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

AccountRight

In Tray for Sales

Contributing Cover User

7Posts

28Kudos

0Solutions

7 Posts
Contributing Cover User
New
New

Would love an in tray in the Sales, to upload payment certificates and attach dockets?

8 Comments
Contributing User
9 Posts
Contributing User

MYOB after many years with people asking for an intray in Sales we still do not have one. 
It would be grateful if you can finally include this idea. 
I currently need an Intray for our tax invoices under Sales. With 100% of our clientele such as real estates and retirement villages, commercial properties we need purchase orders from them with our excepted quote to proceed to go ahead and do the jobs. 
When an job has been done I have to email an invoice to the client and print out a paper copy for our records with the purchase order attached to the tax invoice. These paper copies then get filed into the filing cabinet. 
I have tried to download our tax invoices individually and use Adobe to attach the purchase orders and save them so they can be just one document. This work however it is not possible to do it with all our tax invoices as it is very time consuming. 
So in 2020 I am still filing the same way I have done since the eighties.
I would be grateful to anyone who can find a way to simplify our debtors or MYOB finally allows attachments in each tax invoice. 
Thanks. 

 

 

Partner
20 Posts
Partner

Extend this to include Rental invoices, or just have the ability to add the rental invoices to Receive Money or Sales Invoices

Experienced Cover User
17 Posts
Experienced Cover User

Yes we would to - All our invoices need documentation attached to support invoice - so we have to attach to email to send to client - also for future reference on looking back on invoices we have to manually get the printed copy - time consuming/paper wasting and reporting would be so much better to have in the one system

1 Post
User

It would be good to have this feature in Sales - since it is already in Purchases, it should be in sales, too!

Experienced Cover User
24 Posts
Experienced Cover User

Yep i have so many clients with sales invoices generated from the compnay they sub contract to  eg aborist and also farmers i attach the livestock sales to purchases at the monet with the commison expense but the poor sales need the info attached for it to be easier for the accountant !!

Contributing Cover User
8 Posts
Contributing Cover User

Great idea, don't know why it wasn't implemented in the first place.

Contributing Partner
9 Posts
Contributing Partner

Transport businesses need to attach three documents to sales invoice emails. They want to be able to drag and drop into attachments 

4 Posts
Cover User

To have an intray for debtors would be very helpful as well