CDBC-Kevin
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Re: MYOB Essentials Unpaid invoice report ignoring dates
Hi Genreve, I managed to find a MYOB bookkeeper who advised me to use the 'Receivables Reconcilation with Tax' report that enables me to select a date range and will effectively give me the information I need. It wouldve saved me a lot of time if I had realised that earlier and I reiterate that this is an error on MYOB to 'offer' a date range for the 'UNPAID INVOICE' report, if it does not provide it then it should not be an option. Thank you to feedback provided and hopefully it assists somebody else using that report. Kevin42Views0likes1CommentMYOB Business- Reconciliation-Incorrect calculated closing balance
I have had an issue during the reconciliation process. I have reconciled the month of March to the closing balance of the bank account. It has all balanced and the closing balance equals the bank account, no 'out of balance' amount, I select Reconcile. I then attempt to reconcile the month of April. I firstly deselected all of the amounts on this page. This then shows my a calculated closing balance different from the calculated closing balance of the 'date last reconciled' month of March by $80. I have made no transactions or touched anything else on MYOB between times. It is like there is a 'hidden amount' of $80 that exists. I spent a long time checking and cross checking manually the amounts listed on MYOB reconciliation page and printed bank statement before I realised it wasnt my cross checking IT WAS MYOB that had somehow deducted $80 from 1 step to the next, and by unchecking all of the amounts on the reconciliation page I should have reverted to the closing balance of the previous reconciliation date. The weird thing is I had an issue similar to this before and same thing spent hours trying to work out where the 'error' was. In the end I just decided to 'accept' I was $80 in debit and went on reconciling for several months (I tend to do my reconciliations 2-3 months at a time) and then MAGICALLY it balanced.......... I didnt take it any further assumed I must have somehow misconstrued something. But here I am with same problem, tried to also 'accept' the error and progress to next months... Unfortunately now it is getting worse. Anyone seen this before, I noted several posts mostly from people just starting MYOB and it somehow gave them odd numbers when doing first reconciliation, nothing seemed to point to a fundamental fault. I have attached a screenshot of the different amounts.87Views0likes2CommentsRe: MYOB Essentials Unpaid invoice report ignoring dates
I not sure what you mean with this being 'coded' so that it only looks at the current status. All I know is I want the report from certain dates, I look up the report option and it offers the opportunity to input a date range and then when I get the report (DATED with those dates) it is incorrect. If MYOB cannot provide the information, then it should not offer the option. This mirrors other experiences I have had with MYOB and the recognition that maybe 'we have an issue' and maybe we will do something about it. I am pretty sure if I provide something to a customer in my business that doesnt do what I want then I wont get paid, software generally not just MYOB seems to operate to a different set of rules. (just keep subscribing) not to mention they have you 'locked in' with your data and nothing is easy about moving on.118Views0likes3CommentsRe: MYOB Essentials Unpaid invoice report ignoring dates
I noted a community reply on a similar thread also stating that this type of report function doesnt utilise the date function and have come to the realisation that it has come to their attention before and I cannot get the report with accuracy aligned to the date request. Im guessing your unpaid bills report falls into same category as my unpaid invoice.202Views0likes6CommentsMYOB Essentials Unpaid invoice report ignoring dates
I am trying to produce an unpaid invoice report for my last financial year but each time it includes payments made after the end of financial year. Frustrating, I have tried even selecting date range for 'open invoices' but that doesnt work like it used to, previously I was able to 'select & paste' into excel and it will automatically format it into rows and columns but that doesnt work any more. Any suggestions as to why the 'unpaid invoice' report ignores the input datesSolved225Views0likes8CommentsDisable MYOB paydirect
I am trying to disable the MYOB paydirect in my 'new' essentials package. I have gone into sales settings and 'turned off' online payments, however I note that MYOB still offers a QR Code for payment which is MYOB pay direct. Researching via the forum I note other mentions of a merchant portal but not sure what that is. I am invoicing this weekend the majority of our customers, and do not want the choice to pay via this method The reason for disabling is I do not want my customers to pay via MYOB pay direct. They have a flaw in the way the payments are presented in the allocation 'match transaction' field. I advised them in January 2023 that this was an issue (spent days, trying to resolve it with them before they agreed it is not ideal) I notice it is still not resolved. The short term fix should be to provide the Credit note reference in the Report you need to download. It would still be convoluted but easier. Currently what happens a payment is recieved the invoice is now paid. It is not unusual for this to be multiple payments aggregated into 1 larger amount. Unfortunately this aggregated amount does not align with any invoice no. or numbers. So the only way is to download the report on these payments which does not have any reference to the credit note. The only way I have found I can allocate payments is to manually check the report and then look up the invoice number that was paid and then write down the credit note number used. Then go back into Bank transactions > Unallocated > Match Transaction > Search Field > input credit note number then tick the transaction (+fee), if it is multiple then I will have to keep searching all of the 'match transaction' fields and hoping when I get them all ticked it balances out. Go Figure........ and I have to pay them a fee to collect it like this, I spend 3-4 times longer than if somebody just pays via square or stripe.351Views0likes0CommentsHow to lodge a formal complaint
The failure to resolve my issue in a timely manner. I have made several representations to either chat or phone support (I will try not to mention the long queues and the overall time taken) The massive issue not just with MYOB but with the 'move' to cloud based (which should be good experience) software leaves the customer at the mercy of the support structure for that provider. Also the stability of the product, having experienced issues with my 'old' version of essentials I was recently upgraded and wistfully think of the days when the older versions issues were known, Something to be said for desktop based versions that you pay once for then only each time you wish to upgrade, if you dont like it then you buy something else. Now they lock in your data in the cloud and take money from you monthly (that exceeded any amount for a version that lasted you several years) and remove their accountability (no pun intended) as a software provider by making out they have all these support options.177Views0likes1Comment