Add multiple payments to one invoice at one time!!!
Especially now that payments from Support at Home payers comes in separate payments for each service in the one shift, I can get 8 or 9 small payments for the one shift. To have to individually add each tiny payment to the invoice is sooooooo frustrating! Why can’t the select function then work to match multiple payments at the one time to the same invoice?
user selectable default bank account for spend money transactions
It would be great to be able to change the default bank account when posting a new spend money transaction, either directly or via Uploads. Everytime we post a new spend money, the bank account reverts back to the default bank account, whereas most of our spend money transactions are actually from a credit card. Either to specify a different default account for different types of bank transactions, or have the last used account for the previous bank transaction be remembered for the next transaction. I know a similar idea was floated last year, I'm hoping that more users will engage this time round.
Filtering Recurring Transactions in Business Pro
In MYOB Business Pro, in the Recurring Transactions drop down box under Banking - Spend and Receive Money, I wish you could start typing the name of the recurring transaction that you are looking for and have it come up with only the recurring transactions that contain those words (like it does in AccountRight Plus) instead of having to scroll down the long list every time.....Spend and receive money needs to remember the last bank account
When manually posting bank entries in Business, why does the selected bank account switch back to the default bank account after you select the [Record and new] button? If I am about to enter another spend or receive money entry, I want the software to keep the same bank account. Please add this to the huge list of things that need to be fixed to make the software efficient to use.
Remove New Restriction-Allow editing of Category & GST on reconciled transactions without undoing reconciliation
The current restriction preventing changes to Category and GST coding on reconciled bank transactions is creating unnecessary inefficiencies in standard bookkeeping workflows. In practice, bank reconciliations are often completed by one team member, with quarterly BAS reviews performed later by another (e.g. accountant or senior bookkeeper). During review, it is common and necessary to correct coding errors such as misallocated expense accounts or incorrect GST treatment. Currently, MYOB requires users to undo bank reconciliations to make these corrections, which: Forces users to undo potentially multiple reconciliation periods Requires full re-reconciliation of accounts Introduces risk of errors and duplication of work Adds significant time and cost to routine review processes MYOB help documentation confirms that manual reconciliations must be undone to edit transactions , and community responses consistently recommend undoing and redoing reconciliations or using workaround journals — neither of which is efficient for high-volume or multi-user environments. This is a step backward from prior workflows and does not align with real-world bookkeeping practices. Suggested improvement Allow users to: Edit Category and GST code only on reconciled transactions Without requiring reconciliation to be undone While maintaining reconciliation integrity (e.g. no impact on bank balance) This would: Support proper review and BAS accuracy Reduce unnecessary rework Improve efficiency for accounting firms and multi-user filesBank register needed in Business
Hi MYOB, I just had a look at the new Banking Hub, but I'm scratching my head about a missed opportunity here. I think it is a shame that from the hub you do not have the option to drill into a specific bank account and see the transactions for that account unless it has bank feeds attached. You keep forgetting that not all 'bank' type accounts can get feeds. For example, many banks will not supply feeds for some credit cards, the ATO does not supply bank feeds (or a QIF file) for everyone's Integrated Client Account, you cannot get bank feeds for many loans and it is not possible to get feeds from real estate managers. When will you make it easy to use these accounts? Account Right has the Bank register, which is perfect for these accounts that require all entries to be made manually. AlanT
