Lisa_Aus
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Joined 2 years ago
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Re: GL Codes and Time Billing
Thanks Doreen. I am not actually 'changing' a GL Code from what is already set up. What I am trying to do is import dockets for all clients but for one particular client I need the activity id income to be applied to a different income account to all the other clients. This is how we currently charge but the invoices are created manually through the professional layout, we are now using the time billing layout and there is no column on the screen that shows the GL code so that you can change it.35Views0likes0CommentsGL Codes and Time Billing
We have just started importing time billing charges into MYOB - they come in matching the Activity ID's I have set up in the system. However for one client only we need to change the GL Code for their sales, so that we can clearly see their sales separately on our profit and loss reports. Unfortunately when you look at an imported time billing order or invoice you cannot see the GL Code on that screen to just adjust it to the other code. Not like when you look at other layout options... You can only see the GL code when you click on the activity ID itself. However I dont want to change that activity ID code in the back end, as the remainder of our customers need to go to the main GL Code. How can I tackle this issue. This is really making me nervous. Please dont tell me we will have to have a whole other set of activity ID's just for that one client that has the different default account. We have hundreds and hundreds of activity ID's.55Views0likes2CommentsCustomised Invoice template - Time billing
Hi, I have just started importing time billing invoices. I use a spreadsheet that has the activity ID's in a column which then matches up with what I have in MYOB and allows the import successfully. However I want the Activity Name or description NOT the Activity ID to appear on my invoices. It does say the following online, and I have ticked the box in the activity ID set up saying use the Activity Description in sales but it is not doing that on the invoice. I do have our work docket number appearing in the notes field so perhaps that is why it is not showing the desciption? Can I just get the Activity Name on an invoice and not the Activity ID? "In the Activity Name field, type a name for the activity. In the Description field, type a description of the activity. If you want the description of the activity (rather than the activity name) to appear on time billing invoices, select the Use Description on Sales option." ThankyouTime Billing questions
I have just begun using the Time Billing import function as we upgraded to Premier. I have two questions: 1. As part of the import document can you have blank lines inserted automatically at the top of each time billing import. Ie. put something at the top of the import template that tells myob you want to insert 2 x blank lines or something? 2. What does "I include items on Time billing items" mean in the preferences. Does this mean you can add an item to time billing that does not have an activity ID? Just wondering how/why this field is utilised and if I may need to use it I will understand it more. Thanks all268Views0likes2Comments