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AccountRight

Forms: Statements - Include job number column

Cover User

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1 Post
Cover User
Australia

When creating statements, We need a field where we can add in a comment or the job ID/Job Name rather than using the memo field

 

 "Listing Descriptions in Statement Template"

Current Status: Open
Last Changed: September 2012

Hi Hayley, Invoices can include many lines and each line can have separate Job ID's, whereas currently Statements present just the total outstanding frpm the invoice i.e. they aren't as detailed as invoices. We would need to understand a bit more about the situation - do you have multiple Job codes per invoice? Do you need to print other line item details on Statements? What do others think, would it be useful to be able to include line item details on Invoice statements?

2 Comments
MYOB Product Manager Dan_Moulton
40 Posts
MYOB Product Manager
Hi Hayley, Invoices can include many lines and each line can have separate Job ID's, whereas currently Statements present just the total outstanding frpm the invoice i.e. they aren't as detailed as invoices. We would need to understand a bit more about the situation - do you have multiple Job codes per invoice? Do you need to print other line item details on Statements? What do others think, would it be useful to be able to include line item details on Invoice statements?
IIMC-Marinas
3 Posts
Cover User

Hi

 

Being a consultancy firm, job numbers are extensively used and are the main focus with our reporting and  our clients use as a reference when dealing with us. Our clients are asking for our invoices and statements to include job numbers.

 

We would like to see Client statements & invoices etc to show the job number they relate to etc.

Currently we export into excel and manually add.