Hi ,
When you look at the list of invoices only Invoice numbers, customers, data, amount, status etc are seen. If there was a column showing a reference to what the invoice is then it would be helpful to figure out which invoice relates to what. I am currently keeping a separate spreadsheet with Invoice numbers matched to POs, project codes etc.
Regards,
Rony
"Reference in invoice listing"
The only unique field for an invoice on the invoices list page is the invoice number. I frequently have to open and view several invoices for a given customer before I can find the one of interest as my invoice numbers are not at all descriptive. Could there by a byline or subtitle just below the invoice number or customer field for each invoice line (similar to the Note field in banking transactions) where I could add a brief comment to distinguish between invoices. Preferably this would be a (one line) field available for entry on the invoice creation page that would then appear below or against the invoice on the list of invoices page.
A similar subject line for bills and quotes would be good too,but quickly identifying invoices is more of a priority for me.
Cheers,
Simon
This would be a great help and even better (for me) is being able to link a customer invoice to a supplier invoice. That would be fantastic way to manage cost of sales on a transaction by transaction basis.
It would be even better if all the fields in the invoices were searchable. I use the note field to enter car details. I often need to find invoices related to a particular car, and it can't be done. I did find a way by generating a sales transaction report, which shows the initial lines of the notes, and then searching its PDF version. However, they have recently modified the format of the sales transaction report and it now shows much less information from the notes. So I can't use this trick any more, not in the way as before. I had to rearrange the order in which I list the details of the cars so that the rego comes first. This way I can still search, but only in the more recent invoices, not all the invoices.
I did submit a request for this improvement more than once before. Is it really so hard to make this possible?
We also have the same dilemma. I was thinking maybe have the linked invoice shown when the mouse is hovered over the attachment icon.
Thanks for your great suggestion RonyS. Anyone else who would like to see some information about what an invoice is for in the invoices list screen, please cast your vote here. I would also strongly encourage you to leave a comment stating where this information should come from. For instance do you want to use the notes field from the invoice entry screen, or did you want a new field to be added to invoices for this purpose.
Hello
I agree with Rony that this would be a good enhancement to MYOB Essentials. I went from MYOB AccountEdge Pro to Xero at first. I didn't like Xero so then changed to MYOB Essentials howver the one thing in Xero that I did like was that there was a column where a reference could be inserted and that column then showed up when reviewing or reconciling invoices. I, too, am keeping a separate spreadsheet with invoice numbers which is cumbersome.
I hope that this suggestion is considered.
Cheers
Pauline
In response to Liam_M, can both be done please? Some people, such as myself woud search by the notes fields for invoices related to a particular car and other details (which is our case). Reference lines were introduced, I would pehaps use those as well to add a car registration number or other detail by which we frequently need to locate an invoice. So, I personally could use both improvements if they were implemented. I have posted earlier my request to make notes fields searchable twice before. Thank you very much.
I forgot to mention that my request was for both invoices and bills to have searchable note fields.
I would like the Customer PO to be viewed in the Invoices Screen - I find this very helpful in Account Right and am new to Essentials and finding it painful to not have some other reference point than the Sales Invoice number that is automatically generated.
The sooner the better.
The notes idea is perhaps and option, but the Customer PO is already a habit for me.
Thanks
Susan
