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...
Would love an in tray in the Sales, to upload payment certificates and attach dockets?
MYOB after many years with people asking for an intray in Sales we still do not have one.
It would be grateful if you can finally include this idea.
I currently need an Intray for our tax invoices under Sales. With 100% of our clientele such as real estates and retirement villages, commercial properties we need purchase orders from them with our excepted quote to proceed to go ahead and do the jobs.
When an job has been done I have to email an invoice to the client and print out a paper copy for our records with the purchase order attached to the tax invoice. These paper copies then get filed into the filing cabinet.
I have tried to download our tax invoices individually and use Adobe to attach the purchase orders and save them so they can be just one document. This work however it is not possible to do it with all our tax invoices as it is very time consuming.
So in 2020 I am still filing the same way I have done since the eighties.
I would be grateful to anyone who can find a way to simplify our debtors or MYOB finally allows attachments in each tax invoice.
Thanks.