AccountRight Desktop: Sales Attachments > EAP

Hey Duke_Blob​ 

Thanks for taking the time to share your feedback! This has been posted over on the Ideas Exchange in the past, you can find and vote on the post here if you'd like to see it included in future updates! Our feedback loop ensures that your input, votes, and suggestions are seen by our teams, shaping future priorities.

Loving using the Attachments feature, long overdue. Sort of replacing my database of documentation for customers sales as I have Australian Standards Certifications, Serial Number Recording, Test Records that are specific to individual invoices that need storing.

 One feature that is sorely needed is a SALES IN TRAY. A tray where Purchase Orders can be uploaded, organised, given statuses (i.e. Progress, ETA's, Subtasks etc that similar CRM apps do) This would negate the need for me to use a seperate CRM app like Clickup and given MYOB is charging me $150pm. From there a Purchase Order from my customers can be transferred into an Invoice. The AI integrations for this in the future could be huge. It could give real time inventory tracking based on existing Purchase Orders for example, give auto updates on ETA's to customers via email, many more.

Hey Jojo7​ 

Thanks so much for the feedback! We have passed this on to the team to investigate and look into.

Hi Amanda

We are a part of the EAP and have identified an issue with the Sales Attachments.

We attach a customers purchase order to the sales order and as soon as the order is converted to an invoice, the attachment disappears.  Unless the attachment remains, it doesn't seem to be that beneficial for us to go to the effort of adding it. If all attachments remained right throughout the process, this would help with tracking any issues further down the track.

Hey designerpave1​ 

I was able to follow up with the team and confirm that the email we sent on Monday was an invite to register your interest for the EAP. The link included in the email would've been the same one that I've linked in the post above. 

I received the email invite on Monday but unfortunately one of my colleagues deleted the email. I have sent a register my interest through hoping MYOB will resend me the invite