Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Card: Customer - Show average monthly sales in history

Experienced Cover User

66Posts

32Kudos

1Solutions

66 Posts
Experienced Cover User
Australia

Whenever I get a request for a trade reference, I need to do some calculations to be able to answer their questions.

Is it possible to get the following information available on the history screen:

Average monthly sales

Date of 1st sale

Also, is it possible fo have the average days to pay for the last 2 or 3 years as well as overall, as some customers have had bad past histories but recently have been paying on time, or near to.

 

"Information for Trade References"

Current Status: Open
Last Changed: June 2015

Hi @binholden

 

Thank you for your clarifying your idea.

I would encourage other users that would like to see further information included in the Card History tab such as Average monthly sales and day of first sale to vote and comment if required for this idea.

4 Comments
MYOB Moderator
35,671 Posts
MYOB Moderator

Hi @binholden

 

Thank you for your idea in regards to AccountRight and showing information on the cards.

When you say "history screen" are you referring to the history of the Card? i.e. Card File>>Cards Lists>>Select the relevant Card>>History tab or another history screen?

Experienced Cover User
66 Posts
Experienced Cover User

Hi Steven_M,

 

Yes that is what I meant.

 

Thank you

MYOB Moderator
35,671 Posts
MYOB Moderator

Hi @binholden

 

Thank you for your clarifying your idea.

I would encourage other users that would like to see further information included in the Card History tab such as Average monthly sales and day of first sale to vote and comment if required for this idea.

Trusted Partner
70 Posts
Trusted Partner

 


@binholden wrote:

Whenever I get a request for a trade reference, I need to do some calculations to be able to answer their questions.

Is it possible to get the following information available on the history screen:

Average monthly sales

Date of 1st sale

Also, is it possible fo have the average days to pay for the last 2 or 3 years as well as overall, as some customers have had bad past histories but recently have been paying on time, or near to.

 

"Information for Trade References"


Would like to suggest for an "avg sales per month" to show next to "avg days to pay" on top of customer card. I am aware can run sales register detail report to get this information, however if the info was readily available there would be no need to run the report.