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!
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
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.Card audit log?
Hi, is there any sort of audit report that will show who has changed details in a card? more specifically the contact details in a Customer card? one of ours has been mysteriously changed and all the auto reminders have gone to a random email address for 4 months! Nobody seems to know who the person is or why it was changed, which is funny but also really rather annoying... Thanks
MYOB Backup stuck
Hi MYOB Team, I attempted to do a backup of our company MYOB file this morning. I received an error saying I lost connection to the server; however, I did get a notification saying the backup was successful. Upon trying to access MYOB again it is now stuck thinking the backup is running and I can't get into the file anymore. Of course we urgently need to access it, can we please get some assistance? EDIT: I was able to get assistance via live support chat :)
