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matched transactions still showing as unallocated
Recently set up (end of Jan) bank feeds thinking it will save me time...what a joke! Transactions have been allocated automatically to the correct invoice but when I go into the bank transactions screen they show as unallocated. When I try and search for the invoice to allocate them to of course I cannot find it because that payment has been allocated to that invoice! I have tried going in - via opening another myob screen- deleting the matched transactions and then allocating it in the bank transaction screen. It shows up as successfully matched then when I refresh the page the transaction is unallocated and the invoice can longer be found as the payment has been matched to it. How can we rectify this problem...what is going on?151Views0likes4CommentsPayroll not recording PAYE or KS liabilities
Since moving from Essentials to MYOB Business during Nov 2023 our MYOB pay runs no longer automatically transfer the PAYE or Kiwisaver/ESCT liabilities to their appropriate codes and this produces inaccurate figures in our Balance Sheet for 31.3.2024. Have I overlooked doing something with the new system or does this transfer now need to be done manually? I sure hope not. Hope someone can help real soon so I can complete our annual accounts. Thanks6Views0likes2CommentsMYOB Account Transactions Accrual Report Double Up on Inventory Balance
Hi There, We've just ran an Account Transactions Accrual report in MYOB for our inventory items and have noticed that the value of our stock has doubled up/showing twice in the report. Once when the item is 'received' in and then again when it has been converted to a 'bill'. Could you please confirm why this happens and how to fix? We believe that due to this it is doubling the value of our inventory in our balance sheet for these particular items. Please note that when we run a general ledger report on this account the credits & debits balance. Kind Regards, Ruby2Views0likes0CommentsMYOB Security
I have found a gap in MYOB permissions which is troubling. In inventory you need permission to move items from one warehouse to another. This works well - if you don't have permission the link is greyed out. Here's the problem - you can get around it. I have staff who have "read only" ticked in their user profiles under Locations and move items not ticked at all. They can however go to Items Register > Search for an item and click on the individual item > click on the tab called locations > click on the move items (bottom left ) and without the above permissions move items around to to other warehouses. I have tested. Any ideas on how I can protect this activity? The people who have Read Only in inventory need to be able to read but not move any items.25Views0likes7Comments