32 Comments
- Sandra_1963Partner
This would be a verry useful tool.
Equally when emailing, it would be nice if the email is added to drafts & not sent automatically, so that you can add additional info in the email if necessary.
SimonNZ wrote:Idea Name: Add Preview option to Print/Email Statements Screen
Idea Text: Please add a Preview option to the Print/Email Statements screen, so that I can view a statement on the computer without printing it - LAACover User
Yes please I Need preview Statements urgently.
- DeeTHLContributing Cover User
This would certainly make life alot easier to review end of month statements. Much need feature please - Gear_ConcernCover User
Desperate for a 'Preview statement before email' option.
Such an important document is being emailed out without being checked.
Please MYOB, I (we) need an option to preview a statement before emailing. It's such a waste of time having to email statement to myself or print each one to check before emailing
Thank you
- AlexaaaExperienced Cover User
I would like to preview customer statements, in the same way I can preview invoices. At the moment i have to email them to myself to preview.
Also I would like to be able to see the invoice amount in both the receive payments and pay bills screens for closed sales/purchases. At the moment, once they are closed and you click on include closed sales/purchases, you can only see the invoice number and the date, the amount, discount, owed and applied columns are all zero, so I have to open it. I need this feature regularly, for example when customers pay invoices twice.
- HaydesMYOB Product Team
Hi Alexaaa
Welcome to the MYOB Community Forum, I hope you find it a great source of information.
I have moved your post to our AccountRight Idea's exchange so that this can be reviewed by our Product Team. I strongly suggest any other User who would like to see this ability to vote on it by clicking the Thumbs up icon.
Cheers,
Hayden
MYOB Partner/Social Support
- MMSretailExperienced Cover User
This is a must have!!!!!!!!
- BudmeisterCover User
It would be handy to be able to preview statements before printing or emailing.
I now print all the statements and check them and if they are wrong I have to amend and then reprint. I then scan to email them as there is no option of being able to view statements prior to print/email.
A waste of time for our company and resources.
- NailEquipContributing Cover User
This function would save a lot of time, prior to printing, but also to check overpayments etc, when a customer has overpaid etc.
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