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Generate BAS data using a MYOB (v19) report

October 22, 2019

This post is for me, in case anything gets messed up in the future, like it did today. I use MYOB AccountRight Plus v19, so if you use a different version, this may not work for you.

What happened

I went to generate my quarterly BAS using the BASLink method I’ve used since I started using MYOB. But instead of getting all the fields filled with figures, I got nothing. Blank fields everywhere. Something wasn’t right. After panicking a bit (being late with a tax office payment is not my idea of a good time!), I remembered that I got a new computer back in August. Aha! I bet something didn’t link as it should. Now all this is just a few short sentences, but it was about an hour of time, and about 10 years off my life!

What I did

I emailed my accountant to see if she could help, and while I was waiting for a response, I hunted out old backup files looking for the *.bas files for the BASLink setup. I found them but nothing I did worked—I still got blank fields in my BAS. Then I found this web page, which gave me the clue I’d been looking for: https://help.myob.com/wiki/display/ar/BASlink+FAQs

I’d been looking for a way to link the setup files via MYOB itself, but you have to do it via BASLink, which means running BASLink, ignoring all the blank fields and going to File > Setup & Links WITHIN the BASLink program. Once I’d correctly linked the old files, everything worked, and I breathed a very large sigh of relief.

An alternative

Meantime, my accountant got back to me just as I’d solved the problem telling me that there’s another way to generate the BAS data via standard MYOB reports, so here are those steps if I ever need them in the future:

  1. Go to Reports > GST/Sales Tax.
  2. Select the GST [Summary – Cash] report.
  3. Click Customise and set the dates for the quarter.
  4. While in the Customise window, also select the tax codes to report (in my case, just GST).
  5. Click Display. This gives you the totals that go into the various fields on the BAS:
    • Sale value = G1
    • Purchase value = G11
    • Tax collected = 1A
    • Tax paid = 1B
  6. What it doesn’t give is the PAYG tax information, so for that go to Reports > Payroll.
  7. Select the Activity Summary report under Employees.
  8. Click Customise and set the dates for the quarter, if not already set.
  9. Leave Employees set to All.
  10. Click Display. This gives you the totals that go into the various fields on the BAS:
    • Wages = W1
    • Taxes = W2, W5, and 4.

 

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F12 to save as

September 24, 2019

I hate the way Microsoft Office has been removing (or more likely, hiding) functions that power users have used for many years. It smacks of ‘dumbing down’, to me.

Office 365 programs allow you to ‘save as’ but to get the full set of ‘save as’ options (such as the settings under the Tools drop-down arrow) you have to click the More options link under the file path where they want you to save the document.

There’s a quicker way if you have a keyboard with all the function keys—press F12 to open the Save As dialog box. Done.

(By the way, F12 to ‘save as’ works with many other programs too.)

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Different interpretations

September 24, 2019

I’ve lived all my life in Australia (barring one year when I lived in Canada), and thus have been covered by Medicare, Australia’s health system. One of things that’s always been a feature of Medicare is the need to get a referral from a GP to see a specialist (I can’t remember if this was ever not the case, as it’s been so entrenched for much of my working life [Medicare officially started in 1984]). I say it’s a ‘feature’ though it’s often seen as a bug by the public, especially those with long-term conditions that need specialist treatment.

What the referral system does is stop Jo Public from calling a specialist for an appointment for every tiny little thing — it acts as a filter to stop overloading specialists with matters that can be dealt with by a GP. However, it does require a visit to the GP (at normal consultation rates) to get the referral, as well as the cost of the specialist if you are referred. So some people rightly feel like they’re paying twice.

And so to interpretation… In all the time Medicare has been in existence (45 years), I’ve always assumed that the date on the referral letter from the GP was the date the referral (typically 12 months) started from.

But not so, as my GP informed me yesterday when I asked him to post-date a referral closer to the time of the specialist’s appointment. It seems that post-dating a referral like this is deemed fraud in Medicare’s eyes, and then my GP explained that the date of referral starts from the date you see the specialist after being referred, NOT the date on the referral letter!

Well, call me surprised! He told me that many medical receptionists get this wrong too, which may have contributed to my belief that the date of the referral letter was the date the 12 months starts from.

