JulieBeans's avatar
JulieBeans
User
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 fishing company.  The invoices all go to the company, but they have many ships we service.  I cannot see a way, that we could search that companies, hundreds of invoices....by a single ship name or keyword.  For later refernce of what work we have performed in the past.  Can this functionality be implemented?

 

"Searching invoice details by a keyword"

Sales
T:Cash In

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  • TimN's avatar
    TimN
    Cover User
    9 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
      9 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.

    • TimN's avatar
      TimN
      Cover User
      9 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
      9 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?

  • aplus's avatar
    aplus
    Experienced Cover User
    10 years ago

    Hi, we use notes fields on bills and invoices to enter various details about our suppliers and customers. We often need to find a document that has this or that details, and we cannot because the notes are not searchable. Would that be possible to make these fields searchable? It would be really useful. Thank you

    • aplus's avatar
      aplus
      Experienced Cover User
      10 years ago

      Please make notes fields searchable. Please vote for this suggestion. Am I the only one who needs it? We enter car details into the notes field and often need to find invoices related to this or that particular car. With bills, we have a clearing house entered as a supplier, because we pay through the clearing house and add the name of the actual supplier in the notes. It is currently impossible to group such bills by the actual supplier, which would be extremely useful. Thanks.

    • KattC's avatar
      KattC
      Former Staff
      10 years ago
      Status changed:
      New
      to
      New

      Thank you for your suggestion, we encourage all users that would like this field searchable when reporting to comment and select the Vote+ button.

  • StudioNero's avatar
    StudioNero
    User
    11 years ago

    I am testing Essentials and cannot believe there is no way to enter a few words of description for my invoices!  I am not convinced this is an efficient solution for my business.

  • JillS's avatar
    JillS
    Experienced User
    11 years ago

    Hi Julie

     

    we have the same problem with property management companies trying to identify which property an invoice was for, and the only work around i have come up with is to include an identifier in the contact name.  So for each property I invoice it like Professionals for 123 Smith St, Professionals for 567 High St etc.  To do this you have to enter the address twice in the contact form (under both primary contact and postal address) to have the identifier searchable in the contacts dropdown box and the main invoices screen.

     

    Drives me crazy, I have repeatedly mentioned this to MYOB, but no joy in 18 months.  Good luck!

     

    Jill