Partner Zone

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

Product Ideas

Sales/Purchases: Jobs - Adding job numbers onto transactions in bulk

Experienced Cover User

138Posts

85Kudos

0Solutions

138 Posts
Experienced Cover User
Australia

We often have invoices that can be up to 2-10 pages long and have many hundreds of parts on them 

Each invoice is usually one job for our customers and it takes a long time to individually input the job number for every part 

I would imagine that most businesses using a job number system would do a seperate invoice for each job for a customer ( that is what we do) and what is needed is a spot to put the job number for the entire invoice so that it automatically inserts it each time a part is added.

The other option is a fill down function similar to excell where you can highlight the lines you want to insert the job number into and then it asks you for the job number

The best solution would be have both options available but just one would be a big benefit 

The highlight and fill would be good for where people have two or more job numbers on one invoice whereas the auto finput would be more suited to a single job per invoice

Hence both would cover everyone 

Again something to make life easier for the Myob user 

Darryl 

 

 "Making it easy to put a job number on a Large Invoice"

Current Status: Open
Last Changed: June 2015

Thank you for the great suggestion @DazzaB Ibelieve a lot of our clients like your selves will benefit from this option a great deal. I encourage all users that would like to see this feature in a future upgrade to comment and vote.

 

35 Comments
mcv
Experienced Cover User
45 Posts
Experienced Cover User

i would like to see this function added with the ability to look at the job list and see the invoice number on the job lists page - also the job list should default to the last entry - it always goes back to job 1 and i have to scroll all the way down to the bottom -

 

i think the whole jobs section of myob needs to be analysed.

 

i have done transaction searches before and you cant see job vs invoice number relations.

Steven_M
MYOB Moderator
44,684 Posts
MYOB Moderator

HI @mcv

 

Thank you for voting for this idea and providing your additional thoughts and feedback in regards to the Job feature of AccountRight. I have passed them along for you.

kdebro
4 Posts
Cover User

Yes please, it would speed thing up some what,

VickiBear
1 Post
Cover User

It would be nice to just have the job number included as a field so when I customise my invoice form then I can have the job number show up where I would like to have it.

Steven_M
MYOB Moderator
44,684 Posts
MYOB Moderator

Hi @kdebro

 

Thank you for voting for this idea. I do agree with you it will improve workflow for entering those jobs.

Steven_M
MYOB Moderator
44,684 Posts
MYOB Moderator

Hi @VickiBear

Thank you for voting for this idea.

You should be able to add in the Job number to the customise form so it does print/email on the invoice. To do this go to Setup>>Customise Forms>>Invoices>>Select the required layout and form then Customise. Once the Customise Forms window has appeared, right click on the table i.e. where you can see Description, Quantity, Amount... and select Show/Hide Columns. From here you should be able to select additional columns that can be added to the table. For more information into customising a form please see Help Article: Personalising forms

OzTara
Experienced Cover User
41 Posts
Experienced Cover User

@Steven_Myour advice does not help @VickiBear.  Adding a job number to every line is time-wasting and does not allow us to insert a job number that can link an entire invoice to a job instead of every line nor does it allow us to insert the job number and/or a job description field (like an address line) OUTSIDE the table so that we aren't forced to use a header to put in the job details.


 

 

Steven_M
MYOB Moderator
44,684 Posts
MYOB Moderator

Hi @OzTara


Thank you for your feedback in regards to my previous post.

I misinterpreted what @VickiBear has trying achieve. Currently you can only place the job against the line item rather than being able to select it as a data field.

DazzaB
Experienced Cover User
138 Posts
Experienced Cover User

Im going to ask the question of the Myob Team 

Has anything actually been done about implementing any of the suggestions above or has it gone into the "We will look at that sometime in the future" basket

Darryl 

 

Steven_M
MYOB Moderator
44,684 Posts
MYOB Moderator

Hi @DazzaB

 

Thank you for your enquiry in regards to the status of this idea.

At this stage this particular idea has been marked as Under Considering as we are still looking at it considering adding that functionality in future updates. We don't have a time frame when this particular idea will be added to the program however we do still encourage clients to continue to comment and vote for this idea in the meantime.