I checked the Medicare website and it clearly states ‘date you see the specialist’ under the ‘Referral periods from a GP to a specialist’ subsection on this page: https://www.humanservices.gov.au/organisations/health-professionals/subjects/referring-and-requesting-medicare-services

[Link last checked September 2019]

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20 years on

August 24, 2019

Things just slip by… I thought it was 20 years this month since I left the corporate world and went out on my own as a freelancer. Yes, it is 20 years, but the anniversary date was LAST month according to my business name registration certificate.

I actually started working as a freelancer in early July 1999 doing SAP documentation for the now-defunct WMC (Western Mining Corporation). And in the past 20 years most of my work has involved tech writing and editing for software and resources companies, often in combination.

Starting my own company was a HUGE and scary leap after <mumble> years as a full-time employee for software companies and as a secondary school teacher-librarian and deputy principal. But financially and psychologically it was the best thing I ever did—not having to manage anyone except myself was such a relief after being in middle management for too many years.

Even better, I’ve worked from home via the internet for the past 12 years. There’s not a lot I miss about working in an office, but I do miss some of the camaraderie of drinks after work, lunchtime chats, etc. with work colleagues. I certainly don’t miss meetings, office politics, and the regular ‘Can you just help me with this <oh-so-very-urgent problem>?’ questions (Tip: The word ‘just’ in such circumstances is loaded! It NEVER takes the minute or so you’re told it will.) I also don’t miss the pressure of having to fit into an office of 30-somethings when I’m well past that age! Or commuting, or the $$$ spent on lunches, office clothing, parking, etc.

Will I still be doing this in another 20 years? Probably not, but who knows!

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Outlook 365: Temperature on the calendar

August 20, 2019

I noticed this morning that today’s temperature is displayed at the top of the calendar view in Outlook 365. The problem was that the temperature was for somewhere hot (and in Fahrenheit), and I’m in the middle of winter (and use Celsius)! So Outlook obviously wasn’t taking any of the Windows region settings into account.

A quick search on Google and I found out how to change the temperature from Fahrenheit to Celsius (File > Options > Calendar, scroll to the bottom for the weather settings) (found here: https://www.howtogeek.com/367936/how-to-automatically-show-the-weather-in-the-outlook-calendar/).

However, the instructions for changing the location by clicking the little arrow next to the default Washington DC location didn’t work for me—I couldn’t see even see ‘Washington DC’ let alone the arrow. I have Outlook open in my portrait-oriented monitor, so I moved it to my landscape monitor and resized the window. Ah! now I could see both Washington DC and the arrow and could change my location. When I moved it back into the portrait monitor and resized the window, I lost the location information and the drop-down arrow, but the temperature values (and in Celsius) for my location was now displayed correctly.

I call that a win!

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Family Tree Maker not connecting to Ancestry.com

August 12, 2019

This post is for me in case this happens again in the future.

I couldn’t connect my Family Tree Maker (FTM) software to ancestry.com—the username and password were correct, but FTM kept telling me one of them was invalid. I even reset my password on ancestry.com but still I couldn’t connect. Then I remembered that I’d set two-factor authentication (2FA) on my ancestry.com account—perhaps that was it?

I disabled 2FA on my ancestry.com account, and was then able to successfully connect my FTM software to ancestry.com. I don’t upload my family tree to Ancestry, but like being able to search for a person’s details on Ancestry via the web search area in FTM.

Seems like they may not play nicely together if you have 2FA turned on.

Update August 2019: In the comments below, Jason says you need to append the authentication code sent to you to the end of the password. I haven’t tried it yet but will next time I’m back in Family Tree Maker and want to search Ancestry.com from there, Thanks Jason!

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Windows 10: If you don’t set a default printer, the last one used will be the default

August 10, 2019

Here’s a trap in Windows 10 (actually, it may be the same in earlier versions, I’ve just never come across it before). If you don’t set a printer as your default printer, then whatever printer/printer driver you last used will be used for the next print job. How did I find this out? Well, I ‘printed’ an invoice to PDF to send to a client, then wanted to print a hard copy for my records. I’m used to the default printer being listed for the hard copy print, but instead the printer was still set to ‘Adobe PDF’.

You can set your preferred printer as the default under Settings > Printers & scanners, select your printer, click Manage, then click Set as default.

If you prefer to use the old-style Control Panel: Control Panel > Devices and Printers, right-click on the printer you want to be the default, then click Set as default.