Mandy_L
Experienced Cover User
Joined 6 years ago
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Re: Journal by account name not account number
Thanks Tracey, i knew where to look, however the option wasn't showing up in the staff's myob. I have since rectified by giving the staff administrator rights, going in and setting up preferences and then assigned her back to a lower access level. I would of though there was a better way then to give administrator access rights as this then opens the rest of the software up to them in places they should not have access.457Views0likes0CommentsJournal by account name not account number
I have set up my new admin user to enter using account number instead of account name. For the life of me i cant remember how to turn off the account number so they are entering the account name. Is there anybody able to help please? :)Solved469Views0likes2CommentsRe: Customising Sales Invoices
HELP. My sales invoics are now not sending with any details - only as a default form. I know they used to look correct and have all the banking details etc as per what was customised. Not sure how long ago it stop working as i only send a few sales invoices per year. I have selected 'service' layout in set up preferences. I have gone into the card and changed to serivce for the lay out and chosen the customeised form. BUT it's still sending the generic MYOB form. I have tried customising a few different of the service invoices and changed them on their cards but nothing seems to be working. Is my MYOB corrupted or is there something that i seem to be missing??????? I have printed the form direct from where i have entered the invoice into and it is printing the correct form. Just not when i email it?!?!563Views0likes0CommentsCustomising Sales Invoices
I am having troubles getting the correct sales invoice attached to the customer card. On the 'Sales' set up assistant I have chosen 'Service' for the Layout. . On their card i have selected ' Service' for the sales layout and the printed form I have selected the customised form. But the actual form that gets emailed out is a generic form that comes with MYOB. I know that I used to send out invoices and all the information was attached. Im not sure when this changed as i dont send many sales invoices out. Does anybody have any ideas?SolvedRe: Balance sheet main account not balancing
Hi Hayden, file was sent off last week. Any idea how long it takes as i haven't heard a thing? Also, i think some of the issue is the fact that i had the main account and electronic clearing account linked but i have also ticked them both as being a paid from account so essentially it has recorded to the electronic clearing account along with the main account causing a discrepancy there. I have since changed the recroding account from electronic to main account. How do i fix upthe past issue?1.5KViews0likes1CommentRe: Balance sheet main account not balancing
HiHaydes If i try running the report from the 1st Nov and it says its in a preconversion or a purged . But i did check the entries made on the 1st of Nov in the find trans window and there were 2 in there that i deleted that shouldnt of been there. IN regards to my opening balance - My opening balance was approx 3k but on the trial balance it says the opening balance is around $8k. The original opening balance for the account was changed from $10k down to $3k as my accountant had an incorrect figure. Perhaps i should of treated this differently? In saying that i have found some problems with the electronic clearing account that could be causing the problems. I have gone back through these transcactions and paid them off through 'pay bills'and saved the ABA file. I did this with 3 seperate payments run this morning back dated to the actual withdrawal date from the main accout. This worked for 1 of the transactions which i was then able to 'find'and match trans in my bank feed but the other 2 transactions have gone astray and i cant 'find'these trans when looking for them in the bank feed window. I have gone through the disbursments window and the payments have been marked as paid and greyed out so they cant be changed and they dont have an accompining '"Electronic Payment'" as other payment runs do. Could this be causing the issue?3.9KViews0likes3CommentsRe: Balance sheet main account not balancing
Yes 1/11 is my conversion month. I ran the trail balance from 2/11 - 30/11 )as it wont allow me to include the 1st. The original opening balance did change as my accountant had the wrong figure. It appears as though the balance discrepancy starts on the day of my conversion. The trial balance also doesn't show the bankfeed figures from the 1st3.9KViews0likes5CommentsRe: Balance sheet main account not balancing
Hi Hayden, Exactly what i thought - that hidden trans do not add to the balance. I have often hidden them in the past without a drama. The report will not allow me to do a trail balance from nov 1st which is the conversion date however the opening balance for my account on the 2nd Nov is around $25k out. I have only ever set up MYOB from the first day of the accounting system not part way though the year so am at a bit of a loss.3.9KViews0likes7CommentsRe: Balance sheet main account not balancing
I think my whole file is corrupted. I went through and found that i had some hidden payments in my bank feed. these were the full amount of the EFT for 3 runs that i had done but did not match to the feed as i had paid them off from the overdraft account instead of the electronic clearing account. I have just gone back into disbursments and paid them all off electronically instead. Now i am missing the individual payments in my reconcillaiton window and i have no dispursment recorded in transaction journal. I can also confirm i have different expected balances under the 'find trans' under the accounts tab compared to the reconcilled expected balance.3.9KViews0likes10Comments