job number and company logo
Hi, Just a couple of questions Will there be a way to add your company logo to your invoices? I am a carpenter, so have lots of receipts. Is there a way to add a job number to the receipts to track expenses for that job. Currently i am just adding a job number under the notes. But it would be nice to filter expenses under a job number Thank youSolved108Views0likes8CommentsInvoice save query & notes
The Invoice issue was I wanted to create a couple in advance for my bookings on sunday. Set up the invoice on Friday pm but couldn’t view it once “saved” - so did another one and same thing. Then on Sunday they were both there. I’m sure if I hit save and send it would have been there but trying to just “save” they were not visible. Also when completing notes in the invoice section for customers you currently can’t paste into the area. When trying to type the keyboard on the mobile covers the area so you can’t see what you are typing. TrishSolved62Views0likes9CommentsInvoicing - Business name and ABN
I tried to issue my first invoice and realised my Business name is not what's displayed on the invoice and subject of the email. It's the name on my ABN ( my personal name). They are two different names and I'd like the business name to be displayed everywhere. I can't find a tab to edit these information. Also any possibility I can send the pdf to the customer as a message instead of an email? Probably a share option where I can share the invoice through the method the customer contacted me. ( Via messenger, Instagram, messages etc)Solved112Views2likes7CommentsSome changes around here!
1 MIN READ Hi EAP legends! Just a quick heads-up: we're doing some sprucing up in the EAP space 🔧. You might stumble upon a few links leading you to unexpected places or find some answers have been shuffled around. But don't sweat it! We're still here, ready to tackle any questions you throw our way. If you find yourself in a bit of a pickle, just let us know, and we'll swoop in to sort things out 🙌16Views0likes0CommentsHow do I customise my invoice?
So how do we add the logo and customise? also would love ongoing invoicing options so I don’t have to manually input succeeding invoice numbers and add line items every time since I invoice the same companies and items lines each week. also how to change that my company is uno EAP? Because that’s weird and I don’t know how it got that way thanks!Solved66Views0likes7CommentsAuto allocating tax from income categories
It would be fantastic if you were able to automatically portion money from an a paid invoice for tax purposes. I know this might not work until business bank accounts are connected directly to the app, but even a way to record what percentage of the income needs to be ringfenced for tax would be incredibly helpful.11Views0likes2CommentsIncrementing invoice numbers
I also would love ongoing invoicing options so I don’t have to manually input succeeding invoice numbers and add line items every time since I invoice the same companies and item lines each week. every invoice I create I have to create an invoice number from scratch it says 00001 every time so I have to input where I’m up to eg I use sw074em next time I create an invoice I have to check what the last number used was and recreate it as it always goes back to the 00018Views0likes1CommentMilestones achieved? Your $250 voucher is on the way! 💸
2 MIN READ Hey there, superstar! 🌟 Thanks for being part of our testing crew. Your hard work has paid off, and your $250 voucher is due to arrive this Friday, the 25th of October . Update: Posted on Thursday the 31st of October We've got a problem with our voucher system. The teams working on it and we'll get these out to you ASAP. I'll post here as soon as we sort this out. Apologies to everyone waiting for this and thanks for your patience as we get this over the line for you all. If you’re not sure what these milestones are or whether you’ve completed them, don’t worry. Let’s break it down. What are the milestones? When you joined the program, we told you that completing two simple tasks before October 1st would earn you a $250 voucher: Milestone 1: Send one invoice. Milestone 2: Record one expense. That’s it! Easy, right? How to check if you’ve hit your milestones Not sure if you’ve done it? Here’s how you can check: Milestone 1: Invoice sent Open your app and click on the Invoices tab. If you see an invoice created before October 1st, congrats—you’ve nailed Milestone 1! 🎯 Milestone 2: Expense recorded Head over to the Expenses tab. If you see an expense created before October 1st, boom—you’ve hit Milestone 2! 🎉 What if you’ve only completed one? If you’ve only completed one or none of the milestones, then I hate to break it to you, but sadly you've missed out this time. Don't worry—there are plenty of other ways to contribute and earn rewards. So keep an eye on your inbox for more opportunities. Didn’t get your voucher? First of all, hold your horses—we're aiming to have everything sent out by this Friday and—sometimes—things can take a bit to make it through. If it’s Monday next week, you’ve hit both milestones but still haven’t received your voucher, something’s off—and we want to fix it. 🛠️ Reply to this thread with: The date you sent your invoice. The date you lodged your expense. We’ll jump on it ASAP to make sure you get what you’ve earned. Your subscription is on us for the next six months You’ve helped us build this app, and now it’s time to give back. Enjoy everything on us for the next six months—no fees, no fuss. Just our way of saying thanks for being part of the journey. 🙌 Thanks for being part of this journey with us. P.S. Got feedback or suggestions for future rewards? Drop them in the comments below—we’re all ears! 👂💬83Views1like2CommentsOctober release drop: here's what's new
