Retaining records between two files
Hi all, We have a client with some complicated file history, and I'm looking to try and retain records while moving forward with a single company file. We had one file under branch number 001, and had to create two new files in order to split last financial year's payroll reporting - 002 for the first part of the year, and 007 for the second part. The intention was to have these two files be temporary for the purpose of reporting STP for the financial year, and move forward with the "001" file changing branch number at 1 July, meaning all records were retained and all payroll reporting was correct. To create 002, we had MYOB support on the phone and it took a few days to come up with a solution to keep payroll records intact. This ended up being to take a backup of 001, and bring it online stripped of its serial number so it wouldn't affect the original file, then deleting payroll details from after the date we moved to 007. Theoretically, this would mean we had a 001 file with complete records for the financial year and previous, and a 002 file that is exactly the same, but with payroll from the second part of the year excluded. However, when the 002 file was brought online, there was an issue - the 002 file inherited the purchase invoice attachments, and the 001 file no longer has them. This means we have a 001 file with complete payroll history, and a 002 file with complete records attached, and no file with both. The purchase history is years long, so downloading all attachments individually is not feasible, and we don't want to pay for third party software to rectify an issue that was created by MYOB. Is there any way to move forward and have the one working 001 file that contains all records?Import while specifying Tax amount
I tried searching the asked questions already and didn't find someone asking the same question. I have a couple payments from an eftpos provider almost daily, and it's a pain in the butt entering them manually into MYOB as a receive money transaction split into 4 lines. Ideally I'd like to be able to use an import template to be able to make it quicker because then I'd be able to do multiple days in the same upload. The issue here is that the provider is quite often out with GST by about a cent, which means that if I upload with just GST flagged, the GST that MYOB calculates will be incorrect, and I'd like to avoid having to go to each day and manually adjusting the GST amount - especially as we are expecting to be having more of these eftpos terminals come online! Is there a way to have GST flagged in the import journal, while specifying the amount the GST should be? I tried a few ways and it always said the import was unbalanced. Any help would be greatly appreciated!
Importing invoices with Online Payments does not enable BPay for those invoices
Hi, We have come across an issue where if we import invoices through the Import Data function and enable "Allow Online Invoice Payments" during the Import, it enables Online Payments for those invoices except for BPay. If we create an invoice manually, BPay is enabled. Yes BPay is enabled in the settings online, (the desktop opens the webpage to change the settings) and we have tried toggling the switch but to no avail. Regards Damien
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
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.
Import General Journal file
Has anyone been able to import General Journal file in AccountRight PLUS AU 2024.5.0 Build 2024.5.1.7 I cannot import any General Journal file in AccountRight via import. The field have changed and are different to the export file from the same system. General journal fields for import Missing fields ---- Is Credit Is year-End Adjustment Currency Code Exchange Rate Changed ----- GST (BAS) Reporting - changed to GST [BAS] Reporting. From ( ) to [ ]. NEW Fields ----- Debit Ex-tax Amounts Debit Inc-Tax Amounts Credit Ex-tax Amounts Credit Inc-Tax Amounts Non-GST/LCT Amount LCT Amount. Import Duty Amount. I think this is an incorrect link in MYOB. (more for some shipping import than general journal). I have raised this with MYOB support, but I have not got any answers except a link http://help.myob.com/wiki/x/8YFk showing what the fields should be that are now missing. When I contacted support again - this was a system update. Sorry the required field for General Journal - Is year-End Adjustment Currency Code Exchange Rate , are missing. This was working up to 07/06/2024 with no problem and I cannot process/load my journals in MYOB. Could not be a better timing EOFY. Is someone else have the same problem? Can someone please assist? Thank you. Noel M
