yobers
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Re: MYOB reset and lost progess on invoice
After writing that previous forum post I went ahead to create the invoice again. This time I had completed the entire invoice and clicked the SAVE button. However the MYOB program reset asking me to log in and I have lost all progress on that invoice once again.211Views0likes1CommentMYOB reset and lost progess on invoice
Just letting you know of a recent issue. I was in the middle of creating a lengthy invoice. Everything was completed except for the customer selection. I created a new customer within the invoice through the customer drop down menu. However after saving the new customer details the MYOB program reset and asked me to log in again. It cased me to lose all progess on that current invoice so I'm wondering what may have happened to cause this? Thankyou212Views0likes3CommentsMatching bank transaction feature changed?
I notice that the match transaction feature has been changed. Previously it would automatically reveal invoices/bills of the same amount, regardless of the date differences between the bank transaction and the invoice/bill. Now it seems to only match transactions that are of the same amount AND date. This seems like a counter-productive change because often a purchase bill (and reciept) from a supplier wont actually show up as a bank transaction until a day or so after and therfore by default will have a different date. Can you tell me why this change was made and can it be reverted? Thankyou.360Views0likes1CommentRe: Automatically match bank transactions to MYOB bills and invoices
It's unfortunate that the auto-matching feature has been changed. Now it results in more time spent trying to match transactions, which is counter-productive. The purchase date on the bill doesn't always match the date of bank transaction... sometimes it may take a day or so to appear on the bank statement and as a result has a different date. The auto-matching used to show results of the same amount regardless of the pruchase date, and it was much quicker and easier. It would be appreciated if this feature was brought back asap.562Views0likes0CommentsEditing customer notes solved (yes it's possible)
I am writing this post because I know a number of users (including myself) have experienced frustration with the changes to the customer notes section on the create invoice page. However I recently discovered a way to edit the customer notes. I'm not sure if this is a very recent added feature or if this is something that has always existed since the Essentials upgrade but no one seems to know about it. Regardless, I thought I would share the solution for other users... *Click on the main business tab in the top right hand corner and select 'Sales settings' from the drop down menu. Then select the 'notes to customer' tab and from there you can edit any of the default notes to something that is customised for your own business. The only issue with it is that the note description must contain the complete note details for it to show up properly in the invoice.Re: Notes in new Essentials
Hi Jeanie, it is possible to edit the existing notes to make them personalised for your business. Under the main business settings in the right hand corner select 'Sales Settings' then select the 'notes to customer' tab. From there you can edit each of the notes to be selected quickly when creating an invoice. I had to find this out myself... I'm not even sure that the MYOB support/moderator team are aware of it, unless perhaps it's only been a feature added very recently.1.1KViews0likes0CommentsRe: Invoice didn't save
Thanks Yanike. Yes you were right, the solution was as simple as extending the date range filter. However because I have never had this issue with the previous version of MYOB Essentials, I didn't even think to check it. I've never had that problem using the previous version. Sorry if I sounded a bit frustrated in my original post! I am encountering many little hiccups and flow problems using the updated Essentials framework and it's costing me a lot of extra time. Is there any option of reverting back to the previous MYOB Essentials format? I found it to be much better system than the updated version.1.1KViews0likes1CommentInvoice customisation
I think it would be great to allow more customisation of the invoices and how they appear on the pdf. For instance being able to reduce the line spacing below and above items. I have no need of the QR code either and would be grateful to be able to remove this. Sometimes my item list has gone just beyond the page limit and creates a second page with mostly blank space. A simple bit of customisation would allow me to fit everything on the one page neatly.Solved1.6KViews3likes3CommentsInvoice didn't save
I just created a lengthy and compicated invoice. After clicking the 'save' button it came up with a message saying 'Invoice has been saved'. So I navigated back to the main invoices page only to find that it hadn't been saved. Great. Now I will be concerned everytime I save an invoice as to whether it actually has or not. Why did this happen??Solved1.2KViews0likes4Comments