MYOB AccountRight
Page tree

Versions Compared

Old Version 58

changes.mady.by.user AdrianC

Saved on

compared with

New Version Current

changes.mady.by.user AdrianC

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

Working outside of the office shouldn’t affect your processes. Now with the MYOB Invoices Invoice for AccountRight app, you can record time-billing activity slips and create quotes, invoices, customers and invoices suppliers on your mobile device. The best part? It's all linked to your AccountRight , for faster and more accurate time tracking.

Download MYOB Invoices from the App Store AU, App Store NZ or Google Play.

online company file, so your business info is always up to date and easily accessible.

 Tap the MYOB Invoices for AccountRight app on your device.
Image Removed
Sign in using your MYOB login details.
Image RemovedEnter a pin for fast and secure access. In future you'll use your pin to sign in on your device.
Image RemovedTap the company file that you want to track time for.
Image RemovedIf prompted enter your company file sign in details. You're good to go!
Image Removed
UI Text Box
sizemedium
typenote

Before you get started:

You need to have an existing online AccountRight file

with AccountRight.  
  • You need to download the MYOB Invoices for AccountRight app from Google Play or the App Store.
  • Activities and customers can't be created in the app – they’ll be taken from your existing AccountRight file.
  • This app isn't for payroll timesheets—but check if there's an MYOB add-on that'll suit your needs.
    • UI Expand
    titleSigning in to the app
    UI Expand
    titleEntering an activity

    You can use the app to log your activity slips in two ways to use the app.

    UI Expand
    expandedtrue
    titleGet started
    1. First, check that your device is compatible with MYOB Invoice:

      • Android: 8.0 or later

      • iOS: 9.0 or later - iPhone, iPad and iPod touch.

    2. Find the MYOB Invoice app in the App Store or via Google Play. The app's logo looks like this:
      Image Added
      Use these direct links to download and install the MYOB Invoice app:
      Image Added Image Added
    3. In the screen that appears, click Get started. The Sign in to MYOB screen appears.
      Image Added
    4. Sign in with your MYOB account details.

    5. You can set a 4-digit security PIN, which will make future sign-ins faster and easier. Enter your PIN and tap Next, or tap Skip for now.

      UI Text Box
      sizemedium
      typetip

      If you ever need to change your PIN, just tap Forgotten your password? on the PIN entry screen. Re-enter your MYOB account details and change the PIN.

    6. If you have multiple company files, tap the company file you'd like to use MYOB Invoice for in the Choose your file screen.

      UI Text Box
      sizemedium
      typetip

      You can switch between your other company files within MYOB Invoice by tapping Settings Image Addedand then Switch Image Added.

    You're now ready to manage your invoices, quotes, activities and contacts. Use the panel at the bottom to navigate between these screens.Image Added

     

    Let's take a look at what you can do with the app:

    UI Expand
    title
    		1. Use the timer to record your activity as you're working

    Image Removed

    Invoices

    The Invoices screen is what you see first when you log in to the app. You can also access it by tapping Invoices Image Added.

    From here, you can view, edit, create and send invoices on the go. Use the All, Overdue, and Paid tabs to see your invoices (with due amounts), and keep track of which invoices are yet to be paid, or already paid. You can also search for invoices.

    Need to give another user access to Time Tracking for AccountRight? Here's how to set them up:

    In your AccountRight file, go to the Settings bar select Setup and click User Access.
    Image Removed
  • Click on the Manage Roles tab in the User Access window.

    • Image Removed

    3. Right click on the Time Billing role and select Duplicate Role.

    Image Removed

    4. Rename your role so you know what this new role is for – for example "Time Tracking for AccountRight".

    Image Removed

    5. In the new role, go to Cards and make sure the Employee Cards permission is turned on and is set to Read & Write.

    Image Removed

    6. Go back to the Manage Users tab and turn on the new role for any users you want given access to.

    Once you've given access, the person you've added can log into Time Tracking for AccountRight with their credentials
    UI Expand
    title2. Manually enter the amount of time you've worked on an activity

    Image Removed

    Either way, Time Tracking for AccountRight will send your activity slip to your AccountRight file.

    You can also see activity slips created or modified within the last 7 days in the Latest activities page.

