Statements: Ability to personalise statement (i.e. add Logo)

Thank you for your feedback, PhilD2014. I'm sorry you feel restricted by the limitations to customising templates in Essentials. I can see Clover is helping you on your other post on the topic. I'm sure we will be able to help resolve the issues listed in the post. 

We appreciate your patience until further customisation is possible with Essentials templates. 

Regards,

Suja
MYOB Support

Hi,

We are a building, plumbing and electrical company that has two seperate licence numbers for our services. Is there any chance of adding a section in the business details settings that could allow us to add in our licence numbers so they show up automatically on our invoices without always having to type them into the notes section of the invoice.

Also our services require us to inform our customers that our work has been completed to Australian Standards. Is there any chance of adding in pre set notes that is saved to appear on each invoice but also allows us to add custom notes to each invoice (e.g. job description).

Thanks

I tend to agree with PhilD2014 . The inability to customise invoices (I currently manually issue and track invoices using Microsoft Word & Excel) is getting out of hand as our business is growing and using the "new" templates are simply not an option because they are not suitable for professional services (and I dont want to have Units particularly when I do a fix-ed fee job).

Second issue is having to store all supporting documentation separately then having to dig through it all to match things when audit time comes.

Am currently considering moving to Xero - oh and interestingly MYOB Essentials doesnt even allow you to export your own info in a useable format (Xero does, an in a variety of formats!!) 

Thanks for your feedback misshh, I will share it with the team.

All the best,

Jason Hill
Community Manager

We are in the processing of updating our computers and thinking of doing away with our server so are considering switching from AccountRight Enterprise to Live. Being able to transfer our customised forms is not something I thought about. Like others have stated, being able to use a customised form allows us to add details that are specific to our business and helps your business like more professional.

If this is not able to be done, I guess we will just have to deal with the extra expense of purchasing and running a server.

Hi Sharon_K 

Thanks for your feedback. This idea has been marked under the Essentials Ideas Exchange. You mentioned you were using AccountRight Enterprise/Live allow you are able to customise your own forms in these versions of the program.

If you are using AccountRight Enterprise Support Note: Customising forms would be able to assist with that. If you are on AccountRight Live Support Note: Customising forms in the new AccountRight would be the required one for that version 

I know how to customise forms in Enterprise. I was merely adding my thoughts to this thread about customising forms in Live if we do decide to switch from Enterprise to Live.

So are you saying that forms are now able to be customised in Live?

Hi Sharon_K 

I think there may be some confusion over the Idea title and where it is posted.

MYOB Live, or more commonly, MYOB AccountRight Live, is the desktop software similar to your Enterprise and allows customised forms.

MYOB Essentials Accounting, or as it used be known, LiveAccounts, which this Idea post is referring to, is a web browser based program and doesn't have the customisation of the AccountRight Live program.

Thanks for the clarification Emile. I didn't realise realise the difference.

Hopefully, this should also clear up another issue I have been having. Sorry to be a pain.

Thank you for the update, Sharon_K.  Glad we could clarify the difference between the products.

Please do post again should you have need further queries.