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
SKIFOO
User
It would be great to be able to attached a document to sales invoice for our reference. Not an attachment when the invoice gets emailed out, but on the transaction screen.
DazzaB
4 years agoExperienced Cover User
I have voted for this for 2 reasons
1 Its a great idea but we should be able to add as much information as we need and
2 Any changes would be great that improve the functionality of MYOB
But so far very little has been forthcoming
It would be awesome to be able to add anything to a Invoice or Purchase but imagine what it would be like when we could add as much as we would like or as needed to an Invoice, Purchase or Item
Here is a direct quote from a Myob Moderator re getting any true functionality between any parts of Myob that will help US (the users) improve the operational efficiency of our business while ever we continue to stick with MYOB
“AccountRight sales and purchases are separate modules within the product and for the majority of interactions don't talk to each other. For example, you are not able to purchase stock and then reserve that stock exclusively for a pre-existing or newly created sale. If that functionality is required there may be third-party available apps that would complete that process for you. A range of these third-party apps can be found via the MYOB App Marketplace.”
Notice even the wording
“MAY” be a third party app
And in my experience that “not talking to each other” applies to almost all the “modules” of Myob
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