I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all complian...
I regularly send accompanying documents with my invoices. I have to do this at the email stage as an attachment. It would be helpful to be able to add these to an invoice intray then attach to the invoice at the time of writing the invoice. This would allow a quick way to look up what was relevent to that sale in MYOB & not have to go back to my emails to check on attachments.
I have the same suggestion.
For one client we oncharge property costs to tenants out of MYOB. We will often generate an invoice for water or council rates etc. and need to be able to attach the original invoice for which we are oncharging for transperancy.
In support of the In Tray feature being replicated for Sales, as it currently exists for Purchases, I would add that its functionality could be extended to attaching customer purchase orders, e-mails containing customers's sales requests, cheque remittance advices or electronic EFT remittance advices when payment is received.
Thus you would have an almost complete history & cycle of that sales invoice readily available on-hand for quick referencing in case of any queries, disputes or as a document source during the annual audit.
Such a time saving feature!!!
