Reports: Run reports across financial years
It would be useful to be able to run a report across two financial years - for example, if I want to run a P & L for 1/1/13 to 31/12/13 I need to run a report for 1/1/13 to 31/3/13 then 1/4/13 to 31/12/13 and combine the two of them. "Run reports across two financial years"16KViews162likes19CommentsJournal Entry: Attach document
can you please add the option to add an invoice when entering a journal entry. I just entered a journal entry for a large purchases which was financed but am unable to add the invoice so that the accountant can easily see and check "Add invoice to journal entry"8KViews155likes29CommentsSpend Money/Receive Money: Ability to Insert/Delete Rows (General Journals)
It would be really useful if MYOB had the ability to insert rows in Spend Money/Receive Money/General Journals transactions (you can do it in purchase/sales invoices) – it is extremely frustrating when something has been entered and a line is missing, you then need to redo a sectionof the journal if you want it in a particular order (or especially with recurring journals thatmay slightly change from month to month and you want to insert a line, but not at the bottom). This would be easily overcome with the ability to insert lines in these types of transactions. What do other people think or am I the only one that wants the order of line items to be in a specific order? "Ability to Insert/Delete rows in Spend/Receive Money and General Journals"25KViews142likes32CommentsJournal Entry: Automatic reversal of journal
I think that there needs to be a facility with MYOB AccountRight for entering automatically reversing journals. This would be a great feature and one that lots of MYOB users would appreciate as reflected in the forum. "Reversing Journals"25KViews74likes43CommentsReport: General Ledger [Detail] - Tax column
I wouldn't think this was a particularly difficult thing to 'add' in to MYOB general ledger detail reports (or in the GST/Tax area etc) but we definitely DO need to be able to simply customise our MYOB general ledger details report so as to 'add' a column on that report to show the GST claimed/paid in respect of ANY transaction. This makes it very quick and easy to pick a particular account, have the appropriate column filters ON (including the tax amount column) to drill down and not only see account totals but to determine which PARTICULAR/INDIVIDUAL accounts have had GST treated correctly. Exception reports are fine...but when explaining to a client, it is far easier to simply bring up an account and show them which accounts are not doing what we need/expect them to do. By having a 'tax column' account, it will also benefit the accountant by totalling up the GST applicable to those transactions without meticulously wasting time clicking into transactions one at a time then manually adding up as a basis for a journal adjustment. Quickbooks has this simple tax amount column available to ALL ledger transaction detail reports and I think it is long overdue in MYOB reporting. Very simple for accountants and clients to make use of...please add in ASAP! I have attached a QB report which is just a basic drill down into the general ledger of 'bank fees' --> I simply select tax column and it shows me which transactions did or did not have GST claimed on them WITHOUT having to view all transactions for a month/quarter/year for ALL accounts. An exception report is great for bookkeepers or those at a data entry level...the column I refer to is a simple addition which helps accountants check particular accounts at a quick glance and gives us the information in a split second including the totals which form the basis for any adjustment required. I also discussed this with a MYOB training representative some time ago in Brisbane who advised that this functionality was not and was never part of the MYOB reporting system. A MYOB representative advised us late yesterday to submit this here in the hope that it would be considered and adopted in newer versions...please do! "Tax Amount Column"30KViews65likes49CommentsJournal Entry: Remove Automatic Credit Entry
When posting Journal Entries there is new behaviour on the second line. If your first line is a debit entry of say $100, when you tab to the second line it automatically populates the credit column with $100. If you have more debits you have to then delete that entry, sioft-tab to go back the debit column and enter your amount. This is frustrating and time consuming. Please change it back so when you tab you get the debit column again and the credit only automatically populates when you tab off the bebit column WITHOUT entering anything Apologies if this has already been raised, but a search didn't bring it up "Journal entry defaulting to credit the 2nd line'11KViews51likes13CommentsSearch: Include header accounts in select account drop downs
MYOB allows you to create Header accounts in the Accounts List and other lists (e.g.jobs, items, categories etc) But why does it not show these headers in the drop down boxes for ease of reference? (I know we cannot code to them, but it would be are really handy reference point). For example: Accounts list looks like: Training & Development (header account) Engineering (GL account) Construction (GL account) Staff Amenities (header account) Engineering (GL account) Construction (GL account) Drop down box looks like: Engineering (GL account) Construction (GL account) Engineering (GL account) Construction (GL account) (how are we supposed to easily know which account is which?) I do think this would be a useful featurefor making sure the correct account is quickly selected. What do other people think? If you agree with the simple suggestion, please vote for it. "Header Accounts - Ease of use"6.8KViews47likes4CommentsAccounts: Set a default Bank Account
We currently have two bank accounts, one with without an overdraft that is an asset in MYOB chart of accounts and a second with an overdraft that is a liability account in MYOB. The overdraft is our primary account. The problem I have is that MYOB defaults to the bank account with the lowest account number, so that wheneveryou start to enter data you need to manually change the bank account to the overdraft. My suggestion is that you should be able to tick a box to allow any of the "bank accounts" to become the default bank for data entry. This would avoid the problem when you forget and entry data to the wrong bank account and then have to make the changes. Could you please consider this function or if anyone knows a way around this problem let me know. Regards, Ian Plambeck.26KViews35likes26CommentsPayroll: Automatic journal entry to account for leave liability
I think it would be great if AccountRight could producethe journal entry required to be processed to record the value of the entitlements on the balance sheet e.g. a just like the journal entry that is printed when using BASLink, but for recording entitlements. AND/OR Click a button called"Recognise Entitlements" and it will do the journal for you to a specified date (obviously you would need to setup which entitlements you want recognised i.e. yes to Annual Leave, no to Sick Leave etc) "Automating recognition of leave entitlements"7KViews26likes9Comments