Introduce yourself and what you do!
Welcome to the Early Access Program. We'd love to hear more about you and your business or side hustle. For example, before I started working at MYOB I had my own IT training business where I needed to keep track of my expenses for the purposes of BAS/tax and would need to invoice for my services on a fortnightly basis. Updating an Excel spreadsheet was time consuming and hard to do on a phone. Imagine if I could do this on my commute to work or even while waiting for kids at swimming or footy practice?! 📱🏉 We can't wait to hear about you! Cheers Sarah at MYOB (formally Toggle Consulting)October release drop: here's what's new
3 MIN READ Hey trailblazers! 🌅 Testing phase? Crushed it! (virtual high-five to our testing heroes). But hold onto your horses -or ponies if you're TrishA_WA - because we're just getting started. If you tested things out by sending an invoice and logging an expense, then you've scored six months of VIP access to everything new. Totally free. Because you're just that awesome. Death to receipt mountain! 📸 Nobody got into business to manage receipts. So we fixed it. Snap, tap, done. Get back to the stuff that actually matters. Watch the receipt magic happen. One snap and our tech does the heavy lifting: Automatically grabs all the boring bits (totals, GST, invoice numbers - you know the drill) Creates your expense record faster than you can say "where's my coffee?" Keeps everything organised (farewell, shoebox filing system!) Accept in-person payments with your iPhone 📱 Take payments straight from your iPhone with Tap to Pay. No extra hardware needed - just you, your iPhone, and infinite possibilities. Getting started is easier than ordering takeout: Lightning-fast setup right in the app Link your Apple ID (we'll hold your hand through it) 24-hour wait* Take payments wherever your phone works Works with contactless cards, Apple Pay and other digital wallets *Standard approval stuff applies (boring but necessary - we don't make the rules... well, actually we do, but you know what we mean) Invoices that make you look like a boss 🎨 Because life's too short for ugly invoices you can now customise yours to your heart's content: Let that logo of yours strut its stuff Rock your brand colours like you mean it Preview before sending (no embarrassing surprises) We'll chase the money (so you don't have to) 👋 Let our robots handle those awkward "hey, about that payment..." emails. You've got better things to do with your life. Smart reminders that actually get results (when you send invoices through the app): Set and forget (for you, not your customers) You're the boss of if they go out and to who Track who's been gently nudged Heads up: Reminders only work for invoices sent directly through the app. Sharing invoices another way? Let us know if you'd like to see reminders happen everywhere- we're all ears! 👂 Numbers that make sense 📊 Profit and loss at a glance (no accounting degree needed) One-click exports when your accountant comes calling Share straight from the app (who has time for digging in the downloads folder) Categories your way (because you know your business best) 💁♀️ Create categories that actually match your business (food truck supplies? yarn for your knitting empire?) and ditch the ones you don't need. No more squeezing your transactions into categories that don't fit. Take control with custom categories: Create categories that make sense for YOUR business Delete the ones you've outgrown Track exactly what matters to you Pro tip: You can't delete those tax-related categories though - future you will thank us come tax time! 😉 Coming Soon: Smart Bank Connections 💳 Here's what's landing early next year: Direct connections to major banks Transactions appear automatically each day Smart matching with your invoices and expenses And guess who gets first dibs? That's right - you do, you beautiful early adopter, you. 🎯 High fives to our community heroes 🙌 First up, a big shout out to TrishA_WA and Kash7918 for suggesting the ability to edit, delete, or link categories. Your wish is our command! And let's not forget HBird Danny11 , TrishA_WA, Kash7918 , and Sroberts1 who all wanted to customise invoices to fit their brand. Thanks for all your fantastic suggestions and keep them coming! We’re here to make your MYOB experience as smooth as possible. Reach out Need a hand? We're here - no robot responses, just real humans ready to help. 🚀
Release drop: your feature roundup is here.
