We are trying to move toward sending all our invoices and statements via email where we can. This works great for the invoices because the invoices that I have set the card to 'Send invoices by email" only show up on the "email" tab in "send invoices" and the invoices to print only show up on the "print" tab.
This is not the case for the Statements. ALL statements to be sent show up under both tabs. There is no option on the card to "send statement by email".
When sending statements, on the email tab, you can see all the clients you have email addresses for so that works, however when you go back to the print tab, no email addresses show so how on earth are you supposed to know which clients you have already emailed statements to as the entire list of statements shows on both screens.
I'm surprised this hasn't been addressed yet with so many businesses moving toward emailing rather than printing. We have version 19.5 and were excited to learn there is a later version however I'm told this problem that we have has not been addressed in the latest version.
- TonyLane11 years agoUltimate Cover User
Hi TrishAllied
It has been addressed in the following list of "new ideas' needing the same thing as you do:-
Suggest that you review each, add your comments and vote for each one that appeals to you. I have voted for each of the above nominated ideas. 30 other users have voted for the same thing as what you have suggested but unfortunately that total vote is spread over 3 practically identical "new ideas".
- numbers11 years agoPartner
As an alternative for now, print the outstanding debtors report before your statements are finalised. And next to each one place an E=emailed or a P=posted... not ideal but will help :)
- GazzaA11 years agoExperienced Cover User
I agree with Tazinx these three ideas are basicly ALL trying to achieve the same result IE to have the Statements treated in the same way Invoices are handled.
This is a major headache at the end of each month & MYOB should be trying to make our lives easier not harder!!!!!!!
- Mike_James11 years agoUltimate Partner
Another workaround is to use identifiers to separate the two groups of customers. Update all your customers with two identifiers, eg E and P, or two others if these are already in use; updating can be done through export/import, initially, then manually from then on.
Then when producing statements, use the identifier via the Advanced filter window.
I appreciate this involved customer maintenance, but as I say it is a workaround until something is changed in the program.
- Liam_M11 years agoFormer StaffStatus changed:NewtoNewHello Trish. Thank you for the excellent suggestion. This idea has been raised previously. If you would like to see this feature in a future update, please cast your vote on this idea here: http://community.myob.com/t5/AccountRight-Idea-Exchange/Statements-emailing-or-printing-option/idi-p/234007