MYOB User Discussions

Hi Everyone,I have recentlyt taken over as the Finance Manager of an organisation that uses Myob Advanced. Unfortunately, the organisation has undergone a massive downsizing and MYOB Advanced’s functionalities are not needed and to be honest cannot be justified from a cost perspective.I’d appreciate any advice on how to move from MYOB Advanced to MYOB Accountright. Thanks

We have just integrated our Azure AD and MYOBAdvanced for Single Sign On. It is working well. However, Outlook add-in has no feature of SSO yet. We wanted to use 2FA for Outlook plugin if it doesn’t support SSO. Can we enable 2FA only for few native users if SSO is already enabled in the system ? Looks like, It is not possible as the option is not available. Just wanted to have a confirmation on this topic. How can we make a login secured for Outlook plugin users in MYOBAdvanced?

Hi there, Is the MS Teams integration feature available in MYOB Acumatica? If so can someone share some good use cases and how to configure it. One example I can think of…employe has an overdue task, and I want to send a Teams message/alert notifying that there need to complete the task. 

Hi Community, I am struggling to maintain data security in MYOB because a user can see other users’ purchase request and so on. Please help me out. I want to manage it properly and document it. However, I am confused as it is complex to understand. In our scenario, there are 3 types of access rights.Access Rights by License Type Access Rights by Role Access Rights by ScreenThere are modules, forms, functions and what not.Example: If we grant ‘Employee’ License and ‘Administrator’ role to them. And both have different level of access rights.In this case,Which access right over-rides to each other? Is there a hierarchy ? Admins cannot modify access rights by license type as it is purchased accordingly. How does this all work Is there anyone experts here regarding this topic?RegardsAbhishek 

Hi,We have processed overpayments to 4 employees. Payments have been made. The period has been closed off.Does anyone have experience in recovering payroll overpayments through MYOB Acumatica, and can provide a bit of a step by step guide?Unfortunately, the system does not allow negative amounts or figures for any payroll codes/items. It is also very difficult at manually adjust PAYG tax in this system.I have tested a newly created Pre-Tax Deduction code which kinda works, but I can’t adjust the PAYG tax. And this would not 100% correctly reflect the reversal. 

Hi, who can provide MYOB Acumatica training? In person or remotely. I've been using Acumatica for 5 weeks now. I've previously used MYOB V18 for 20 years though.I'm based in Sydney Australia.

Hi everyone, we are new org trying to setup MYOB Advanced, and while trying to integrate MYOB with our Azure AD for Single Sign On purpose, SSO is working fine. But, the pain point we are having is license assignment. If we do not assign the license, user can’t sign-in even their account is synced from Azure AD with their roles. and to assign the license, we need to manually add the user via ‘Add user from Active Directory’ option. This will be a whole manual task for adding all users one by one and assign the license to them. Is there any solution/workaround for it ? Does MYOB supports auto assignment of default license during SSO? Please help. Struggling with this. will be really appreciated.  

We're thrilled to share the winners and finalists for the first-ever MYOB Acumatica Awards - celebrating our incredible community of customers.Today, we celebrate innovation, excellence and outstanding use of technology to scale and solve business challenges.A huge congratulations to: 🏆 Women in Tech Award Winner - Natasha Jalani, Finance Manager at Kinatico. Supported by MYOB Business Partner AlphaBiz Solutions. 🏆 Breakthrough Business Award Winner - Signature Hospitality Group, supported by MYOB. 🏆 Business of the Year Award Winner -

Wide ranging performance issue being reported 26 September 2024 - 10:38am Good morningOur team is currently investigating an issue affecting site performance for some of our MYOB Acumatica customers.We are sorry for any inconvenience this may cause, and thanks for bearing with us while we work on it.You can monitor the issue here

We’re celebrating MYOB Acumatica customers that are making big strides, levelling-up and providing inspiring leadership.  Whether you're new to the MYOB Acumatica community, a veteran, or an inspiring female leader, there's a category for you: Business of the Year Award: Achieving serious growth with MYOB Acumatica? This award is for the community veterans that have been using the platform since before 1 September 2022.  Breakthrough Business Award: This award celebrates customers who have been part of the MYOB Acumatica community since 1 September 2022 and have used the platform to making leaps and bounds. Women in Tech Award:  For the inspiring women leading the way. Solving business problems and empowering women in the tech industry? Now's your time to shine.  Big prizes to celebrate big success Winners take home a ticket to the Acumatica Summit 2025 in Las

Hi everyone,Recently, our company started using MYOB Advanced, and we want to send invoices directly from our Gmail account through MYOB Website. However, every time we send an invoice, we need to manually:Log in to the Client ID via an external application. Log in to the "Email Account ID" in the system email accounts, as shown in the screenshot below.  I've also included the Gmail settings for your reference.  

Hi,I’ve added a line graph to my dashboard and I’m having troubles making it look how I want. How can I increase the thickness of the lines?And I’d like to change the colour. I’ve clicked the colour buttun, but an “expression editor” is the next step??  

Hi, would love some tips/ticks on capturing a photo of a receipt on Iphone and automatically creating expense entry (if possible at all). Current process is only to add the image and then you have to manually add the expense entry. 

Hi everyone,When we want to conect this with MYOB A, andBuild Schema In Report Designer it come with an error below. Could anyone help me with the below error? Thank you so much! 

Hi Everyone,I was wondering if anyone knows the best way to create and import multiple invoices from a single spreadsheet.Context:We have an Excel sheet containing rebates we need to pay to 100-150 customers, calculated at the end of the month. The sheet includes the customer name, amount to be paid, and other relevant details.How can I import each row into an invoice under the company name in Acumatica, instead of individually creating an invoice for each rebate for each customer?Thank you in advance for your assistance.

Hi All,I am wanting to have a Sales Generic Enquiry of the total sum of Opportunity/Quotes converted to Orders by CreatedByID to show which employee have done the action to convert to order?   I am not sure if the logged in user who initiates this Convert action ( different to the Quote owner, or the Creator of the quote)  is recorded, and we can use this field?The Creator of the new converted Sales order is a proxy of who clicked this button when this Convert to Sales Order Action is implemented on the opportunity quote however it picks up Sales orders created directly. I created a GI and looked in both the opportunity, Quote and Sales Order Tables but didn't see a convert field we could use? Or if anyone else know how to report who converted a CR304500 quote to a Sales Order?

The “ADD ITEMS” Button on the Sales Order (SO) is very useful as you can see Inventory in warehouses and also do a search for previous sale price using the “Sold Since” selection.  But when doing an Opportunity so you can transform to a Quote, this ADD ITEM button is missing on both opportunity and opportunity Quote form?The Add button functionality seems to have the same features common to a Sales order ( adding inventory ) , so I am wondering if there is a reason it is missing or an oversight? Can it be added?This will allow this price lookup functionality to be used on an opportunity quote?

What is the best way to report on disbursements for Professional Services.

 Hi All, Great idea having us MYOB users utilise the Acumatica forums and as per Kim's introduction post we linking how to utilise the existing Knowlege base and idea boards.I was a present Acumatica account user and previously I didn't have access to the Product knowledge and the Product idea areas.  Is there a process to get access to access to these areas now so we can help contribute our ideas and use the knowledge base?Knowledge Base: https://community.acumatica.com/knowledge-baseIdeas: