ToeC
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Joined 12 years ago
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In Tray: Ability to match to a Recurring transaction
Hi I like the new In Tray feature, and the ability to create new bills from imported documents. However, most of my regular bills - electricity, telephone etc - are already set up as recurring transactions. I want to use the recurring transaction, as it has the narratives and account numbers already populated - at the moment this means I cannot create the bill from the In Tray (and have to just link the electronic copy of the invoice to the transaction after it has been created). It would be great if a recurring transaction could be created from the In Tray - so the invoice date, invoice number and amount are picked up from the imported document, and the account number and narrative are taken from the recurring transaction. thanks "Create new recurring transaction from In Tray"Setup: Highlight and changing a single character of date
A small problem I am having with the new version of Account Right, which means things take slightly longer than before and has caused a couple of errors in my data. I'm not sure if it will be possible to fix, but it would be great if it was.... When, for example, entering invoices in the "Enter Purchases" form I often want to change a single digit of the date.Eg if the last invoice I entered was dated 15/03/2013 and I now need to enter one for 16/03/2013 I instinctively highlight the 5 and type 6 to overwrite it. However MYOB assumes that I want to change the whole field, and so replaces 15 with 6. It seems like a small issue, but I have posted a few documents without realising that MYOB has done this, and had to go back to try and find and amend them. I have encountered a similar issue when selecting report filters - wanting to change a year from 2013 to 2012. When I highlight the 3, type 2 and press enter it changes the year to 2000 - and then tells me that the period is closed! I'm sure this is something that I will get used to in time, but at the moment it is slowing me down, and is frustrating. It conflicts with programs like excel which allow you to highlight and change a singlecharacter in a field - and therefore is something that your users are likely to continue to find irritating. 'Amending dates"Report: Balance Sheet - Removal of indentations
The balance sheet reports in AccountRight 2012 have been re-formatted, inserting leading spaces into the account name fields so the fields appear indented when the report is printed. I would like to suggest that there is an option to remove this formatting - in particular when exporting to excel. I have a number of spreadsheets set up which use lookup functions on the balance sheet to drive reconciliation programs. I have had to add in formulae to strip out the spaces - which is making the workbooks inelegant and prone to errors. (If this feature is already there could someone let me know where it is - I spoke to someone on the online chat and she didn't know of a work-around.) "Format of Balance Sheet reports"Re: Unallocated Bank Feed Report
Hi MYOB This is 'under consideration' - having been requested by original poster almost 2 years ago. Could you let us know whether you have decided to implement this? Surely it is a fairly basic requirement to be able to see which bank feed lines are yet to be allocated? thanks ZC5.6KViews0likes0CommentsRe: Unallocated Bank Feed Report
MYOB - any update on how your 'consideration' of this issue is going? The thread has been here for over a year, and currently has 2 pages of comments and 31 likes. There is clearly a demand for this. (I would guess that most of the people looking at the thread came to the forum to find out how to print the transactions, and ended up here surprised that the feature isn't already there.) Bank feeds is a great tool, but not being able to print / export these unallocated items adds a time-consuming manual step in an otherwise efficient process.6.7KViews0likes0CommentsRe: Amending dates
Thanks David. I realise how I have to enter the dates. I was just making the point that to me it is counter-intuitive - if I am using the mouse to select a field to amend, and only want to change a single character in the field I automatically select just the character I want to change. Now I have posted a couple of entries with the error I am at least aware of the issue and so hopefully will be able to catch myself before making the mistake again.3KViews0likes0CommentsRe: Format of Balance Sheet reports
I think I would be unlikely to use the 'formatted' excel report - if I wanted to pass somebody a formatted report I would be more likely to export to pdf. For me the most important change would be to simply remove the leading spaces from the field names. However, I'm sure that if you were able to provide two excel report options, a fully formatted one and a simple format then that would keep everyone happy. thanks Antonia4.5KViews0likes0CommentsRe: Change the Automatic Cheque Numbering
I also dislike the way the system is currently configured, and the changes brought in by bank feeds has not really helped me. I use the 'cheque number' field as a unique identifier for each payment created, so I can cross reference back to a bill paid. When I pay almost everything by EFT, there is no point in labelling every transaction 'EFT' as the bank feeds tool has started to do. Let us continue to use a unique identifier (and a second memo field for the odd occasion when a cheque is actually used wouldn't go amiss.)21KViews0likes0Comments