63 Comments
- Ben-GosperCover User
I also vote for this feature.
I either need to be able to choose which form I want when saving to disk, or I would prefer having fields on the invoice form that are either "appear on quote only" or "appear on invoices only". Or alternatively to be able to customise quotes and invoice forms individually.
I do not ever do quotes, always estimates, so I do not want the word "quote" to appear anywhere on an estimate I send out. I also don't want bank details on estimates, instead I prefer a "thankyou for considering us for your project....." The PO number field on the estimate is also unnecessary.
I tried using two different PDF creators, and increased the resolution in the settings but they still did not achieve what I consider to be of an acceptable quality. Our clients don't care how we reconcile our accounts or process payroll, but they do judge us on the presentation of our quotes / estimates / invoices - and I judge companies I contract on the presentation of theirs.
From what I have read there are plenty of users applying time consuming work-arounds to be able to do somehting that should be simple. Improving the efficiency and presentation of user forms should definitely be a priority.
- Steven_MFormer Staff
Hi Ben-Gosper
Thanks for the feedback in regards to the AccountRight program and the ability to select a customise form when sending an invoice to disk.
I see from the votes that you haven't directly voted for the idea. if you would like to show your support for the idea do select vote button next to the vote's name. This way we can directly know how many clients are requesting a particular idea and investigate the possible options/workarounds to get that feature added to the program. - BellejayneContributing Cover User
Our business too would appreciate this feature. We use the 'send to' function a lot and i find pritinting to PDF takes up time and becomes 'clunky'. i am currently training a new salesman in MYOB and would be more straight forward way of sending out quotes etc.
- Steven_MFormer Staff
Hi Bellejayne
Thank you for your comments and voting for this idea. I have shared your thoughts with the team. - BellejayneContributing Cover User
MYOB PLEASE!! This is an important function which our business would benefit greatly from!
The first request for this was nearly two years ago.... Whats happening??
- KattCFormer Staff
Hello Bellejayne
Thank you for your feedback. The normal process for an Idea posted on Ideas Exchange would go through a few stages. We would mark the post as "Under Consideration" and encourage users to vote and comment for this idea. If the idea does generate a number of votes and comments we mark it has high demand meaning we will investigate and attempt to implement that idea ahead of other ideas with lesser demand.
As of 08/07/2015 the idea exchange have had 67 ideas implemented from it and some of the ideas have been marked as Planned.
We currently don't have a timeframe as to when this is to be included in the program. However I would encourage other members of the MYOB Community to vote and comment if required.
- Cheree2015Cover User
I would really like to see this funtion made available.
I have recently upgraded to AccountRight 2015.4 online purely to allow a virtual assistant to process orders and the likes completely online. I've now realsed that without having a software based email program (which she doesn't) it's a very long winded process for her to get the documents from within MYOB out to clients. She has to send to disk in order to save and then email out... or in the case of a packing slip it's even more of a process, having to Print/Select another form/Select packing slip/Print/Print to PDF.
- WHACover User
This would make a significant difference to my job.
Not sure why we can do it on email but not saving?
At the moment I have to email every invoice to myself on the customise forms and the resave them to disk and rename, thus quite time consuming.
Also If I Could Customise the name of the file at the time of Saving that would be great.
- AJ_AExperienced Cover User
Definately required if the poor quality pdf issue can not be fixed. I use various custome invoices for a customer that they require at certain time, they have ascan system that rejects anything that is not set in their system. EVERY TIME I need to print to pdf I need to
1. cancel out of my sale
2. go into the customer card selling details
3. change both the sale layout and printed from fields to the form i need
4. save that
5. go back to the sale
6. send to dice
7. open the pdf to ensure the form is correct
8. then emeil the customer the invoice
9. go back into the customer card
10. change every thing back to the way it was so the others using the base form for that customer are nbot effected
TIME TIME and TIME, Time costs MONEY!!!!
if this whole process does not happen and invoices get rejected i done get paid, they do not notify me, my accxounts team have to chase payment only to find the system rejected the poor quality invoice so we have to go over from the top.
Staff time waisted, more of my time waisted, customers time waisted.
- AJ_AExperienced Cover User
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