VickiS
Experienced Partner
Joined 15 years ago
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Invoice Reminders: Amend invoice reminders
Thank you for adding in the ability to add in additional reminders or amend or delete the 3 default ones. Great work guys. Could we also get an option to select in this screen a couple of things Ability to add a default Statement or Invoice template at each stage such as these examples 3 days before - Invoice template (standard) 1 day after - Invoice template with watermark "Overdue" 14 days after - Invoice template with watermark "Final Reminder" Add an email address to either the Invoice Reminder or Statement at top level of individual level like you can select a different email addresss for Sending payslips - differentin the Payment Details tab to Profile tab Send remittance advice (Purchases) - differentin the Payments Details tab to Profile tab "Invoice Reminders | set a default template and email address to use"Bank Feeds: Payment Method set on Supplier cards to override the bank feed transaction memo
It would be good if the default Payment Memo in Suppliers and Receipt Memo in Customers defaults to the Pay Bills Memo and Receive Payment Memo fileds instead of the default text from the Bank Feed. If there is no default in the Customer and Supplier card, they the Bank Feed is the default. "Default Payment and Receipt Memo field from cards as default in Bank Feed rules"2.5KViews1like0CommentsRe: Cards: Employee birthday notification
You could set a reminder in the Contact Log for that employee with the reminder being the date of their birthday or even in advance of their birthday. You can also use the Contact Log to remind you to update payroll rates for juniors. It does, however, require you to be using the ToDo List and check the Contact Log tab regularly. The ToDo list is an underutilised feature of ARL that most people do not use but it gives you so much information that is necessary for you to review and maybe action such as "who owes you money and how long it has been past the due date", "who you owe money to and if it is overdue, how long", reminders for Employees for birthdays, increase in wages, performance reviews, return of mandatory Payroll forms", "recurring transactions that have not been posted", "stock alert if you are running Inventory". Try it out. It is great. Just need to get into the habit of using it as you open ARL and you can set it to launch when you open ARL in the Preference Settings. A must use tool.3.8KViews0likes0CommentsBank Feeds: Pay Bills - Use Suppliers Card's payment memo not bank transaction memo
When using the Bank Feed Bill Rule and clicking on the Possible link, the payment screen should default the following information 1. Payee Name 2. Memo from Supplier Card 3. Remittance Advice Delivery Status from supplier card 4. Should not default to EFT "Bank Feed Bill Rule Applying Payment"Re: Live bank feeds
I beleive that this is goverened by the bank and what they put in their BankFeed they send to MYOB for upload into the software. You may need to speak to your bank to see what detail they put in their BankFeeds and place the request to have this information also included in the BankFeed file.3.5KViews0likes0CommentsRe: Allow Bank Feeds for Long term Liabilities
I believe that this is goverened by the banks and not MYOB. The banks choose which accounts they offer BankFeeds on and how often they provide the BankFeeds to MYOB to be imported into both AccountRight Live and MYOB Essentials.3.5KViews0likes0Comments