25 Comments
- AmandaCLMYOB ModeratorStatus changed:OpentoArchived
- TimNCover User
- Julia_BerkhoutSuper Partner
Yes agree that a provider number or industry license number field would be very handy also being able to add extra logo's to go along with this I am sure the tradies would like their customers to know they are licensed with painters board, electricians, plumbers etc, not to mention us licensed BAS agents and Myob Partners.
Also a date of service would be handy too,
Thanks in advance
- Glow1Partner
It would be great to have a custom field or note that could be searched or filtered by. at the moment all invoices show in one big list. if you want to find which ones have notes in to complete or add things to you have to open each one - there is no grouping or deep search.
"Invoices - add custom or note field that can be searched or filtered by (i.e. check first, more items to add)"
- GilpyExperienced User
Hi,
As all of my work is on vehicles, is there a way of adding a field in invoicing, such as under the purchase order, for entering a vehicle registration.
This would make it much easier to locate invoices in the search box when a customer requests a copy or an invoice might need changing.
I am currently entering them into the notes section, but the search function doesn't look there.
Thanks
Gareth
- ValerieJBLContributing Cover User
We would like to request an additional field for Quotes In MYOB Essentials please. A few clients pointed out that there is no field that comes up in the summary to identify the quote
In the NEW INVOICE screen on MYOB essentials. It would be hugely beneficial to have another field, above or below the order number field, where we can include our own company reference. Then make this box a searchable one, (as is the invoice number already). We can then include things such as ship name, or our own job references. And search jobs with ease.
Searching solely via MYOB invoice number can take a long time when you have a client with many similarly priced invoices.
- Liam_MFormer StaffStatus changed:OpentoNewThanks for the excellent suggestion. Anyone else who would like to see an additional searchable field on invoices, please cast your vote here.
- Paul_MMGCover User
I understand the templates need to be rigid, but has anyone thought of the ability to add a user-defined field to Essentials invoices (eg. service address) that can be displayed when the invoice list produces?
- Paul_MMGCover User
Service address field and/or customisable user defined fields that appear on the invoice and in the subject line of the attached email and is visible in the invoice listing so that you can identify the various properties, not just the agent that was billed.
- suthaContributing Cover User
Yes! This would greatly assist our business too.
I would really love a description line too. As a service provider and jobs can last for a week or more, I would also love to be able to place a date beside each line, not just the date that the invoice has been generated. My old MYOB programe had an option of invoice templates, ie. Professional, Service etc. This would lso be great.
It is essential to have a "searchable" field for companies own use ( or maybe even 2!!). Here we can input our own reference number or plant name/number. This would make it so much easier to look back at the jobs done on a certain site/asset.... if we get questions over previous work done. Or for any other reason.
Hi Myob team
Totally Agree!! I have just moved accross from Accountedge and this is a key feature that is well needed for I am guessing most users.
To be able to add Blank lines and Description fields is something I need and use for every quote. To send it to a client with a $0.00 value looks unprofessional
Regards
Cameron McLean
I wish Essentials had a "Description" field, which would appear on the Quote, Invoice and Statement. It is too confusing to tell what is going on from just a list of invoice numbers.