- Quigs1Cover User
I think it would be very useful if MYOB Essentials had a date range you could enter for the statements. Would be awesome if this could happen sooner rather than later.
The ability to select a Statement Date is really important for businesses that for some reason may miss sending a statement at the end of the month. Getting un-due invoices on a statement really annoys some customers!
- Natasha_MasonContributing Cover User
We have more and more clients requesting the option to select a date range for statements. It would be create if this can happen in the near future
Yes this is ridiculous - how can we not have these options. It's enough to make me wonder if I picked the right accounting software as it's embarrasing to have to tell a customer that I can't send them an activity statement or explain to them why a statement includes current month invoices when I send it on the first or second of the month because I can't set an "as at" date for the invoice statement!!!
- DS58Cover User
I am only new to MYOB ( have been using quickbooks for 17 years ) , I was very surprised to find that you could not set a date for your statements.
Cannot always get to print statements on the last day of the month so it would be great to be able to print them on any day but with the ability to show end of month totals only.
Also I have bank feeds set up but my statements don't show any of the payments, is this just the way I have it set up? Any suggestions
So the 102 votes about this on the community forum mean nothing to the developers at MYOB????
To have customised dates on a statement should not be considered a wish list item - THIS MUST BE FIXED IMMEDIATELY - this post was added in September 2017 - so for 1.5 years developers at MYOB have not done anything about this even though there are numerous complaints on the community forum about this! All those posting on the community forum don't know that MYOB doesn't look at or care about what goes on there. Only this forum Ideas exchange helps get things changed.
This would make life so much easier when clients request a monthly statement. It is frustrating that I cannot select a June Statement when they request it. I have had to go through the reporting part, save and send a pdf when it would be so much quicker to send it directly from the customer statements tab. I have others that would like to see all that they owe, so I think having two options would be FANTASTIC!
- andy1965Cover User
Please can we be able to select a statement date range for when we send out statements at the end of the month so it corresponds with the end of the month.
Thanks
Andy
- SherylBavisterCover User
- juliegraorovskiCover User
Hi,
Thats right ! this is just a basic task to be able to choose that dates from the period that you would like statement to and from and it does allow you that option :(
- JudithECover User
Only send out invoices and statements at the end of each month. These are done withoin the first few days of the following month. Would love to get the statement date to be the same as the invoice date.
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