I have entered a budget on MYOB Essentials and pressed the green Save button. The budget did not save and left me with hours of catching up and redoing the budget. I have since worked out that I have to press the Save button twice and then the bar appears at the top saying 'Budget Saved'. Lesson learned the hard way.
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Budget not saved
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MYOB Essentials-primary contact not displaying on invoices
Hi all, I'm new to Essentials but not MYOB. My new invoice template is not showing the primar contact name. I would like to invoice as follows:
John Smith
ABC Co PTY LTD
Address
NSW XXX
John Smith is not revealed at print stage.
Any tips most welcome.
Thanks
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Duplicate superannuation payment due to re-running payroll
Hi team
I had to delete a pay run for an employee and re-run it, to account for an incorrect deduction. Long story, but this doesn't impact his tax etc. All done, no worries.
However, I had already paid his superannuation a few weeks ago. In deleting/re-running the pay in MYOB, I've left myself with an entry in my "Pay Superannuation" area to pay super for this pay run - but I've already done that.
E.g. when I click on "Payroll", "Pay Superannuation", I can see a line under "not downloaded" that shows the payment that I have actually already made.
How do I remove this?
Cheers
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Accounting Software for Small Salon
A small hairdressing business and needs to account for GST. She is a sole trader with no employees. Customers pay by either cash or card. Suppliers are paid straight away.
I'm after some recommendations on software that may help with the running of the business. Preferably something that is cloud based and can be used on an iPad. It also needs to be able to do BAS, doesn't need to be submitted from the software but at least spit out all the figures.
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2 Business names for one ABN invoicing problem
We run a business on one ABN but with 2 business names. I need to have different invoices for each company - is it possible to make 2 templates?
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ABA file for suppliers
Hi All,
Recently moved from a desktop version of Account right V19.15 to MYOB essentials. Have had a few little transition problems but I am getting there.
One question for the group - how do you do a bulk upload of supplier payments using a ABA file? (I have managed to do it for payroll, but have not been able to see/find the functionality.)
Also, can you download reports into excel to manipulate data as I have to extract certain information from standard report - this version seams to be limited to pdf with no ability to select or filter data.
Guidance would be greatly appreciated
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Journal entry for interest only loan
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Default Invoice Email template
Hi there,
Is the a function where we have create multiple invoice email templates?
It appears only one template can be made for the Invoice Email in the Invoice and quote settings > Default email text area.
Kind regards
Cody
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Want to deselect a pay sitting in the Send Box - deleted from MYOB but still sitting waiting to be sent
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delete transaction
Hi
i tried to delete a transacciton form november as i did it wrongly and when i try to do it it said error datainvalid
can you please help me how to do it, i m calling the support line but it is taking ages
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matching invoice when slightly overpaid (can save to accept) or underpaid (how to write off difference)
How do you?
a) write off a small negative mismatch for an invoice
b) accept a small positive mismatch for an invoice (payment for original amount made before requesting a special small discount and subequent new invoice)
Using the normal matching process did not work
In case a) it still registers as unpaid
in case b) it would not allow the Save button to be activated.
Many thanks, I'm self employed and got transferred to a two hour wait without opportunity to leave a call back request. My accountant charged me a fortune when I used to use another way for matching which inadvertantly results in duplicate revenue.
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Customer Statements
Hi,
Is there any way in essentials to view a history of statements sent to customers?
I know how to send them, but can you view a history of when customers were sent statements?
Thanks,
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Extract QIF from previously imported Bank transaction
A require instructions on how extract a an exiting qif file from my Essentials data. The qif was incorrectly imported to the wrong bank account. I am not able to I delete and reimport as I dont have the original QIF data nor can I retrieve the data from my online banking.
It is a flaw in the MYOB design that a file that is receiving bank feeds should be able to be locked so that no further manual imports are allowed. This should be a manual lock to allow the opening transactions to be imported if required, then set and forget.
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Superannuation direct debits
I already have a direct debit system for superannuation payments through my business superfund. In setting up the STP it requests my banking details for superpayments through MYOB. Does this mean that MYOB will transfer the super payments from my account to the superfund? If so, can I bypass this with MYOB or do I need to now cancel my existing direct debits from super fund?
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myob app and quotes
We run a mobile business and we would like to be able to use the invoicing and quoting app effectively.... currently the quotes do not delete once converted to an invoice which does not suit our businesses needs. Is there a way to change this so once a quote has been converted to an invoice it automatically deletes?? The quote remaining there (even if the status is changed) is too confusing for our employees.
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Payroll
I am new to the bank feeds, coping OK. Lots of info in Myob and on here but I am hoping someone can help me. I have paid the employee correctly in MYOB but have underpaid him in the bank. Please help me.
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Payment Summary
I have changed to MYOB Essentials online in February 2019. The pays between July 18 and Feb 19 are not on the PAYG Summary when I go into it.
How do I fix this?
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Payment Run not matching Report being sent to ATO
I have been advised on how to solve the rounding down issue with cash payments to employees. Therefore the payrun and payslips are correct however, the rounding down which I was told to use the deductions section and set up as Not Reportable and After Tax are not showing so the ATO just received a report with the wrong payment summary.
Why is this report not picking up this rounded down info? I can't bare to be on hold any longer to get advice. 5 hours in 2 days has sent me to the brink of despair!
Someone help please!
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Bank Imports description
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Bank feeds description longer than 25 characters
Hi - the transaction details of the bank description exceed 25 characters and therefore the entry will not post
How do I fix this in Essentials
Thanks
Judith01
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