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

298Kudos

0Solutions

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.

149 Comments
Trusted Cover User
97 Posts
Trusted Cover User

YES PLEASE!!!!!

Partner
3 Posts
Partner

Yes, having a means of uploading/attaching externally generated sales documents would be a great benefit

1 Post
User

I would also like to be able to save my sales documents as I do with my Purchases

 

Thanks

Partner
3 Posts
Partner

Yes, it would be very handy. Have client who issues sales inv from different software program. it would be handy to be able to receive a copy and upload it and get sales details from it to hold details in MYOB file

1 Post
User

upload a document to attach to a invoice on the file? So you can view this anytime and go back to view.

Like you can in purchases.

1 Post
User

Yes, I would love this.  We currently keep all the orders in a shared folder

3 Posts
User

There is an inbox which allows supplier invoices to be attached to the Bill when it is entered. This would be useful on the Sales side as well. A Customer PO could be attached to the processed invoice.

 

Secondly, it would be great to be able to add a PDF file as a picture in the Item Details. Currently you can only use bmp, jpeg and other picture file formats

Experienced Cover User
17 Posts
Experienced Cover User

YES PLEASE!  I posted about this in December 2017 and can't see how it hasn't had priority in an update. 

Contributing Cover User
7 Posts
Contributing Cover User

Hi,

 

An In Tray for Sales for us users that receive RCTI's would be fantastic. It save a lot of time inputting.

I see this has been suggested previously last year but was hoping that if more users suggested it, they may just implement it.

 

Thanks

Karen

Contributing Partner
7 Posts
Contributing Partner

I also think it would be great to attach a customer PO to a sale - expect this would not be difficult to do given it's already on the purchases side.