Setup: Recurring transactions in MYOB Essentials
Good morning Could you kindly advise if the following items are possible in LiveAccounts - or can be added to the development list? - Can we have recurring transactions for sales, bills, spend money & receive money Thank you Heidi107KViews468likes226CommentsSpend money: Ability to take a photo of receipts and attach to transaction
I'd like the ability to take a photo of receipts and then attach them to the transaction in the banking screen. This will make it really easy for businesses to keep their records and also will help bookkeepers and accountants when working on their client's file. I've got a few clients who would really benefit from this as they are constantly travelling and loosing the actual receipts. It will also save the accountants asking for copies of invoices if they are already attached to the transaction. I've recently spoken with a couple of people who raved about this functionality that their online software provider has and it would be great if MYOB's customers could do the same. "Ability to take a photo of receipts and attach to transaction (via app?)"18KViews67likes26CommentsBank transactions: Transfer - Auto-populate manually create transfer transaction
If I transfer money from one account to another and it comes up in a bank feed, When I press the option to allocate it to a transfer between accounts, and then manually create an entry, i wish the amount would be pre-entered into the form. I always have to go back, look at the amount, write it down and then go to manually enter the transfer again. Massive pain. "Record a transfer between accounts"14KViews50likes16CommentsBank transactions: Upload documents for expenses
If a business has many small expenses that are too numerous to add each one manually and then allocate a bank payment to that invoice or receipt, it'd be fantastic to be able to upload the receipt while allocating the transactions on the bank feed page. I know we can upload these receipts in another way, but doing it while on the actual bank feeds/transactions page would make it so easy and streamlined, saving heaps of time going back and forth and checking that it's correct, in the right place, right name, right amount. I've attached a screenshot of a transaction on the bank feeds page with a new link shown as "upload". Selecting that would present a way to upload the receipt. Part of the process would have to be to allocate to an expense account (or capital expenditure) and of course the system would have to do all the right things with it at the back end. The user may have to check that GST calcs are correct as is the total but this could be shown on the screen and the user just needs to ok it. "Upload receipts or tax invoices on the bank transactions page while allocating banking transactions"5.2KViews40likes4CommentsBank rules: Turn off auto allocation
Hi, Just wondering if there is a way to turn off the auto allocation in LiveAccounts as I find it is constantly matching wrong payments to the wrong customer or supplier invoice. Twice I have thought that a bill had been paid as it was cleared out of the system only to receive an overdue notice from the supplier and when I go through and check it has in fact been auto reconciled by LiveAccounts with another incorrect payment "LiveAccounts - Turn off Auto Allocation"34KViews38likes57CommentsBank rules: Create rule per bank account
Hi, We have several bank accounts with transactions of the same name allocated to different categories. It would be very helpful to be able to filter payments on different bank accounts. As an example We manage two holiday houses and want to separate the expenses for westnet into different "Category accounts" TELEPHONE, INTERNET AND TELEVISION HOUSE 2 TELEPHONE, INTERNET AND TELEVISION HOUSE 1 Currenlty all expenses relating to each house is paid from separate bank accounts however when I try to filter the transaction in rules there is no way to differentiate between the two expenses. Sugest: Separate filter box for Bank accounts "within the bank account" or: Alternatively the search box could be extended to include "If the bank Transaction and or bank account description contains" "Allocation Rules"6.5KViews37likes10CommentsBank transactions: Show invoice number if matched to single invoice
When you match a transaction to an invoice it always used to say on the bank feed what invoice number the transaction was allocated to, now however, in the new system, it gives it a random CR code number which you have to click on and a pop up window comes out which then tells you which invoice this has been allocated to. This to seem seems like an extra unneccesary step that leads to confusion. Please can you rever tthis to the old system which is much clearer. "Banking Transactions"1.9KViews35likes6CommentsBank transactions: Match partial invoice values
I think Myob should be able to match uneven amounts that are deposited. This is particularly troublesome for me as I receive eftpos deposits containing several progress payments across multiple invoices. This makes matching to invoices incredibly difficult and I have to enter customer payments. This makes having bank feeds redundant to a degree. There already is a column for matching called "amount to apply" but you cannot edit it. It would be ideal if this feature could be added. Thanks, Cathy "Matching uneven deposit amounts"11KViews29likes11Comments