Institute of Certified Bookkeepers
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MYOB Accountright- account balances

  • Member in Employment
  • 3 posts
  • # 113700

MYOB Accountright- Is there a way of removing the account balance in the top right hand corner when you go into the 'receive payment' window under sales? Owner wanting bank account balances to be private from front office staff receipting customer payments. Any suggestions?

  • 7 posts
  • # 113729

Hi Jena,

 

You can remove this under 'Setup' - 'User Access' - 'Manage Roles' - 'Sales' - 'Accounts' - untick 'Show Bank Account Balances'.  This should work.

 

Kind regards,

Clear Accounts


Jena said:

MYOB Accountright- Is there a way of removing the account balance in the top right hand corner when you go into the 'receive payment' window under sales? Owner wanting bank account balances to be private from front office staff receipting customer payments. Any suggestions?

 

  • 7 posts
  • # 118811

Clear Accounts said:

Hi Jena,

 

You can remove this under 'Setup' - 'User Access' - 'Manage Roles' - 'Sales' - 'Accounts' - untick 'Show Bank Account Balances'.  This should work.

 

Kind regards,

Clear Accounts


Jena said:

MYOB Accountright- Is there a way of removing the account balance in the top right hand corner when you go into the 'receive payment' window under sales? Owner wanting bank account balances to be private from front office staff receipting customer payments. Any suggestions?

 


 Thanks Clearaccounts, it worked very well for my MYOB accounting work.

  • 34 posts
  • # 119198

Go to the Setup menu, choose Balances and then Account Opening Balances. The Account Opening Balances window appears. Enter the balances in the Opening Balance column. Don't, for example, enter your liability account balances as negative numbers.

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