortunately, there isn’t a supported workaround for this in MYOB Team. Salaried employees’ hours would need to be tracked another way. More information is available here: Getting started with MYOB Team Regards, Genreve11Views0likes0CommentsRe: MYOB Team - Salaried Employee
Hi Shenanigan_0919, Thanks for taking the time to look into this. It makes sense that you’d want to use one system for both your hourly and salaried employees, without changing how your salaried employees are paid. Unfortunately, the zero-value payroll category setup isn’t a supported way to use MYOB Team timesheets for salaried employees. MYOB Team requires employees submitting timesheets to have an Hourly pay basis, and the submitted hours flow through to the Base Hourly pay item. Creating a separate zero-value category won’t change this requirement. Salaried employees may still be able to use other MYOB Team features, but you’ll need another method to track their hours. You can find the MYOB Team setup requirements here: Getting started with MYOB Team Regards, Genreve16Views0likes0CommentsRe: Notification on receiving Purchase Invoices in Intray
Hi Row78, A notification setting would certainly be helpful for In Tray documents. AccountRight doesn’t currently offer a notification when a new invoice arrives in the In Tray. If you email invoices to your In Tray, they may take a minute or two to appear. You can also click Refresh in the In Tray if a document doesn’t appear straight away. You can find more information here: Working with uploaded documents If you’d like to see this feature added, you can post your own suggestion on the Ideas Exchange board for consideration in a future update. Regards, Genreve10Views0likes0CommentsRe: Where do I capture activities?
Hi Rudih, I can see how this adds an extra step to your workflow, especially when your team records hours in the field. Moderators don’t have the option to add requests directly to the product development list. The best way to have this considered is to post the suggestion on the Ideas Exchange board, where other users can vote and add comments. Regards, Genreve13Views0likes0CommentsRe: I need to run a report on all outstanding , quotes, that have not been invoiced yet. Is there a report in MYOB BUSINESS or Accountright.
Hi TSGTanya, Sorry if the steps to get there in AccountRight were a bit unclear. The Quotes and Open Invoices options are selected from the Sales Register window, rather than the report’s transaction filter. To view them: Go to Sales and select Sales Register. Select the Quotes or Open Invoices tab. Set the customer and date filters. You can find more information here: Sales Register window Regards, Genreve4Views0likes0CommentsRe: Unused Annual Leave
Hi Jacmus, Thanks for trying the Entitlement Balance Detail report. That report only retains entitlement information for the current and previous payroll years. So, if your current payroll year is FY27, the earliest year available in the report is FY26. You can check the employee’s current unused annual leave balance from their employee card by going to Payroll Details > Entitlements. For a breakdown of leave from earlier years, refer to any reports saved from those years, as the report won’t show older entitlement history. You can find more information about payroll reports here: Payroll reports Regards, Genreve7Views0likes0CommentsRe: Future pay runs & IRD filing
Hi MandyOJE, Being away for three weeks with no one available to process payroll makes it understandable that you’re looking for a way to prepare the weekly pays in advance. Payday filing is submitted when each pay run is processed and is based on the actual payment date. IRD requires electronic filing within 2 working days after each payday. Future-dated pay runs aren’t held for later filing, so processing all three in advance could send the filings too early. The safest option is to have an authorised person process each pay on the normal payday and submit the filing then. They’ll need payroll access in the software and delegated access to the business’s Payroll or Payroll Returns account in myIR. You can read through these links for reference: Setting up payday filing IRD payday filing requirements Regards, Genreve14Views0likes1CommentRe: Can't export report to Excel file
Hi Brindly, Thanks for sharing the screenshot. I can see that the Microsoft Excel error is hindering you from exporting your reports. That message means Excel is blocking the older template used when AccountRight exports reports. Please try the following in Excel: Go to File > Options > Trust Center > Trust Center Settings. Select File Block Settings and find Excel 97-2003 Workbooks and Templates. Make sure this file type isn't blocked, then select OK. If the export still doesn't work, go to Trusted Locations, select Add new location, and add: Documents\MYOB\AccountRight\Current\Reports\Spreadsheet Close and reopen Excel and AccountRight, then try exporting the report again. As this changes Excel security settings, you may need to check with your IT professional first. For Microsoft’s instructions, see What is File Block? and Add, remove, or change a trusted location in Microsoft Office. Regards, GenreveRe: Missing Employee from Reconciliation
Hi Nathan83, Thanks for explaining, Nathan. That payment should have been processed to the bank account directly instead of the electronic clearing account. The payment can still be reconciled by creating a Prepare electronic payment transaction for that single payment. Because it was processed to the electronic clearing account, select the payment and choose the bank account you want it transferred to. Select the payment and choose the bank account you want it transferred to. This will move the amount from the electronic clearing account to that bank account. Just make sure the payment date matches the original payment date, and it should reconcile correctly. You can find more information on the process here: Making Electronic Payments Regards, Genreve15Views0likes0Comments