2 MIN READ Hey early birds! It’s been a month since you jumped on board to help us build this app. Your feedback has been golden, thanks. Here’s how we’ve turned what you've shared so far into action. Tap to Pay: an EFTPOS in your pocket Important:Android only. Apple support coming soon. Invoices? Nice. But how about just holding out your phone, taking a payment, and having our app take care of the rest? Nicer. We've set up tap to pay so you can get paid on the spot—no extra hardware required. It’s as simple as Tap. Pay. Done. Just fire up tap to pay to take payments from card, mobile, or wearable, the accounting side of things is all logged in real-time. Learn how to get started with tap to pay Need to know: Some banks limit card taps over $100, so have a backup plan—like sending an invoice- if they pull out a classic plastic card Google Wallet and Apple Pay have no limits There's a small fee: 30 cents + 1.6% per transaction You asked, we delivered We're in our ideas hub every day, turning your suggestions into reality—one line of code at a time. Here’s what we’ve rolled out from your ideas list so far Share invoices everywhere You wanted more ways to share invoices, so now you can. Text, email, WhatsApp—whatever works for you. Just load up a preview of your invoice and thenhit share. Set and forget invoice due dates We saw a a bit of a time-waster; setting an invoice due date every time. Now we remember how much time you give customers to pay, so you don't have to. No need to set it unless you want to make a change. Filter and find invoices and expenses We fixed that annoying bug that made invoices disappear and added better search and filter options. Now, finding and filtering is a breeze. The bug hunt continues We’ve cleaned up a bunch of other little bugs to keep things running smoothly. Let us know about anything unexpected or strange looking and we'll take a look for you. Keep the questions and feedback coming Ask questions here and vote on feedback ortell us what you think so that we can stay laser focused on building a great app for you.Milestones achieved? Your $250 voucher is on the way! 💸
2 MIN READ Hey there, superstar! 🌟 Thanks for being part of our testing crew. Your hard work has paid off, and your $250 voucher is due to arrive this Friday, the 25th of October . Update: Posted on Thursday the 31st of October We've got a problem with our voucher system. The teams working on it and we'll get these out to you ASAP. I'll post here as soon as we sort this out. Apologies to everyone waiting for this and thanks for your patience as we get this over the line for you all. If you’re not sure what these milestones are or whether you’ve completed them, don’t worry. Let’s break it down. What are the milestones? When you joined the program, we told you that completing two simple tasks before October 1st would earn you a $250 voucher: Milestone 1: Send one invoice. Milestone 2: Record one expense. That’s it! Easy, right? How to check if you’ve hit your milestones Not sure if you’ve done it? Here’s how you can check: Milestone 1: Invoice sent Open your app and click on the Invoices tab. If you see an invoice created before October 1st, congrats—you’ve nailed Milestone 1! 🎯 Milestone 2: Expense recorded Head over to the Expenses tab. If you see an expense created before October 1st, boom—you’ve hit Milestone 2! 🎉 What if you’ve only completed one? If you’ve only completed one or none of the milestones, then I hate to break it to you, but sadly you've missed out this time. Don't worry—there are plenty of other ways to contribute and earn rewards. So keep an eye on your inbox for more opportunities. Didn’t get your voucher? First of all, hold your horses—we're aiming to have everything sent out by this Friday and—sometimes—things can take a bit to make it through. If it’s Monday next week, you’ve hit both milestones but still haven’t received your voucher, something’s off—and we want to fix it. 🛠️ Reply to this thread with: The date you sent your invoice. The date you lodged your expense. We’ll jump on it ASAP to make sure you get what you’ve earned. Your subscription is on us for the next six months You’ve helped us build this app, and now it’s time to give back. Enjoy everything on us for the next six months—no fees, no fuss. Just our way of saying thanks for being part of the journey. 🙌 Thanks for being part of this journey with us. P.S. Got feedback or suggestions for future rewards? Drop them in the comments below—we’re all ears! 👂💬More payment methods - PAYID
As a small business most of my customers prefer paying through payID due to the convenience. As a business I prefer it too as I get the payment instantly in most cases. It'll be great if we can add Pay ID as a payment option so the customer gets to choose which way they'd like to pay
Some suggestions on my first go…
So I have a few few issues/ suggestions re: the app from my first session. the app isn’t formatted for iPad which is annoying. The screen is small and so is the keyboard. It would be great if it was iPad friendly. I can’t add my business logo for my invoices or change any of the formatting - I’m not a fan of the font and sizing of the text in the invoice. It would be great if I could create a customisable template with some compulsory and other o-tonal building blocks. I am unable to add/ change the income category name (see screenshot) The “ship to” category seems irrelevant as the invoices are emailed - perhaps having an opt out for this It signs out very quickly when inactive I’d like to be able to add more information for my business such as my address, contact details and a description of my services (I am a consultant and submit the work I do in a specific format for clarity for my clients).Seeing a sign in error? We're on it.
1 MIN READ Hey Team, The app’s being a bit buggy with with sign-ins today. A lot of you have let us know you're seeing an error that looks a lot like this one: We’ve nailed down the issue, and have a fix rolling out now that should be working for you by the time you read this post. We’re keeping a close eye on the fix so if it’s still acting up over the next few days, please let us know ASAP, and we’ll sort it out for you. Huge thanks for the quick heads-up that so many of you shared with us—thanks to you, we were able to get to the bottom of this bug fast.We are looking for more testers!
