Forum Discussion

esaumellie's avatar
esaumellie
Experienced User
2 years ago
Solved

AUTO DELETE QUOTES AFTER CONVERTED TO INVOICE

Good day,   I know this feature is currently not available under AccountRight but just checking when will this option be automated?   Deletion of Quotes Already Converted to Invoices.   Appreci...
esau.mellie@gmail.com
joanduigu@gmail.com
  • esaumellie's avatar
    esaumellie
    2 years ago

    Thank you very much for the response. I have checked Delete quotes options. 

    Will have this option enabled until June 2024.

    The reason being ; we have a lot of historical invoices posting ongoing and would like our sales team to auto clear all converted invoices. We are almost up to date now.

     

    Thanks again.

esaumellie's avatar
esaumellie
Experienced User
2 years ago

Noted. Will confirm current settings.

esaumellie's avatar
esaumellie
Experienced User
2 years ago

Thank you very much for the response. I have checked Delete quotes options. 

Will have this option enabled until June 2024.

The reason being ; we have a lot of historical invoices posting ongoing and would like our sales team to auto clear all converted invoices. We are almost up to date now.

 

Thanks again.

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi esaumellie,

     

    We're glad that everything is back on track and your issue is now resolved.

     

    gavin12345, thank you so much for the assistance you have given. We really appreciate it!

     

    Feel free to post again anytime if you require further assistance. 

     

    Best regards,

    Doreen

Looking for something else?

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

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

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