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...
Sales: In Tray - attach documents
Ryan-C
5 years agoExperienced Cover User
Hello PET, and any contiributors.
PET wrote: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 compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place.
'In tray for Sales?"
I can't see why MYOB don't make these as extra options available to purchase if you want them - maybe there is not 2000likes... but there are those that need it and would be happy to pay an extra 5 or 10 bucks a month.
I have got sick of waiting - 3 years gone buy since I started on this topic. MYOB's rate of user friendly imporvements are too slow - we are moving to an ERP system feeds into MYOB that will handle invoicing & purchasing, accounts Recievable, and Payable, Inventory (Accountright you purchase for the Inventory feature - it is no good if you are a manufacturer, and for Job costings - it costs way too much to manage the data in accountright to be sure you have good high quality costings)
Also it will allow us to do inventory, purchasing, quoting & invoicing all from our phones where ever we are. Accountright doesn't do that, if you use the essentials app, it doesn't allow invoicing of inventoried items, and it is way too slow and difficult. Accountright App is only available to IOS.....
Also we can look up most reports on our phone like Sales for the day, Purchases for the day, Productivity for the day. Can't view any reports with the MYOB app.
MYOB will point to EXO, but it is not suited to small size manufacturers like us.
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