Setup: Recurring transactions in MYOB Essentials
Good morning Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list? - Can we have recurring transactions for sales, bills, spend money & receive money Thank you Heidi107KViews468likes226CommentsSpend money: Attach documents
Hi MYOB Team, I was delighted about the announcment of the new In Tray feature offered by Essentials - an extremely sensible and practical solution to storing invoices against a transaction. However, I was disappointed when I learned that you can only do this for "Bills".I think many people would be pleased if this functionality could be expanded to include all transaction types. For example, if I go to the petrol station and pay for petrol, I still receive a tax invoice. I would like to be able to scan this and upload it to In Tray and then link it to a "Spend Money" transaction. I hope you will be able to accomodate this request, otherwise people will not be readily able to move away from a paper based record keeping system. Kind regards, Jai "Expand In Tray Feature to all transaction types"67KViews244likes132CommentsBanking: Allocating multiple bank transfers to the one payroll transaction
Hi there, I recently experienced an issue where my payroll was entered correctly, but the payroll officer made erroneous take home bank transfers to the staff. As soon as she realised her mistake, she made a second transaction to those staff members that were underpaid to ensure that they received the correct take home amount. So, everything is correct - it's just that some staff were paid for one pay week in two transactions. Unfortunately, the MYOB live Accounts does not allow you to allocate multiple bank transfers to the one payroll transaction. I thought there must be a way, so I went onto online support to see if they could help. As it turns out there is no way and the recommendation was to redo 2 payrolls to precisely match the two net amounts remitted. I believe that this is a very poor solution. The integrity of the payroll records should be maintained. The payroll record is absolutely correct. It records the hours worked, gross, tax, super and take home pay. It's just that the take home pay was paid in 2 transactions. I should not have to fabricate 2 payroll runs to match the two bank transfers. I strongly believe that the accounting software should allow the allocation of multiple bank transfers to the one payroll transaction. The software already allows for employees to receive pay "split" into seperate amounts within the Employee Pay setup section - but this is not the same scenario. Additionally, some staff were overpaid. In order to adjust for this, the payroll officer paid a lesser amount (by the amount of the overpayment from the previous week) in the following weeks pay to those overpaid staff members. In this event, we have 2 payroll runs and two payments. The individual transactions for the two weeks do not match, but they do reconcile precisely to the right payment having been remitted. I think basically what needs to be able to happen is that any payment should be able to be allocated to any outstanding payroll transactions (or part there of). Would be interested to hear developer thoughts on this. "Allocating multiple bank transfers to the one payroll transaction"42KViews197likes81CommentsBanking: ABA file generation for Supplier payments
Good Afternoon I just came accross this with a client and couldn't believe thatthis feature was available. Our client is on MYOB Essentials and wanted to create an ABA file for bills being paid today. As this has been implemented for Payroll it seems only natural that this would be done for supplier invoices as well. This needs to be implemented as soon as possible as it is very difficult to recommend a client to move to MYOB Essentials when there is no ABA file creation for payments to be made. This client operates using a Mac so they are limited with MYOB online offerings. Regards Bianca Middleton "ABA file generation for Bills in MYOB Essentials"25KViews118likes55CommentsSpend money: Ability to take a photo of receipts and attach to transaction
I'd like the ability to take a photo of receipts and then attach them to the transaction in the banking screen. This will make it really easy for businesses to keep their records and also will help bookkeepers and accountants when working on their client's file. I've got a few clients who would really benefit from this as they are constantly travelling and loosing the actual receipts. It will also save the accountants asking for copies of invoices if they are already attached to the transaction. I've recently spoken with a couple of people who raved about this functionality that their online software provider has and it would be great if MYOB's customers could do the same. "Ability to take a photo of receipts and attach to transaction (via app?)"18KViews67likes26CommentsBank transactions: Transfer - Auto-populate manually create transfer transaction
If I transfer money from one account to another and it comes up in a bank feed, When I press the option to allocate it to a transfer between accounts, and then manually create an entry, i wish the amount would be pre-entered into the form. I always have to go back, look at the amount, write it down and then go to manually enter the transfer again. Massive pain. "Record a transfer between accounts"14KViews50likes16CommentsBank transactions: Upload documents for expenses
If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount. I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it. "Upload receipts or tax invoices on the bank transactions page while allocating banking transactions"5.2KViews40likes4CommentsBank rules: Turn off auto allocation
Hi, Just wondering if there is a way to turn off the auto allocation in LiveAccounts as I find it is constantly matching wrong payments to the wrong customer or supplier invoice. Twice I have thought that a bill had been paid as it was cleared out of the system only to receive an overdue notice from the supplier and when I go through and check it has in fact been auto reconciled by LiveAccounts with another incorrect payment "LiveAccounts - Turn off Auto Allocation"34KViews38likes57CommentsBank rules: Create rule per bank account
Hi, We have several bank accounts with transactions of the same name allocated to different categories. It would be very helpful to be able to filter payments on different bank accounts. As an example We manage two holiday houses and want to separate the expenses for westnet into different "Category accounts" TELEPHONE, INTERNET AND TELEVISION HOUSE 2 TELEPHONE, INTERNET AND TELEVISION HOUSE 1 Currenlty all expenses relating to each house is paid from separate bank accounts however when I try to filter the transaction in rules there is no way to differentiate between the two expenses. Sugest: Separate filter box for Bank accounts "within the bank account" or: Alternatively the search box could be extended to include "If the bank Transaction and or bank account description contains" "Allocation Rules"6.5KViews37likes10Comments