31 Comments
Can myob look into making invoicing easier as it used to be prior to the upgrade?
Its added so much extra workload having to export etc, instead of it all being easy to access as before i.e printing and emailing icon on the same page.
Also, now you cant change a customer on an invoice once its saved without deleting the invoice, again this is an inconvienience and it used to be a function but with the upgrade it has been changed.
Also, why is there im not a robot feature at the bottom of each invoice, again just taking up extra unneccessary time.
- jcbcExperienced User
I totally agree, we all want this feature asap
- Specdec1Experienced Cover User
Yep totally agree it's a pain to have to delete the incorrect invoice and then retype it all over again to the correct card
- It would be great to have the flexibility to amend a supplier name at Supplier order stage. Example: An order is raised to ABC Pty Ltd and sent the supplier. When the invoice arrives, we notice the supplier name was actually XYZ Pty Ltd and we confirm with the supplier the change is correct. In AccountRight we open the order, but the Supplier name in the order is Grey in colour and cannot be amended. All other details in the order are to remain the same, except for the supplier name. If we could have the ability to change the supplier name from ABC Pty Ltd to XYZ Pty Ltd, and leave all other details the same, this would make it a lot easier to process the invoice. If you like this idea, please like this post, and hopefully this can be included in the next AccountRight update :)
I have a series of invoices that have been issued to one contact
they require us to resend to different contact details for each invoice
is there a way to create a new customer card and just change the client rather than having to reissue/delete etc
thanks
- Eclipse1Experienced User
Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card) Currently we cannot go in and just change the card being used (even as administrator). Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.
Super keen to see this happen
Is this likely?
- Smiley70Contributing User
TIP: Selecting the wrong card and recording transaction is UGH! If there's a mountain of retypingto do, a quick trick is: go into the wrongly recorded transaction and save it as a recurring transaction. (Jot the Invoice and PO number down....these dont save in recurrring) Then delete the wrongly recorded transaction. Then go ahead to re-enter correctly but use the recurring transaction you just saved. Saves all that re-entering! Once you've now recorded the transaction with the correct card...lol.... you can go and delete that recurring transactions (from the LIST dropdown). But yes it'd be easier if MYOB would let us just change the customer / supplier card.
- albanyairContributing Cover User
I'm sure if Reckon Accounts has had this function for years then MYOB can do it.
- 2ndFixCover User
Quicker way of dealing with this without loosing detailed information or re-entering data is:
Save incorrectly allocated invoice as a recurring - start a new invoice and use the recurring, allocate to correct customer change invoice number to match and save. Then go to the incorrectly allocated invoice and delete it. This way there is very little data entry! Will only work if no payments have been applied.
Cheers Cherie
Eclipse1 wrote:Sometimes we discover that sales or even purchases have incorrectly been put to the wrong customer card (or supplier card) Currently we cannot go in and just change the card being used (even as administrator). Instead it requires deleting the invoice and re-entering which is simply annoying when it would seem a quick fix could be applied.
Super keen to see this happen
Is this likely?
It would be perferable to be able to just change the creditor or customer name, even the work around is laborious! I don't understand why you can't do this?
- AndrewKShieldsContributing Cover User
Good idea but would need a warning message.
- FurneysaccountsExperienced Cover User
I would like to be able to change invoices from one customer to another without having to re-enter the invoice or save as recurring, entering and deleting the previous invoice
- lsdf2005Contributing Cover User
It would be great to be able to easily change customers in the event an invoice has been raised to the wrong customer or purchase order to the wrong supplier without the need to delete and start again.
The save as recurring work around takes too much time especially if you need to quickly email an amended invoice while the customer/supplier is on the phone. Really don't understand why we don't have this option already. Please consider implementing this as it would be a big timesaver.
Thanks.