Forum Discussion

Tongil's avatar
Tongil
Experienced Cover User
2 months ago
Solved

Automating Item Numbering in Sales Register

We are currently using MYOB Account Right, and within the Sales Register (under the Sales section), we manually input item numbers in the Job section before sending and recording transactions. Howeve...
  • Mike_James's avatar
    Mike_James
    2 months ago

    Hi Tongil , why you need to do that is a question in itself. You may have tried this, but if you want an invoice with job numbers prefilled, you could consider creating a sales transaction in Excel, with the required lines and column content. Then for any particular transaction, add the customer name and date, then save as a text file, and import it via the Import/Export assistant.

Mike_James's avatar
Mike_James
Ultimate Cover User
2 months ago

Hi Tongil , why you need to do that is a question in itself. You may have tried this, but if you want an invoice with job numbers prefilled, you could consider creating a sales transaction in Excel, with the required lines and column content. Then for any particular transaction, add the customer name and date, then save as a text file, and import it via the Import/Export assistant.

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