Princess_R
MYOB Moderator
Joined 2 years ago
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Re: Purchases and payments on behalf of client
Hi ABing, Yes, we have the Spend Money feature to record payments and then create an invoice for the reimbursement. However, we're not accountants, so we can't give specific advice for your situation. Hopefully, someone in the community can help you out. Cheers, PrincessRe: Entitlement Error - LSL
Hi activemobility, First, make sure you've linked the correct leave entitlements for the employee to avoid future discrepancies. For the incorrect leave balances, you can process a void pay, which will be either a negative or positive pay depending on the leave balances that need to be corrected. For more information, check out this link. I've removed the screenshot you provided as it included sensitive information. In the future, please ensure that any sensitive information is removed before posting. Cheers, Princess12Views0likes0CommentsRe: Old Unused Credit Note
Hi sarahtaylor93, Generally, if you manually create a credit note to use on the next invoice or to process a refund, you can delete it if you need to. But if the credit note comes from reversing an existing sale, there's no way to delete it. You can just change the filter date to keep it from showing up in your list of transactions. Cheers, Princess5Views0likes0CommentsRe: Secure Invoicing - Help pls.
Hi pippypip, Having your ABN is a good start, but it's not enough to finish the verification process. We also need to verify individual identities and need extra documents to comply with anti-money laundering and counter-terrorism financing laws. For a detailed list of the documents needed for business verification, please refer to this page. Cheers, MYOB15Views0likes2CommentsRe: Contacts info not updating?
Hi pippypip, Sorry to hear that you're still having issues with your customer's name when emailing. Reaching out to our support team would be your best bet so they can dive deeper into what's causing the issue. In the meantime, you might want to check your email default messages settings. Here's a handy link to guide you through it. Cheers, Princess4Views0likes0CommentsRe: All invoices have suddenly disappeared
Hi cvanwyk, Thanks for the screenshot! It's a bit strange that there are no transactions showing up. Currently, there aren't any reported issues with accessing invoices in MYOB Business. Let's try a couple of things to fix this. First, clear your browser cache and see if that helps. If the invoices are still missing, try creating a new invoice to see if that makes the data appear. Cheers, PrincessRe: Quarterly Super Error - Tricky one
Hi LindyMH, Here's an easy-to-follow article to help you troubleshoot the error message you're seeing. If your employee's super fund details are correct but you're still getting the error, make sure you're selecting the right fund name. Some funds have similar names and require specific prefixes based on a Member Number Rule. In this case, it's best to reach out to our support team directly using one of the various support options available here. They can help you check the correct prefixes you'll need to use. Cheers, Princess5Views0likes0CommentsRe: MYOB Team roster
Hi Ohallmed, Currently, the MYOB Team app and portal don't have a feature to check when a roster was changed and who made the change. However, you can try to check the Session Audit Report, which displays the sign-on and sign-off times of all users who accessed your company file for a selected period. This might help you identify who was logged in at the time changes were made. We also encourage you to share this as a feature suggestion on our Ideas Exchange board for consideration from our developers in future updates. Cheers, Princess7Views0likes0CommentsRe: Log On Issues
Hi tomoz, Ensuring everything works perfectly before handing over to your new colleagues is indeed crucial. Since two-factor authentication (2FA) wasn't a thing when you set up your test user account, you'll need to set it up now. You can follow the steps in this link to get started. Once you’ve set up 2FA, you’ll be good to go and can ensure everything is in order for your new colleagues. Cheers, Princess7Views0likes2Comments