How do I pay suppliers and easily in Browser
I have just started using the Browser version instead of the Desktop. Main issue I am having is when I want to pay my suppliers, it doesnt look like I can bulk pay multiple suppliers like I could with the ToDo list in Desktop. Then the other large issue is if I have to pay each supplier one by one, when I am in the Record Supplier Payment window when I select the drop down of suppliers to pay it shows all my suppliers whether I owe them money or not, and also doesnt show an amount next to there name before selecting. I would basically have to guess who I owe money to and select them and likely miss some. So the only way I see it is each month when I pay my bills I have to create a report of unpaid bills in another window, then go through and pay each one individually reading off that report? If thats the case its probably fast to just use the Desktop Accountright when I pay my bills? Thanks
Purchase bills can be posted to locked period via online in-tray
Hi all, Due to reporting purposes, we always lock the priod after finalising month end. However, I recently found out that with Myob browser version when uploading bills to in-tray and let the system populates the info from the bill, the bills can be posted to locked period. If the bill is entered mannually, the system locks it. However, It doesn't seem like the locked period function works for browser in-tray function. For example: we locked the period up to July 2025 (no transactions can be posted prior 31/07/2025) morning on 05/08 and yesterday 06/08, a purchase bill were posted to myob via in-tray function dated 31/07/2025. I even tested myself and the system let the bill recorded. I've attached the screenshot of security audit report showing when the bill got recorded, then I have to change the date to Aug and the last 2 were my testing. Is there anything else I can do to prevent this to happen?
Customer Prepayments in AR Brower Version
I have a client who has just migrated to the AR browser version. They have previously used customer prepayments in the desktop version. Is this possible in the browser version, as we can't seem to make it work? We have created a nil invoice and then applied the prepayment to that sale. This customer will pay weekly payments until his invoice is created at the end of the month. Are they to create a nil invoice for every payment? Why doesn't it work like it did in the desktop version? Any ideas on how to make this simple for my client? Many thanks :)Recurring transactions not recurring
Hi all I have always noticed but never thought to ask here... I have some monthly automatic payments set up as recurring transactions. Is there any reason why randomly some will not recur? I process my monthly bank statement and usually i have to manually create the payment (using the RT window) and always go back in to make sure the next payment date is correct in the schedule. It is not that same transactions every time. Thanks CarolynMYOB Business keeps reverting invoice number
I've read the threads re: invoice numbers changing, but my issue is slightly different. Having been an AccountRight user for many years, we always used the option to retain the order number when converting an order to an invoice. So order number 123 should convert to invoice number 123. Business does not do this by default, if we wish to retain the order number for the invoice number, we sometimes have to manually over-ride the invoice number. That's fine, we can deal with that (although a setup option so that we didn't have to would be great!) - but I am finding that even when the invoice number appears to match the order number (when converting from order to invocie), when we go to save or email that invoice to the customer, the number changes in that save / generate email process - which also means that the invoice number to which any pre-invoice payment has been allocated against is incorrect. please see attached document which screen shots the various stages of this process. Note that I have even tried re-typing the invoice number before hitting save / send email, but it still changes the invoice number during the save / send email. This is a real case of what you see (before you hit the save button) is NOT what you get, and is very frustrating.
Supplier return-credit
I have a supplier return recorded. The supplier has now credited the clients bank account. I processed the return as a 'Refund' on the correct date and to the correct bank account. The credit now appears on the transctions for the Bank reconciliation screen, however MYOB will not 'find' or recognise the transaction to 'match' off the credit that has come through on the Bank Feed screen.
