Keep quotes moving and invoice faster with the latest MYOB Assist update!

Question

Hi everyone,

If you use MYOB Assist on the go, there are a couple of handy updates worth knowing about.

Know where your quotes are at

The new Quotes in Progress tile gives you a quick view of outstanding quotes, so you can see what needs attention without digging around. Follow up sooner, send quotes out, convert them to invoices, or update their status on the spot.

Faster invoicing, with fewer surprises

We’ve also made invoicing simpler in MYOB Assist. You can now add multiple items in one go, so creating an invoice takes less tapping and back and forth.

How to get these updates

To access these features, update your MYOB Assist app to the latest version.

Princess_R · Answer

Hi @Joanne10,

It’s odd that you’re unable to send an invoice through the MYOB Assist app, as this should normally work, and there are currently no reported incidents affecting it. At this stage, there isn’t another app that offers the same functionality. The Capture apps are being retired, and MYOB Assist is MYOB’s supported replacement for mobile invoicing and receipt capture.

If your business file name contains any special characters, these may prevent invoices from being emailed or shared. As a quick workaround, open the invoice, tap Share, and select your email app. You can also try removing the special characters from the business file name before sending it again. If there are no special characters, the invoices may not be sending for another reason and will need a closer look. Please contact our Support team directly, or connect with our virtual assistant, MOCA, which can transfer you to our live chat team. They’ll be able to investigate what’s causing the issue in more detail.

Cheers,

Princess

Joanne10 · Answer

My invoice in the assist app has none of our details business name etc .   I also can’t even send a invoice fro

the app that has already been recorded.  Are you aware of another app that may support what I used to be able to do in the one that is being discontinued ( always has for me )

Isaiah_C · Answer

Hi @Joanne10,

We appreciate that when you’re out and need to create an invoice, you’d still like it to have the same professional look as your AccountRight desktop version. MYOB Assist is designed for creating and sending invoices quickly, but it doesn’t currently support the same customised invoice layouts as AccountRight desktop.

Regards,

Sai