    Plus you can log non-chargeable activities (like internal admin work) and you can change your units of measure too. If you’ve got multiple businesses in AccountRight, switch between them by logging out of your current account and logging into another one. 

     

    UI Expand
    titleGiving access to other users
    Create an invoice

    Create an invoice 

    1. On the Invoices screen, tap +.
    2. Choose the customer you'd like to invoice.
    3. The first time you create an invoice, you'll be asked whether your invoices include or exclude tax. Choose your preference. 
    4. Enter the details of your invoice, adding as many lines as you need.

    5. If needed, choose a different Layout.

    6. Select the payment terms, from Payment is due.

      • If you choose this month or next month, select the date in Payment due date. 

      • If you choose a number of days after this month or a number of days after the issue date, enter the number of days in Payment due days.

    7. Tap Save to record the sale.

    Your invoice will be saved in MYOB Invoice as well as AccountRight.

    UI Expand
    titleInvoice actions

    Invoice actions

    You can view your invoice as a PDF, share or email it, and enter payment for it.

    Tap Invoices Image Added, tap on an invoice, and follow the steps below.

    View activity history

    • Tap Activity history.

      A browser page will open, displaying all changes to the invoice, such as when it was emailed and viewed.

    To see details of invoice payments, open the invoice in AccountRight.

    View and share the invoice as a PDF file

    1. Tap More and then choose Preview.

      A PDF version of the invoice will appear.

    2. If you need to, choose a different Form template.
    3. Tap the share icon Image Added to send the PDF to any of the other apps on your phone.

    Email the invoice

    1. Tap Email. An email with the invoice attached will appear.

    2. If you need to, choose a different Form template.
    3. Check or enter the email address in the To field.
    4. Tap Send to send the email. 

    Take payment for the invoice

    1. Tap Payment.

    2. Select the payment method and choose the bank account to deposit the payment to.
    3. Tap Save to confirm payment.

    Fully paid invoices will appear under the Paid tab. To see details of invoice payments, open the invoice in AccountRight.

    Any changes you make will be saved in the MYOB Invoice app and your AccountRight company file.

    Adding a customer

    When you add a customer from the app, it'll also appear in your AccountRight file. Here's how:

  • On the bottom panel, select Customers.
  • Tap the + icon in the top right hand corner of the screen.
    • Choose whether
    UI Expand
    titleAdding a customer
    Quotes

    Quotes

    UI Expand
    titleCreate a quote

    Create a quote

    1. Tap Quotes Image Added.
    2. Tap +.
    3. Select the customer you'd like to
    create an individual or a company
    1. send a quote to.
    2. Fill in the details of your
    contact
    1. quote.
    2. Tap Save
    in the top right hand corner
    1. .

    Now this

    customer

    quote will be saved in your app as well as in AccountRight.

    Creating an invoice
    UI Expand
    title
    		Creating an invoice
    Quote actions

    Quote actions

    You can view

    , add and edit invoices in the app. To create an invoice:
  • In the bottom panel, tap Invoices.
    • Tap the + icon in the top right hand corner of the screen.
  • Enter the details of your invoice.
  • Tap Save.

    • Your invoice will be saved in the app as well as AccountRight.

    You can also check the details of an invoice, take payments and email invoices by tapping into the invoice of your choice.

    Image Removed

     

     

    UI Expand
    titleCreating a quote

    Creating a quote

    When you create a quote from the app, it'll also appear in your AccountRight file. Here's how:

  • On the bottom panel, select Quotes.
  • Tap the + icon in the top right hand corner of the screen.
  • Fill in the details of your quote.
    • Tap Save in the top right hand corner. Now this quote

    your quote as a PDF, convert it to an invoice, and share or email it.

    Tap Quotes Image Added, tap on a quote, and follow the steps below.

    View and share the quote as a PDF file

    1. Tap More and choose Preview. A PDF version of the quote will appear. 

    2. If you need to, choose a different Form template.
    3. Tap the share icon Image Added to send the PDF to any of the other apps on your phone.

