I'm surprised that there are literally no options for the Customer Statatements.
At the very least it should default to using the Trading Name (rather than business name) and the Postal Address (rather than the Street Address) and use the logo provided.
A client requested that we provide detailed statements, listing out all the payments made. I'm sure the client wants to check that we haven't missed a payment that they've made, but we currently have no way of doing that.
I'm feeling very disappointed that I changed to MYOB Essentials! The statements don't even show our trading name, and don't fit in window envelopes!
This was supposed to be an upgrade, but has been a major downgrade on the program I have been using for the past 5 years.
Surely if the Invoices can be customised, the program can be adjusted to customise the statements as well. The replies stating that this is an extra feature available on the more complex programs seems like a ploy to get businesses to pay more.
Reading back through the comments, this has been requested for 3 years and MYOB have been working on it. This is a basic feature which should be available on all programs.
- WilfCover User
Just showing the invoice details in the statement would be good but it looks like it is going to be a while before anything happens.
- CloverQFormer Staff
Hi Taygars
Essentials Accounting is a simple accounting product, which provides the core accounting functions and the convenience of easy access via smart phones or tablets at anywhere and any time. Compared to the desktop software AccountRight/AccountEdge products, I'm afraid you will find Essentials Accounting doesn't have as many customisations and advanced features.
However our developers are keen to improve Essentials' functionality in the future, thank you for your feedback and your vote, the number of votes will also help our developers to prioritise their work. If you have further suggestions on how you wish to customise statements, please feel free to let us know.
- CloverQFormer Staff
Hi Wilf,
Thank you for your feedback, I've passed your idea to the relevant team.
I've noticed that you haven't cast your vote for this idea, I would encourage you to do so by clicking on the '+Vote' button next to the idea topic. The number of votes will greatly help us to identify the demand and set priorities.
Kind regards
Clover
- Suey93Contributing User
Cmon MYOB team you can do better than this! 2012 you were promising customised statements. Time to deliver!
- Steven_MFormer Staff
Hi Suey93
Thank you for your feedback in regards to this idea.
This idea is something that the team are still looking into for future updates to MYOB Essentials. At this stage we don't have a time frame for when this particular idea will be added to the program. However in saying that we certainly can see the benefit of it for clients. - KaneggmCover User
Is there any progress on the look of statements in Essentials Accounting they are very plain currently!
- BigWALK_27Cover User
I cant believe that the 'new' on line expensive MYOB essentials can't customise statements. Our old version we could add payment details etc............................................PLEASE fix this URGENTLY ....really so many people send statements how can something so vital be so poor we almost need to appologise to our customers for using MYOB Essentails
- HartfieldCover User
Any progress on the customising of customer statement to show payment recrds and account balances?? I've seen this topic raised since 2012, but MYOB is so slow in resolving issues!
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