Sky1
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Joined 4 years ago
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Importing QIF file and allocating accounts
We are using new software Budgetly for our daily expenditures. The system generates a QIF file which we need to import into MYOB. Currently when I import to MYOB, it does not pickup the accounts or job and I have to add each and every transaction, select account and job. Below is one of the transaction example. We do have accounts(L) and jobsTtags) setup in budgetly which matches our account name and jobs. D31/12/2023 T-18.18 U-18.18 PThe Ponds The Ponds AU A The Ponds L5-0200 Site Groceries MNote: GST not provided in receipt; Tags: DouglasSolved251Views0likes2CommentsSingle payment for 40 Sales
Hi, We usually receive a single payment for multiple sales for different customers. Currently from bank feeds, we have been receving money into Undeposited funds account and then in bank register under undeposited funds account, we receive payment for each of the client and close sale one by one. Is there a quicker way to close these sales as the current method is very time consuming. Thanks Akash202Views0likes1CommentSAFF or Custom File for Super Clearing house
Hi, We are starting with Rest Super clearing house and they have advised that we need "a superannuation file upload for a clearing house”, and MYOB may have a SAFF and/or ‘custom’ option available. Can you please advise if we can get SAFF report or any custom report which can be uploaded to clearing house. Kind Regards Akash278Views0likes1CommentRe: Super Payment Failed
Hi, First time processing super via MYOB pay super, Status is Failed. I have checked troubleshooting pay super but unable to find the reason. I raised this issue before 2 weeks before also and i was told below. "I've had a look at our records and the error, it looks like the payment has failed as there is missing last names entered for a few employees. I've spoken to our internal specialists and they have advised because you have a large amount of employees, it would best be to export the employee cards only by first and last name. Once exported you can check to see which employees are missing their last name in the last name field." But, I have checked and all the last names were entered already, few staff have their whole name as first name and "." as last name in official records so thats how their MYOB card is. Also, while processing super there were few errors like country missing for employee, membership number missing etc. After fixing all those multiple erros, i managed to process super. i beleive if last name was missing, the system wouldnt have let me process it. Regards Sky671Views0likes1CommentEmployee Cards Export
We used to use Export assistant by going into file and then exporting employee cards to excel but since we have started using Employee Self onboarding(new feature in MYOB) the excel file exported is all over the place. The data is not in the correct header columns. The cards which were entered manually come out perfectly but the cards from self onboarding are the issue.466Views0likes2Comments