Forum Discussion

CropServ's avatar
CropServ
Experienced Cover User
9 months ago

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 t...
  • Princess_R's avatar
    Princess_R
    9 months ago

    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

Princess_R's avatar
Princess_R
MYOB Moderator
9 months ago

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
    9 months ago

    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
      9 months ago

      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

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