Forum Discussion

deoraj's avatar
deoraj
Contributing User
6 months ago

Report By Sales Person

I need to run a report by sales person. I am using MYOB cloud version. How do i enter the sales person field in the invoicing stage. Please note i m using MYOB ACCOUNTRIGHT cloud version.

Your assistance will be highly appreciated.

2 Replies

  • deoraj's avatar
    deoraj
    Contributing User
    6 months ago

    This should had been picked up in the Beta test version of the software, now we have to switch between two programmes. How did MYOB think we can pay commissions to our salesperson if we cannot run a report to tell us how much sales they did. By the way we are invoicing through the cloud version, than we have to go back on the desk version and double data entry.

  • Hi deoraj​,

     

    Awesome, thanks for letting me know you’re rolling with AccountRight in the cloud. Right now, you can only add a salesperson to your invoices on the desktop version, not in the browser version. If you make invoices in the desktop app, those will still show the salesperson if you customise the report, though. 

      

    If you reckon adding the salesperson field in the browser would be a game changer, pop over to our Ideas board and share your suggestion. It’s a great spot for users to vote and chat about what they’d love to see next.

     

    Cheers,

    Princess

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