AccountRight Desktop: Sales Attachments > EAP
Attach files with every invoice, quote, sales order and general journal — so you keep records complete and easy to share.
Status: Completed
Accepting more customers into EAP? No (Acc...
Forum Discussion
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 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.
