Payroll: Search employee pay slips by employee name
New System has lost functionality. We were able to search payslips by clicking on a particualr employee. We can now only search payslips by date. This makes it more time consuming to send adhoc payslips when staff ask for it., or when we need to retrieve payslips for other reasons. "Unable to search payslips by Staff member"3KViews23likes3CommentsInvoices: Retain search criteria
When I am in the invoice list and perform a search say by customer and then open one of the displayed invoices and go back to the invoice list screen again I must perform the search again. It would be great if when I wentback the previous search was held and the same results presented again. 'Save search criteria when moving between screens on invoice list"4.2KViews13likes3CommentsSearch: Retain search criteria on the Invoice page
When searching for a customer Invoice in "All" invoices open screen which then brings up all Invoices under that customer you then click on a Invoice you want to open. Once opened, you then want to look at another Invoice under the same customer but when u "click back" ALL Invoices are listed again and you need to search for that customer again rather than just leaving the searched customer invoice listing on previous screen. This process or searching has to be completed each time you want to search Invoices from a specific customer rather than leaving customer search on previous screen. "Invoice search - retain search terms"8.1KViews10likes8CommentsSearch: Option for account search lists to be alphabetical or numberic
when doing a manual entry of an expense the dropdown box is now in alphabetical order not chart of accounts order. For clients i put the most used expenses as a low chart of account number so they come up 1st. You do not have to scroll down all the time. Can there be a defult so we can chose alphabetical or chart of account # "chart of accounts"2.7KViews7likes1CommentReconcile accounts: Only bank or credit cards in Account selection
Is it possible that when you are reconciling bank accounts and credit cards the accounts listed in the dropdown only include accounts that have the Account type 'Bank' or 'Credit card'? Very frustrating trying to find all the different bank accounts and credit card accounts when you have to scroll through the whole chart of accounts to find them. "Reconciling Bank Accounts - Account list should only show Account types 'Bank' and 'Credit card'"1.3KViews5likes0CommentsSearch: Reorder NZ tax code list to move S (Standard 10.5%) to lower down the list
Could you please reorder the options for GST for NZ, when you select the dropdown box for GST, the first option is S - Standard at 12.5%, the bottom option is the correct one now S15 Standard GST 15%. I can see some clients incorrectly selecting the first option. "Essentials - GST option when adding a new account code"2.4KViews5likes2CommentsSearch: Quotes by sub-heading/campaign
I do multpile quotes for the same client on a regular basis & it's hard to tell the difference between quotes. The only difference is the quote number & ckient name. It would be good to have a quote heading like Harvest App has. This was much more usefuland easier to find which quote is which. "Subject heading for quotes"3.8KViews5likes3CommentsBank transactions: Show all matches for a contact
I am finding it very frustrating that when matching invoices to payments, especially those we make, there is firstly only a very small window to see the invoices, and no ability to sort the invoices showing. We have a number of suppliers who provide us with 30-day End of Month credit accounts, and we provide the same option for some of our customers. This means that we can have up to 20 invoices from one of these suppliers in a single month, requiring one payment at the end of the following month. When I try to match the single Bank download payment to the invoices, I am stuck with this tiny 2 Invoice window, and I often need to go through up to 100 invoices to match them. At present this takes ages (remembering that by the time we need to make the payment, virtually all the following month's invoices also show). I would like the ability to ask for only the invoices from that supplier/customer to be shown in the match window, which would really speed up the process, and if I could also ask for only those that are due on or before a date I could input, it would be even easier. Then if I also instead of having to tick all the boxes of the invoices paid, there was a Select All option, I could nearly get my dog to do them for me! Failing any of the above, how about just expanding the window so that I could see a reasonable number of invoices, instead of just two? (PS I still think MYOB is great, but not yet perfect) Don "Matching Bank Feed Transactions"4.5KViews4likes3CommentsFind transactions: Include paperclip/attachment icon
Would it be possible to have a 'paperclip' icon included against a transaction that has the receipt attached, that is visible in the list of transactions, rather than having to open the whole entry to find out if there is a receipt attached? It would be much easier to then be able to track which receipts need attaching. "Paperclip icon in transaction list view"722Views3likes0Comments