Quotes: Show Invoiced status
There's a nice feature to create an invoice from a quote, but it's really laborious (multiple screens, clicks, backwards and forwards etc) to work out which quotes have been invoiced and which are still requiring work (either work performed for the client, or an invoice to be sent). This is particularly hard when doing multiple jobs for the same customer as they all show up with the client's name and no description of the job. A simple solution - when creating an invoice from a quote, allow the user to change the status to "invoiced". That way the business owner can quickly look at the quote reports work out what quotes need work to get cash in the bank and not miss out / go broke. I imagine most people would have to spend ages working through it and go broke, or (as I have to do), manage this on an excel spreadsheet outside of MYOB and rekey all the info multiple times. Maybe this isn't the best fix in the long term, but it's a quick and easy fix that would help me enormously to start being able to manage sales flows. Not being able to do so makes me want to find another platform that's integrated with a CRM - there's many on the market, so MYOB needs to step up if they want to keep pace. "Quote status - "invoiced""2.1KViews5likes2CommentsWork in Progress - Accurate report as at EOM
I wish to obtain an accurate WIP as at the end of each month. When you run the Activity Slip (Activity Detail) report - Slip Status WIP only, this is not giving the correct figures as at the date of the report e.g. 28 Feb 2022. i.e. if something was Invoiced on the 3rd March 2022, it is removing it from this report, when it should still show in the WIP as unbilled as at the 28 Feb 2022. This is really imperative to report an accurate WIP as at a particular date. Help please! ( I would have thought this report would run similar to say the Payables Reconciliaton i.e. even though it has been paid since, it is still reporting correct information as at a particular date) ThanksSolved730Views0likes3CommentsWIP select button on time billing reports
Hello can anyone let me know where the WIP is now located in time billing reports? It used to be in the Slip status (example allready billed or WIP), if I can find this function I would be ever so gratefull as it will make my life so much more easier to be reunied with this function. Cheers247Views0likes0CommentsSales: Time Billing - Work in Progress
I need to be able add further hours to Time biilinginvoices which are already saved. The Work In Progress(WIP) button needs to be available in 2012 as it was in Version 19! Or supply a solution to this if one is available in the current version, as I can't see a way. Please work on getting this functionality back, as it is a necessity! Thanks! "Please put the WIP Button back on Time Billing invoices."42KViews57likes74Comments