H-TS's avatar
H-TS
Trusted User
26 days ago
Status:
Open

Turn off "link to MYOB" option, or make it be approved by the supplier customer, and/or allow supplier customer to disconnect customers

The fact that other MYOB users who are customers of ours can link their files to ours for receiving their invoices without us being notified, or even being able to run a report to find out who has, is just plain rude. In the old ideas exchange, one of the moderators said it was to make life easier for all MYOB customers. However, just because it makes it easy for one of your other customers doesn't make it right for you to pass our internal CONFIDENTIAL breakdowns to our mutual customers.

 

Even if you eventually allow us to turn off the invoice summary that is now included in MYOB cover emails when sending invoices from MYOB (also sending our CONFIDENTIAL information to our customers without us realising until recently), this still won't stop customers linking their files to ours and still seeing that information.

 

We are not trying to hide anything from our customers. They are given a lump sum quote which they accept. INTERNALLY (or so we thought) we allocate that to different income accounts in MYOB. We send them a lump sum invoice without showing our internal breakdown. The descriptions we have on some of those line items are abbreviated codes our staff understand but are goobledygook to the customers and just makes us look extremely unprofessional when they see it at their end. 

 

Stop distributing our internal information to our customers. We often don't even know until we discover it by accident. 

 

Sales
  • AmandaCL's avatar
    AmandaCL
    MYOB Moderator
    26 days ago
    Status changed:
    New
    to
    Already Exists

    Hey H-TS

    Are you referring to the ability to automate customer/supplier invoices directly to the In Tray? 

    If so, to stop invoices from particular businesses being sent to your In Tray, you can open up another email from that business and select Unlink from MYOB. 

    I've set the status to Already Exists for now, however am happy to update it to Open for the rest of our community to vote on if I've understood your post incorrectly.

    • H-TS's avatar
      H-TS
      Trusted User
      26 days ago

      Thanks AmandaCL 
      I mean the opposite actually. I don't want our customers to be able to turn this on. And/or, I want to know who they are, and I think we should be able to disconnect them. When they choose to link their files, they receive our internal breakdown, not the lump sum invoice for the quoted work.
      They should not be able to just do this without any kind of approval from us. I'd be willing to bet most of your customers don't even know they might have customers who have switched this on because we, as the supplier to those customers, have no way of knowing. 

      • AmandaCL's avatar
        AmandaCL
        MYOB Moderator
        26 days ago

        Hey H-TS 

        Understood! Will update the status of this idea to Open for other members of our community to vote and weight too and will make sure this gets forwarded to our product teams.