Bank Feeds: Unallocated report
Hi there, Just wanted to put up for discussion the idea of an Unallocated Bank Feed Report or at least a general ledger option the same as LiveAccounts (see discussion below). http://community.myob.com/t5/Troubleshooting-LiveAccounts/Printing-unallocated-transactions/td-p/202492 I have clients who I do bookkeeping for and need to clarify several transactions a month in AccountRight Live Plus. Currently I have to screen shot the bank feed screen and then copy that onto an email to query with the client. It would be great if you could just print a report of all transactions that have been 'fed' through to MYOB but have not yet been 'allocated' or 'ticked off'. Thankyou "Unallocated Bank Feed Report"43KViews143likes55CommentsReports: ATO Standard Business Reporting (SBR)
Will we be able to use AccountRight to submit forms to the ATO with future updates of AccountRight? I expected that we'd be able to submit Tax File Number Declarations with the current release as the function was said to be in beta testing for at least the last 2 years. http://community.myob.com/t5/Staffing-Payroll/TFN-Declaration-Reports/td-p/20641 I've read the support note herehttp://myobaustralia.custhelp.com/app/answers/detail/a_id/32250but it doesn't give any indication that it will be functional in this current release. It would be a very useful feature for anyone using myob as their payroll software. So, any updates? Liam.42KViews257likes93CommentsReports: Cash Flow Analysis
Where has Cash Flow Analysis gone. I don't know of any small business operater that doesn't rely on cash flow analysis 30/60/90 days, It's been in every version of MYOB that I am aware of, why omit it now? Please bring it back, it is a major oversight!!! I know you now have business insights but if you are a small business operator and not an accountant then this doesn't give the basic information we need!!!34KViews110likes64CommentsReports: Export all reports to Excel
Need to make all reports exportable to excel Cant export trial balance to excel Cant export GST reports to excel Balance sheet exports account numbers and account description into separate columns yet P&L is concatenated - WHY? All this makes it time consuming to prepare working papers "Export reports to excel"31KViews232likes80CommentsReport: General Ledger [Detail] - Tax column
I wouldn't think this was a particularly difficult thing to 'add' in to MYOB general ledger detail reports (or in the GST/Tax area etc) but we definitely DO need to be able to simply customise our MYOB general ledger details report so as to 'add' a column on that report to show the GST claimed/paid in respect of ANY transaction. This makes it very quick and easy to pick a particular account, have the appropriate column filters ON (including the tax amount column) to drill down and not only see account totals but to determine which PARTICULAR/INDIVIDUAL accounts have had GST treated correctly. Exception reports are fine...but when explaining to a client, it is far easier to simply bring up an account and show them which accounts are not doing what we need/expect them to do. By having a 'tax column' account, it will also benefit the accountant by totalling up the GST applicable to those transactions without meticulously wasting time clicking into transactions one at a time then manually adding up as a basis for a journal adjustment. Quickbooks has this simple tax amount column available to ALL ledger transaction detail reports and I think it is long overdue in MYOB reporting. Very simple for accountants and clients to make use of...please add in ASAP! I have attached a QB report which is just a basic drill down into the general ledger of 'bank fees' --> I simply select tax column and it shows me which transactions did or did not have GST claimed on them WITHOUT having to view all transactions for a month/quarter/year for ALL accounts. An exception report is great for bookkeepers or those at a data entry level...the column I refer to is a simple addition which helps accountants check particular accounts at a quick glance and gives us the information in a split second including the totals which form the basis for any adjustment required. I also discussed this with a MYOB training representative some time ago in Brisbane who advised that this functionality was not and was never part of the MYOB reporting system. A MYOB representative advised us late yesterday to submit this here in the hope that it would be considered and adopted in newer versions...please do! "Tax Amount Column"30KViews65likes49CommentsReport: Job Profit & Loss Statement - Multi Period
Can you please add a Multi period profit and loss sheet in the reports as this would make it easier to filter the jobs that you are afterfor the profit and loss in that period.There is one i know under profit and loss mutli period but it gives you all the jobs together,It would be a great ideaif we had one to seperate the jobs. "Multi Period Profit and Loss report for Jobs"26KViews80likes33CommentsReport: Balance Sheet - Comparisons
It would be good to have the ability to generate a Balance Sheet and P&L that shows prior period comparative data within Live Accounts. If possible, the option to show additional columns such as $ movement or % movement would be helpful also. Most accountants would find this helpful in analyzing the performance of a business. "Balance sheet and Profit and Loss Comparatives"22KViews86likes24CommentsReports: Ability to produce reports for more than current, next and last financial years (historical information)
It is very frustrating that reporting is not available more than the 12 months prior to the current financial year. Now that we have been in the business for nearly 5 years we would like to look at and analyse how we have performed. It seems without accessing and restoring prior years data this is not achieveable. What a HUGE let down. This should be a simple process, that is not time consuming. I have not worked with accounting packages before that dont provide this. I believe this is something that should be looked at as a matter of urgency. "Historical Reporting" Balance Sheet Profit & Loss Statement General Ledger22KViews82likes36CommentsReports: Change of bank account detials
The audit trail DOES NOT show when bank account details have been changed (ie for suppliers/employees). It reports if the address/phone etc has been changed but not the bank account details. This is Fraud 101 - is this going to be fixed? If I have misunderstood, please let me know, but a MYOB representative did confirm this for me. "Audit trail does not show change in bank account details'22KViews64likes34Comments