Customising preferences

Question

When will users be able to set preferences for things like payment methods and sending invoices and pay slips?

Isn't it time MYOB stopped assuming that companies pay by cheque and print invoices?

SamaraM · Answer

Hi @ausmade

Currently, the delivery status preference is based on an indiviudal card basis - not on a company file setup basis.

To my knowledge, this is not something that we are actively working on or considering, however, it may be something that is looked at for the future.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

ausmade · Answer

No, I'm talking about system-wide defaults, not having to change every customer card. It should be part of the setup process.

SamaraM · Answer

Hi @ausmade

Thank you for your post, the preference for these can be done on the employee or customer card.

To choose a payment method for Payroll, and Sales it is under Card File > Card List > Open Employee or Customer > Payment Details.

To choose if you want to send or not send an invoice, it is under the Customer Card as well but under Selling Details then you can choose the Invoice Delivery method.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.