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Location: MYOB AccountRight Ideas Exchange

59 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
10 months agoPlace MYOB AccountRight Ideas Exchange
72Views
1like
2Comments
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
75Views
0likes
3Comments
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
159Views
4likes
4Comments
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
9 months agoPlace MYOB AccountRight Ideas Exchange
card file
62Views
2likes
2Comments
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
143Views
3likes
6Comments
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
6 months agoPlace MYOB AccountRight Ideas Exchange
53Views
3likes
1Comment
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
104Views
0likes
4Comments
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
154Views
8likes
4Comments
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
9 months agoPlace MYOB AccountRight Ideas Exchange
card file
83Views
1like
3Comments
Offline backups - why have they stopped?
I use AccountRight mostly on desktop with an ONLINE file. Software has automatically updated to 2026.5. The notes on Backing up and restoring still note that there is an option to e...
jge
27 days agoPlace MYOB AccountRight Ideas Exchange
606Views
12likes
18Comments