Setup: Filing cabinet for documents
Our small business is currently trying to go paperless as much as possible. Any accounts received by email are received as a pdf and I transfer it into files for safe keeping. I started thinking wouldn't it be easy if you were able to scan the document from a scanner /or emailand import the pdf and attach to customer fileor invoice or receipt number etc thus allowing you to look in the one area for a copy of a document instead of two places. It would be time and cost effective and easy for the accountant and thetax audit trail or is there something that does this all now and I am behind? Trying to get beyond the pile of paper. Maree suggestion:Accounting and scan software- MYOB accounting & Filing cabinet in one"55KViews211likes92Comments
Remittance Advice: Default settings
Is it possibleto have an option in MYOB where we cantick a default setting to always email remittance advices rather than changing it every time we entered the"Pay Bills screen." ? Atthe moment it always reverts back to "Remittance advice delivery status: to be printed" when you close out of the screen. Thank you51KViews138likes75Comments
Sales/Purchases: Description character limit
Hello Please please pleaseincrease the character limit in the tax invoice description to at least 500, or no limit at all. I have seen a number of requests on the forum for this over the yearsand am not sure why it has not been changed. Many of our job descriptions or quote descriptions go over the word limit and I have to break up a paragraph somehow mid-way through, which does not look very professional. We do not have a $ amount for each line entered, we enter a number of aspects of a job inone line,which all total one amount,and this frequently exhasuts the word limit. I know I can add a blank line underneath with a $0 figure, but the limit frequently runs out mid-way through a sentence and it is very frustrating having to cut the half of the sentence that I got mid-way through, insert a blank line and paste the sentence in there and then keep going until the limit runs out again- it seems so pointless. Thank you Ruth "Description character limit"35KViews175likes58Comments
Remittance Advice: Separate email address
As email is coming more into play, companies are wanting EFT Remittance advice sent direct to accounts and orders sent direct to sales. Are more email addressesable to be added. Or can this already be done without having to change the address each time. "Add ability to send to multiple email addresses at once from inside MYOB software"32KViews104likes38Comments
Forms: Remittance Advice - List credits line by line
I am new to MYOB, but very unhappy with how the software deals with credit notes on remittance advices. When we pay Suppliers ( 100+ per month) we always have a mix of invoices to pay and credits to take. Whilst the system will take up the credits the Supplier is not getting the breakdown on the remit advice. The remit advice needs to show invoices line by line and ALSO credits line by line. That way the Supplier knows exactly what the total amount represents. I have discussed this issue with 2 Live Chat consultants and both have no solutions, one even suggests to "hand write" the information. The remit is supposed to be emailed so that option is not professional enough for such a well known system. My previous software package of 20 years handled this simple accounting task perfectly. Keen for feedback and also a software enhancement quickly. Given credit and invoices are entered the same way except with a negative value I am surprised this issue has not been resolved by other retailers paying suppliers years ago! "Supplier Remittance Advice needs to list credits line by line!'31KViews101likes77Comments
Search: Ability to search for partial item description
We are a small business with a large volume of SKUs, and approximately 30,000 line items. We can't remember all the product descriptions so the ability to search within a description string is quite essential. Xero and Sassu both search the entire description whereas MYOB requires you to enter the exact description. This is a real pain to generate item based invoices. For example: Product Description: Dark Blue Shirt For MYOB you must search: "Dark" to bring this item up as an option, whereas you should be able to search for "blue". MYOB retailmanager allows asterisk and question markwildcard operators (ie *blue*) to search for a string within a string. At the very least Accountright should be able to offer this search functionality. I can't image it would be difficult. The same search functionality would be useful for Customer, supplier and pretty much any other searchable field. We will not be able to migrate invoicing to MYOB until this feature is enable or a suitable work-around (ie wildcards) is provided. "Improved search functionality for searching within item description"31KViews24likes42Comments
Accounts: Stop journal consolidation
Hi, In earlier versions of AccountRight it was possible to enter a single journal entry that coded against the same account multiple times, and each line could be reconciled individually, or searched for individually in reports or Find Transaction screens. Is it possible to return to the old way of reporting journal entries, where I could reconcile each line individually, and search for each line individually? The way the software now consolidates journals makes it much harder for me to see the individual parts of account movement if I'm coding spend money or general journal transactions. "Stop journal consolidation in AccountRight 2011"25KViews70likes35Comments
Sales/Purchases: Jobs - Adding job numbers onto transactions in bulk
We often have invoices that can be up to 2-10 pages long and have many hundreds of parts on them Each invoice is usually one job for our customers and it takes a long time to individually input the job number for every part I would imagine that most businesses using a job number system would do a seperate invoice for each job for a customer ( that is what we do) and what is needed is a spot to put the job number for the entire invoice so that it automatically inserts it each time a part is added. The other option is a fill down function similar to excell where you can highlight the lines you want to insert the job number into and then it asks you for the job number The best solution would be have bothoptions available but just one would be a big benefit The highlight and fill would be good for where people have two or more job numbers on one invoice whereas the auto finput would be more suited to a single job per invoice Hence both would cover everyone Again something to make life easier for the Myob user Darryl "Making it easy to put a job number on a Large Invoice"25KViews57likes35CommentsSales Register: Add Job number column
We have many invoices to the same client but for different jobs. It would be nice to have the job numbers in a column on the Sales and Purchases registers for fast cross-referencing, rather than having to open each invoice in the sales register (or purchases register) to find the one we want. "Sales and Purchases Registers - Job Numbers"21KViews48likes33Comments
