Eric3
Experienced User
Joined 2 years ago
User Profile
User Widgets
Contributions
Re: Reverse sale?
If you know they're not going to be paid, you should write the old invoices off as a bad debt (don't just delete them, it'll play havoc with your sales tax). You do this by creating a sale and in the amount of the sale, enter the amount of the bad debt as a negative (code it to whatever your bad debt code is). This creates a credit which you can then apply to the bad debt. It also accurately records what your bad debts are so your auditors and business managers can see how much is being written off.Change Date Format in Customised Form
Hi, I have created a new invoice template for a specific side of our business, but need to put the due date in. I've added the "Due Date" field in the invoice template: But the format of the date is wrong i.e. it displays as "07/05/2024" and I want it to be displayed as "7 May 2024". Also, the due date itself is wrong even after I amended the customer card to reflect that the bill is due on the 20th of the month following: Any ideas about how to fix this? Grateful for any help.Re: Am I doing this the hard way?
Thanks for your response. Sorry, you're still not getting what I mean. Let's go back - all the way back to when you first get an invoice that you need to pay. You enter the details of this invoice in the Purcahses Window under "Enter Purchases". If you're like me, you drag and drop the bill into your In Tray and check that MYOB has done all the data entry for you. Then, when you come to pay that bill, you have to click on Pay Bills in the Purcahses Command Centre, select the supplier, then type in all the same information that was provided on the invoice you entered. Your suggestion just moves entering all that information manually from the Pay Bills window to the Payment Details window. Surely there's something in MYOB that can import the supplier invoice number and other information from the Purcahses Register? How do large businesses get on when they have thousands of bills to pay (I only have about a hundred and fifty and that's enough of a pain). Regards, Eric.Re: Am I doing this the hard way?
Hi Shella, Thanks for that, but you're actually one step ahead of where I'm talking about. I'm talking about the step before that in the "Pay Bills" section (see screenshot). I have to select the supplier in the "Supplier" field, in this example "Academy Group" and I want to pay them $1,150 on the 20th of April this year. I have to manually enter in the particulars, code, and reference fields if I want those to show in their bank statement (so they can match the payment with our invoice). My question was, surely there's a way that MYOB can do this automatically. Your suggested method only applies after you've entered all the information in the Pay Bills window. Regards, Eric.Re: Coding for sales and purchases
Some questions - by "Coding" do you mean like account codes or cost centres that these bills are being charged to and sales are being credited to? You should just be able to bring up your Accounts List from the Accounts window (see attached screen shot), then if you need to add more, just click the + New button at the top left of the screen (see second screenshot attached). Hope that helps.Am I doing this the hard way?
I think I'm doing this the slow way and keep thinking "there has to be a better way". I've looked on line but found nothing. I'm hoping someone can point me in the right direction. When paying multiple bills in one electronic payment (i.e. all the bills I have for March need to be paid, I load them in to the Pay Bills window and tick "Electronic Payment"), I have to type the name of the supplier into the Pay Bills window individulaly. This brings up a list of all the open bills for that supplier, which I then need to enter the invoice numbers in the "Particulars", "Code" and "Reference" fields. These then get transferred over to the bank payment. This information is already in MYOB, surely there's a way to bulk load all the payments due to be paid on the 20th of April with all of the invoice numbers, particulars, codes etc that were entered in to MYOB when the invoice was inputted?
