Forum Discussion

Haidee_Rush's avatar
Haidee_Rush
4 months ago

Limitations of Business Lite

Hi!

 

New to the community but loving the access to all kinds of answers and tips 👍I am new to MYOB Business but enjoy using it over Accountright etc.

 

I have a number of clients and they are now working with MYOB Business and doing fine, however one client has Business Lite and is facing limitations when creating quotes and it is causing an issue.

 

For example, the PO, while listed on the quote, doesn't print on the quote and isn't an option to add on the template. This is impacting the customer as they do work for a real estate agent and need the quotes to stipulate which property it is for as the PO.

 

Secondly, there appears to be no way to add a header line. This would help the client as they offer multiple different package options and a header line would help differentiate those options.

 

Business wise, there is no need for the client to upgrade to a higher level of MYOB Business, so I was wondering, if these are options somewhere that I have missed or perhaps an error on their program, or is it just due to it being Lite?

 

Thanks!

 

Haidee

  • AdminKirsty's avatar
    AdminKirsty
    Experienced User
    4 months ago

    In much earlier software versions, it was possible to workaround such limitations by doing an invoice line for the PO information/data.

     

    It involves using a suspense account, or a special text-only GL code ("classification"), with no price, if you can't use text in the invoice lines you do use.  Would that work in your case?