Forum Discussion

GoAuRisk's avatar
GoAuRisk
Contributing User
20 days ago

importing sales invoices generated to fill in the sales Invoice entry in MYOB Account Right.

Many MYOB users have other systems generating primary transactions like quotes to customers, RFQ to suppliers, Invoices to customers etc. And MYOB also need to create invoices, issue PO to suppliers,  issue quotes to customers, receive PO from customers, receive quotes from suppliers, delivery dockets from suppliers, time sheet from other systems with job wise employee, job no. hours worked etc. 

Can each of the primary entry in myob be created from such pdf or excel files , like we import the data filled in from a supplier invoice uploaded. That will reduce the user hours for transaction entry in payroll, sales, purchase, quotes etc. 

Please advise how this can be done in MYOB AR now, if not can this be an idea exchange for MYOB.

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    19 days ago

    Hi @ZRSmj,

     

    You’re thinking along really practical lines here, especially when the goal is to cut down manual entry across so many different workflows. Some data from other systems can be imported into AccountRight, but not every type of primary transaction can be created directly from a PDF or Excel file the way you’re describing. So while parts of this are possible, there isn’t one broad feature in AccountRight that can take any uploaded file and turn it into quotes, invoices, purchases, payroll, timesheets, and other transactions all in one go. You can check this link for more info about what can be imported. If the exact workflow you’re after isn’t supported, then yes, it’d absolutely make sense to post it on the AccountRight Ideas Exchange board as a feature suggestion.

     

    Cheers,

    Doreen