MYOBCommunity
Partner Zone
|
|
Partner Zone

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/invoicing

abacusowner
Cover User

5Posts

32Kudos

0Solutions

5 Posts
Cover User
Australia
New
New

I regularly send accompanying documents with my invoices. I have to do this at the email stage as an attachment. It would be helpful to be able to add these to an invoice intray then attach to the invoice at the time of writing the invoice. This would allow a quick way to look up what was relevent to that sale in MYOB & not have to go back to my emails to check on attachments. 

New
2 Comments
12345678765432
1 Post
Cover User

I have the same suggestion.

 

For one client we oncharge property costs to tenants out of MYOB. We will often generate an invoice for water or council rates etc. and need to be able to attach the original invoice for which we are oncharging for transperancy.

Contributing Cover User MichelleTB
9 Posts
Contributing Cover User

In support of the In Tray feature being replicated for Sales, as it currently exists for Purchases, I would add that its functionality could be extended to attaching customer purchase orders, e-mails containing customers's sales requests, cheque remittance advices or electronic EFT remittance advices when payment is received.

Thus you would have an almost complete history & cycle of that sales invoice readily available on-hand for quick referencing in case of any queries, disputes or as a document source during the annual audit.

Such a time saving feature!!!