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

AccountRight

Sales: In Tray - attach documents

Cover User

1Posts

267Kudos

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1 Post
Cover User
Australia

 I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 

 

'In tray for Sales?"

Current Status: Open
Last Changed: March 2015

Hi @PET 

Thank you for your idea in regards to AccountRight and sale transactions.

Currently the In Tray can be used for purchases only. I would encourage other users that would like to see the ability to upload documents to be read for Sale transactions/an "Out Tray" to vote and comment if required.

127 Comments
1 Post
User

This idea has got 200 over votes since 2015 but no response yet? We need this for our business to attach POs etc for invoices, would love to see more activity around this topic

3 Posts
User

Hello,

 

Is this something that MYOB will be considering soon? It would be extremely useful.

 

It would also be useful to be able to attach customer remittance advices to a banking receipt. Is this something MYOB is considering?

 

Thanks, Rachael 

2 Posts
Cover User

That will save so much time is I could attach documents to sales.  Please consider this for your next update. 

1 Post
Cover User

It would be very useful to us to be able to attach pdf's to sales invoices

5 Posts
User

ABILITY TO ATTACH DOCUMENTS TO SALES

Partner
3 Posts
Partner

Am keen for MYOB Accountright to be able to upload externally produced invoices from an in-tray. I work remotely part time as a contractor. The business has erratic sales and the  principal uses own software and design to provide the description of sale and send the invoice, sending a cc to me for me to input to MYOB and to retain a copy for records. Wouldnt it be lovely and efficient if it could be sent to the MYOB inbox, used as basis for creating sale transaction in MYOB and attached from the inbox to the sale transaction

 

LynnH

Trusted User
95 Posts
Trusted User

You need to move to Xero.. I was on MYOB and moved and do not have the issue you are all reporting here..

Experienced Cover User
31 Posts
Experienced Cover User

Hello PET, and any contiributors.


@PET wrote:

 I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 

 

'In tray for Sales?"



I can't see why MYOB don't make these as extra options available to purchase if you want them - maybe there is not 2000likes... but there are those that need it and would be happy to pay an extra 5 or 10 bucks a month.

I have got sick of waiting - 3 years gone buy since I started on this topic. MYOB's rate of user friendly imporvements are too slow - we are moving to an ERP system feeds into MYOB that will handle invoicing & purchasing, accounts Recievable, and Payable, Inventory (Accountright you purchase for the Inventory feature - it is no good if you are a manufacturer, and for Job costings - it costs way too much to manage the data in accountright to be sure you have good high quality costings)

Also it will allow us to do inventory, purchasing, quoting & invoicing all from our phones where ever we are. Accountright doesn't do that, if you use the essentials app, it doesn't allow invoicing of inventoried items, and it is way too slow and difficult. Accountright App is only available to IOS.....

Also we can look up most reports on our phone like Sales for the day, Purchases for the day, Productivity for the day. Can't view any reports with the MYOB app.

MYOB will point to EXO, but it is not suited to small size manufacturers like us.


 

Contributing Cover User
9 Posts
Contributing Cover User

Right now you are only able to attach one document when emailing an invoice? WHY?

 

Please please allow more than one document to be attached to the invoice. THIS WOULD SAVE SO MUCH TIME FOR SO MANY PEOPLE!

 

I would literally pay an extra $10 just for this feature. Please allow for more than one document to be attached to the invoice when emailing out.

1 Post
Cover User

yes I would like an in tray for sales also so i can cut down on my paper trail.