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!
Difference between subsidiary ledgers and Trial balance
I have identified discrepancies between our subsidiary ledgers (Customer & Supplier) and the Trial Balance. The check was conducted today after recording all payments and receipts. Since this type of reconciliation has not been performed before, it is challenging to pinpoint the errors to a specific period. If anyone has experience resolving such issues, could you please share your approach to locating these differences?Importing Build Items
In our business, we use manually created Build Items instead of Auto-Build Items for various reasons. Some of the transactions for these manually built items take significant time to input, so I was hoping to streamline the process by importing them from an Excel file. However, I have only found the option to export/import Inventory Adjustments, which does not appear to be the same as Build Items. The inclusion of the Account Number for Inventory Adjustments appears to be the difference. I noticed that I am unable to export Build Items directly, which further leads me to believe that Build Items and Inventory Adjustments are handled differently. Could you provide guidance or confirm if there is a way to import/export Build Items more efficiently? I attach a document with two diagrams depicting the screens I am referring to.Importing Build Items
In our business, we use manually created Build Items instead of Auto-Build Items for various reasons. Some of the transactions for these manually built items take significant time to input, so I was hoping to streamline the process by importing them from an Excel file. However, I have only found the option to export/import Inventory Adjustments, which does not appear to be the same as Build Items. The inclusion of the Account Number for Inventory Adjustments appears to be the difference. I noticed that I am unable to export Build Items directly, which further leads me to believe that Build Items and Inventory Adjustments are handled differently. Could you provide guidance or confirm if there is a way to import/export Build Items more efficiently? I attach a document with two diagrams depicting the screens I am referring to.
Duplicate payments recorded for purchases
Hi there, I am having some issues with duplicate payments, which have been recorded against purchases, I am unable to delete the payments as the stock has been received and in some cases sold. These are def duplicates as the bank account has been reconciled to date. This was an issue with a few other transactions, which were able to be reconciled as the linked account was recorded incorrectly. For the previous duplicated transactions, once the linked account was corrected, I was able to reconcile the duplicated transaction against itself to balance, I am now left with 4 transactions where I am unable to do this. I have reached out to my accountant who is unable to offer a solution and advised to reach out to Myob directly. I need these transactions to be reconciled or deleted so they are no longer here as unreconciled transactions or do some type of adjustment to clear them? I have included some images which hopefully will also share some insight to this issue. We use Myob Account Right, desk top. Any comments or support is welcome. Thank you
Item Information Page Missing clickable arrows
Good afternoon I used to be able to see the blue clickable arrows in the items information page which takes me directly to the items register, see snippet below, first snippet is from my desktop and the second snippet is from my colleagues. Have I accidentally switched a setting off? How can I get this setting back?
