Forum Discussion
Hi NaserAlsheikh,
Thank you so much for your post and welcome to the Community Forum! I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response.
Thank you for the detailed information. The Journal memo of a transaction is commonly a set field for transactions. For example, with sales the journal memo would be in the format "Sale;<customer's card name>". This particular memo format is set and is not able to be changed on a default basis. Sorting invoices by purchase order number and other workflow improvements
Feel free to post again if you have further queries and one of us will be happy to help.
Regards,
Earl
Is there a similar screen to this in accountright? Where you can see the sale a purhcase order is linked to?
Photo Attached.
Best Regards.
- Earl_HD2 years agoMYOB Moderator
Hi NaserAlsheikh,
Thanks for the screenshot. In MYOB AccountRight, you can view the sales or purchase orders linked to a transaction, but the user interface may vary slightly compared to MYOB Essentials/Business. Here's how you can find this information:
* Navigate to the "Sales" or "Purchases" module, depending on whether you're looking for sales or purchase orders.
* Locate and open the transaction (e.g., invoice, bill, purchase order) for which you want to view linked orders.
* In the transaction details, you should find a section or tab that displays linked orders. This section/tab will show you any sales or purchase orders associated with the transaction.
Please do let me know how you go on this.
Regards,
Earl- NaserAlsheikh2 years agoContributing User
Hi Earl,
Please see below snippet of an open bill and advise where the linking section is.
Best regards.
Naser
- Earl_HD2 years agoMYOB Moderator
Hi NaserAlsheikh,
Thank you so much for the screenshot and my apologies for the late respond. Can please try to create a new bill using the In tray document by clicking the ellipsis button at the end of the document line and choose Create bill.
Please do let me know how you go on this.
Regards,
Earl
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