Issues with Leave Balance Report & Excel Download
Hi, I’m experiencing two issues with MYOB: Leave Balance Report Accuracy Every time I run the leave balance report (summary), parental leave figures are often incorrect and appear randomly wrong, while other balances seem fine. Even though the employee card shows the correct balance, the report still generates incorrect results. Excel Download Issue Suddenly, I can no longer download reports in Excel format (see attached message). This issue only affects my login—my two colleagues can still download Excel files as usual. I haven’t changed any settings and have restarted multiple times without success. IT confirmed it’s an MYOB issue and advised me to contact MYOB directly. Could you please assist? Thanks, Indigo
Saving Invoice Default File Name
Hi, how can I change the invoice default file name when I save the invoice to disk from being INV[invoice number].pdf to Tax Invoice [invoice number].pdf We save all our invoices to then manually email to our customers and having to always change the file name when saving the invoices is annoying.
Issue Exporting Item List to Excel & Bulk Update Queries
Hello, I hope you're doing well. I’m currently trying to export the Item List from MYOB to Excel, but when I attempt to export it, the file is only available in Text format. I’ve tried changing the file type to Excel, but unfortunately, it doesn’t work. Could anyone advise if this issue might be related to our current subscription plan? Currently our plan is just Essential plan. Additionally, we are hoping to: Export the item list, perform a bulk update, and add the APN number for each item. If there's a way to add the APN number in bulk, can we do that easily or will it need to be entered manually? We use Custom Fields 1 and 2 for Best Before dates, and Custom Field 3 for the Name to connect our website. We’d appreciate any help or guidance on how to proceed with these updates. Thank you in advance for your help! It would be much appreciated!
Full access user can not create a new account
I have a user that can not create a new account. Their profile is exactly the same as another user both with full access to everything. One user can create a new account, the other can not. I have checked everything is selected on the roles and all roles are assigned to the user. The user has been on our system for 2 years now and has been recently promoted, hence the additional permissions granted. They are able to access the accounts list now, whereas they did not have access before, however they are unable to edit or add new accounts. Has anyone else had this problem and if so, how did you fix it. Thanks D
Segregating Base Rate and Casual Loading in MYOB
Good afternoon I hope this email finds you well. All the employees in our organisation is working on a casual basis. However, the organisation is in the process of introducing part-time contract options for its employees in the near future. As part of this transition, we need to segregate our hourly pay rates into Base Rate and Casual Loading. Currently, our casual normal pay rate is $37 per hour, which consists of: Base Rate: $29.60 Casual Loading (25%): $7.40 Could you please advise on how we can reflect this breakdown separately on employee payslips using MYOB AccountRight?
Bank Code is Invalid for Wise Account (NZ)
Hi there, I am trying to set up Wise as a supplier in MYOB AccountRight in order to make a payment to them. They have given me a NZD account number beginning 04-2021-xxxxxxx-xx. AccountRight is giving me a pop-up error "The Bank code is invalid". Payments NZ lists the 04 bank code as ANZ Institutional and Wise references their bank as JPMorgan Chase NZ. https://www.paymentsnz.co.nz/resources/industry-registers/bank-branch-register/?bank_number=04 Is there another way to set up MYOB AccountRight to make payments to Wise? Or can this bank code please be added as a valid code in MYOB AccountRight?
Issues setting up emails to send through Outlook
After following the steps outlined in the below instructions and restarting my computer, Emails are not sending, MYOB gives a pop up saying they have been sent via Outlook and all seems to working correctly but they don't go through. Sending emails using Microsoft Outlook
Leave Entitlements - Balance Adjustment Column
Hi MYOB gurus, I am trying to manually enter the holiday leave accrual leave entitlement balance into the balance adjustment column. We had recorded the leave entitlements manually and like to add the balances into to the MYOB to record it all through the system. I am on the Employee Card - Payroll Details- Entitlements page - Holiday Leave Accrual field - Balance. The field is white and shows '0.000', but I can't add numbers in there? I am able to change the balance field of the Sick Leave Accrual. It is all set up in the payroll Category list, on percentage basis. Help please.
