Earl_HD
MYOB Moderator
Joined 3 years ago
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Re: Account Transactions
Hi Imprec44, Thanks for clarifying that. I can see why that’s confusing. In the browser version, searching a single account can show the account balance rather than a full line-by-line list for the period. To see all the entries for that account, the better option is to run an Account Transactions or General Ledger Detail report for that account and date range instead. Accounts reports Regards, Earl0Views0likes0CommentsRe: Unable to recreate electronic payment with the original payment date
Hi Sasikala1, Thanks for sharing the screenshot, super helpful! What you’re seeing is a known issue with NZ electronic payments. Because the original Bank Processing Date you’re entering is now in the past, MYOB won’t let the payment be recreated using that same date. The current workaround is to recreate the electronic payment using today’s date or a future date instead. Regards, Earl8Views1like0CommentsRe: Send the financial year's data to my accountant.
Hi baypark, Thanks for raising this here. We appreciate your patience while our support teams are managing high demand across our channels. Because your company file is already online, the backup won’t download as a normal file to your computer anymore. In this version, online backups are stored in the MYOB cloud and can be accessed from within AccountRight when needed. If your accountant needs to work on the file, the easiest option is usually to give them access to the online file rather than sending a backup copy. Online files are designed to make it easier to securely share access with your accountant and collaborate in real time. Regards, Earl11Views0likes0CommentsRe: Balance Sheet Reports - how to interpret positive or negative balances for Liability Accounts?
Hi koshyckoshy, That definitely sounds unusual. From what we can see, this may need a closer look on the back end, as it does not look like a straightforward issue from your side. The best next step would be to get in touch with our support team so they can investigate it properly and check what is happening behind the scenes. You can reach them on Live Chat via our virtual assistant, MOCA or by submitting a support case via MyAccount. Regards, Earl3Views0likes0CommentsRe: Exporting Invoices
Hi WebbCrete, That sounds like a hassle. If your company file is online, you can email invoices straight from AccountRight by going to Setup > Preferences > Emailing and turning on Send Emails Using AccountRight. Once that’s set up, you can resend invoices from Sales > Print/Email Invoices, open the To Be Emailed tab, select the invoice, and click Send Email. You can follow the steps here: Set up AccountRight to send emails Reprinting or re-emailing invoices If you’ve already tried that and it’s still not sending, can you let us know if you’re getting an error when sending out invoices? 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. EarlRe: 2FA and changing to new phone ( old phone not available)
Hi 1976REM, That definitely sounds like a hassle. You can set up 2FA on your new phone in My Account, and this help page steps you through it: https://www.myob.com/au/support/login-and-2fa/setting-up-two-factor-authentication-on-a-new-phone If you still have access to your old phone or a recovery code, the page will show you how to reset the authenticator and link your new phone. If you don’t have your old phone or a recovery code, please use the chat bubble on that help page so our team can help with the next steps. Regards, Earl6Views0likes1CommentRe: Myob Platform
Hi JackieW, That definitely sounds confusing, especially when both versions are showing different GST figures. The difference usually comes down to how each report is built. In AccountRight desktop, the GST report is based on transaction type, while in the browser it’s based on account type, so the same transaction can appear differently between the two. If the file includes transactions with both income and expense lines, the browser GST report is generally the one recommended for preparing activity statements, and it’s best to stick with the same report for the full financial year. More information here: Why the GST report in the browser is different to AccountRight desktop Regards, Earl2Views0likes0CommentsRe: Customer Reports
Hi Katyjane1, In AccountRight NZ, there isn’t a standard report that lists each customer’s credit terms in one report. The easiest way to pull this together is to export your Customer Cards via File > Import/Export Assistant, include the customer terms fields, then open the file in Excel so you can sort and filter the terms in bulk. If you’re only wanting to check how invoices are ageing against those terms, you can also run the Receivables Reconciliation [Detail] report and set the ageing method to use invoice terms. Hope that helps! Regards, Earl14Views0likes0CommentsRe: Cancel subscription
Hi Mardi69, I’m sorry this has been such a difficult experience. We’re currently seeing higher-than-usual demand across our support channels, including support tickets, so response times have been longer than we’d like. Our team is working hard to get through the backlog and bring those wait times down. Regards, Earl15Views0likes3Comments