Setup: Different lock period date for advisors
Hi, It would be great if we can have multiple lock dates in MYOB Essentials Products - particularly with recent changes with MYOB Essentials Connected Ledger and migration from Banklink for Client & Advisor/Bookkeper (two dates). Occasionally when using MYOB AE Workpapers/Statutory Reporter on live files we find clients accidently delete transactions, post them or edit them in previous financial periods unknowingly.Effectively causing various balance issues and variances in financial reports. While we could set MYOB Essentials lock date to 30 June 2017, this would prevent MYOB AE Workpaper Journals being posted so it would not be practical when working on a set of accounts to lock the period. The obvious work around is to unlock the period > Post Journals > lock the period again. This also would be the same when making changes directly into the MYOB Essentials File. However such addition would alleviate the need to do this. This feature however is in Xero, as below which only allows Advisors to make changes and prevent the client from accidently making various changes. Another note is that Xero prevents the client access to change the lock dates (unless they set themselves as Advisor) so this cant be adjusted inadvertently. This would work great in AccountRight aswell. Thanks Ben "MYOB Essentials Lock Date - different dates for advisors/accountant and client files"
Transaction history: Ability to update an auto-reconciled transaction's date
Hi all I would love to be able to amend the date in an allocated transaction - that MYOB has automatically allocated via the amount and the bank feed, as my client loves to enter her work on the day she is doing it rather than when it actually happened - hence nothing matches for the bank rec - entries are there but the balance is nowhere near close. hence some fancy footwork required. As the transaction has been 'allocated' I cannot amend the date on these transactions... I am trying to re-educate... always tricky !!! and very frustrating........... "Amend date in allocated transaction"
Dashboard: Sales target date range selection
Our business model invoices monthly onthe 3rd week of each month with a due date falling on the 1st of each month.Due to this monthly process, the revenue that gets paid does not show up in the correct month for the sales target function. Ex: We send July invoices in 3rd week of June withdue date of 1st of July (July Revenue) Majority ofclients pay before due date which means July revenue shows up in June sales target revenue (this is incorrect reporting for us). I would like to have a simple "Paid invoices date range option" This would allow me to set a paid date range so we can actually see if we hit our monthly sales target!! Can this be done? Or should I say "Will this be done"? Many thanks. "Essentials Sales Targets - Able to set invoices issues within custom date range"
