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Location: MYOB AccountRight Ideas Exchange

63 Results

PDF File Name on Customer Statements
Currently when sending out statements, our customers see the pdf file name as "eStatement". Is it possible to add their customer name to the pdf file to say "eStatement for Customer". It looks like Z...
sari85
11 months agoPlace MYOB AccountRight Ideas Exchange
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1like
Comments
assign file name to invoice batches
It would be great to be able to (auto)assign file names when printing batches of invoices (eg the fiel name is the Card ID) Current using the following process the file name is left blank h...
ChemMYOB
1 year agoPlace MYOB AccountRight Ideas Exchange
Sales
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0likes
Comments
Keep original file name when uploading to In Tray
Users would like their documents to retain the original file name at the time of upload once uploaded into the In Tray. This idea was originally posted 10 years ago with a total of 38 v...
AmandaMYOB
1 year agoPlace MYOB AccountRight Ideas Exchange
In Tray
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4likes
Comments
Start Card File Search after clicking enter
Desktop Stop auto searching as you type in the card file. When the customer & supplier list is large, auto searching just slows everything down. Change to search after clicking enter. Also s...
Card File Search.jpg
BJ3
10 months agoPlace MYOB AccountRight Ideas Exchange
card file
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2likes
Comments
Attach files to payslips before emailing
Users would like the ability to attach an additional file to payslips before emailing them. This idea was originally posted 9 years ago with a total of 15 votes and 4 comments.
AmandaMYOB
1 year agoPlace MYOB AccountRight Ideas Exchange
Payroll
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4likes
Comments
Adding pdf files direct from emails to cards and invoices
At the moment, file attachments to email messages cannot be added direct to cards and invoices. The only way is to drag them to desktop first. Can this be changed please, just like it is possible t...
Margriet
8 months agoPlace MYOB AccountRight Ideas Exchange
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4likes
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Assign job to customer/supplier in card file
Users would like the ability to assign a default job to a customer/supplier card so that when entering transactions it defaults to the assigned job set. This idea was originally posted 9 years...
AmandaMYOB
1 year agoPlace MYOB AccountRight Ideas Exchange
Sales
Views
8likes
Comments
Save custom dictionary inside the online file
...o accept all the customer names etc again. Since the file is online, it would be really nice to save the custom dictionary within the file so that if we add a new user they won't have to s...
H-TS
1 year agoPlace MYOB AccountRight Ideas Exchange
Spellcheck
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0likes
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Stop Searching the Card File Type ie the word "Customer" or "Supplier"
Desktop When searching in the card file, why does it find the word "Customer" and the word "Supplier"? No wonder these searches take so long when you are searching starting with "cu" or "su" &n...
Card File Search.jpg
BJ3
10 months agoPlace MYOB AccountRight Ideas Exchange
card file
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1like
Comments
Quote Attachments Save Differently if emailed or saved
Just a funny quirk on AR Desktop If you "Send To" Email, a quote the file attached starts with QUXXX, as you would expect a quote attachment to look. If you "Send To" Disk, file name saves as I...
BJ3
13 days agoPlace MYOB AccountRight Ideas Exchange
attachments
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1like
Comment