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 Heidi107KViews468likes226CommentsSetup: BAS Preparation
Hi there At the moment MyobLive doesn't seem to have much automated functionalityfor BAS. Given that the system already calcuates the BAS it seems really odd that the user has to manually create a spend journal or a reversal to allocate GST Paid, Collected, PAYG instalment etc, and also fill in the ATO forms. Surely this could all be automated, afterall it's the most confusing thing for small business and the one where MYOB already does much of the heavy lifting (in my case, the main reason for using the package in the first place). Df "BAS Preparation"19KViews101likes40CommentsSetup: Add a budget
Hi Feedback from our clients tells us that many clients would like a simple budgeting feature. One suggestion was to enter in either a monthly, quarterly or yearly budgeted figure for each account and then areport to print at intervals to see how the actual expenses are comparing. "Budgeting"25KViews66likes34CommentsBank 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 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: 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"11KViews29likes11CommentsReport: CashFlow statement
I need to run off a cashflow statement report in LiveAccounts & you can't. The best I can do is aP&L mthly on cash basis or print off a bank trans report mthly. But either way I will still need to enter the data separately on say an excel spreadsheet. I need to show that my client can meet repayments on new equipment they want to lease. I would have thought seeing that a cashflow statement report is bank oriented, that it wouldn't be hard to have it set up without too much trouble? thank you "Cashflow statement in LiveAccounts"6.3KViews28likes11CommentsBank feeds: American Express (AMEX ) issued cards
Currently Bank Feeds are not available for American Express Cards issued by American Express. Please get this link happening ASAP. Also for ING Direct bank accounts. "Bank Feed - American Express Corporate Card issued by AMEX not Bank"12KViews23likes16CommentsBank rules: Setup a rule for transfer money transactions
Hi guys, Could we pleeeeease have the ability to set up transfers between bank accounts as a rule. If a business has a chq account, a tax/savings account and a credit card it would be awesome to be able to set up a rule that automatically allocates these rather than having to go into the 'transfer btw accounts' and match the transactions. Thank you muchly, Debra Anderson Legally BAS Pty Ltd "Rules"4KViews21likes2Comments