Forum Discussion

Duraba78's avatar
Duraba78
2 years ago

Invoicing listing/Report

1) In what order are invoices in from what I am seeing, it is not date order nor invoice number order - I have had to go back to December 2022 & now want to check that all invoices have been entered. To do this it would be great if I could design a report in INVOICE ORDER or was given the choice as to what order I want my INVOICE LIST in.

I attempted to use the CUSTOM REPORT, but could not change the category to request SALES

2) When applying payments to invoices, while entering the invoice you have no choice of bank accounts - we have two so we have to Create a payment after we have entered the invoice.

3) Did our first quote yesterday - our company name does NOT appear on it so I was unable to email it to the client, so we run the risk of losing a $2500.00 order!

4) I have been using MYOB since V5 & have forgotten how many clients I recommended it to, but I find this version very, "Unfinished & l

Patrick

1 Reply

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi Duraba78, 


    Thank you for sharing your feedback and experiences with the application.

     

    I regret to hear about the difficulties you've been encountering. To better assist you, it would be helpful to know which application you're using when you post.

     

    Regarding your first question, could you please specify which screen or report you're referring to? This will allow us to guide reordering information, if it's possible within that screen or report.

     

    In terms of invoice payments, typically, bank accounts are linked to payments rather than invoices. That's why the application prompts for a bank account when recording a payment.

     

    As for your third concern, you should be able to customize your quote template to suit your needs.

     

    We acknowledge that the application may have areas for improvement. We encourage you to post your suggestions on the Ideas Exchange board. This will provide valuable insights for our development team to enhance the application.

     

    Let us know if you require further assistance.

     

    Thanks,
    Genreve

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.