- NyssaLehmanCover User
Yes I have had customers request statements for the last financial year - could this please be updated as this is something really important for a lot of people.
- SherylExperienced Cover User
Both features would be useful - many of my clients like an activity based statement.
- MH5Experienced Cover User
having a date range for statements is a must, cannot believe its not done already
- LouiseMechCover User
MYOB Essentials customer statements lack info and really dont look great.
They need activity not just current outstanding invoices. Customers would like to see invoices billed and payments made.
It would also be great if we could select a date range when emailing or printing statements.
Also need to be able to add logo.
- WAndExperienced User
TCustomer Statements need activity not just current outstanding invoices. Customers want to see invoices billed and payments made as well as opening & closing balances to be able to reconcile each month. To be able to select a date range is also a requirement.
- MathoContributing Cover User
They also need to me presented inline with your account terms. If i send a statement is shows the 30, 60, 90 days and so on, but i want to be able to edit that as our business has 10-14 days. that way if i send a statement out at 3-4 weeks its will not just list the invoices but it will list weather they are outside of terms or not. They also need to show the purchase number/Job Name next to each invoice
- Geoff_SCover User
Agree, I would like to see more functionality regarding customer statements.
I am the Treasurer for a small club. We run multiple events per annum, for which members are invoiced separately. When generating customer statements, all invoices for that customer are listed, however the 'Description' field for each invoice simply says "Sales Invoice". This is not meaningful for our members as it doesn't tell them what each charge is for (ie Membership, Function 1, Function 2, etc).
I do not need the additional functionality of AccountRight, nor can my club afford the additional fee. So while I understand Essentials is designed to be a basic package (which is all I need), I am a little surprised and disappointed to find it does not provide the functionality to generate meaningful statements for repeat customers.
- evolutionExperienced Cover User
It would be great if you could see when statements are sent. Currently you just get an email saying statements sent, but there is no way of knowing which customers this relates too. If you miss one out you can't tell.
For voluntary organisations using Business Essentials, where the volunteer accountant or administrator isn't always available to run statements on a particular day, building in a dynamic statement date field would be really helpful.
- GreenVanCover User
I think it would be great if MYOB essentials had a date range function in the statements so that you can send customers statements from a particular month only.
- FaitheExperienced Cover User
Hi MYOB Team,
Do you have an update on when this update will be released so we are able to select dates to show the statement activity for transactions.
- HawknzCover User
This hasn't been solved for MYOB Essentials. Please guys add this feature.
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