JulieBeans's avatar
JulieBeans
11 years ago
Status:
Open

Search: Invoice description in Invoices window

I, and others would find it helpful, if we were able to search for an invoice by entering a name or keyword, we expect would be in it.   Example, we do a lot of shipping service work for a fishin...
Sales
T:Cash In
TimN's avatar
TimN
Cover User
10 years ago

When there's a numerous Quotes for same client, some even with same amount, it' impossible to know which quote is for which job as the Quotes top level listing page doesn't have a short description.

 

Screen shot of my Quotes page shows how same client displays on Quotes list. 

 

Be wonderful if another column can be added to this list with a 'Short Description' of the Quote. 

 

thanks. 

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago
    Status removed:
    New

    Hi TimN

     

    Thank you for your idea in regards to MYOB Essentials and the quotes page.

    Are you able to clarify would you be wanting say the first line of the quote to appear as the description or another box that you can enter data into on the enter quotes screen to enter that description so it appears on the quotes page?

  • TimN's avatar
    TimN
    Cover User
    10 years ago

    Hi Steven

     

    A method to show/hide the description line of the quote would be a good way to identify it in the list.   Or a rollover with popup showing the description. 

    A short description on the Quote form would be good too, that populated a new column on the Quotes listing page. 

    Either solution works - it probably depends on which is more practical technically. 

     

    Thanks. Tim 

     

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago
    Status added:
    Open

    Hi TimN

     

    Thank you for clarifying your idea further.

    I would encourage other users that would like to see a description for quotes/invoices as to what the transaction is for to vote and comment if required for this idea.