Forum Discussion

JennyPTA's avatar
JennyPTA
Trusted Cover User
2 months ago

Shipping address

I have used MYOB desktop for 30 years and am having much trouble crossing over to the online version. Firstly, my preferred templates for invoices are not recognised in the online version so I had to make a new one. Second, why doesn't the online version recognise the shipping address put in on the desktop? Please explain how I get to put in the shipping address for the online invoicing. 

9 Replies

  • We are cabinetmakers, installing kitchens etc, with many builders as our clients, and on our invoices we always put the job address in the "Ship to" field.  This is easy in the desktop version.  I don't know how we're going to do this if we start needing to do them all in the online version.  This is such an essential feature to us... please add it to the online version when you stop offering the desktop.... or just don't stop offering the desktop.  Please, we don't want to lose any functions we rely on. 

     

    I'm only realising this now that our Desktop version isn't working today for some reason, and having to go online, try work out how to do the same things, and seeing just how completely different it is and with less functionality.  

  • JennyPTA's avatar
    JennyPTA
    Trusted Cover User
    1 month ago

    Thank you for getting back to me Doreen.

    I am frustrated that the desktop and online versions integrate so poorly. It is very disappointing and difficult to understand why the two systems are so dissimilar. I would have expected the transfer of customised invoices from the desktop version to the online version to be a very basic and essential feature.

    I have heard from many people that Xero is easier to use than MYOB, however I have stayed with MYOB because it is what I am familiar with. If I now need to learn an entirely new MYOB online system anyway, I think I will seriously consider moving to Xero, as it appears it may be a better long-term fit for our business.

  • Dave6's avatar
    Dave6
    Experienced User
    1 month ago

    We do a lot of cash sales, so the addresses are always different. Complete waste of time and resources if you have to keep going into the customer to add address each time you need to create a cash sale invoice. The desktop and online files should be equally matched as far as I'm concerned.

  • JennyPTA's avatar
    JennyPTA
    Trusted Cover User
    9 days ago

    Our business sends product for the same customer but to different addresses all the time. The "ship to" feature is very important for us. As you work for MYOB, Isaiah_C, please put forward this idea and others to the exchange you mention to improve MYOB. We shouldn't have to again mention something that has been identified here. MYOB should be pro-active to help their customers with the solutions.

  • JennyPTA's avatar
    JennyPTA
    Trusted Cover User
    9 days ago

    Completely agree amy9! It is so time consuming and frustrating to learn a different system. I really think the coders should review a lot of the obstacles to make the online and desktop versions match up. 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 months ago

    Hi JennyPTA,

     

    Totally get that the switch from desktop to online can feel clunky when you’ve been doing it your way for 30 years. The online version uses different invoice templates from desktop, so some fields don’t always appear the same way. When emailing an invoice, you can choose your template, including the templates available in AccountRight. For the shipping address, if it’s not yet added in the customer card, it’s best to add it there first. If it’s already saved on the card and still doesn’t show on the invoice, it’s best to reach out to our team so they can check what’s going on. You can contact them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.

     

    Cheers,

    Doreen

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    9 days ago

    Hi amy9,

     

    I’m sorry to hear your desktop file isn’t working today, especially when it’s forced you into the online version and highlighted something so important to the way you invoice.

    I can absolutely understand why having the job address in the Ship To field matters for your business, especially when you’re working across different builder jobs and sites. If that’s part of your normal workflow, I can see why the online version feels limiting compared to desktop. Thanks for explaining how you use it in practice. Feedback like this is really helpful because it shows exactly what functionality customers rely on day to day. If you’d like to submit this as a feature request, you can add it to our Ideas Board here: MYOB Business Ideas Exchange | MYOB Community.

     

    Regards,

    Sai

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator
    7 days ago

    Hi JennyPTA,

    Thanks for sharing that feedback, totally get why this would be a helpful feature, especially when you're working with the same customer but different addresses.
     

    You're always welcome to submit this as a suggestion on our Product Ideas page. That way, other members here in the Community can vote on it, and our product team can review it for possible future updates.  MYOB AccountRight Ideas Exchange
     

    We really appreciate you taking the time to share the idea.

    Regards,
    Earl