Earl_HD
MYOB Moderator
Joined 3 years ago
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Re: Query on signing in from home browser
Hi Wendy2018, It’s good that you’re able to sign in from home. The message about upgrading may be appearing because the browser is opening the MYOB Business experience rather than your AccountRight company file, or because the file isn’t currently online. If your company file is an online AccountRight file, you should be able to access it from home by going to app.myob.com and signing in with the same MYOB login details you use in the desktop application. You can also open the file in AccountRight at work and select Open in web browser. Please see this help page for detailed guidance: Access an AccountRight company file in a web browser Regards, Earl5Views0likes0CommentsRe: Import Error 5137
Hi MickyH75, Thanks for sharing the screenshots. It’s helpful to know that your AUD Receive Money import works, as that suggests the general file structure is close. The main difference to check is the foreign-currency bank account and the currency details used in the import. To get this sorted, we do recommend reaching out to our support team so they can take a look at this further. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount. Regards, EarlRe: Recurring transactions
Hi AloutMAIN I can see why having to update the recurring transaction each month would feel like extra work. You can submit a suggestion on our product ideas page. It’s the best place to share your feedback: MYOB Business Ideas Exchange. You can support similar feedback from other users. Thanks for taking the time to explain how this could work more efficiently. Regards, Earl3Views0likes0CommentsRe: Invoice shows zero balance / unbalanced transaction and no payment has been applied
Hi JHealKW, Thanks for sharing the screenshot, and I can see why this looks confusing. Based on the transaction history, the invoice appears to have been fully settled: the $2,040 sale is offset by a matching $2,040 Transfer from deposits entry, and the Balance Due is $0.00. In AccountRight, a Transfer from deposits is created when a customer deposit has been recorded against a sales order and that order is later converted to an invoice. AccountRight transfers the deposit to the invoice, so it may not appear as a separate standard payment transaction. If the deposit has been applied incorrectly or needs to be removed, it should not be deleted directly from the invoice. The invoice needs to be reversed first, following the steps in here: Customer deposits on sales orders. Regards, Earl12Views0likes2CommentsRe: MYOB online payments
Hi Redzilla294, It can be confusing when a payment is not available to match straight away. Online payments can sometimes take a little while to show up for matching. In MYOB Business, the bank deposit is created after the payment has settled into your bank account. This can take at least one day after the customer makes the payment, so it may not be available to match immediately. The deposit may also be for the net amount if processing or merchant fees have been deducted. Once the payment has settled, go to Banking > Bank transactions and compare the deposit date and amount with the payment. MYOB Business does not have a separate Prepare Bank Deposit window. The automatically created deposit can appear in Bank transactions, but it cannot be opened or viewed. You can find more information here: Automatically matching online payments If it still cannot be matched after checking these settings, make sure to 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. Regards, Earl19Views0likes2CommentsRe: MYOB Reports Print with Faded Text or Incorrect Alignment — How Can I Troubleshoot This?
Hi Zachary_Clemens, Good thinking to check whether the issue is coming from the report or the printer. That should help narrow down where the problem is. One way to narrow this down is to compare the exported PDF with the printed copy: on screen, as an exported PDF, and on paper. If the exported PDF looks correct but the printed copy does not, this points more towards the printer driver or print settings. If the PDF is also incorrect, the report form or export process may need to be checked. I hope the suggestions above help, and that other Community Forum members can also share their knowledge and experiences. If the issue continues across different devices and printers, an IT expert may be able to check the printer driver, print profiles, and rendering settings in more detail. Our Printing from AccountRight guide also explains how to use XPS or PDF output to help identify printer-driver issues. Regards, Earl7Views0likes0CommentsRe: Sub totals in Business
Hi JeninWA, Thanks for clarifying, and my apologies for the confusion. In MYOB Business, you can add blank rows to separate sections, but there isn’t an Insert Subtotal option, so you’ll need to enter the subtotal description and amount manually for now. Please see this help page for detailed guidance: Add headers, subtotals and lines to sales Regards, Earl39Views0likes0CommentsRe: Smart Future Trust
Hi Veena, Nice work double-checking all your details, always good to rule that out first. To confirm the exact registered fund name for the current SPIN/USI, search MYOB’s Super Fund list and select the name shown for that identifier. Avoid manually entering a different fund name. If the current SPIN/USI isn’t listed, please see these helpful articles for detailed guidance: Check super fund and employee details / Super Fund Lookup You can also reach out to our support team for more help. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount. Regards, Earl43Views0likes0CommentsRe: Freight Charges?
Hi Freddy21, That sounds like a hassle. Allocating a customer payment shouldn’t remove freight from a recorded invoice, so I’d first open one of the affected invoices and check whether the freight is still included in the invoice total and Balance Due before sending the statements. If the freight is missing from the invoice itself, go to Setup > Linked Accounts > Sales Accounts and make sure “I charge freight on sales” is selected and linked to the correct income account. Save the change, then test it with a new invoice. If the invoice total still includes the freight but it only appears to be missing on the payment allocation screen, please share a screenshot or support case number so the specific transaction can be checked. For more information, please check this help page for detailed guidance: Managing linked accounts. Regards, Earl21Views0likes0CommentsRe: Matching payroll payments
Hi RYUSHIDOMAN, That's a tricky one! If the date and amount match but no payroll match is suggested, open the bank transaction and select Match transaction, then search for the existing payroll payment rather than creating a new transaction. If the payroll payment isn’t listed, first check Banking > Reconcile accounts and confirm the bank transaction and payroll payment haven’t already been ticked or included in a previous reconciliation. Transactions that have already been reconciled may not be available to match. More information here: Working with bank transactions Regards, Earl31Views0likes2Comments