Items: Cost of sales account selection for Selling details
Only have the option for Commission Items to allocate to an income account. I need to allocate mine to Cost of Goods sold account. I can do it manually for each invoice - but should be able to have it set up automatically. Need to be able to look up an expense/income account individually to see transactions (rather than just the overall total). Also would be great to be able to save receive money templates that have a mix of accounts (like in accountright). Also to have the tab button take the cursor across the line. Lastly to be able to do a sum/multiplication in the monetary cell. I have been using account right for 6 years, and finding using Essentials very limited. "Commission on Sales"892Views0likes2Comments
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"12KViews35likes17Comments
Statements: Include copies of invoices
A favourite ploy of overdue debtors is to ask for copies of all the outstanding invoices. They know this can be a real chore! How about an option to print or email a statement for a client with all relevant invoices automatically attached? "Auto print/email invoices referred to in a client statement"4KViews5likes6Comments
Setup: Ability to hide or move the Live chat bubble
Could you move the Live Chat Bubble? It hovers right over the confirm/submit/save button and I am constantly clicking it by mistake. When the live chat opens, the screen freezes and I need to refresh to get back to what i was working on!697Views1like0Comments
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"42KViews198likes86CommentsSales: 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
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
Reports: Item list - Include Unit on Hand
Essentials currently has the ability to print an "Item Sales Report" showing Item number, Item Name, Quantity sold, $ Amount sold. It can also run a report titled "Items List Report". On that report there is an unused column titled "Units on Hand". Can you please add the ability to enter the quantity of items purchased when creating and editing "Items" and also have that populate to "Units on hand" in the report "Sales Item List"? "Track Sales Items - Units on Hand"1.6KViews0likes5CommentsBills: Change default sorting to be by Due date
Hi, Currently when I click on the bills list, It is sorted by "Invoice number" by default. I believe it would be much more convienient if it was sorted by "Due Date" Also when I click on the Invoices list, It is sorted by the Automatic MYOB "number" (which is completely useless to me). I think it would also be better sorted by "Due Date". These are default settings and it would be great if MYOB could make it a more user friendly sort column ("Due Date") or alternatively give you the option to set your owndefault sort so that I don't have to change it every time I go back to the list. Thank YOu "Default SORT of Bills and Invoices - change to "Due Date""2.9KViews1like5Comments
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