Forum Discussion

AccountsPTS's avatar
AccountsPTS
Experienced User
14 days ago

Invoice Layout default linked to login

Hi, anyone know how to link the default invoice entry screen to a particular layout?  I have plenty of customers that we either sell stock to or service items so setting the default to the customer won't save me time at all.  If I could link it to a login we can create a separate  logon to enter all of the service invoices from this login and we don't have to change every single email we create?  (any suggestions for a different type of workout would be very welcome as well - we invoice over 200 customers regularly so creating a second account for each customer isn't the most labour effective way of resolving the issue).

 

Janelle

 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    14 days ago

    Hey AccountsPTS,

     

    Let's check if this feature is possible as it's a great idea where you can save time. Currently, linking the default invoice entry screen to a particular layout based on login credentials is not supported in MYOB. This would be a valuable product enhancement suggestion. I encourage you to please take a moment to post on the AccountRight Ideas Exchange board for consideration.

     

    Best regards,

    Doreen