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MYOB – Customer Card – Export/import Price Level Missing?

MYOB – Customer Card – export/import Price Level missing?

MYOB – Customer Card – export/import Price Level missing?

Client on MYOB Community Forum emailed Hi there, I have just started using Accounts Right Standard 2014.4 and imported all data from excel . . . successfully.  The support notes list the Customer Item Price Level field in the Cust file specs but, when I export from MYOB, this field is not in the template file. I am in the process of manually adding to 400 customers but, would like to know why this field is not available.

Answer As mentioned, …the option to export the item price level field is included in the AccountRight Plus files and higher. It is currently not available for export or import in AccountRight Standard company files. I’ve spoken with the support team here, we believe that it should be included in the AccountRight Standard company files. As such have forwarded the fact that the field is missing to the program developers to investigate and correct in a future update.
Currently the workaround would be to import the cards without the item price level field and then manually it after the fact. If you are transferring the cards between file you can run the Reports>>Cards>>Card List Detail report to give you the Price Level for a card.
The reasons why it is probably missed is due to the fact that AccountRight Classic, i.e. version 19, the price matrix structure was available in AccountRight Premier or higher. So AccountRight Standard version 19 never had that option therefore when the program was updated to AccountRight Live it was decided to add in that feature to AccountRight Standard and Plus. It would seem that the field has never been set to be an exportable field for AccountRight Standard however it was for AccountRight Plus.

Kind Regards, Steven (Moderator)

Note There is a great PDF summary of what fields will/won’t export from the different Standard, Plus etc versions – see further down in the Forum on this topic, by Tazinx, to get the pdf!

Need help? Not sure? Call for FREE 30min advice / Strategy session today!

                Call 0407 361 596 Aust and also get FREEAvoid these GST mistakes – There’s 18 that the Tax Office see regularly – Get them right!

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Business Tips – Tips to Avoid Burnout

Business Tip – Tips to Avoid Burnout

Tips to Avoid Burnout

Here are some timely reminders from John Corias at Flying Solo that we business people can consider in order to avoid burnout –

Use tools and outsource

One thing that many micro business owners have in common is the realisation that running a business is harder and more involved than first thought. To make life easier, it’s important to use all the available tools at your disposal, as well as outsource wherever you can. Perhaps this means using Xero to automate debtor chasing, pre-scheduling social media posts or using experts so you can focus on your own expertise. Outsourcing also has the added benefit of getting an outsider’s viewpoint on your business. New ideas can be invaluable. If you think you can’t afford to outsource, consider that outsourcing can help to grow your business.

Vacations

Too many business owners are afraid of taking leave in case their businesses fall apart. But that situation is extreme. Getting away from your business, clearing your head and coming back with a fresh perspective can reinvigorate your passion and inspire new ideas. Not only that, spending time with family, aside from the obvious benefits, can also have real tangible health benefits.

Systemise

Creating documented processes for as much of your business as possible gets your business out of your head.

A great tip for the newbie business owner is to start this process from the very outset, even if you think you don’t need it yet. Keep the unnecessary out of your head and in documented procedures. Creating documented processes also makes it easier for you to take holidays, because you know that your process will be followed when you’re away.

Partner/sounding board

For the soloist, burnout can come earlier than for small business owners who have partners and staff to bounce ideas off and share the load. Every solo business owner must have a sounding board, such as a business coach, mentor, accountant and business support group. Tip: It’s preferable to find someone who doesn’t have a financial interest in your business, as this may cloud their judgement in terms of making changes that only affect themselves.

Stick to what you know

Our final point is to not forget the primary reason you started your business. Don’t let yourself be bogged down in the administrative and non-core aspects, it’s a guaranteed path to burnout.

Leave the burnouts to the young guys in loud cars, and focus on working smarter in order to enjoy a healthier business and life.

What tips do you have to avoid burnout? Comment below!

Get a FREE 30 min answer to your query, and FREE ongoing email or phone support – no-one offers as much! Call and you also get FREE “Avoid these GST mistakes” – There’s 18 that the Tax Office see regularly – Get them right!

Email info@accountkeepingplus.com.au or call 0407 361 596 Australia


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Business Tax Tips – What Video Tips does the ATO have to help Start-up Businesses

Business Tax Tips – What Video Tips does  the ATO have to help Start-up Businesses

What Video Tips does the ATO have to help Start-up Businesses

Want to see what tips the ATO (Australian Tax Office) have to support you with the running (and start-up) of your business? There are some short videos that cover the following, and have links to transcripts as well –

Here is what is available with some explanation –

From ATO site – https://www.ato.gov.au/Business/Starting-and-running-your-small-business/In-detail/Videos-and-webinars/Small-business-tips—videos/  

Do business with us online

This video discusses our online products and systems to help reduce red tape and simplify administrative and regulatory burdens faced by businesses. Duration 03:18. A transcript of Do business with us online is also available.

How we are assisting small business

This video presents a variety of online support services, available at any time from a range of devices. Duration 05:03. A transcript of How we are assisting small business is also available.

Start-ups and the ATO

This video explains how we are helping small businesses to interact and transact in an easy and convenient way. Duration 03:01. A transcript of Start-ups and the ATO is also available.

Employee or contractor – How to get it right

This video explains factors you need to consider to work out whether a worker is an employee or a contractor. Duration 02:55. A transcript of Employee or contractor – How to get it right is also available.

Home-based business

This video discusses how you know if you’re running a home-based business, and the deductions you can claim. Duration 03:17. A transcript of Home-based business is also available.

These short videos introduce small business to a range of online resources and some helpful tips on misunderstood topics, to help get your business off to the right start.

(ATO site currently says – Last modified: 16 Jan 2015QC 43638)

Need help? Not sure? Call for FREE 30min advice / strategy session today! 0407 361 596 Aust

***BEFORE you BUY – Ask us for a competitive software price BELOW retail – no obligation!

You also get FREE 30 min to assist in setting up your company in the software, and FREE ongoing email or phone support – No-one offers as much! Call and you also get FREE “Avoid these GST mistakes” – There’s 18 that the Tax Office see regularly – Get them right!

Email info@accountkeepingplus.com.au or call 0407 361 596 Australia


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Bookkeeping – Having datafiles in Dropbox – Will it work?

Bookkeeping – Having datafiles in Dropbox – Will it work?

Bookkeeping – Having datafiles in Dropbox – Will it work?

 

Storing accounting datafiles in Dropbox sounds like the perfect “online” or “live” solution, but there are problems at times. Despite advice that is positive via Dropbox (https://www.dropboxforum.com/hc/communities/public/questions/202157455-Quickbooks-Pro-2013-Can-I-work-on-files-off-of-Dropbox) some of our clients have tried having their MYOB file in Dropbox, but wonder why it has issues. Please note the following –

  • Dropbox is not recommended by the Reckon or MYOB support recommendations
  • The continue uploading to cloud interferes with normal functioning:
    • Slows the datafile;
    • Can corrupt transactions while saving/uploading;
    • Can result in error messages referring to conflicts in the saving process.

The recommendation is DO NOT try it! It can be more trouble than it is worth!

Need help? Not sure? Call for FREE 30min advice / Strategy session today!

Call 0407 361 596 Aust and also get Free “Avoid these GST mistakes” – There’s 18 that the Tax Office see regularly – Get them right!

Email info@accountkeepingplus.com.au or call 0407 361 596 Australia