Princess_R
MYOB Moderator
Joined 3 years ago
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Re: MYOB Assist
Hi glenicet, It really comes down to which file your client needs to get into and where you want their details saved. The MYOB Assist app will send receipts into the In Tray for whichever online file the user has access to, so just link it up to the file where you want everything to end up. To give them access, simply add them as a new user using their email address. You can still keep things locked down by controlling what they can see and do in each file by following the steps on this link. Cheers, Princess148Views0likes0CommentsRe: Change serial number
Hi GDay53, Welcome back to the community! A direct serial number change isn’t possible, since AccountRight and MYOB Business Pro run on different platforms and data structures (AccountRight can run locally, while Business Pro is fully cloud-based). To bring everything across, it has to go through our formal data migration process. You can get started by filling out the form on this link, and our migration team will take it from there and make sure your data is moved over correctly and securely. Cheers, Princess169Views1like0CommentsRe: Payroll Error Payment made can not match
Hi DAL-WA, That one’s a bit tricky. The key is just making sure what’s in MYOB matches what actually happened in real life. Normally, we’d suggest doing a journal entry or reversing and reprocessing the payroll so your bank feeds line up with the payroll transaction, but I know that can feel like a lot. To help you match your bank feeds, I’ve grabbed a few forum threads where other users have shared the workarounds that worked for them: Match a Payroll that was Paid incorrectly Two bank payments to one PAYROLL entry in MYOB Business Matching partial payments to one pay run Cheers, Princess35Views0likes0CommentsRe: Adding supplier surcharges when paying a bill
Hi Nadine2, Adding a credit card surcharge online (in a browser) works a bit differently to AccountRight desktop. There’s no direct “finance charge” field, so you’ll need to add the surcharge manually as a separate or second line on the bill, and link it to the category you’ve set up in your linked categories for purchases. It’s really important to run this past your accountant first so they can tell you exactly which categories you should be using for the surcharge. That way everything’s set up correctly and you won’t hit any issues down the track. Cheers, Princess128Views0likes1CommentRe: Adding a new employee gets rejected
Hi nativepeak, Nice work checking the link and trying a few things already, and thanks for the screenshot as well. That "Unauthorised Delegation" message from IRD usually means the myIR login that authorised MYOB doesn’t currently have the right access to file payroll for that business. Most of the time, it’s because the email you use to log in to IRD doesn’t have the correct permissions in myIR. Try logging in to myIR and check whether the email you’re using is the same one that actually has access to the account. You can check this under Settings/Access > Logins. If everything looks right there and you’re still seeing the error, our team can dig into it further for you. You can chat with us via MOCA (our virtual assistant) or log a support ticket through My Account, and we’ll help get it sorted. Cheers, Princess26Views0likes1CommentRe: Quotes is now available in MYOB Assist!
Hi theguysthat, Thanks for your feedback. Not having your pre‑made Notes in the MYOB Assist app can really throw off your workflow, especially if you rely on them a lot for quotes while you’re on the go. We’re still working on improving the app to better support your business, so I’d really recommend creating a separate post on our MYOB Assist board for this feature. That way, our product team can see how important this is for you and how it would make the app much easier to use for quoting. Cheers, MYOB123Views1like2CommentsRe: Emailing purchase invoices to my intray isn't working
Hi Sue-Provincial, Thanks for checking in. You’re not alone, we’ve had a few other customers posted the same issue with sending and uploading documents to the In Tray, and our team is looking into it. Really sorry for the hassle this is causing. As soon as we know more and have next steps, we’ll be in touch with an update. Cheers, MYOB67Views0likes0CommentsRe: MYOB Assist
Hi KF1, Having a captcha in the MYOB Assist app would definitely be handy. Right now with the new app, staff just need to sign in with their MYOB account to capture or upload receipts, and that login process is one of the ways we keep your business data secure. Captcha isn’t available at the moment, but there are still a couple of easy ways to stay secure while letting staff upload receipts. You can give them limited roles/permissions so they can capture and upload without getting full access to your file. Another option is to use your file’s Uploads/In Tray email address, so staff can simply email receipts straight into MYOB without needing to log in to the app at all. Cheers, Princess178Views0likes0CommentsRe: Allocating Capricorn Rewards Points to pay Capricorn Statement on Accountright.
Hi SCR26, Great question, this one can really do your head in a bit. An easy way to handle it is to use a separate clearing account just for the Capricorn rewards, then tidy it up with a quick journal. That said, it’s still best to check in with your accountant so everything’s recorded and allocated correctly. I’ll also share this forum post that might give you some extra insight and hopefully helps. Cheers, Princess86Views1like0CommentsRe: Help installing myob accounting v14 on a new pc
Hi Blackguard, Thanks for checking in. MYOB Accounting Plus v14 is a much earlier version of the software and it’s now been discontinued, so we’re no longer able to support it. We’ve got this handy page that lists all MYOB product versions, and in most cases we’d really recommend moving to one of our current MYOB products so everything runs smoothly with your new computer’s operating system. Cheers, Princess129Views0likes0Comments