1 MIN READ Great news! We love working with our EAP testers so much we are doing it AGAIN! We are currently gearing up to welcome a new group of sole operators (Sole traders, freelancers, contractors and the self-employed) to join the program in late August. Be sure to invite them and they can earn a $250 gift card. All they need to sign up is; operate in Australia with an active ABN, have no employees and preferably offer services to their customers. Forward the link; MYOB | Early Access Program expression of interestJoin a session: learn how to get started, get help, give feedback
1 MIN READ Got questions? We’ve got answers. Pick a time that suits you and join us for one of our upcoming calls where we'll get you set up and ready to go. When to Join: 5:00 PM (AEST) on Tuesday, 3rd September 12:30 PM (AEST) on Thursday, 12th September What we'll cover: Setting up the app on your phone Getting the help you need when you need it Testing the app like a pro How to tell us what you'd like to see dialled in or built next There will be plenty of time for your questions. And don’t worry, we’ve got you covered with a recording and summary after the sessions. Can’t wait? Jump in now with our guides: Help Hub Got ideas or feedback? Drop them here: Ideas and Feedbak Or ask away in the replies below or in our Q&A section: Ask a QuestionBiz Name & invoice notes
Hi I’ve set up my first client for today and prepped the invoice for payment (same day) My PDF is showing my personal name not my Business Name? When setting up the app yesterday using the ABN look up it’s not pulled the biz name but my personal name - so I need to update that? Also agree with other comments around customising the invoice, I tried to put extra notes (copied in) but completing notes was tricky as it doesn’t allow paste and you can’t view as you type as the keyboard is covering the notes field… -the cancel and save tabs at the top of the app look skewed Other than that its a quick and easy process / will try and join Q&A todayEarly Access Program FAQs
2 MIN READ When can I install the app and start testing? You will receive an email from MYOB on the 31st July with instructions for installing the app on your phone and logging in. Everyone on the program will get these instructions on the same day. What are the milestones that I need to complete? We will ask you to Create and send an invoice Record an expense. Then, let us know what you think! Look out for in-app prompts for us to get your feedback. If you have more feedback, such as a suggestion for additional features or something is not working for you, go to the help menu in the app to email your feedback to earlyaccesshub@myob.com or add here in theEAP Hub > Feedback area When do I get my $250 GiftPay card? If you complete 2 milestones by September 30, we’ll give you a $250 Giftpay card. The Giftpay cards will be sent to you after September 30. Can I test the app using my real invoices and expenses? Yes! We'd love you test real data and scenarios for your work and business. Rest assured you will be able to retain access to your data during EAP and extract it afterwards. See below question. When the Early Access Program ends, can I extract my data? If you continue to use MYOB at the end of the Early Access period, you’ll retain access to your data. If you chose not to continue using MYOB, you'll have 30 days after the Early Access Program ends to extract your data for no additional charge. Can I delete TestFlight once I’ve installed the MYOB app? (applicable to iPhone only) You need to keep both TestFlight and MYOB apps on your phone during the Early Access Program. If you cannot find the answer to your question here, please reach out to us at earlyaccesshub@myob.com Or ask a question right here in the hub; Ask a Question | MYOB CommunityUpdate: Scheduled downtime and planned maintenance is now complete
1 MIN READ Update: 9:20 pm August 14th 2024 We've finished up our maintenance and given everything a quick test run. Looks like we're back to normal. Please do reply to this thread, create a post or email earlyaccesshub@myob.com if you run into any issues and we'll be there to help.Resolved
2 MIN READ Edit on August 6th 2024 Just a quick update, we've fixed this one up and you shouldn't see this error anymore. Please let us know here in the community or send a quick email at earlyaccesshub@myob.com. Original post Hi everyone, We've found a bug, but we're on it! To ensure this bug doesn't get in your way, simply force close your app and reopen it. Here's how to force close the app: On Android: How to close apps on Android On iPhone: How to close apps on iPhone That's it! Read on if you'd like to dive into the details. What's happening? The app shows an error when entering data into forms or fields in our app. If you're affected by this bug, you'll see an error message saying something like: "Error: We encountered an issue retrieving your data. Please sign out and try again." How to fix it We've set up a quick fix. To get the updated version of the app with the fix, you just need to force close the app and reopen it. Here's how to force close the app: On Android: How to close apps on Android On iPhone: How to close apps on iPhone Anything else? We're working on a more permanent fix. I'll circle back here with updates as they happen. Thanks Thank you for your patience and for helping us build this beautiful app together. Thanks in particular to those of you who reached out to let us know about this issue!
Invoicing
I created my first invoice and had some issues with the app freezing up (which I already reported via email) - but it worked well on the second attempt after crashing the app. I tried to set up auto-reminders for clients to pay late invoices, but I couldn't see where to do this. Otherwise no issues for me, but I agree with the others about customising the invoice and frequency of sign in - I switched between apps to find the info I needed to create the invoice and had to sign back in
