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Product Ideas

Import/Export Assistant: Sales - Include Online invoice field

Cover User

2Posts

5Kudos

0Solutions

2 Posts
Cover User
Australia

MYOB payby, works by activiating the "online payment" tick box on each invoice.

 

There is no field in the import/export field range that captures this feature.

 

So when importing batch invoices, every invoice has to be manually ticked.

 

Please add a identifable field for "online payment" to enable effective importing of invoice data.

 

"Adding field for import/export for "online payment" feature'

Current Status: Done
Last Changed: May

13 Comments
Steven_M
45,180 Posts
Former Staff

Thank you for your idea. Our team has reviewed the idea and has ensured it meets our idea submission criteria. For more information on idea submission criteria, please read this article: Changes to our Idea Exchange pages

DamienGM
Experienced Cover User
53 Posts
Experienced Cover User

This is import, esp when you have like over 100 invoices per import. As of yet we are not bothering so all those invoices are being paid using older (and more inefficent) payment methods and gateways and not being routed through the MYOB payment gateway.

DamienGM
Experienced Cover User
53 Posts
Experienced Cover User

Yes, really need this, esp when we import over 200 invoices in one go.

Regards

Damien

DamienGM
Experienced Cover User
53 Posts
Experienced Cover User

When will this be a thing? Importing 200+ invoices its impractial to manually select the check box for each invoice.

Regards

Damien

DazzaB
Experienced Cover User
141 Posts
Experienced Cover User

 Hi All

We the users need to start holding MYOB accountable for the lack of useful improvements being made.

They manage to divide us into small groups because we all have very specific changes or improvements that we want done but in general not enough people either see the request or want exactly that change made to get enough votes to hopefully get the idea considered for inclusion into the possible future improvements selection list that the Team will be considering for possible inclusion into the future improvements consideration list ( that nothing ever seems to get done from anyway).

Please note the long winded underlined part is deliberate as that’s how difficult it is to get Anything changed in MYOB

 

We need an external forum where we can distil out effective broad reaching changes to the usability of the program.

What I am referring to is things like allowing us the users to have full and complete control of what information and arrangements we want on all the onscreen and offscreen reports including sales/purchasing/inventory and accounting screens

In other words allow us to decide whatever information, in whatever format we need to suit our business in both onscreen and offscreen reports

The issue seems to be that whatever columns and information the MYOB experts decided many years ago was the one and only arrangement that we would ever need because how could we possibly know better what would suit our business operation.

We only run and manage our business everyday so how could we know what arrangement of information in on and offscreen would be best for our business.

We could then give MYOB and the Team a list of effective changes that need to be made with a request for an expected delivery date for the changes to be implemented by.

This may then help in speeding up the implementation of some really helpful changes

As in the case above about adding a tick box column to the imports or exports.

If we were given the ability to decide what information we wanted in any onscreen/offscreen/import/export reports or windows then this problem would be alleviated as you could simply select it into your export.

This would be very useful to a number of users of MYOB but what would be more useful would be to allow the users to fully customise all and any columns in any report and to be able to select any column that that has any connection to that report. ( AND I DO MEAN ANY AND ALL COLUMNS NOT WHAT THE PROGRAMMER THINKS ARE THE CORRECT ONES)

This would allow everyone to create any mix of columns in any order that suited their purpose.

Instead of us asking for a single useful change that only suits a few people at atime we would have a single upgrade that would make it way more useful to many users.

Its almost like someone is trying to sabotage MYOB from the inside and reduce their market share.

Just my view from the outside and seeing how disinterested they are in making any even small changes at all yet alone any major upgrades to the usability and user friendliness of the program.

Darryl

SASC1
3 Posts
User

Hi there, this is essential to avoid having to manually send each invoice.

DamienGM
Experienced Cover User
53 Posts
Experienced Cover User

Is this still under any consideration?

DamienGM
Experienced Cover User
53 Posts
Experienced Cover User

This needs to be Impleted or the follow "bug" fixed. At the moment (July 2022) when you import Invoices, the Online payments is now ticked by default. But if you view the invoice online, there is no "Pay Now" button nor any link in the email when its sent out. To fix it you still have to toggle the tick box, AND send the email out again. This impractible to do when we import hunderds of invoices at a time.

DamienGM
Experienced Cover User
53 Posts
Experienced Cover User

Hi, is this still not being considered? This severaly affects how we get paid and all the processing work required to manually process invoices and payments.

Wendy18
Experienced Cover User
16 Posts
Experienced Cover User

Any updates on this issue MYOB?????

Has been an ongoing issue for a few years now - surely it warrants at least a response!!