Hi, I dont know about anyone else, but I find that more and more payments are being made by EFT and identified by the invoice number. It would be a real time saver if we could have a choice of entering an invoice number or customer name when receipting invoices. Currently you need to leave the window and go to find transactions to identify the customer by searching via the invoice number.
Cheers
Eileen F
Adelaide SA
"Identify Invoice # within Receive Payment"
When entering customer payments from our bank statement, the invoice number is most commonly
used as the description of transfer (not the customers' name). There is no way to look up the invoice
number when in the Receive Payments window - I keep having to close the window and look up the
number in order to allocate the payment to the correct customer card. An invoice number search
field would be handy.
Mandy
Hello Mandy,
You do not need to close the receive payments window to look up the invoice number.
Right click on the screen and click on Find Transaction. Then enter the invoice # to find out who it was from. From the screen you can then open the invoice and apply the payment direct from there using the Payment button at the bottom of the invoice screen.
When you have done the payment close the invoice and you are back at the Find Transaction screen and you can then enter the next invoice number to find that one.
If you wish to you can have both the Receive Payments and the Find Transaction screens open at the same time and use the CTL and TAB keys at the same time to scroll through the open windows to do what you want.
Hope that helps
Cheers
David
When you enter a Receive Payment for an invoice would be great if you could either find by card or by invoice number. Often it is only the invoice number that you have on the statement, so you have to go to find transactions to find the card the invoice is raised in. Would be great if you could choose either card or invoice number.
The ability to search for an invoice number, amount when clearing a payment from the bank feed screen - new receive payment.
yes yes yes! constantly having to close out of receive payments to go to find transactions (wait, wait) then type in invoice number (wait again) to see who the payment belongs to. Unfortunately having a lot of small business run by men sending remittances is not high on their list of priorities
If someone doesn't enter the invoice number as a reference, how do you usually figure out what the deposit was for? Can you tell by the other information on the description in online banking?
A couples of scenarios in our case.
If a company is paying several invoices in a single end of month payment they usually email/fax a remittance advice. It can be just a brief form with the total amount remitted and no other details.
Some send a remittance advice with full itemisation of their payement.
The smaller clients usually make a remittance with no formal seperate notification and so our bank's online statement might show the clients business name in the details of the payment, which if you're lucky is the same as the business name listed in our MYOB card file/invoice.
We try and ask our customers to include their customer ID (we use MYOB Card ID in our case) in the reference part of their eft, some comply some don't.
This would save us a lot of time
Please please consider
Xero does is so why can Myob not offer a search Invoice number function direct in the bank feeds? We have multiple invoices for same amounts and customers are putting only Invoice number as deposit reference and not even their business name. It is annoying to have to go to sale register or search function to find the invoice number then the customer name and then go back to bank feeds to reconcile.
Hi Everyone
I'm excited to announce that with the release of AccountRight 2017.2 the option of Advanced Search has been added to the Customer List in Recieve Payments. This will allow the user to search for the invoice number, customer or total of the invoice to make payment on it.
You can find out more information about this and other changes, including information on obtaining AccountRight 2017.2 from AccountRight 2017.2 now available.
We search for payments by invoice numbers as the correct debtor may not always be known (ie with property managers etc).
When we find the invoice, it would save so much time if we could right click on the invoice and go straight to 'receive paayment' screen.
Currently we have to double click on the invoice, wait for it to load, then go to the receive payment button.
Its not a killer, but it would streamline things a bit
