Banking: Allocating multiple bank transfers to the one payroll transaction
Hi there, I recently experienced an issue where my payroll was entered correctly, but the payroll officer made erroneous take home bank transfers to the staff. As soon as she realised her mistake, she made a second transaction to those staff members that were underpaid to ensure that they received the correct take home amount. So, everything is correct - it's just that some staff were paid for one pay week in two transactions. Unfortunately, the MYOB live Accounts does not allow you to allocate multiple bank transfers to the one payroll transaction. I thought there must be a way, so I went onto online support to see if they could help. As it turns out there is no way and the recommendation was to redo 2 payrolls to precisely match the two net amounts remitted. I believe that this is a very poor solution. The integrity of the payroll records should be maintained. The payroll record is absolutely correct. It records the hours worked, gross, tax, super and take home pay. It's just that the take home pay was paid in 2 transactions. I should not have to fabricate 2 payroll runs to match the two bank transfers. I strongly believe that the accounting software should allow the allocation of multiple bank transfers to the one payroll transaction. The software already allows for employees to receive pay "split" into seperate amounts within the Employee Pay setup section - but this is not the same scenario. Additionally, some staff were overpaid. In order to adjust for this, the payroll officer paid a lesser amount (by the amount of the overpayment from the previous week) in the following weeks pay to those overpaid staff members. In this event, we have 2 payroll runs and two payments. The individual transactions for the two weeks do not match, but they do reconcile precisely to the right payment having been remitted. I think basically what needs to be able to happen is that any payment should be able to be allocated to any outstanding payroll transactions (or part there of). Would be interested to hear developer thoughts on this. "Allocating multiple bank transfers to the one payroll transaction"42KViews198likes86Comments
Sales: Invoice line without value
There needs to be an option in invoice settings whereby the first line can be text only without having to allocate an account, tax type or amount. Currently I have to allocate an account, tax type and zero $value to a text only line. For example I wish to give details of the job completed and then in subsequent lines record the hours worked and materials used. An option similar to Account Right whereby you can insert a Header line without a $value.9.9KViews99likes15Comments
Sales: Attach PDF to invoices emails
Please reinstate the function to attach PDF to invoice email by ticking the settings box. This was possible before the upgrade. The suggested resolution was that I type invoice, preview PDF, download PDF, then reattach it to the email. It was much faster and more efficient in the pre software update "Attach PDF to email invoice"11KViews69likes32Comments
Take payments: Tab into the Payment amount field
How is it possible in the world of keyboard shortcuts and efficiencies, that when you try to Receive a Payment, you can't actually move into the payment amount field of the Invoice you are receving a payment for with keystrokes? You have to use the mouse! This really needs to be fixed, bad error in development... "Keystrokes/shortcuts to payment field when receiving a payment, can only use the mouse to click on"12KViews35likes17CommentsReport: GST detailed report - Group by tax code
Is it possible to have the GST detail report showing all transactions grouped by GST code - rather than just the GSTable trransactions - this is needed for checking purposes to ensure all GST is being claimed correctly. At present the only way seems to be a GL detail report. "GST reports need to show exempt transactions"3.8KViews16likes2Comments
Dashboard: Show current bank balance
Essentials feature enhancement if it is possible to have the current bank account balance displayed on the first screen when opening a client file. suggestion from the Accountant. "Current Bank Account Balance displayed on the Essentials Connected Ledger Dashboard"3KViews15likes3Comments
Bank feeds: Starting from a particular date
When we are setting our new clients up on Liveaccounts it is very difficult to predict when the livefeed will start. We have some clients who don't want to go back and enter in the first part of the year (they will justcollate their data from both systems at 30 June). For example, if we could set a date at least 2 weeksinto the future (such as start of month, or BAS period) then it would be easier to merge the clients onto liveaccounts. "Bank Feed as at a particular date"4KViews7likes2Comments
Sales: Units/quantity to be entered as 3 decimal places
Hi, I like to add items in foreign currencies and use the Quantity field as an exchange rate, eg DescritionQty Unit Price Total Some foreign purchase 0.942 $39.95 $37.63 This works well to capture both the foreign currency price on the invoice, and the actual price I paid from my current account. Problem is, I can't enter more than 2 decimal places for the quantity field, making it impossible to always get the exact total as shown on my bank statement. If the quantity had one more decimal place, I can get line totals accurate to 2 decimal places. Please allow another decimal place to the quantity, this should be a real easy fix. Thanks! "Quantity field to 3 decimal places"3.3KViews5likes5Comments
