Forum Discussion

CropServ's avatar
CropServ
Experienced Cover User
4 months ago
Solved

Sales Invoices and Reimbursement of Expenses

Hi

Hopefully this is not too confusing to understand. Am not sure whether this can be done in MYOB.

 

We use the Inventory Item Numbers for our services to customers. Our contractors bill us for their services (eg. work hours, travel hours, expenses, all of which have a corresponding Item No. in our MYOB file; the contractor invoices their services by Job Number which has also been set up in MYOB). When invoicing our customer (Sales Invoice), we select the 'Reimbursement' button to bring the relevant expenses into the Sales Invoice.

 

As the expense reimbursements show on the Sales Invoice as single line items, is there any way to group each of the Item Numbers and sub-total each Item No. (eg. grouping Item No. 01 Travel Hours, Item No. 02 Work Hours, etc.)? For example, if our contractor goes out to a job twice, there will be 2 lots of travel hours, work hours and other services reimbursed which are displayed as individual lines for each entry; similarly when more than one person goes out to a job.

 

At present we need to manually type up each Sales Invoice with the information saved/calculated in MYOB, ie. group each Item Number, and manually sub-total each of the Item Numbers that were 'reimbursed'. The customer is provided with the subtotal only for each Item No., ie. not shown each individual line item. (This format makes it clearer for the customer and also enables the invoice to be on 1 page rather than over multiple pages when we have large jobs).

 

Thank you in advance.

  • Hi cropserv,

     

    Thank you for your post, and we apologize for the delay in our reply.

     

    Currently, MYOB's system is structured to display each expense reimbursement as an individual line item on the sales invoice, and it doesn't support grouping and subtotaling of item numbers as you've outlined. However, in terms of grouping items, you can try the Custom list, and you can also try to check out this Help article, Add headers, subtotals, and lines to sales, which may provide assistance.

     

    Feel free to come back to our community forum if you need help in the future.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

3 Replies

  • Hi cropserv,

     

    Thank you for your post, and we apologize for the delay in our reply.

     

    Currently, MYOB's system is structured to display each expense reimbursement as an individual line item on the sales invoice, and it doesn't support grouping and subtotaling of item numbers as you've outlined. However, in terms of grouping items, you can try the Custom list, and you can also try to check out this Help article, Add headers, subtotals, and lines to sales, which may provide assistance.

     

    Feel free to come back to our community forum if you need help in the future.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

    • CropServ's avatar
      CropServ
      Experienced Cover User

      Thanks for getting back to me Princess.

      Unfortunately we are unable to sort a Bill/Purchase Order or Sales Invoice by Item Number or manually move transaction lines on the screen, so the options are not viable.

      Appreciate you trying.

      Regards

      Michaela

      • Princess_R's avatar
        Princess_R
        MYOB Moderator

        Hi cropserv,

         

        Thank you for your response. I acknowledge that these options would be beneficial for your operations. I encourage you to share your suggestions on our AccountRight Idea Exchange board, where our developers regularly review feature requests and suggestions. 

         

        Please feel free to post again if you need help in the future.

         

        Cheers,

        Princess