Princess_R
MYOB Moderator
Joined 3 years ago
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Re: Transactions without an assigned job number
Hi MichaelChalk, Thanks for reaching out. AccountRight has built-in Job Exceptions reports that can help identify transactions entered without a job number. For a report specifically showing transactions that affect the P&L but don’t have a job number, you may need to run other account reports and compare the results with the Job Exceptions report to pinpoint the relevant transactions. Cheers, Princess7Views0likes0CommentsRe: How to back up/make read only
Hi squeako, We recognise that record keeping is important for businesses who end their subscription with MYOB. As part of the cancellation process, when you call and speak to one of the team, they will talk you through the options available which include: Downloading data through report packs Requesting a one time server backup retrieval A low cost read only subscription To The_Doc's point, with option 2, the server backup you receive cannot be opened at any time, as it is was an online file, this can only be viewed now with an active subscription. In the instance where you might be audited or need to access these records (beyond what you can see in downloaded reports, you will be able to contact our support team to see what options are available for you to restore the backup. Cheers, Princess27Views0likes0CommentsRe: STP P2 reporting leave to ATO
Hi TinaL2, STP reporting can be tricky, so it’s easy for a detail like this to be missed. Under STP Phase 2, paid leave is reported separately from Gross Payments. This means the relevant leave pay categories need to be linked to the correct ATO reporting categories. The steps to fix this can depend on your specific circumstances. If the leave amount was already included in your July and August pays, check the ATO reporting categories, make any necessary corrections, and send an update event. This will send the employee’s current year-to-date figures to the ATO. If the leave amount was missed from the previous pays, you can adjust it in the next pay for September. Before making any changes, it’s best to speak with your accountant to make sure the figures are reported correctly. Cheers, Princess16Views1like0CommentsRe: PAYBY payment sitting in Unallocated transactions
Hi FW5, Thanks for the update. What you’re seeing is generally expected with online invoice payments. When a customer pays online, the payment is first recorded automatically to Undeposited Funds. Once the funds settle, MYOB creates a bank deposit transaction in your transaction account. In this case, it looks like the bank deposit transaction wasn’t created successfully. Because the payment is linked to this process, it usually can’t be edited or deleted directly, which is why you’re seeing the error message. In MYOB Business, you can try recategorising the payment to the correct account if the transaction is editable: Go to Sales > Invoices Open the affected invoice In the activity history, click the payment If the payment can be edited, change the Bank account to the correct account and save Alternatively, you can try these steps: Go to Banking and select Bank transactions Click the drop-down arrow for the transaction Click Select category Under Category, select the correct main income or bank account Verify the amount Click Save For further assistance, please get in touch with our Support team using any of the contact options on our Contact page. Cheers, Princess12Views0likes0CommentsRe: PAYBY payment sitting in Unallocated transactions
Hi FW5, Thanks for reaching out. To unallocate an automatically matched bank transaction, open the matched transaction and select Unmatch or Unallocate. You can also follow this guide for more information about working with bank transactions. If you need one-on-one help, our support team will be happy to assist. You can contact them through any of the support options on our Contact page. Cheers, Princess17Views0likes2CommentsRe: Other user cannot see invoices
Hi CKnight, Good question. Your colleague should normally see the same information with Online Admin access. Before trying anything else, please make sure they’ve cleared their browser cache and tried a different browser, just to rule out a display issue on their end. If the issue continues, it’s possible that having multiple roles selected is affecting their access. As a quick refresh, untick the other roles and select only the Administrator role or the Sales role. Save the changes, then check whether they can see the same invoices as you. If they can’t have Administrator access, you can restore their previous roles and permissions after testing. This may help refresh their access. If they still can’t see the same invoices after trying these steps, please contact our support team through one of the options on our Contact us page. Cheers, Princess21Views0likes0CommentsRe: Keep quotes moving and invoice faster with the latest MYOB Assist update!
Hi Joanne10, It’s odd that you’re unable to send an invoice through the MYOB Assist app, as this should normally work, and there are currently no reported incidents affecting it. At this stage, there isn’t another app that offers the same functionality. The Capture apps are being retired, and MYOB Assist is MYOB’s supported replacement for mobile invoicing and receipt capture. If your business file name contains any special characters, these may prevent invoices from being emailed or shared. As a quick workaround, open the invoice, tap Share, and select your email app. You can also try removing the special characters from the business file name before sending it again. If there are no special characters, the invoices may not be sending for another reason and will need a closer look. Please contact our Support team directly, or connect with our virtual assistant, MOCA, which can transfer you to our live chat team. They’ll be able to investigate what’s causing the issue in more detail. Cheers, Princess10Views0likes0CommentsRe: Opening multiple windows - AccountRight
Hi Thais1, Thanks for trying to clear your AccountRight cache. It’s unusual that only specific features aren’t opening, so this may need a closer look from the back end. It would be best to contact our Support team directly so they can troubleshoot this with you in real time. You can reach them through any of the support options available on our Contact page. Before contacting them, please check with other users who access the same company file to see whether they’re experiencing the same issue. Also, confirm whether it’s only the Bank Feeds and Purchase tabs that aren’t opening, as this information may help the team identify the cause more quickly. Cheers, Princess21Views1like1CommentRe: CANCEL SUBSCRIPTION
Hi Angry_user, It’s understandable that you’d feel frustrated after making several attempts to contact us. I’ve looked into your profile and found your pending cancellation request. I’ve followed this up with the relevant team, and they’ve confirmed they’ll review it and pick it up from here. You’ll hear from one of the team soon with an update. We appreciate your patience while they work through this. Cheers, Princess18Views0likes0Comments