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Guidance Needed on Reversing Sales Order and Payment
Hello Guys, Back in December 2021, our client received a sales order and made a payment against it. However, despite receiving the payment, the order was not fulfilled or shipped. As a result, the payment was allocated to the order as a deposit. To rectify this situation, I am considering advising our client to reverse the payment allocation and subsequently reverse the sales order. I propose dating these reversals for the June 2024 Quarter to ensure they are captured accurately in our FY2024 balances. Before proceeding, I have a couple of questions: Upon the reversal of payment allocation, will this action result in the bank details becoming unreconciled? In other words, will the amount float in the bank feed until it is re-allocated or reconciled with a different transaction? When we reverse the sales order and payment, will this process generate a credit note similar to how it works with sales invoices? I appreciate your guidance on these matters, as it is crucial that we ensure the proper allocation of this payment to the succeeding invoices of the customer, so we are considering to code the allocated payment as "Credit Note" or if you have other advise, it will be fully appreciated. Thanks in advance5Views0likes1CommentFile menu inaccessible
Good morning everyone It looks like Ive got two instances of Myob AR desktop running I have my file open but when I try to get access to the windows menues, they are not available I rang tech support who tole me he has never seen this error If I dont want to shut MYOB down, what is the best way to get access to the menues Have a great Friday Kr4Views0likes1CommentMYOB Essentials Invoice Fields Do Not Fit Across The Page
Hi, Today I created an invoice in MYOB Essentials and when I view or export the invoice the Description column takes up too much width and both the Tax and Amount columns do not fit on the invoice. The last invoice that I created was in March 2023 and it was fine however if I view or export that previous invoice it also has the same problem with the Description column being too wide and the Tax and Amount column do not fit across the page. I have attached 2 screenshots of the current and previous invoices. How do I fix this problem with my invoices?248Views14likes34CommentsCompatibility Concerns: Ensuring Rack Server Integration with MYOB Payroll Systems?
Hello fellow forum members, I'm currently in the process of setting up a new rack server for my business, and one of the primary concerns I have is ensuring compatibility with our existing MYOB Payroll systems. I want to make sure that the integration between the two is seamless and efficient. While researching, I've come across various opinions and suggestions, but I thought it would be beneficial to reach out to this community for some firsthand experiences and advice. Here are a few specific questions I have: Compatibility Issues: Have any of you encountered compatibility issues when integrating a rack server with MYOB Payroll systems? If so, how did you address them? Recommended Server Specifications: Are there any specific server specifications or configurations that you recommend for optimal integration with MYOB Payroll? Third-Party Solutions: Have you found any third-party solutions or software that facilitate the integration process between rack servers and MYOB Payroll? Best Practices: What are some best practices you would recommend for ensuring smooth integration and ongoing compatibility between rack servers and MYOB Payroll systems? Security Concerns: Lastly, how do you ensure that the integration process does not compromise the security of sensitive payroll data? I would greatly appreciate any insights, tips, or experiences you can share regarding this matter. Your expertise will be invaluable in ensuring a successful integration process and seamless operation of our payroll systems. Thank you in advance for your contributions!35Views0likes2CommentsHow to do a one-off bonus payment pay run outside of normal pay cycle?
Hi there we ran our normal fortnightly payroll this Weds 8th May and next one is due 22nd May. Meantime I have been instructed to make end of year bonus payments to all employees and would like to do this now rather than have to wait until the next payrun. When I go to set up the pay for the bonus it is asking for the pay period and I am unsure what to enter/how to go about this. There does not seem to be an option to select for a one off payroll that does not relate to a specific pay period. Can anybody help/advise please? Many thanks!11Views0likes1Comment