Forum Discussion

AmandaMYOB's avatar
AmandaMYOB
MYOB Moderator
2 months ago

Ideas Exchange May Summary

Hey everyone!

 

It's been some time since we went live with our new Ideas Exchange, it's been great to see you all voting and posting your suggestions over the last few months.

 

Over the past few months we included the ability to have separate quote and invoicing number sequences, anidea that was posted and voted on by many of you over our MYOB Business Ideas Exchange!

 

There are some exciting changes coming up, including the new MYOB AccountRight Command Centre updates, if you haven't read the post already you can check it out here! We'll be making sure to update any existing ideas in the AccountRight Ideas Exchange once these changes are live.

 

I've included a round up below of the top voted ideas over the last few months, if any of these are something you'd like to see included in future updates you can go over and click to vote by selecting the idea below.

 

Top 5 ideas voted on the MYOB Business Ideas Exchange:

  1. Adding attachments to journal entries
  2. Remove "Invoice Summary" section when using Online Payments
  3. Changing the customer on a saved invoice
  4. Having individual payment terms set for a particular customer/supplier
  5. MYOB Business display doesn't use the full screen width

 

Top 5 ideas voted on the MYOB AccountRight Ideas Exchange:

  1. Attach documents to sales invoices and quotes
  2. Schedule payslip emailing
  3. Remember user email address on desktop login
  4. Increase character limit in the notes fields for cards
  5. Ability to make a card a customer and supplier

If you have any other suggestions to improve the product we'd love to hear it as well! Our product feedback loop ensures our product teams are able to see your posts, votes and comments to improve.

 

Reach out if you have any questions!

Cheers, Amanda.

7 Replies

  • Suzuki's avatar
    Suzuki
    Experienced Cover User
    2 months ago

    Yes very aware of this, thank you 'm needing a 'multiple' option Since due to the latest update going terribly wrong with some of us and caused a major problem, we are now faced with multiple transactions doubled tracking back for years The only help I have had provided in over a week is switch off bank feed rules and and the automatic bank feeds and also 'we suggest to hide them' Well this does not solve the issue of a negative few hundred thousand dollars already fed into my accounts over 12 years Nor does unmatching I'm now left to delete these transactions one by one (little easier with using I.D. and Memo finding them) but to get back to my daily updated balanced progress

  • H-TS's avatar
    H-TS
    Trusted User
    2 months ago

    I've just noticed that the 'remove invoice summary from emails' suggestion I made that was created by MYOB staff on my behalf during the transition to this new forum, has been put into the MYOB Business list. I need that for the desktop version please.

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    2 months ago

    Hey Suzuki​ 

    There is an option to delete transactions in the desktop version but it'll only show based on the settings in the Setup > Preferences window. You'll need to make sure the "Transactions CAN'T be Changed; They Must be reversed" option is unticked, in order to be able to delete transactions. More information and instructions can be found on this page. 

  • Suzuki's avatar
    Suzuki
    Experienced Cover User
    2 months ago

    I would love to see a 'delete option' in the desktop version. At least a multiple selection with a right click maybe particularly in the list of transactions for each account

  • H-TS's avatar
    H-TS
    Trusted User
    2 months ago

    Hi Amanda, the different number sequences for orders/quotes/invoices is great but my word it's buggy. The duplicate invoice number warning stopped working (even with the preference set correctly). And when converting orders to invoices, the number doesn't change to the correct sequence (even with the preference set correctly). I've cleared cache as suggested by support but it's happening on multiple computers with multiple users so I think it's another bug. The *helpful (sarcasm) "workaround" offered was to change the number manually. As if we have time to try and find what the last invoice number was whenever we change an order to an invoce - with multiple users, and not every invoice being created from an order. 
    On my way over to make yet another suggestion of an idea that is really just a bug fix, and not a new idea at all...

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    2 months ago

    Hey Anna18​ 

    The option of inserting lines to quotes has been posted here, you can click to vote on the top right to add more weight if this is something you'd like to see in future updates! I'll be continuing to post monthly summaries of our Ideas Exchange and any new features implemented so watch this space!  

  • Anna18's avatar
    Anna18
    Contributing User
    2 months ago

    I too would like the option of putting text lines into a quote in MYOB Business..  

     

    Please have the developers build this into the software as soon as possible.

    Also, I would like the text line to run across the width of the page not wrap around in the 'description' size text box as it does currently on the invoice version. 

     

    Thank you in advance.