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Technology Partners and Customers

Technology Partners and Customers

Forum for Acumatica technology partners and customers to collaborate on their unique products

13 Topics

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abhishekkcFreshman I

asked in MYOB User Discussions

Alternative of MFA for Outlook add-in ?

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?

2 days ago

CCC

asked in MYOB User Discussions

Dashboard graph modification

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??

15 days ago

abhishekkcFreshman I

asked in MYOB User Discussions

Does MYOB Advanced Support auto-assignment of default license to users during SSO ?

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.

22 days ago

salmanrahmanFreshman I

asked in MYOB User Discussions

Expense capture automation - tips

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.

23 days ago

pankaj65Freshman II

asked in MYOB User Discussions

Credit card transaction processing

Hi, If we set up an NZD credit card in the system and configure a bank feed in MYOB Advanced, how can we ensure that all AUD purchases are accurately recorded as cash transactions processed through the bank feed transactions? Thanks

27 days ago

HazelLiu0601Freshman I

asked in MYOB User Discussions

Acutatica Report Designer - Schema Builder Error

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!

1 month ago

hassamFreshman I

asked in MYOB User Discussions

Import and create Invoices (large scale)

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.

1 month ago

Karl BrooksFreshman I

asked in MYOB User Discussions

Does Acumatica record the user that "Converts to Order" of a CR304500 Opportunity Quote?

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?

1 month ago

Karl BrooksFreshman I

asked in MYOB User Discussions

Why is there no "Add items" button on Opportunities where it is on a Sales Order form?

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?

1 month ago

salmanrahmanFreshman I

asked in MYOB User Discussions

Reporting on disbursements

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

1 month ago

Karl BrooksFreshman I

asked in MYOB User Discussions

MYOB users access to Acumatica Knowege Base and Product Ideas

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: https://community.acumatica.com/ideas

1 month ago

KimClarke

posted in MYOB User Discussions

Welcome to a global community

Hello everyone,I am Kim Clarke, an executive at MYOB. I’m excited to welcome all of the new MYOB Acumatica users to this vibrant community.As you likely know, MYOB and Acumatica are strategic partners, having exclusively worked together for over 10 years to bring the award-winning platform to Australia and New Zealand. As technology partners, MYOB works directly with Acumatica to localise the platform and create additional functionality like Payroll and compliance features specifically for Aussie and Kiwi businesses.Starting today, Aussie and Kiwi users get access to over 22,000 Acumatica users from all over the world. It’s an amazing opportunity to learn, grow, and share with people who face similar business challenges.To ensure MYOB users can recognise each other, and we can provide specific guidance for AU & NZ functionality, we are asking our community users to adopt the #MYOB tag in their posts. You can also subscribe and post in this forum for specific AU & NZ updates an

1 month ago

Chris HackettAcumatica Community Manager

posted in MYOB User Discussions

Tags for MYOB Users

Please utilize the appropriate tags below for all MYOB posts. This will assist members helping with response and users finding helpful content.• MYOB• MYOB-Payroll• MYOB-Workforce Management• MYOB-STP• MYOB-Super • MYOB-2FA/MFA • MYOB-Mobile App • MYOB-Professional Services • MYOB-User Security • MYOB-Licensing • MYOB-Bank feeds • MYOB-OIPBe sure to subscribe to this forum to get updates!

3 months ago

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