Import Template - Reportable Payment
Hi Team, This is a question about when importing text files for Spend Money and Purchases. The only column that is not available in the template when importing is the "Reportable Payment". In our case, once I import the file, I then have to go back to each Spend Money or Purchase and tick the "Reportable Payment" as all these payments are contractors in our Labour Hire industry and the payment is a reportable type. Very time consuming doing one by one especially when I have to tick over one hundred payments. Can you include this option in your next MYOB update, so that there is an option to make an entry in the import template. Much appreciated and looking forward to your feedback, Regards, Eddy01
Import/Export: Include Subtotals, Headers and Blank lines in the export of Sales/Purchases
Dear MYOB, Can the header, subtotal and blank lines in a salebe includedin exported / imported data? This iskey information which is being omitted off data being exported / imported from one data file to another. My client is a electricaltradesman who uses the item type sale to list materialsand labour soldand needs a section to type in notes for location and work performed that can be viewed on the screen in its interity (not hiden by expandable field). This information needs to be stable data and have the ability to beimported / exported. ' Kind regards, Vanessa Romano " Import/export sales - complete including header, subtotal & blank lines"Integration: Zapier and AccountRight
Come on MYOB, go and talk to Zapier and get integrated so you can give your customers the option to automatically sync and integrate with hundreds of other online services to help improve automated workflow in small business! Integrate everything so your customers can benefit. A lot quicker this way than fielding thousands of requests. I think your ROI would be sub a year and frustrated customers would start to disappear. "Any plans to integrate Zapier and MYOB?"
Import/Export Assistant: Sales - Include Online invoice field
MYOB payby, works by activiating the "online payment" tick box on each invoice. There is no field in the import/export field range that captures this feature. So when importing batch invoices, every invoice has to be manually ticked. Please add a identifable field for "online payment" to enable effective importing of invoice data. "Adding field for import/export for "online payment" feature'Import/Export Assistant: User access to apply to sections of the assistant
We use an external timesheeting system and import the timesheets into accountright. This task currently hasa to be performed by the accountant or a director, because we found that providing Import / Export permissions also allows the user to export ALL financial details for the company through other exports. It would be good if the security model applied by the role was applied to the import / export Assistant OR, there was a separate security selection that allowed roles/users to be given access to inidividual exports and/or imports. I would suggest any AccountRgight user that has given their personnel ability to use the import / export assistant review what security issues this may have created in their financial segregation model. "Import / Export Security"
Import/Export Assistant: Items - Remove commas in Price level Qty break fields
SIMPLY IMPROVEMENT - PLEASE REMOVE THE "," IN ALL "PRICE LEVEL A, BREAK1" ETC FIELDS AS THIS CONFUSES EXCEL AND CAUSES A NON MATCH IN THE IMPORT FUNCTION RESULTING IN A MANUAL MATCHING PROCESS. THANK YOU MATTHEW MALIOS "Importing Data in the Items List "Price Level A, Qty Break 1" issue....please remove commas in al these fields"
Export to Excel: Cell formats of date, debit/credit amounts and other columns
There is no excuse why MYOB reports cannot be exported to excel or any other programme format in the correct formats for that programme. Not just as text across all columns. In MYOB a date column will always be a date. In a debit, credit of balance columns the data will always be a $ value. In other columns there may be general numbers and finally text. It just poor programming to say you cant export in the correct formats. how hard is it to work that out. This is one of the biggest reasons why we are considering switching to Xero. Lift you game MYOB. About time a programmer came out to real world and see what happens at the "coal face" "Exporting to Excel"
Import/Export Assistant: Cards - Card creation date field
I am trying to utilise our customer information in other platforms outside of myob for marketing purposes. A function that will be useful is able to generate a card list report which can filter by card created date. This data can be then exported into excel with the other fields like those in "Card list [detail]" "Filter by date created for customer card export report"
Import/Export Assistant: Receive Payments - Order payments
In AccountEdgePro v18.5 Release 23.1.2A we could import receive payments for sales orders. In MYOB AccountRight Plus AU 2021.7.0 Build 2021.7.24.5184 we get the error: Error -132: Invoice # not found. The receive payments import works only for invoices, not for orders. Please allow importing of payments for sales orders. I posted on the forum about this: https://community.myob.com/t5/AccountRight-Sales-and-purchases/Import-receive-payments-for-sales-orders-MYOB-AccountRight-Plus/m-p/734709 And got the response: "Thanks for your post. At this stage it's not possible to import payments for sales orders in AccountRight. Please feel free to post this on our AccountRight Ideas Exchange for our product developers to consider for a future release." "Import receive payments for sales orders MYOB AccountRight Plus"
