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Location: MYOB AccountRight Ideas Exchange

50 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
7 months agoPlace MYOB AccountRight Ideas Exchange
49Views
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
56Views
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
106Views
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
6 months agoPlace MYOB AccountRight Ideas Exchange
47Views
2likes
2Comments
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
4 months agoPlace MYOB AccountRight Ideas Exchange
34Views
3likes
1Comment
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
104Views
2likes
6Comments
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
84Views
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
91Views
7likes
3Comments
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
6 months agoPlace MYOB AccountRight Ideas Exchange
56Views
1like
2Comments
InTray - Identifying Documents
Could you look at having the documents having the option to list each invoice with date, amount, invoice number etc (Like in a files window). It would be great to be able to swap the view from i...
DonnaLee1972
5 months agoPlace MYOB AccountRight Ideas Exchange
103Views
10likes
4Comments