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

AccountRight

Online Emailing: Show activity on statements

Experienced Partner

25Posts

66Kudos

0Solutions

25 Posts
Experienced Partner
Australia
New
New

Great improvement on being able to send sales invoices directly from MYOB without an email client.

However, when sending customer statements, we do not have any "View Activity" button like we have for sales invoices.

How will we know if the customer has indeed received the statement.

This would be a great improvement.  Lets be consistent acrros all the sales functions in terms of sending invoices, statements, quotes etc.directly from the software.


"Sending statements in MYOB Accountright 2016.1"

3 Comments
Experienced Partner
55 Posts
Experienced Partner

Or at the very least, be able to view in the Sent Emails that the statements have in fact been sent

MYOB Product Manager
43 Posts
MYOB Product Manager

Being able to track the activity on a statement is something we would like to add to AccountRight in the future.

 

In the interim though you can see whether the statement has in fact been sent in the "Sent Items" window and even filter to only show statements.

 

Sent Items.jpg

 

Thanks again for your suggestion it is something we will certainly consider.

Contributing Cover User
8 Posts
Contributing Cover User

How do you view the statement that was sent?

I want to see what the customer saw on the statement sent.

Thank you