Purchases: Remittance Advice
I would like to have the function on my myob LiveAccounts to enable me to create a Remittance Advice to send to my suppliers to advise of a payment made. Currently when I print an expense (that has already been entered with a payment) to a supplier it produces a 'Purchase Order' document showing the expense, and the payment made. However it would be more suitable for the document to be a 'Remittance Advice' and also have details on the document showing the bank information of the supplier in which the payment has been made to.81KViews476likes193Comments
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 Heidi107KViews468likes226Comments
Spend 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?)"18KViews67likes26Comments
Create journal entry: Add attachment
We'd like to be able to attach receipts to general journal entries for Directors who make purchases with their own personal credit cards. Right now we just leave them in the intray as a storage mechanism. "Attach Receipts to General Journal Entries"5.5KViews51likes16Comments
Bank 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"5.2KViews40likes4CommentsIn tray: MYOB Subscription invoice delivered direct
An option to have a copy of MYOB's monthly invoice for its services delivered to the "In Tray" would be helpful. It would save having to download the invoice from a mail server then upload it to the "In tray" touse to generate an expense relating to MYOB's services. "Send copy of MYOB's invoice to In Tray"6.9KViews40likes10Comments
MYOB Invoices (app): Capture expenses
It would great to be able to add expenses using the MYOB on the go app. I have used other online accounting software services that enab hasfunction. The competitors app allows you to take a photo of the receipt, upload to the database, then reconsile once the feed is received from the bank. "MYOB on the go app - Add expenses"10KViews28likes12CommentsPay bills: Tabbing into the Payment amount
There needs to be a better strategy implemented in the supplier payment interface. We can easily have over 100 transactions for a month for one supplier and the current set up is beyond a joke. You are unable to bring a supplier up and then enter payment and use the tab function. You have to click on each line in the payment amount heading with your mouse, enter the amount and then click on the next line. If you try to tab at the moment it goes straight to save button. The supplier payment interface needs full tab functionality implemented and also a tick box so that if you have 100 transactions for one supplier that you are paying at the same time you can just click on each box and ensure your total up the top is the amount that your paying and then its done. It takes so long manually entering each amount and very easy to be out one or two cents out and then you have to spend another 10-15 minutes checking each line to ensure youve inputed the correct payment amount. "Supplier Payment"10KViews27likes12Comments
