To Do List: Paying Suppliers (bulk payment not each invoice separately)
I have just started using MYOB Accountright Plus Live and used to make my supplier payments using the "To Do List"- very fast way to make bulk payments. The new version of MYOB doesn't combine all the payments to the same supplier into one bulk payment, instead it pay each invoice seperately. This is a problem for two reasons, firstly it significantly increases the number of payments in my electronic banking files and secondly Myob will only let you make these payments in batches of up to 50 payments at a time. (very very inconvenient as I now need to go into pay bills and make a payment to each supplier individually and then prepare my electronic payments (doing payroll and creditors seperately due to the number of transactions in my .aba file). "Paying Suppliers (bulk payment not each invoice seperately)"7.8KViews20likes7Comments
To Do List: Stock Alert - Primary supplier name
I have just upgraded to AR2013 hoping that significant improvements had been made since 2012.9 and earlier. The upgrade was painful and took two half hour phone calls with the great tech help guys. But I digress.... AR19.7 (and earlier versions) - Stock Alert. If you select an item from the Stock Alert list, it will automatically create a PO and also automatically add any other items from that same supplier that were also on the Stock Alert list. This is a great feature that fills your PO with all the stuff you need from that supplier. It is a critical feature that ensures that you don't forget include a needed item on a PO. AR2011 and 2012 did not do this. I was hoping, after pointing it out during the AR2012 Live Pilot, that AR2013 would include this very important feature. I am very disappointed. When selecting an item from the Stock Alert list in AR2013, only that one item appears in the resulting PO. Any other items that you normally buy from that supplier are ignored and remain in the Stock Alert list. You then need to go through the Stock Alert list, line by line and try to identify the Primary Supplier of each item and manually add the relevent items to the PO. "To Do List - Stock Alert"7.1KViews8likes8CommentsReport: To Do List - Stock Alert - Show Minimum level for Restocking Alert
Currently the To-Do list provides a report for stock alert- However this report does not include the min stock required details which is in the buying details tab of the item code. Please can we have this included in this report, as the current stock alert report really tells you nothing apart from what is in stock and what is on order. If a min was included - it would be a much more useful report giving you more of recomended re-order requirement. "Min-max report for inventory"4.9KViews9likes3Comments
To Do List: Accounts Payable - Ability to select pay from account
We basically cannot use the to do list accounts payable feature to manageinvoice payments as there is no ability to select which account we are making payments from. "Ability to select account making payment from in To Do List accounts payable"3.6KViews2likes2Comments
To Do List: Include Totals on screen
$totals field/box in the spare space at the top right of the page in the accounts recievable and accounts payable tabs of the To Do List, so that we can get a very quick snap shot of the bigger picture. "Add totals display at the top of column in To-Do List"3.3KViews3likes3CommentsTo Do List: Accounts Payable - Lump electronic electronic payments
The To-Do list is a great tool, but could be the difference between a good day and a long day. It would be amazing if I could go into "Accounts Payable" or "Expiring Discounts" section of the To-Do list and just tick every single invoice that is due on a particular day and then send it to the Electronic Payments Register. I have this set up, however there remains a problem. It will send each invoice from each supplier as a seperate payment. This means that my financial institution (CBA) will reject it because it will not allow you to send more than one payment to the same supplier in an ABA file. On top of that, I am charged an amount per transaction in an uploaded ABA file. So if I received 20 invoices from the one supplier and I am paying them all on the one day, I will be charged for 20 transactions. But with the proposed "Group Invoices Together For Payment With Same Supplier" method, the remittance advice will be cleaner, my bank won't have a fit when I have more than one payment to a supplier AND it will be cheaper due to the grouping of multiple invoices in the one payment. It will honestly make my Accounts Payable system a click of a button - and that would be astounding. "Use "To-Do" List To Group Invoices Together For Payment"To Do List: Accounts Payable - Ability to sort columns
MYOB need to offer there customers in Account Right Premier the ability to: Sort Purchase orders by numeric value instead of alphabetical order. WHY? I understand several years ago that numerical sorting was infact part of the program. MYOB why did you change to alpha listing? It has caused a issue now becausewhen performing stock picking, warehouse staff are not traveling from one end of the warehouse to the other collecting items. "Sorting of 'To-Do List' Purchase orders, numerically."
To Do List: Payroll
It would be great to have a Payroll tab in the ToDo list, where we could get notifications about the employee's. Things that would be good to have would be: Payroll Review Date - so we can track when we next need to evaluate the emploee's pay rates Entitlment Balance Warnings - for when someone is running below a set threshold. Overworked Hours - to easily see the number of hours someone has worked over their scheduled number of hours per week. I'm sure others will come up with some other ideas there too! "Payroll Review & Notifications."
