Invoice paid by wrong client
We manage an Owners Corporation which we issue the invoices from MYOB to the individual clients we manage through our R/E business. The invoices are paid from the rental funds back to the OC. I have accidentally paid an invoice meant for one client, from another clients funds. I have refunded the client from the bank account, and also created a sales return (credit) for the refund. I have also deleted the payment from the invoice that is now outstanding, but now my bank rec is out by that much. How do I apply the credit/refund for the client to the payment that was received so the invoice still remains outstanding for the other (correct) client?
Matching Bank Transactions to Invoices and Activity Statements
Our MYOB Business is set up for a club. We have members (contacts/customers) and suppliers. We have annual /monthly fees. We have functions and sales from bar. What I would like to do is match a banking transaction with a invoice and contacts activity statement. When I go through the process of linking a contact to a banking transaction, it does not appear on the activity statement or the invoices. I have also attempted to match transactions to Invoices. This also does not work - while I get the "success" advice - the only item that remains matched is the banking transaction, which again still has not appeared on the contacts activity statement. If I MANUALLY record a payment - it works. We got MYOB so there was NO MORE MANUAL ENTRIES for $transactions. I have searched the forum / guidance / help videos and I think we are doing everything correctly... See file attached Please help.
Request for Clarification on Business Verification and Personal Information Requirements
I am seeking clarification regarding the recent business verification request, which appears to require excessive personal information. We do not use your online payment services and only use MYOB for invoicing and bookkeeping. Identity verification should be the responsibility of the ATO, and providing a valid ABN ought to be sufficient. We take privacy seriously and aim to comply fully while avoiding unnecessary exposure of personal information. Could you please specify under which law or regulation MYOB is authorised to collect personal details of all shareholders, rather than just key officers or directors? Additionally, I would appreciate details on how MYOB safeguards the security and privacy of this sensitive data. While committed to complying with all legal requirements, we seek to understand the basis and justification for this level of data collection. Thank you for your prompt attention to this matter.
ALL Invoices Not Showing
Hi all, For the past three days, I have been trying to view all, in progress and completed Invoices. Nothing is showing. So to confirm I am on a desktop, I go to sales in the menu on the left and click invoice. No matter what I do with the menu tabs across the top, I can not get any invoices to show. Currently, I have it set to all and the date range for this entire financial year and nothing shows. Can anyone help? I figured it is something wrong with the software, but after three days I thought it would be fixed. Thanks.Invoices are missing
Hello, Today I have noticed that all my invoices for the last 3 years have disappeared except for 4 for 2 different customers but these weren't even the latest ones for those customers. This was when trying to use the search function on the invoice screen. I tried to find the invoices via the Sales report but couldn't see any but the 4 there. What was really strange in the report screen is that it gave me a filter option for a customer or an employee & when I checked what was set for employees, some of them were listed as a search option. I can find some invoices via the Profit & Loss report, but not all of them. I created a new invoice & that has disappeared from the invoice list as well. Not happy! I've cleared my browser cache several times & even restarted my machine so please don't suggest those as a resolution. I also ensured my browser version was up to date (Chrome) - it was. As a last resort I logged into MYOB using Edge & can now see the missing invoices except for the 1 I just created! I'm not keen on using Edge so it would be great if you could look into the Chrome issue please. fyi - the invoice I created in Chrome could only be seen in Edge if I searched via the invoice number. It would not appear otherwise. Thanks Nicky
Dashboard Real Time Sales Reports graph monthly
It would be really helpful to see real time sales report in the dashboard so you can see how business is tracking immediately. At the moment I need to keep changing my accounting method to accrual in order to see how many invoices I have sent out in the month and then switch it back again to cash. This is not ideal or efficient. My concept is an additional graph on the dashboard like the existing Income graph that can be changed to "this month", last 3 months" and "last 6 months" for Real Time Sales Reporting.
