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.
There is a way to attach Sales documents, but it's clumsy and a pain.
The ability to add Sales docs in the Desktop version is unlikely to be added as this feature is available in the appalling web version, so it's a trade off if you use and prefer the much better by far functionality of the Desktop version.
So, at the end of your Desktop session > Open in web browser > Sales > Invoices (Order/Quote) > Open Sales doc > Scroll down and attach document
The documents can only be accessed via the online version, so switching between Desktop and online is a pill, and be warned, if you've never used Essentials or the web browser version before, it is truly agricultural, woeful to navigate and use, nothing like Desktop version at all.
This function is absolutely necessary as working from home becomes more common and for remote bookkeeping services. There's only one other option at present and MYOB will be losing customers due to this lack of function. I've already had an accountant tell me that Xero is outstandingly better for remote management..., being able to attach files to ANY transaction, and for approvals of invoices. PLEASE HURRY AND GET THIS SORTED ASAP.
It's getting quite ridiculous now, I've been monitoring this specific thread since it was first opened. MYOB is now getting to a point where the functionality in comparison to other similar softwares is very very limited.
I'll most likely be cancelling my subscription to MYOB and moving over to Quickbooks. The fact that I've put up with MYOB for so long and the idea that I can streamline my invoicing so easily with other sofwares is quite concerining. Something as simple as out-tray for invoices to attach timesheets or supporting documentation has still not been implemented in MYOB. As a beginner software engineer myself, I don't understand why this hasn't been implemented, along with so many other features that would be so quick and easy to implement.
Thank you MYOB for the services provided over the years but I think it's time to upgrade.
I completely understand your frustration and disappointment after two decades of using our software. It's disheartening when the lack of response or necessary improvements leads to considering alternatives like Xero. Your loyalty over the years means a lot, and I'm genuinely sorry we weren’t able to meet your needs or expectations. If there's anything else I can assist you with, please let me know.
I can totally understand your frustration with this ongoing issue, especially since it has been requested for so long without resolution. It's clear how vital this capability is for your workflow. While I can't promise an immediate solution, your continuous support and feedback on the AccountRight Idea Exchange are crucial. We have a system in place that considers the collective voice of our community members when it comes to prioritizing features for enhancement. The number of votes and support for specific functionalities on our platform significantly influences our decision-making process. Your feedback and participation are crucial in highlighting the features that are in high demand. I'll make sure your feedback regarding the need to attach documents to sales invoices is conveyed directly to our team. Thank you for your patience and understanding as we strive to address this longstanding concern.
If you have any other ideas or suggestions, please feel free to share them with us. We're here to assist.
This is the reply I received from MYOb about attaching documents to sales invoices.
Thanks for your post and welcome here to the Community Forum.
Regarding your question, as of this time, we do not have the option to add or attach documents to sales invoices, the same as purchases. However, anyone who would like to see functionality potentially included within future updates to the software is encouraged to show their support for Sales: In Tray - attach documents on the AccountRight Idea Exchange. Rest assured that we will pass on your request and feedback to the team.
I can see this issue has been requested since 2015. I dont think this is going to help the request happen any faster :)
Thanks for your post and welcome here to the Community Forum.
We thank you your effort in sharing your feedback with us. We strive hard to make sure that we provide the best experience for our customers and your feedback helps us. As for this option, we will make sure to post necessary updates if the feature is released. We regret any inconvenience caused to you and we genuinely appreciate your patience and understanding during this time. We will make sure to pass along your suggestions and feedback to the team.
Feel free to come back to the Community Forum if you have any more questions, we are more than happy to assist.
There are multiple comments regarding this issue and the desire for customers to have this as a standard feature as part of their AR program subscription including the desktop version. Our company has to use a desktop version as we have other manufacturing programs we work with and the cloud is not the answer to everything as much as everyone would seem to think so.
Our experience so far with the cloud based products is that they are inferior to their desktop counterparts whether by accident or on purpose but essentially customers will decide with their $ at the end of the day.
MYOB you are lagging behind and need to get this happening before we all dissapear......currently our cloud version of AR isn't anywhere near the desktop version in regards to value for money yet we're paying for it?? It needs to be the same full stop. Its basic to say the least... and really only what other programs are offering as standard - bring back the full register lists please it is so annoying flipping from one screen to another to see what stage something is at on one screen -for all or single customer options (another pet hate of online programs)