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Product Ideas

In Tray: Ability to convert Orders to Bills

Cover User

2Posts

73Kudos

0Solutions

2 Posts
Cover User
Australia

The In Tray appears as it develops will be a great asset and time saver. 

 

If you can link to an exisiting bill, You should be able to link to an existing order.

 

We eneter our orders (yellow) then send to our supplier. hen the invoice comes in we change to a bill (blue). This allows us to keep track of backorders etc.

 

If you could link to an existing order with your in tray invoice why could you not automatically change the order to a bill?. Basicall In tray only works for bills only. If this would change it would benefit a lot of businesses.

 

In tray is a great step forward.

 

"In Tray Concert Orders to Bills"

Current Status: Open
Last Changed: February 2015

Hi @Projex 

Thank you for your feedback in regards to the In Tray with AccountRight.

Currently you can only link the In Tray documents with bills. This is due to the fact that order doesn't have accounts affecting it until its been converted to a bIll. 

However I would encourage others that would like to see the In Tray documents to be linked to orders and possible convert those orders when linked to vote and comment if required.

42 Comments
gt
Experienced Cover User
12 Posts
Experienced Cover User

Hi, It would be good if we could see orders as well as bills when linking incoming invoices.

thanks

gloria

Steven_M
MYOB Moderator
44,605 Posts
MYOB Moderator

Hi @gt

 

Thank you for your feedback in regards to the In Tray and linking of orders.

I've merged your idea with this one already included on the AccountRight Idea's Exchange.

garypilatti
9 Posts
Cover User

Can we please include the ability to link documents to orders via the in tray.

 

It is common for us to recieve Pro-Forma Invoices for orders which require manufacturing and may not arrive for weeks. During this time we also make progress payments and keeping track of the documentation is critical.

Steven_M
MYOB Moderator
44,605 Posts
MYOB Moderator

Hi @garypilatti


Thank you for your feedback in regards to AccountRight and the In Tray

I have merged your idea with this similar idea already included on the AccountRight Idea Exchange.

BMCShazz
Contributing Cover User
20 Posts
Contributing Cover User

Hi

 

I had a gripe about the "in tray"/order situation on this site some months back......

 

I see that I am not the only one who wants the in tray to connect to the order, to save time and work....all that has happened is that the "in tray" creates an additional processing step.

 

Seems my comments, and the users comment above (Projex) are just being phobbed off consistently with "I have merged your idea...."

 

How about some action on this??

Steven_M
MYOB Moderator
44,605 Posts
MYOB Moderator

Hi @BMCShazz


Thank you for your feedback in regards to this idea

Currently this idea is under consideration with our program development team. At this stage we don't have a time frame for when this idea will be marked for development or implemented into the program. However we are still encouraging clients that would like to see this idea included to vote and comment if required for this idea.

In terms of my comment regarding the merged your idea. Originally this was posted as an separate idea on the AccountRight Idea Exchange. As such I have moved it and merged it with idea to make sure that duplicate ideas are not getting suggested and votes/comments are not scattered through the AccountRight Idea Exchange for the similar ideas.

Ryan-C
Experienced Cover User
31 Posts
Experienced Cover User

This intray is brilliant if you want to link to an already completed bill, or creat a new bill. Absolutely awesome tool.

 

But it really needs some work where the situation arises that you get an invoice for something you have generated a purchase order for....

It really needs to have a "command' that when selected opens the purchase order indicate you would link it to, and a new bill with no "Bill number" to allow the user to view them side by side in 2 windows, to ensure correct accounts are selected, quantities/prices/dates/products etc are acceptable, make any changes, then to a "merge" command, to merge the Purchase order number into the copy you wish to keep, link the pdf of the bill to that copy, covert the purchase order to a bill, and record.

 

A final top stone would be an intray in the sales command center, for orders recieved from customers where they have simply emailed or faxed an order with out having a quote for the sales team to link it too. upload the pdf copy of the order, and create a sales order or invoice from that.

This would make the software very much more time saving.

BMCShazz
Contributing Cover User
20 Posts
Contributing Cover User

I totally agree with Ryan C

 

I have already griped a couple of times on this site, re the Order and In Tray NON CONNECTION -

What is happening.  It has been some months now and are you still saying "The team are working on it"  MYOB people???

 

At the moment the whole series of steps to go from order to invoice, then connect the pdf link to the supplier invoice is tedious and time consuming.

 

Hurry up on it, because it would be great to have and good to see a move into the paperless office.

Ryan-C
Experienced Cover User
31 Posts
Experienced Cover User

Thanks for the support BMCShaaz,

There is a recent post from one of the MYOB founders who has also a restaurant and uses MYOB for running the restaurant, and she has posted some great tips on using the in tray, It shows how to get invoices emailed to the in tray, this is really awesome. and it shows us ways to utilise it better, I agree a V big time saver and thanks for the tips.

 

I now utilise these tips, but.... ..!

It still needs the ability to view order, update/correct and then merge - "the merge point would convert order to Invoice and link the intray file in one step.... this would save about 1min per order/invoice, or worse some times  - these last stepst are very painfully slow if your internet slows up as it is prone to doing.

Spoiler
New - simple Imporvement needed ASAP
Suja_P
5,976 Posts
Former Staff

Hi @Ryan-C,

Thank you for your feedback regarding Jacqui's (@Fedeles) post on In Tray saving time. I've passed on your feedback to her.

I've also passed on yours and others feedback regarding enhancements to the In Tray function to our developers for consideration.

We encourage others interested in seeing these changes to show support by voting for the idea.

Regards,

Suja