Forum Discussion

H-TS's avatar
H-TS
Trusted User
4 years ago

Automated linking of sales/supplier invoices - can we stop customers turning this on yet?

Haydes    Referring to my previous post (https://community.myob.com/t5/AccountRight-Sales-and-purchases/Automated-linking-of-sales-supplier-invoices-can-we-stop/m-p/669031#M70382) which is now clos...
  • Haydes's avatar
    Haydes
    4 years ago

    Hi H-TS 

     

    In short: There is no update on this, since some teams have moved around since the Card for this now lives in a shared backlog amongst multiple teams to pick up now.

     

    Sorry for the wait, I've been moving around a fair bit internally but still help look after the Supplier Feeds/Myob to Myob services.

     

    A small note is that the priority order for what to pick up gets determined by some higher ups which are currently arranging everything in that backlog around based on the best experience it gives to people.

     

    That said, I've linked both Forum threads to the Card so that those who prioritise will see your posts on this.

     

    In terms of Private Messages though; I had a look and found that the setting was turned off! I didn't realise since I haven't logged in for a fair bit. I've turned this back on now so you should now be able to flick me a PM anytime now. Sorry for that.

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi H-TS 


Perhaps Haydes can provide insight into where we sit from a development team point of view.

 

However, currently any invoices that are sent using the MYOB Invoice portal will have the option to Link to MYOB. This will allow the recipient of that invoice to have your invoices sent directly to their company file's In Tray. It should be noted, that overall, this is the direction that invoicing is heading for a large number of business as Government initiatives do look to impose e-invoicing on users in some fashion or another.

  • H-TS's avatar
    H-TS
    Trusted User
    4 years ago

    Thanks Steven_M 

     

    That is great, if you actually deal with large government departments but we have a lot of small business or general public customers. We want them to receive a lump sum invoice for the work we've quoted. In the background, we want to allocate the income to different GL accounts such as labour, transport, etc. We don't want the customer seeing our breakdown - it's none of their business and at the moment if they choose to "link to myob" they would receive this information.

     

    This should be an OPT IN preference, not a default setting.

    • Steven_M's avatar
      Steven_M
      Former Staff
      4 years ago

      Hi H-TS 


      I think it's worth point out how the Link to MYOB function actually works in relation to company files and invoices. 


      When that option is enabled, the sender of the invoice will send the invoice through to the customer (as with any normal sales process). At that point, the emailed invoice is sent through to the Online Invoice Portal and is also sent through to that recipient's In Tray. If you have that option enabled and create an invoice for that customer but never send it, such as what you are describing with only sending them an invoice for lump um work, then that invoice is not seen or reached to the recipient. It's only seen by that recipient and their In Tray when it is emailed to that recipient, the creation of the invoice doesn't automatically make it flow through to the recipient.

      • H-TS's avatar
        H-TS
        Trusted User
        4 years ago

        Hi, 

         

        I am still emailing the invoices but our invoice template only shows the total value not the individual line items. Which is fine, unless they decide to link their file to MYOB. So to get around that, I need to enter it as a lump sum, send the invoice just in case they have chosen that option since I have no way of knowing from my end, then reopen the invoice to put the correct breakdown in and save the invoice again without resending. At least, that's how it was explained to me last time I asked. The portal version doesn't change unless I send the invoice again.

         

        Convenient for the recipient. Not so for me.

         

        If we can't opt out, I'd at least like to know that the recipient has linked their file to ours so I could only do this double-step when necessary. 

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