To Do List: Accounts Payable - Lump electronic electronic payments
The To-Do list is a great tool, but could be the difference between a good day and a long day. It would be amazing if I could go into "Accounts Payable" or "Expiring Discounts" section of the To-Do list and just tick every single invoice that is due on a particular day and then send it to the Electronic Payments Register. I have this set up, however there remains a problem. It will send each invoice from each supplier as a seperate payment. This means that my financial institution (CBA) will reject it because it will not allow you to send more than one payment to the same supplier in an ABA file. On top of that, I am charged an amount per transaction in an uploaded ABA file. So if I received 20 invoices from the one supplier and I am paying them all on the one day, I will be charged for 20 transactions. But with the proposed "Group Invoices Together For Payment With Same Supplier" method, the remittance advice will be cleaner, my bank won't have a fit when I have more than one payment to a supplier AND it will be cheaper due to the grouping of multiple invoices in the one payment. It will honestly make my Accounts Payable system a click of a button - and that would be astounding. "Use "To-Do" List To Group Invoices Together For Payment"
To Do List: Purchase Order - show date column
Where the company file is stored i.e. online or local What the LAST FOUR DIGITS of the serial number is - Setup>>Company Information What is the company file ID - Help>>About AccountRightHi, When revising if Purchase Orders are oustanding/old/unallocated it is hard to see the date they were raised from the Purchase Orders tab in the To Do List. A date raised column would be great along with a column to tick and delete if no longer necessary. "To Do List - Purchase Orders"
To Do List: Accounts Receivable - Journal memo/address shown
Hi, Im a roofer and we do a lot of work for Real Estates, Builders,private jobs, or Stratas etc etc and deal with a lot of actualphysical street addresses. Not all our jobs have job numbers from the client (real eastates etc) so address is easier to find straight away. We use the Service Invoices - I am suggesting that the Journal Memo on the Service invoice can be pulled through to the To Do List and also the Accounts Receiveable. If you can take a column out or add a colum in its place - you customise what you want to pull through. When we deal with the Real Estate we talk physical address and at the moment I am needing to either go into each invoice to find the job they are talking about (could be up to 100 jobs a month) or go by my written records to find the transaction by the amount due to use the accounts receiveable to match the job. I would like the following to show so I can quickly and easilymatch my invoices to the jobs on To Do List and when Receivng Payments. Would look something like this Date: Invoice:Address (Journal Memo or Ship to address)Amount: Job # Quote # days/overdue etc. 01/2/16000069990 George St Sydney $ 890.001/45 16/0045 14/7/16. 11111 0000 GeorgeSt Sydney$1900.00888 16/0102 This way you can see what the invoice numberis - what/where it refers to and also easily find an invoice by the address since that is what I deal with - not the actual invoice number. Even if you can pull extra details through to customise your own screen as you want to see it for your own needs -eg canadd Job number or Quote Number (depending how you set up wording wise on your invoice) I use these so have added that as example - this is what I would like to have so I can find everything straight away. Hope that all makes sense. Im just busy and need to match my jobs with the address so I can find allocate and get paperwork done a lot quicker. P L E A S E *Edited idea name to for easier searching and made it more descriptive of idea.
To Do List: Stock Alert - Use Available value
Hi Myob, If your stock alert works on available intead of stock on hand it would work better, because if you have orders from customers your stock alert does come up on the list but it does not transfer to you supplier order form because according to stock on hand you do not need to order the product, but according to stock availability you need to re-order for orders not send. If people don't want that function why can you not give the option of re-order levels for stock on hand and stock available? The Accountsright 19 works on stock levels including what is on order. The way it is now you could either order too little because it does not take the orders of our customers in the calculation for re-order stock but only stock on hand. It also causes to over re-order because stock that was not delivered might be re-ordered. Just a suggestion that might help a lot. Thanks, Ivy "Stock Alert"
To Do List: Recurring Sales - Date filter
A client has requested a date filter for the To do list, specifically recurring sales. This would allow them to customise the list for the next due date, tick the tick box at the top of the list and click record for all the invoices that they need to create for the day, saving a lot of time ticking each invoice they want to create. In classic they could click the first invoice and drag to the last invoice, highlighting all in between and then record, this is no longer available. "To do list - Date Filter"
To Do List: Include user notes section to write internal notes
Just a simple note pad area within AccountRight To Do List, to jot down reminder notes for the next morning, or after lunch. That way, the note can't be lost in the pile of paper on your desk, accidently deleted or not saved in a file. It's always there in an easy to find location and saved each time you log off. Just my 2 cents worth. "To Do List - What's Next"
To Do List: Accounts Payable - Ability to select pay from account
We basically cannot use the to do list accounts payable feature to manageinvoice payments as there is no ability to select which account we are making payments from. "Ability to select account making payment from in To Do List accounts payable"
