Hi,
I need the company credit card added to bank feeds. I sent it off but then an email was sent stating I had the wrong numbers on it. I accidentally deleted its awaiting application on my account rights and when I go to online to do application I cannot as it wants an BSB and account number but I only have the 16 digit number? How do I get application form back for a credit card bank feed if I dont have a bsb and account number.?
Thanks in advance for your help
Natalie
Hi Natalie,
Do you have your credit card set up as a Credit card under liabilities? It is it set up as a bank account this is incorrect and you will not be able to get bank feeds. You need to have it set up in liabilities and then you need to apply for bank feeds using credit card and not bank account. Hope this helps you out.
Hi
I haven't been able to see the images that you have uploaded so I am unable to get a clear idea of what is going on with the company file.
I would recommend making sure that the same company file has been migrated across. We tend to have clients indicate that the data hasn't migrated across correctly and it is generally an incorrect company file has been selected during the migration process i.e. they have migrated an older version of the file not a current version of the file.
I would also recommend running through Help Article: Resolving out of balance bank reconciliations in terms of making sure that you don't have an out of balance for your bank reconciliation.
Can the reports be generated in PDF form as well you seemed to be only able to print
Most reports in MYOB can generated as a .PDF by using the Send To function to the right of Print button. This gives you a various choices- Excel, PDF, email and fax.
Hi
As
Thanks Heaps 
All Working fine
Riena,
thank you for your response. Does this mean that once the invoices are entered into MYOB they do not need to be stored as a pdf anywhere else, eg on our server?
It looks like a bill entered from the Intray does not disappear or look different while it is in there, so if entering a batch of invoices how would I know where I am up to?
Also I would be glad to know of other project-based companies who take their contractor bills through an approval process, not straight from Accounts to Payment - we need a system to handle this and currently have to print the invoices off to know where they are up to.
I recently enabled access to our MYOB file for our accountant however they are having trouble logging in. How do I set up a password.
Thanks.
Hi All,
A client has sent me an invitation to work on her MYOB. I have received the email and clicked "I accept" but when I log in to AccountRight and select to open an online file this client is not appearing in my list. What do I do?!
Hi there
I recently organised my MYOB files to be accessed by our accountant however they require a password. Could anyone suggest how this should be set up, thanks.
Hi
Thanks for your feedback and further query,
When the documents are attached it is available online and the choice is if you want to store in house as well. My take on the process would be to send the documents for approval and once approved then create a batch and save it in tray for data entry.Please note that each invoice would be saved as a different PDF and once you have uploaded the documents it will appear in tray and as soon as you record it will disappear from the tray.
Hope this helps! Please do let us know how you go as we are happy to assist further and feel free to post again should you have any other queries
Urgent help required!!!
Every time I attampt to lo ig I get the following error message: "Unable to log in. It appears that your computer's system date or time is incorrect. Please correct date and time before logging in".
Both the date and time is correct. I need to access this file urgently. Please help
Hi
I would recommend taking a look at Help Article: Work on an online company file FAQs - Why am I getting an error about my computer's system date or time being incorrect when logging in to AccountRight Live? This does go through the process of making sure that you are opening the company file via the Online Library and making sure that the ccomputer's date/time is synced with Internet time server.
Do let us know how you get on and if you require further assistance.
When I set up Time Billing, I selected 30 mins as the unit of measurement although we do not use the clock. I now want to turn this off and revert to using hours and fractions of hours in my activity sheets. Can I make this change at any time without affecting the historical data?
Would this email have been sent to the old file owner email address, or the new file owner email address?
Thank you.
Hi
Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge
I would recommend taking a look at my post on Column widths on reports in relation to
Can we add an extra info to the statements, we need to include Purchase order so clints can adinitfy invoice easily.
Mel