3 MIN READ Hey trailblazers! 🌅 Testing phase? Crushed it! (virtual high-five to our testing heroes). But hold onto your horses -or ponies if you're TrishA_WA - because we're just getting started. If you tested things out by sending an invoice and logging an expense, then you've scored six months of VIP access to everything new. Totally free. Because you're just that awesome. Death to receipt mountain! 📸 Nobody got into business to manage receipts. So we fixed it. Snap, tap, done. Get back to the stuff that actually matters. Watch the receipt magic happen. One snap and our tech does the heavy lifting: Automatically grabs all the boring bits (totals, GST, invoice numbers - you know the drill) Creates your expense record faster than you can say "where's my coffee?" Keeps everything organised (farewell, shoebox filing system!) Accept in-person payments with your iPhone 📱 Take payments straight from your iPhone with Tap to Pay. No extra hardware needed - just you, your iPhone, and infinite possibilities. Getting started is easier than ordering takeout: Lightning-fast setup right in the app Link your Apple ID (we'll hold your hand through it) 24-hour wait* Take payments wherever your phone works Works with contactless cards, Apple Pay and other digital wallets *Standard approval stuff applies (boring but necessary - we don't make the rules... well, actually we do, but you know what we mean) Invoices that make you look like a boss 🎨 Because life's too short for ugly invoices you can now customise yours to your heart's content: Let that logo of yours strut its stuff Rock your brand colours like you mean it Preview before sending (no embarrassing surprises) We'll chase the money (so you don't have to) 👋 Let our robots handle those awkward "hey, about that payment..." emails. You've got better things to do with your life. Smart reminders that actually get results (when you send invoices through the app): Set and forget (for you, not your customers) You're the boss of if they go out and to who Track who's been gently nudged Heads up: Reminders only work for invoices sent directly through the app. Sharing invoices another way? Let us know if you'd like to see reminders happen everywhere- we're all ears! 👂 Numbers that make sense 📊 Profit and loss at a glance (no accounting degree needed) One-click exports when your accountant comes calling Share straight from the app (who has time for digging in the downloads folder) Categories your way (because you know your business best) 💁♀️ Create categories that actually match your business (food truck supplies? yarn for your knitting empire?) and ditch the ones you don't need. No more squeezing your transactions into categories that don't fit. Take control with custom categories: Create categories that make sense for YOUR business Delete the ones you've outgrown Track exactly what matters to you Pro tip: You can't delete those tax-related categories though - future you will thank us come tax time! 😉 Coming Soon: Smart Bank Connections 💳 Here's what's landing early next year: Direct connections to major banks Transactions appear automatically each day Smart matching with your invoices and expenses And guess who gets first dibs? That's right - you do, you beautiful early adopter, you. 🎯 High fives to our community heroes 🙌 First up, a big shout out to TrishA_WA and Kash7918 for suggesting the ability to edit, delete, or link categories. Your wish is our command! And let's not forget HBird Danny11 , TrishA_WA, Kash7918 , and Sroberts1 who all wanted to customise invoices to fit their brand. Thanks for all your fantastic suggestions and keep them coming! We’re here to make your MYOB experience as smooth as possible. Reach out Need a hand? We're here - no robot responses, just real humans ready to help. 🚀154Views0likes5CommentsAbility to upload invoices when recording expenses
Hi, Not sure how feasible this idea is. As a business when I record my expenses I'd also like to upload a receipt of it just for my records so I always have a reference when I need to go back and check either during tax time or any other time I need to check on the invoice. I understand there might be a cloud storage space issue with this feature. But just a suggestion incase that's a possibility. :)26Views1like3CommentsJoin a session: learn how to get started, get help, give feedback
1 MIN READ Got questions? We’ve got answers. Pick a time that suits you and join us for one of our upcoming calls where we'll get you set up and ready to go. When to Join: 5:00 PM (AEST) on Tuesday, 3rd September 12:30 PM (AEST) on Thursday, 12th September What we'll cover: Setting up the app on your phone Getting the help you need when you need it Testing the app like a pro How to tell us what you'd like to see dialled in or built next There will be plenty of time for your questions. And don’t worry, we’ve got you covered with a recording and summary after the sessions. Can’t wait? Jump in now with our guides: Help Hub Got ideas or feedback? Drop them here: Ideas and Feedbak Or ask away in the replies below or in our Q&A section: Ask a Question62Views1like0CommentsAbility to upload invoices when recording expenses
Hi, Not sure how feasible this idea is. As a business when I record my expenses I'd also like to upload a receipt of it just for my records so I always have a reference when I need to go back and check either during tax time or any other time I need to check on the invoice. I understand there might be a cloud storage space issue with this feature. But just a suggestion incase that's a possibility. :)Solved25Views1like3CommentsAdding job number to receipts
I am a carpenter, so have lots of receipts. Is there a way to add a job number to the receipts to track expenses for that job. Currently i am just adding a job number under the notes. But it would be nice to filter expenses under a job number Thank youSolved21Views0likes2Comments