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BBPsychology's avatar
BBPsychology
3 months ago
Solved

Uploading new invoice format

I have a new client who requires me to use an excel format invoice. Is it possible to upload this excel invoice to MYOB so I can send it out rather than having to create a copy of the invoice in the ...
  • Shella_A's avatar
    Shella_A
    2 years ago

    Hi RWA 

     

    Thank you for your post and welcome to the MYOB Community Forum. I hope you find it valuable information.

     

    Currently our timesheets are only applicable to our hourly employees. You may have a look at this help article that has all the information to assist you with this. 

     

    If you need further help, do not hesitate to start a new post and we will be happy to assist.

     

    Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

     

     

    Cheers,

    Shella

Genreve_S's avatar
Genreve_S
MYOB Moderator
3 months ago

Hi BBPsychology, 

 

Your client's request is quite unusual. The software has no built-in feature to export invoices directly to CSV or XLS formats. You'll need to manually transition the invoices to a file that Excel can read.

 

Regards,
Genreve

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new invoice format","id":"message:888412","revisionNum":1,"repliesCount":1,"author":{"__ref":"User:user:354579"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Sales"},"conversation":{"__ref":"Conversation:conversation:888412"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:888412"},"body@stripHtml({\"truncateLength\":200})":" I have a new client who requires me to use an excel format invoice. Is it possible to upload this excel invoice to MYOB so I can send it out rather than having to create a copy of the invoice in the ...","body@stringLength":"234","rawBody":"

I have a new client who requires me to use an excel format invoice. Is it possible to upload this excel invoice to MYOB so I can send it out rather than having to create a copy of the invoice in the current MYOB invoice format?

","kudosSumWeight":0,"postTime":"2025-02-06T20:07:48.020+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:888412_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":7},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"

I have a new client who requires me to use an excel format invoice. Is it possible to upload this excel invoice to MYOB so I can send it out rather than having to create a copy of the invoice in the current MYOB invoice format?

"},"Conversation:conversation:888412":{"__typename":"Conversation","id":"conversation:888412","solved":true,"topic":{"__ref":"ForumTopicMessage:message:888412"},"lastPostingActivityTime":"2025-02-07T09:14:51.032+11:00","lastPostTime":"2025-02-07T09:14:51.032+11:00","unreadReplyCount":1,"isSubscribed":false},"ModerationData:moderation_data:888412":{"__typename":"ModerationData","id":"moderation_data:888412","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":"member"},"Revision:revision:888412_1":{"__typename":"Revision","id":"revision:888412_1","lastEditTime":"2025-02-06T20:07:48.020+11:00"},"AcceptedSolutionMessage:message:888416":{"__typename":"AcceptedSolutionMessage","id":"message:888416","conversation":{"__ref":"Conversation:conversation:888412"},"author":{"__ref":"User:user:284705"},"revisionNum":1,"uid":888416,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Bus-Sales"},"parent":{"__ref":"ForumTopicMessage:message:888412"},"subject":"Re: Uploading new invoice format","moderationData":{"__ref":"ModerationData:moderation_data:888416"},"body":"

Hi BBPsychology, 

\n

 

\n

Your client's request is quite unusual. The software has no built-in feature to export invoices directly to CSV or XLS formats. You'll need to manually transition the invoices to a file that Excel can read.

\n

 

\n

Regards,
Genreve

","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"213","postTime":"2025-02-07T09:14:51.032+11:00","lastPublishTime":"2025-02-07T09:14:51.032+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":10},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:888412/message:888416","readOnly":false,"editFrozen":false,"body@stringLength":"599","rawBody":"

Hi , 

\n

 

\n

Your client's request is quite unusual. The software has no built-in feature to export invoices directly to CSV or XLS formats. You'll need to manually transition the invoices to a file that Excel can read.

\n

 

\n

Regards,
Genreve

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url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: 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