    Convert the quote to an invoice

    1. Tap More and then choose Convert to invoice.

    2. A new invoice appears, containing information from the quote, like the description of the sale and the balance due.
    3. Change any details you need to, like the Layout. 
    4. Select the payment terms, from Payment is due. If you choose:
      • this month or next month, select the date in Payment due date.
      • a number of days after this month or a number of days after the issue date, enter the number of days in Payment due days.
    5. Tap Save to save this new invoice.
    UI Text Box
    sizemedium
    typetip

    The original quote will still appear in the Quotes screen of the MYOB Invoice app. But you can delete the quote in AccountRight if you like, or set a preference in AccountRight to automatically delete quotes when they're converted to invoices (Setup menu > Preferences > Sales tab > Delete Quotes upon Changing to and Recording as an Order or Invoice).

    Email the quote

    1. Tap Email. An email with the quote attached will appear.

    2. If you need to, choose a different Form template.
    3. Check or enter the email address in the To field.
    4. Tap Send to send the email.
    UI Expand
    titleActivities

    Activities

    An activity slip is used to track the costs of a time-based task or service provided by your business, like consulting by the hour. You then use the information in the activity slip to bill the customer using a time billing invoice.

    With the MYOB Invoice app, you can record activity slips with your phone – handy for jobs outside the office.

    In order to use this feature you just need to do some one-off setup tasks in AccountRight. See Billing for time.

    You can use the app to log your activity slips in two ways:

    UI Expand
    title1. Use the timer to record your activity as you're working

    1. Use the timer to record your activity as you're working

    1. Tap ActivitiesImage Added.
    2. Select the employee who’ll create the activity slip.
    3. When you’re ready to time the activity, tap Start and then start the timer.
    4. Stop the timer when the activity’s finished.
    5. Tap Create activity slip. The Create activity slip screen appears, displaying the recorded time from the timer.
    6. Complete the rest of the activity slip, such as selecting the customer, job and start and end times.
    7. Tap Save. This activity slip will now be sent to AccountRight.
    UI Expand
    title2. Manually enter the amount of time you've worked on an activity

    2. Manually enter the amount of time you've worked on an activity

    1. Tap Create activity slip .
    2. Complete the activity slip, such as selecting the customer, job and start and end times.
    3. Tap Save. This activity slip will now be sent to AccountRight.

    Whichever method you use, MYOB Invoice will send your activity slip to your AccountRight file.

    You can also see activity slips created or modified within the last 7 days in the Latest activities screen.

    Plus you can link activity slips you create in the app to non-chargeable activities you've created in AccountRight (like internal admin work) and you can change your units of measure too.

    UI Expand
    titleContacts

    Adding a customer or supplier

    1. Tap Contacts Image Added.
    2. Tap +.
    3. Choose whether the contact is a customer or a supplier.
    4. In the Designation field, select whether you'd like to create an individual or a company.
    5. Fill in all the details of your contact.
    6. Tap Save.

    Now this contact will be saved in your app as well as in AccountRight.

    Note
    titleDon't forget to let us know your thoughts!

    Tap Provide feedback in the settings screen and leave us a message. 

    HTML
    </span>
    HTML Wrap
    width15%
    classcol span_1_of_5
     
    HTML Wrap
    floatleft
    classcol span_1_of_5
    Panelbox
    namemagenta
    titleRelated topics
    HTML Wrap
    classsidebarlinks

    Creating activities

    Billing for time

    Setting time billing preferences

    Creating multiple activity slips

    Creating activity slips

    help
    Small Business
    AccountRight
    AccountRight 2017
    Australia
    New Zealand

    Was this information helpful?

    Yes
    No

    Why not?



    That's no good. Try searching the help. Or maybe the community forum can help answer your question.

    Sorry to hear that. See if our community forum can help. Got a feature idea? Add it to the ideas exchange.

    How would you improve this topic?

    Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

    Thanks for your feedback.

    Thanks! Anything you'd like to add?

    We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

     

     

    Looking for someone to help you? Get in touch with an MYOB advisor for specialist help with your business Find an advisor

      Get started

      Company file

     

      Work with others

     

      Banking

     

      Emails & printing

     

      Items

      Employees (AU)

     

      Suppliers

     

      Customers

     

      Reporting

     

      EOFY

     

      Tips & tricks

     

    Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved