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 enteri...
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.
Thanks Steven_M
I have also posted this other item in the hope of getting some more ideas about how to work around this problem, but there have not been any solution suggested to date.
http://community.myob.com/t5/The-Flawsome-Lounge/Matching-Paid-Invoices-in-bank-feeds/td-p/335164
Regards,
Alan
Hi AlanT
I have repsonded to your enquiry on Matching Paid Invoices to bank feeds for you.The inability to search by invoice numbers is utterly ridiculous. Why you would remove a perfectly good feature, which I personally used every single day in older versions, does not make any sense. Shaking my head. PLEASE bring it back, thanks.
Hi myloss
Firstly welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge.
Secondly thank you for your comments in regards to the ability to search by invoice numbers. Currently you still can search by invoice numbers within the program, this can be done via the Find Transactions, Sales Register..etc parts of the program. Is there a particular screen that you are using that is not being able to search the invoice number on?
This idea on the MYOB Idea's Exchange is to have the Invoice Number being able to be searched on the Receive Payments window, which to my knowledge and testing has not been possible in previous versions of the software.
