Mastering MYOB Acumatica AI: Purchase Returns, Leave Transfers, and More

Calling all MYOB Acumatica Users. Find out how you can process a purchase return, transfer leave entitlements, set up statement cycles in this easy-to-follow guide.

How to Process a Purchase Return

Luckily, with MYOB Acumatica staying on top of purchase returns takes ache out of your head.

To action a process return in MYOB Acumatica can be a tad technical, so we’ve written a guide which will take you to 4 parts of the process:

1. Steps to Create a Purchase Return

2. Returning Items by Inventory ID

3. Completing the Purchase Return

4. Reviewing the Transaction Details

To find out more, go to our Customer Portal for a step-by-step guide.

Transferring Leave Entitlements

When might you need to transfer leave entitlements ?

In payroll, you may come across different scenarios where you might need to transfer leave entitlement for employees.

Below are some scenario examples:

• Wrong leave type was processed.
  For example, an employee’s pay was mistakenly processed as annual leave, however, it turns out to be sick leave, where the employee supplies a medical certificate
• Changes to payroll legislation.
  An example was the updated Long Service Leave Act 2018 (Vic), resulting in the setup of new entitlements and transfer of leave balances for employees.
  

  In MYOB Acumatica Payroll, transferring leave entitlements is a simple process.

  Visit our Customer Portal for a step-by-step guide.

How to Set Up Statement Cycles

Have Statements Cycles more suited to your business? Statements cycles in MYOB Acumatica is the schedule type in which your company wants to generate statements for customer statements.

The processing of a Sales Order into for statement cycles may include multiple operations, such as:

• Creating and confirming a shipment
• Creating an invoice
• Preparing printed forms

In MYOB Acumatica, you have the option to set up customer statements more suited to your business needs with options such as on-demand, weekly and end of financial period.